KBR Gestion
Gestion contrôle des critères 3/4
Le PDG KBR est Stuart John Bradie, nommé en Jun2014, a un mandat de 11.92 ans. La rémunération annuelle totale est $ 11.61M, composée du salaire de 11.3% et des bonus 88.7%, y compris les actions et options de la société. détient directement 0.59% des actions de la société, d'une valeur de $ 24.25M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.3 ans et 4.9 ans.
Informations clés
Stuart John Bradie
Directeur général
US$11.6m
Rémunération totale
| Pourcentage du salaire du PDG | 11.28% |
| Durée du mandat du directeur général | 11.9yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 5.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 16
KBR: Future Defense And Space Contract Wins Will Support Undervalued Outlook
Analysts have trimmed their price target on KBR by $2 to $40, citing updated assumptions around discount rates, long term P/E, and margins reflected in recent cuts from major firms. Analyst Commentary Recent Street research has leaned cautious on KBR, with multiple price target cuts pointing to a more conservative stance on valuation, earnings power, and execution risk.
Mise à jour du récit • Apr 29
KBR: Future Contract Wins And Margin Execution Will Drive Upside
Analysts have trimmed their price target on KBR by $5, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E. These changes slightly adjust their valuation framework while leaving fair value essentially unchanged at $51.13.Mise à jour du récit • Apr 14
KBR: Future Contract Execution And Margin Stability Will Drive Upside
Analysts have trimmed their fair value estimate for KBR to about $51 from roughly $54, reflecting slightly higher discount rate assumptions and modest tweaks to long term growth, margin, and P/E expectations cited in recent research updates from multiple firms. Analyst Commentary Bullish Takeaways Bullish analysts point out that the revised fair value in the low US$50s still sits above recent price targets, which they see as leaving some room for execution to close the gap between market price and intrinsic value estimates.Seeking Alpha • Mar 31
KBR: Low Valuation And Healthy Long-Term Drivers Make It A Buy
Summary KBR trades at a significant discount to historical valuations, with a forward P/E over 40% below its 5-year average. Despite near-term headwinds from project delays and geopolitical risks, KBR's long-term outlook is supported by global energy security and rising defense spending. KBR's backlog growth, margin expansion, and shift toward recurring, higher-margin work provide a strong foundation for future revenue and profitability. I rate KBR a buy, as current risks appear priced in and catalysts such as Lake Charles LNG and defense spending could drive a partial re-rating. Read the full article on Seeking AlphaMise à jour du récit • Mar 30
KBR: Future Defense And Space Contract Execution Will Support Undervalued Outlook
Analysts have lowered their price target on KBR by $3 to $42, citing updated views on valuation metrics and fair value, while assumptions for revenue growth and profit margins remain relatively stable. Analyst Commentary Bearish analysts have pointed to the recent price target cut as a sign of more cautious expectations around what KBR can realistically deliver, even with revenue and margin assumptions described as relatively stable.Mise à jour du récit • Mar 16
KBR: Future Contract Execution Will Offset Recent Discount Rate And Margin Concerns
Analysts have trimmed their price target on KBR by $4, reflecting updated assumptions for lower revenue growth and profit margins, as well as a higher discount rate and a higher future P/E multiple. Analyst Commentary Bearish analysts cutting the KBR price target by $4 are signaling increased caution around how much investors are being asked to pay for the stock relative to updated assumptions on revenue growth, margins, and risk.Mise à jour du récit • Mar 02
KBR: Future Contract Wins And Margin Recovery Will Drive Upside
Analysts have trimmed their KBR price target by about $1 to reflect a slightly lower fair value estimate and more moderate assumptions for revenue growth and profit margins, while also applying a somewhat higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable applying a higher future P/E multiple, which signals some confidence that KBR can support a richer valuation if management executes on its plans.
