View ValuationFluor 将来の成長Future 基準チェック /06Fluor利益と収益がそれぞれ年間2.5%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 10.1%なると予測されています。主要情報2.5%収益成長率10.14%EPS成長率Construction 収益成長23.0%収益成長率5.6%将来の株主資本利益率18.20%アナリストカバレッジGood最終更新日16 May 2026今後の成長に関する最新情報Price Target Changed • Feb 20Price target increased by 7.4% to US$54.22Up from US$50.50, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$53.69. Stock is up 42% over the past year. The company is forecast to post earnings per share of US$2.71 next year compared to a net loss per share of US$0.31 last year.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$16.5b to US$15.7b. EPS estimate also fell from US$14.28 per share to US$9.55 per share. Net income forecast to shrink 80% next year vs 13% growth forecast for Construction industry in the US . Consensus price target broadly unchanged at US$50.33. Share price fell 7.3% to US$42.39 over the past week.Price Target Changed • Aug 06Price target decreased by 7.8% to US$50.33Down from US$54.61, the current price target is an average from 9 analysts. New target price is 22% above last closing price of US$41.25. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$11.47 for next year compared to US$12.47 last year.Price Target Changed • Jul 29Price target increased by 10% to US$54.61Up from US$49.45, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$55.99. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.86 for next year compared to US$12.47 last year.Price Target Changed • Apr 21Price target decreased by 8.3% to US$48.15Down from US$52.50, the current price target is an average from 10 analysts. New target price is 46% above last closing price of US$33.01. Stock is down 16% over the past year. The company is forecast to post earnings per share of US$2.55 for next year compared to US$12.47 last year.Price Target Changed • Feb 20Price target decreased by 7.0% to US$53.60Down from US$57.65, the current price target is an average from 10 analysts. New target price is 35% above last closing price of US$39.83. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$2.57 for next year compared to US$12.47 last year.すべての更新を表示Recent updatesライブニュース • May 17Fluor Faces Rising Costs but Shows Strong Cash Flow and Robust Backlog in Q1 2026Fluor reported Q1 2026 adjusted EPS of $0.14 on revenue of about $3.66 billion, missing analyst expectations and reflecting pressure from higher project costs and Middle East-related delays. The company narrowed its full-year adjusted EBITDA outlook to a range of $525 million to $560 million, while highlighting a backlog of $25.7 billion supported by $2.7 billion of new awards across mining, nuclear and government work. Fluor generated $110 million in operating cash flow in Q1, completed the sale of its NuScale Power stake for roughly $2.4 billion, executed $516 million of share repurchases, and continues to emphasize nuclear and AI-related power projects as key parts of a roughly $60 billion opportunity pipeline. The mix of weaker earnings and tighter guidance on one side, with strong cash generation, asset sales and a large backlog on the other, points to a company balancing near-term execution issues against a sizeable multi-year project opportunity set. Investors may want to watch how effectively Fluor manages cost risk on large projects and converts its nuclear and government pipeline into profitable awards while continuing aggressive buybacks and dealing with ongoing insider selling.分析記事 • May 15Weak Statutory Earnings May Not Tell The Whole Story For Fluor (NYSE:FLR)Investors were disappointed by Fluor Corporation's ( NYSE:FLR ) latest earnings release. We did some analysis, and...Seeking Alpha • May 13Fluor: Too Many Headwinds Are Emerging (Rating Downgrade)Summary Fluor Corporation faces mounting headwinds after disappointing Q1 results, including an 8% revenue decline and weak adjusted EPS driven by legal and project cost overruns. AI data center construction and onshoring tailwinds are offset by economic slowdown risks, political uncertainty, and local pushback, complicating the near-term outlook. FLR's $1.4 billion share buyback, funded by the NuScale divestment, is viewed neutrally but signals limited reinvestment opportunities amid a challenging environment. With a 50% drop in new project awards and a complicated macro backdrop, I downgrade FLR to Hold. I will watch for concrete signs of economic and project momentum. Read the full article on Seeking AlphaReported Earnings • May 11First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.10 (up from US$1.43 loss in 1Q 2025). Revenue: US$3.66b (down 8.0% from 1Q 2025). Net income: US$160.0m (up US$401.0m from 1Q 2025). Profit margin: 4.4% (up from net loss in 1Q 2025). