Added to YB: 2026-07-14
Pitch date: 2026-07-11
KBR [neutral]
KBR, Inc.
-0.45%
current return
Author Info
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Company Info
KBR, Inc. provides scientific, technology, and engineering solutions to governments and commercial customers worldwide.
Market Cap
$4.5B
Pitch Price
$35.91
Price Target
N/A
Dividend
1.86%
EV/EBITDA
6.50
P/E
10.47
EV/Sales
0.90
Sector
Professional Services
Category
special_situation
$KBR: the defense spin with a date on the calendar
KBR (overview): Spinning off $5B-rev govt-services MTS biz on Jan 4, 2027; leaders named. Trades ~9x FY26 EPS ($3.87-4.22), $4.5B cap, blended pricing ignores catalyst. STS licensing 18% margin; MTS 8.6% but shrinking -6% on contract runoff. SOTP re-rate play. Risks: spin slip, dis-synergies, multiple compression.
Read full article (2 min)