Mise à jour du récit • Feb 16
KBR: Defense Contracts And Margin Discipline Will Drive Medium-Term Upside Potential
Analysts have reduced their price target on KBR by $4, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions, while maintaining the fair value estimate at $65.00. Analyst Commentary Even with the $4 trim to the price target, bullish analysts still see the current fair value estimate of $65.00 as supported by KBR's execution and the updated P/E assumptions incorporated into their models.Mise à jour du récit • Feb 02
KBR: Fair Outlook Will Balance Slow Services Setup And Contract Execution Risks
Analysts have trimmed their price target on KBR by $4 to $45, citing a relatively slow growth backdrop for engineering services compared with construction machinery peers, along with slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research around KBR has a cautious tone, with bearish analysts highlighting a mix of slower growth expectations for engineering services and valuation questions at current levels.Mise à jour du récit • Jan 19
KBR: Fair Outlook Will Balance Spin Plans And Contract Execution Risks
Analysts now see KBR's fair value at about $45, down from roughly $54. This reflects a recalibrated price target that lines up with recent Street research citing a slower growth backdrop, a relatively higher discount rate, and more cautious positioning on engineering services versus machinery peers.Mise à jour du récit • Jan 05
KBR: Upcoming Business Spin Will Drive Upside As Margins Remain Resilient
Analysts have modestly reduced their price target on KBR, trimming fair value expectations by about $1 to roughly $55. They are factoring in a slightly slower growth and margin outlook, even as profitability guidance is maintained and spin-related catalysts are anticipated.Mise à jour du récit • Dec 13
KBR: Spinoff And Resilient Margins Will Drive Medium-Term Upside Potential
Analysts have lowered their KBR price target from $78 to $65 as they factor in a slower growth backdrop, higher discount rates, and near term revenue headwinds from the announced spinoff and government related project delays, while still acknowledging resilient profitability and potential long term value creation from the separation of MTS and STS. Analyst Commentary Bullish analysts acknowledge near term headwinds but continue to highlight multiple structural and company specific catalysts that could support KBR's valuation over the medium term.Mise à jour du récit • Nov 29
KBR: Segment Spinoff Will Drive Upside As Margin Stability Persists
The analyst price target for KBR has been modestly reduced from $57.14 to $55.63, as analysts cite a slower growth backdrop, delays in certain segments, and a slightly higher discount rate. Analysts also note that profitability guidance remains unchanged.Mise à jour du récit • Nov 15
KBR: Segment Spinoff Will Unlock Shareholder Value Despite Recent Headwinds
Analysts have modestly lowered their fair value estimate for KBR to $57.14 from $59.57 per share. This change reflects slightly higher discount rates and softer revenue growth projections due to delays and a sluggish contract environment.Mise à jour du récit • Nov 01
KBR: Segment Separation Will Unlock Value Amid Project Delays In 2025
Analysts have slightly lowered their fair value estimate for KBR from $60.71 to $59.57 per share. They cite expectations for slower revenue growth in 2025 due to project delays.Mise à jour du récit • Sep 04
US Reconciliation Act And Energy Transition Will Open Markets
KBR's consensus price target remains unchanged at $60.71 as analysts weigh near-term headwinds from the terminated HomeSafe contract and increased government segment uncertainty against potential long-term positives from a refocus on core operations and valuation support. Analyst Commentary HomeSafe contract termination by the Department of Defense creates immediate revenue and EBITDA headwinds and increases management credibility concerns.Article d’analyse • Jun 13
Does KBR (NYSE:KBR) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • May 22
How KBR's Strong Quarterly Performance And Strategic Announcements Shape Its Investment Thesis
Investors exhibited optimism due to KBR's robust quarterly performance and strategic announcements that signal positive expectations. Steady sales growth, reaffirmed revenue guidance, and strategic initiatives bolster confidence in KBR's future prospects. The implications of KBR's recent performance on its strategic growth trajectory warrant further examination.Article d’analyse • May 06
KBR's (NYSE:KBR) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Apr 18
KBR, Inc.'s (NYSE:KBR) Price In Tune With Revenues