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) exceeded analyst estimates by 78%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.ナラティブの更新 • May 09FLR: Core Backlog Turnaround And Cleaner Balance Sheet Will Support 2026 ResetNarrative Update on Fluor Analysts have moved the average price target for Fluor up to $61 from $57. They cite expectations for a cleaner balance sheet, improving core bookings and a potential second half backlog inflection, while also factoring in a slightly higher discount rate and only modest adjustments to long term growth, margin and P/E assumptions.ナラティブの更新 • Apr 21FLR: Backlog Inflection And New Energy Work Will Drive Fresh StartFluor's analyst fair value estimate edges down from $54.22 to $53.50 as analysts factor in a slightly higher discount rate. They still highlight raised price targets tied to expectations for stronger core bookings and reduced NuScale related noise.ナラティブの更新 • Apr 06FLR: Core Backlog And Cleaner Balance Sheet Will Support 2026 ResetAnalysts have raised their average price target on Fluor by about $4 to $61, citing expectations for stronger core bookings, a cleaner balance sheet, and less drag from NuScale as key supports for the updated view. Analyst Commentary Bullish analysts are leaning into a more constructive view on Fluor, pointing to cleaner financials, easing NuScale related headwinds, and healthier core bookings as reasons to revisit valuation.お知らせ • Apr 02Fluor Corporation to Report Q1, 2026 Results on May 08, 2026Fluor Corporation announced that they will report Q1, 2026 results Pre-Market on May 08, 2026ナラティブの更新 • Mar 23FLR: Core Backlog And 2026 Reset Will Support Future UpsideThe analyst price target for Fluor has increased by $4 to $61. Analysts cite updated assumptions for revenue growth, profit margins, and a lower P/E multiple, along with recent Street research that highlights expectations for improving core business momentum and backlog.Buy Or Sell Opportunity • Mar 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$45.64. The fair value is estimated to be US$37.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 13Fluor Corporation, Annual General Meeting, May 06, 2026Fluor Corporation, Annual General Meeting, May 06, 2026.お知らせ • Mar 10Fluor Corporation Appoints Robert G. (Bob) Card to its Board of Directors, Audit Committee, Commercial Strategies and Operational Risk Committee, Effective March 4, 2026Fluor Corporation announced on March 9, 2026 that Robert G. (Bob) Card, former President and CEO of SNC-Lavalin and a seasoned global engineering and construction executive, has been elected to its Board of Directors effective March 4, 2026. Card will serve on the Board’s Audit Committee and Commercial Strategies and Operational Risk Committee. Card’s appointment brings the total number of Fluor Board members to 12 of whom 10 are independent. With more than three decades of top-level management experience across public and private sectors, he contributes broad industry, operational and government expertise. Card previously served as President and CEO of SNC-Lavalin from 2012 to 2015 and held senior leadership roles at CH2M (formerly CH2M Hill), including President of its Energy, Water & Facilities Divisions. Earlier in his career, he served as Under Secretary of Energy at the U.S. Department of Energy from 2001 to 2004, overseeing major national programs in energy, science, environment, and nuclear waste management. Beyond these roles, Card also brings substantial large-scale program and international experience. He led CH2M’s Transportation, Nuclear, Environmental, Government and International divisions; served as the deputy program manager for the successful $15 billion London 2012 Olympics; and managed the decommissioning of the Rocky Flats Nuclear Weapons Plant. He has been recognized with national honors, including the Energy Secretary’s Gold Award. Card has served on multiple industry boards, including Westinghouse Electric, AECOM, Ardurra, AMEC Foster Wheeler and Longenecker & Associates, providing governance leadership across the engineering, construction, nuclear and energy sectors. His background provides Fluor’s Board with a seasoned perspective on industry dynamics, operational risk management and government-related initiatives.お知らせ • Mar 09Fluor Corporation Announces Executive ChangesFluor Corporation announced that David E. Constable, Executive Chairman, will step down from the Board of Directors following the Annual Shareholders Meeting on May 6, 2026. James T. (Jim) Hackett, the company’s Lead Independent Director, will assume the role of Chairman of the Board on May 5, 2026. Constable’s connection to Fluor spans 44 years. He began his career with the company in 1982, advancing through a series of global leadership roles that shaped Fluor’s operational and commercial capabilities. After joining the Fluor Board in 2019, he chaired the Commercial Strategies and Operational Risk Committee, later becoming Chief Executive Officer (CEO) in 2021 and Chairman of the Board in 2022. He stepped down as CEO and transitioned into the role of Executive Chairman in 2025. His tenure is credited with reinforcing the financial foundation of the company and restoring confidence among clients, employees, partners and shareholders. Constable also brought external executive experience to the Board. He served as CEO and Executive Director of Sasol from 2011 to 2016 and has held board positions with Anadarko and Rio Tinto, while continuing to serve as a board member at ABB, contributing a broad perspective on global industrial and energy markets. Hackett brings extensive governance experience and a deep knowledge of global markets. He has served as Director on Fluor’s Board since 2016, with former Board service from 2001 to 2015, and was appointed Lead Independent Director in 2025 as part of the Board’s commitment to strong independent oversight. His background includes senior leadership roles across the energy industry and prior service as Chairman of the Federal Reserve Bank of Dallas. He currently sits on the boards of Enterprise Products Holdings, LLC and SLB (formerly Schlumberger Limited).ナラティブの更新 • Mar 09FLR: Backlog Inflection And New Energy Projects Will Reshape Future PipelineThe analyst price target for Fluor has moved higher, with our fair value estimate rising from $51.00 to about $54.22. Analysts point to higher external targets in the $48 to $61 range and focus on cleaner core operations, improving backlog momentum, and reduced NuScale related overhangs.ナラティブの更新 • Feb 23FLR: Backlog Hopes Will Struggle To Justify Rich Earnings ExpectationsThe analyst fair value estimate for Fluor has risen from $36.50 to about $40.83, reflecting higher Street price targets in the $48 to $61 range as analysts point to expectations of a cleaner balance sheet, fewer NuScale overhangs, and potential backlog momentum in the core business. Analyst Commentary Recent Street research on Fluor has centered on how quickly the company can convert its current setup into stronger execution in the core business, while also managing balance sheet clean up and legacy issues such as NuScale.Price Target Changed • Feb 20Price target increased by 7.4% to US$54.22Up from US$50.50, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$53.69. Stock is up 42% over the past year. The company is forecast to post earnings per share of US$2.71 next year compared to a net loss per share of US$0.31 last year.Reported Earnings • Feb 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.32 loss per share (down from US$12.47 profit in FY 2024). Revenue: US$15.5b (down 5.0% from FY 2024). Net loss: US$51.0m (down 102% from profit in FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.ナラティブの更新 • Feb 08FLR: ES Execution And NuScale Monetization Will Support Future UpsideAnalysts have lifted their price targets on Fluor by up to about US$5, reflecting recent Q3 earnings and guidance commentary that points to stronger contributions from the ES segment, progress on key projects and potential capital returns tied to NuScale monetization. Analyst Commentary Recent research is leaning constructive on Fluor, with several bullish analysts lifting their price targets following the Q3 earnings print and guidance update.Buy Or Sell Opportunity • Feb 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to US$46.92. The fair value is estimated to be US$38.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are forecast to decline by 64% per annum over the same time period.お知らせ • Feb 06Fluor Corporation Announces Appointment of James P. Elliott as Chief Accounting Officer, Effective February 4, 2026Fluor Corporation announced that on February 3, 2026, the Board of Directors appointed Mr. James P. Elliott to serve as the Corporation’s Chief Accounting Officer, effective February 4, 2026. Mr. Elliott, age 47, currently serves as Corporate Controller of the Corporation, which position he has held since 2025. He was previously Director, Technical Accounting and Internal Reporting from 2019 to 2025. Mr. Elliott does not have any family relationships with any director or executive officer of the Corporation, and there are no arrangements or undertakings with any person pursuant to which he was selected as an officer of the Corporation. In addition, no transactions involving Mr. Elliott have occurred or are currently contemplated that would be required to be disclosed pursuant to Item 404(a) of Regulation S-K under the Securities Exchange Act of 1934.