It's not a stretch to say that KBR, Inc.'s ( NYSE:KBR ) price-to-sales (or "P/S") ratio of 0.8x right now seems quite...Article d’analyse • Feb 10
KBR (NYSE:KBR) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 16
KBR: Uncertainty Over Activist Investor And Government Spending Cuts
Summary KBR, Inc. is poised for robust earnings growth. However, there is uncertainty because of an activist investor and potential government spending cuts. The company, which provides government and sustainable technology solutions, boasts a $22.1 billion backlog and strong financial metrics. Activist investor Irenic Capital may push for a split, but the current configuration appears more favorable for shareholder value. I have a one-year price target of $69.25 and a Buy rating. Read the full article on Seeking AlphaArticle d’analyse • Jan 09
KBR, Inc.'s (NYSE:KBR) Subdued P/S Might Signal An Opportunity
There wouldn't be many who think KBR, Inc.'s ( NYSE:KBR ) price-to-sales (or "P/S") ratio of 1x is worth a mention when...Article d’analyse • Dec 10
Investors Will Want KBR's (NYSE:KBR) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d’analyse • Nov 08
KBR, Inc.'s (NYSE:KBR) Intrinsic Value Is Potentially 29% Above Its Share Price
Key Insights The projected fair value for KBR is US$91.52 based on 2 Stage Free Cash Flow to Equity KBR's US$70.81...Seeking Alpha • Oct 24
KBR Stock Q3 Earnings: Decent Results, I Was Wrong About The Company
Summary KBR reported Q3 earnings with revenues of $1.95B, a 10.2% increase year-over-year, and an improved operating margin of 8.9%. The company's robust backlog of $22.1B and a book-to-bill ratio of 1.2x provide strong revenue visibility and stability. The promising Sustainable Technology Solutions segment, especially in LNG projects, is expected to drive significant growth and higher margins. Despite a recent share price drop, I upgrade KBR to a buy due to its solid financial position and growth potential. Read the full article on Seeking AlphaArticle d’analyse • Sep 27
Is There Now An Opportunity In KBR, Inc. (NYSE:KBR)?
While KBR, Inc. ( NYSE:KBR ) might not have the largest market cap around , it received a lot of attention from a...Seeking Alpha • Sep 11
KBR Inc.: I Need Evidence That Revenues Will Grow At Double-Digits
Summary KBR Inc.'s Q2 results were mixed, with revenue slightly missing estimates while EPS exceeded expectations; management raised FY24 guidance modestly. Despite a healthy $20B backlog, the company's share price dropped due to market volatility and less impressive report details. Skepticism remains about KBR's ability to achieve projected growth rates, especially given past performance and uncertainties around recent acquisitions. Conservative valuation suggests KBR is trading at a slight premium; concerns about a potential recession keep me on the sidelines. Read the full article on Seeking AlphaArticle d’analyse • Sep 06
KBR (NYSE:KBR) Might Have The Makings Of A Multi-Bagger
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Nouveau récit • Aug 25
LinQuest's Strategic Acquisitions And Energy Transition Efforts Point To A Future Of Robust Growth And Diversification
LinQuest's acquisition and strategic shifts towards energy security and transition projects position KBR for significant growth in national security, LNG, and ammonia production.Article d’analyse • Aug 19
A Piece Of The Puzzle Missing From KBR, Inc.'s (NYSE:KBR) Share Price
With a median price-to-sales (or "P/S") ratio of close to 1.5x in the Professional Services industry in the United...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | US$433m |
| Jan 02 2026 | US$12m | US$1m | US$450m |
| Oct 03 2025 | n/a | n/a | US$416m |
| Jul 04 2025 | n/a | n/a | US$400m |
| Apr 04 2025 | n/a | n/a | US$400m |
| Jan 03 2025 | US$13m | US$1m | US$373m |
| Sep 27 2024 | n/a | n/a | US$319m |
| Jun 28 2024 | n/a | n/a | US$199m |
| Mar 29 2024 | n/a | n/a | -US$257m |
| Dec 29 2023 | US$13m | US$1m | -US$264m |
| Sep 29 2023 | n/a | n/a | -US$193m |
| Jun 30 2023 | n/a | n/a | -US$99m |
| Mar 31 2023 | n/a | n/a | US$345m |
| Dec 31 2022 | US$13m | US$1m | US$189m |
| Sep 30 2022 | n/a | n/a | US$166m |
| Jun 30 2022 | n/a | n/a | US$150m |
| Mar 31 2022 | n/a | n/a | -US$93m |
| Dec 31 2021 | US$12m | US$1m | US$27m |
| Sep 30 2021 | n/a | n/a | -US$24m |
| Jun 30 2021 | n/a | n/a | -US$29m |
| Mar 31 2021 | n/a | n/a | US$81m |
| Dec 31 2020 | US$10m | US$1m | -US$63m |
| Sep 30 2020 | n/a | n/a | -US$33m |
| Jun 30 2020 | n/a | n/a | -US$30m |
| Mar 31 2020 | n/a | n/a | US$57m |
| Dec 31 2019 | US$11m | US$1m | US$201m |
Rémunération vs marché: La rémunération totale de Stuart John ($USD 11.61M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.03M ).