ナラティブの更新 • Jan 25FLR: Earnings Execution And Asset Monetization Will Support Future Share Price UpsideNarrative Update on Fluor Analysts have lifted their price targets on Fluor by about US$4 to US$5 per share, citing the recent Q3 earnings beat, raised guidance, stronger profits in the ES segment, progress on the Mexico project and expectations around NuScale Power monetization and continued repurchases. Together, these factors support a slightly higher future P/E and modestly adjusted growth and margin assumptions in our model.Buy Or Sell Opportunity • Jan 22Now 21% overvaluedOver the last 90 days, the stock has fallen 6.8% to US$45.61. The fair value is estimated to be US$37.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are forecast to decline by 64% per annum over the same time period.ナラティブの更新 • Jan 11FLR: Activist Pressure And Asset Monetization Will Support Future Share Price UpsideAnalysts have slightly raised their price targets on Fluor to around the mid US$50s, citing Q3 earnings that came in ahead of expectations, a guidance increase supported by stronger ES segment profits and progress on key projects, and potential capital returns funded by NuScale Power monetization. Analyst Commentary Recent Street research has turned more constructive on Fluor, with bullish analysts lifting their price targets into the mid US$50s after the company reported Q3 results that were ahead of expectations and raised its guidance.お知らせ • Jan 02Fluor Corporation to Report Q4, 2025 Results on Feb 17, 2026Fluor Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026ナラティブの更新 • Dec 15FLR: Activist Pressure And Asset Monetization Will Drive Share Price HigherAnalysts have trimmed their fair value estimate for Fluor to approximately $57, down about $3, as they balance stronger revenue growth expectations and recent price target increases in the mid $50s with higher perceived risk and a more muted long term margin outlook. Analyst Commentary Bullish analysts have responded positively to Fluor's latest quarterly results, pointing to a combination of stronger segment profitability and improving project execution as key factors behind recent price target increases into the mid $50s.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$16.5b to US$15.7b. EPS estimate also fell from US$14.28 per share to US$9.55 per share. Net income forecast to shrink 80% next year vs 13% growth forecast for Construction industry in the US . Consensus price target broadly unchanged at US$50.33. Share price fell 7.3% to US$42.39 over the past week.ナラティブの更新 • Nov 09FLR: Recent Power Deal Will Shape U.S. Energy Project Pipeline AheadNarrative Update: Fluor Analyst Price Target Revised Upward Analysts have raised Fluor's fair value price target from $49.89 to $51.00, citing improved revenue growth forecasts and recent developments involving NuScale Power's major U.S. SMR commitment as supportive factors. Analyst Commentary Analysts have evaluated recent developments related to NuScale Power and their impact on Fluor, providing both optimistic and cautious perspectives regarding the company's future outlook.Reported Earnings • Nov 09Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$4.30 loss per share (down from US$0.32 profit in 3Q 2024). Revenue: US$3.37b (down 18% from 3Q 2024). Net loss: US$697.0m (down US$751.0m from profit in 3Q 2024). Revenue missed analyst estimates by 20%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 22Fluor Corporation Announces Executive Leadership ChangesOn October 17, 2025, Mr. Mark E. Fields, Group President, Project Execution of Fluor Corporation (the “Corporation”), notified the Corporation that he intends to retire in 2026. As part of a succession planning transition process, the Board of Directors (the “Board”) of the Corporation appointed Mr. Fields to the role Group President, Strategic Projects, effective November 1, 2025. Mr. Michael E. Alexander, the Corporation’s current Business Group President, Energy Solutions, will move into the role of Group President, Project Execution, effective November 1, 2025. Mr. Pierre Bechelany, the Corporation’s current President, LNG & Power, will move into the role of Business Group President, Energy Solutions, effective November 1, 2025.