Rémunération et revenus: La rémunération de Stuart John a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Stuart John Bradie (59 yo)
11.9yrs
Titularisation
US$11,614,552
Compensation
Mr. Stuart John Baxter Bradie is Chairman of KBR, Inc. from May 14, 2025 and has been its Chief Executive Officer and President since June 2, 2014. Mr. Stuart John Baxter Bradie serves as Independent Non-E...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Chairman | 11.9yrs | US$11.61m | 0.59% $ 24.3m | |
| Executive VP | 4.6yrs | US$2.60m | 0.019% $ 776.4k | |
| Executive VP & Chief People Officer | 6yrs | US$2.15m | 0.044% $ 1.8m | |
| President of Sustainable Technology Solutions | 8.3yrs | US$2.79m | 0.087% $ 3.6m | |
| Executive VP of Strategic Transactions & Interim CEO of Mission Technology Solutions | no data | US$3.41m | 0.14% $ 5.7m | |
| Executive VP & Chief Financial Officer | less than a year | pas de données | 0.034% $ 1.4m | |
| VP & Chief Accounting Officer | less than a year | pas de données | 0.0034% $ 139.8k | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Vice President of Global Communications & Marketing | no data | pas de données | pas de données | |
| Vice President of Sustainability | no data | pas de données | pas de données | |
| Executive VP and Chief Digital & Development Officer | 7.3yrs | pas de données | 0.049% $ 2.0m | |
| Managing Director | 4.3yrs | pas de données | pas de données |
5.3yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de KBR est chevronnée et expérimentée (5.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Chairman | 11.6yrs | US$11.61m | 0.59% $ 24.3m | |
| Independent Director | 14.3yrs | US$320.45k | 0.036% $ 1.5m | |
| Independent Director | 1yr | US$268.84k | 0.0049% $ 198.8k | |
| Independent Director | 10.4yrs | US$320.23k | 0.043% $ 1.8m | |
| Independent Director | 4yrs | US$298.83k | 0.011% $ 431.2k | |
| Independent Director | 6.3yrs | US$318.83k | 0.0043% $ 176.7k | |
| Independent Director | 2yrs | US$298.98k | 0.0049% $ 200.0k | |
| Independent Director | less than a year | US$237.52k | 0.0028% $ 114.0k | |
| Lead Independent Director | 8.8yrs | US$347.58k | 0.036% $ 1.5m | |
| Independent Director | 1.8yrs | US$298.83k | 0.0049% $ 201.7k | |
| Independent Director | 4.9yrs | US$325.32k | 0.013% $ 549.3k |
4.9yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de KBR sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 15:23 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/04/03 |
| Revenus annuels | 2026/01/02 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
KBR, Inc. est couverte par 23 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Kaplowitz | Barclays |
| Mariana Perez Mora | BofA Global Research |
| Andrew Kaplowitz | Citigroup Inc |