お知らせ • Oct 21Starboard Value Intends Push Fluor to Boost the Share ValueOn October 20, 2025, Starboard Value has acquired a nearly 5% interest in Fluor and intends to push for ways to boost the company's shares,分析記事 • Oct 03The Return Trends At Fluor (NYSE:FLR) Look PromisingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Oct 02Fluor Corporation to Report Q3, 2025 Results on Nov 07, 2025Fluor Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025お知らせ • Sep 17Gainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Fluor CorporationFluor Corporation announces that a securities class action lawsuit has been filed in the United States District Court for the Northern District of Texas on behalf of all persons or entities who purchased or otherwise acquired Fluor Corporation securities between February 18, 2025 and July 31, 2025, inclusive (the “Class Period”). The Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that: (i) costs associated with the Gordie Howe, I-635/LBJ, and I-35 projects were growing because of, inter alia, subcontractor design errors, price increases, and scheduling delays; (ii) the foregoing, as well as customer reduction in capital spending and client hesitation around economic uncertainty, was having, or was likely to have, a significant negative impact on the Company’s business and financial results; (iii) accordingly, Fluor’s financial guidance for Fiscal Year 2025 was unreliable and/or unrealistic, the effectiveness of the Company’s risk mitigation strategy was overstated, and the impact of economic uncertainty on the Company’s business and financial results was understated; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times. Investors who purchased or otherwise acquired shares of Fluor should contact the Firm prior to the November 14, 2025 lead plaintiff motion deadline. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.ナラティブの更新 • Aug 27Urban Solutions And LNG Canada Will Shape Outlook Amid RisksAnalysts remain divided on Fluor’s valuation: while some see further upside from its NuScale Power stake and supportive macro trends, others believe the benefits are fully priced in following a sharp share rally, resulting in the consensus analyst price target holding steady at $49.89. Analyst Commentary Bullish analysts see continued upside from Fluor’s valuation linked to its NuScale Power (SMR) stake, with upgraded price targets reflecting revised assessments after deeper analysis of this asset.Recent Insider Transactions Derivative • Aug 12Executive Chairman notifies of intention to sell stockDavid Constable intends to sell 71k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$56.39, it would amount to US$4.0m. Since December 2024, David's direct individual holding has increased from 484.30k shares to 626.98k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Aug 06Price target decreased by 7.8% to US$50.33Down from US$54.61, the current price target is an average from 9 analysts. New target price is 22% above last closing price of US$41.25. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$11.47 for next year compared to US$12.47 last year.Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$14.81 (up from US$0.99 in 2Q 2024). Revenue: US$3.98b (down 5.9% from 2Q 2024). Net income: US$2.46b (up US$2.29b from 2Q 2024). Profit margin: 62% (up from 4.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$41.42, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the Construction industry in the US. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$50.10 per share.Price Target Changed • Jul 29Price target increased by 10% to US$54.61Up from US$49.45, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$55.99. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.86 for next year compared to US$12.47 last year.分析記事 • Jul 28Why Fluor Corporation (NYSE:FLR) Could Be Worth WatchingFluor Corporation ( NYSE:FLR ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Jul 16Should You Be Adding Fluor (NYSE:FLR) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jul 04Fluor (NYSE:FLR) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 02Fluor Corporation to Report Q2, 2025 Results on Aug 01, 2025Fluor Corporation announced that they will report Q2, 2025 results at 9:29 AM, US Eastern Standard Time on Aug 01, 2025Buy Or Sell Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock has risen 35% to US$50.31. The fair value is estimated to be US$63.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are forecast to decline by 33% per annum over the same time period.お知らせ • Jun 30+ 4 more updatesFluor Corporation(NYSE:FLR) dropped from Russell 3000 Growth IndexFluor Corporation(NYSE:FLR) dropped from Russell 3000 Growth Index分析記事 • Jun 22Returns On Capital Are Showing Encouraging Signs At Fluor (NYSE:FLR)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Buy Or Sell Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock has risen 31% to US$48.39. The fair value is estimated to be US$60.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to decline by 74% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$49.79, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 24x in the Construction industry in the US. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$60.47 per share.分析記事 • Jun 10The Market Lifts Fluor Corporation (NYSE:FLR) Shares 26% But It Can Do MoreThe Fluor Corporation ( NYSE:FLR ) share price has done very well over the last month, posting an excellent gain of...Reported Earnings • May 04First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$1.43 loss per share (down from US$0.34 profit in 1Q 2024). Revenue: US$3.98b (up 6.6% from 1Q 2024). Net loss: US$241.0m (down US$300.0m from profit in 1Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 02Fluor Corporation Elects James R. Breuer to the BoardFluor Corporation at its annual meeting of stockholders held on April 30, 2025 elected James R. Breuer to the Board to serve until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified.Seeking Alpha • Apr 25Fluor Corporation Stock: Strategic Construction Exposure Across Key Growth SectorsSummary Fluor Corporation is undervalued, trading at 67.5% of intrinsic value, with strong growth prospects in revenue and earnings through 2029. The company excels in engineering, project management, procurement, and construction, with significant revenue from Urban and Energy Solutions. Fluor's balance sheet is robust, with cash and short-term investments 2.68 times its long-term debt, and a conservative debt-to-EBITDA ratio. Risks include international exposure and potential tariff issues, but alignment with US CAPEX infrastructure spending offers substantial growth opportunities. Read the full article on Seeking AlphaPrice Target Changed • Apr 21Price target decreased by 8.3% to US$48.15Down from US$52.50, the current price target is an average from 10 analysts. New target price is 46% above last closing price of US$33.01. Stock is down 16% over the past year. The company is forecast to post earnings per share of US$2.55 for next year compared to US$12.47 last year.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$30.86, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Construction industry in the US. Total returns to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$60.94 per share.Seeking Alpha • Apr 07Fluor Stock: Low Valuation And Long-Term GrowthSummary The market's steep sell-off created a buying opportunity for Fluor Corporation, which is now in oversold territory with attractive valuation levels. Fluor's long-term growth catalysts include new leadership, strategic financial goals, and significant contracts in energy, data centers, and construction. Despite recent earnings downgrades and revenue volatility, Fluor's low valuation and potential for margin expansion suggest a strong recovery over the next year. Fluor is poised to benefit from growing energy demand and data center needs, making the current sell-off a potentially lucrative buying opportunity. Read the full article on Seeking Alphaお知らせ • Apr 04Fluor Corporation to Report Q1, 2025 Results on May 02, 2025Fluor Corporation announced that they will report Q1, 2025 results Pre-Market on May 02, 2025お知らせ • Mar 31Fluor Corporation Announces Chief Human Resources Officer Changes, Effective April 7, 2025Fluor Corporation announced that Tracey Cook has been named Chief Human Resources Officer (CHRO), effective April 7, 2025, succeeding Stacy Dillow, who is leaving Fluor to pursue a new opportunity. Cook, currently Senior Vice President of Human Resources, has been with Fluor for 35 years and has held several senior leadership positions in Finance, as President of Fluor’s former equipment subsidiary, AMECO, and most recently, in Human Resources.Seeking Alpha • Mar 20Fluor Corporation: The Future Lingers On Its Ability To Win Favorable ContractsSummary Fluor Corporation's 2024 results showed slowing sales and margins, with a 5% growth rate and significant challenges in the Energy Solutions segment. Despite a robust balance sheet, the company's efficiency and profitability metrics need substantial improvement to compete effectively with peers. The 2025 outlook is optimistic, with an expected 15% revenue growth driven by strong backlogs and new awards, especially in Urban Solutions. I recommend waiting for FLR operational improvements in the next quarters before investing, as current margins and competitiveness are not enticing. Read the full article on Seeking Alphaお知らせ • Mar 14Fluor Corporation, Annual General Meeting, Apr 30, 2025Fluor Corporation, Annual General Meeting, Apr 30, 2025.Recent Insider Transactions Derivative • Mar 11Executive Chairman & CEO notifies of intention to sell stockDavid Constable intends to sell 191k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$52.58, it would amount to US$10m. For the year to December 2019, David's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, David's direct individual holding has increased from 484.30k shares to 745.13k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Mar 02Group President of Project Execution notifies of intention to sell stockMark Fields intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$38.00, it would amount to US$2.2m. Since March 2024, Mark's direct individual holding has decreased from 177.00k shares to 150.19k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Feb 20Price target decreased by 7.0% to US$53.60Down from US$57.65, the current price target is an average from 10 analysts. New target price is 35% above last closing price of US$39.83. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$2.57 for next year compared to US$12.47 last year.Reported Earnings • Feb 18Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$12.48 (up from US$0.55 in FY 2023). Revenue: US$16.3b (up 5.4% from FY 2023). Net income: US$2.15b (up US$2.06b from FY 2023). Profit margin: 13% (up from 0.5% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 18Fluor Corporation Announces CEO ChangesFluor Corporation announced that its Board of Directors has appointed Chief Operating Officer (COO), Jim Breuer, as Chief Executive Officer (CEO), effective May 1, 2025. David E. Constable, Fluor’s current Chairman and CEO, will transition into the role of Executive Chairman on the same date, ensuring continuity of leadership and strategic direction of the company. Breuer has held the role of COO since 2024, driving a more holistic approach to Fluor’s markets, talent deployment and project delivery excellence. Prior to his COO role, he held several executive leadership positions including Group President of Energy Solutions. His engineering, procurement and construction experience spans four continents in the energy, chemicals, mining and metals, and power sectors. In his 31 years at Fluor, Breuer has held a variety of executive and project roles, including spending half of his career on assignments outside of the United States.お知らせ • Feb 06Fluor Corporation Elects Charles P. Blankenship Jr. to its Board of Directors and Audit Committee and Commercial Strategies and Operational Risk Committee, Effective March 1, 2025Fluor Corporation announced that Charles (Chip) P. Blankenship Jr., Chairman and Chief Executive Officer (CEO) of Woodward Inc., has been elected to its Board of Directors effective March 1, 2025. Blankenship will serve on the Board's Audit Committee and the Commercial Strategies and Operational Risk Committee, bringing the total number of Fluor Board members to 11, of whom 10 are independent. Prior to becoming Woodward’s CEO in May 2022, Blankenship’s leadership roles included serving as CEO of Arconic, an aerospace advanced alloys and components company, and a 24-year career at General Electric (GE). While at GE, he held significant leadership roles in aviation, energy and appliances, including CEO of GE Appliances and Vice President and General Manager of Commercial Aircraft Engines. He was also General Manager of GE’s Aero Energy. Blankenship serves on the Board of Directors of the National Association of Manufacturers and the Board of Governors of the Aerospace Industries Association. He is a member of the National Academy of Engineering and served as the Montgomery Distinguished Professor of Practice at the University of Virginia (UVA) School of Engineering and Applied Sciences. Blankenship holds a Ph.D. in materials science and engineering from UVA and a bachelor’s degree from Virginia Polytechnic Institute and State University.New Risk • Jan 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$433k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.お知らせ • Jan 06Fluor Corporation to Report Q4, 2024 Results on Feb 18, 2025Fluor Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 18, 2025Seeking Alpha • Dec 303 Reasons To Consider FluorSummary Fluor Corporation has delivered commendable YTD returns of ~28% outperforming other mid-caps by 2x and industrial stocks by 1.6x. FLR's forward EV/EBITDA multiple is not cheap, but allowances could be made due to the sturdy operating leverage, while the FCF yield looks very compelling. A robust balance sheet and high cash levels support the likelihood of a pickup in buybacks, while the dividend too could be reinstated after 4 years. The risk-reward on the standalone and relative strength charts look favorable. FLR doesn't have the most pristine track record when it comes to guidance, and the energy solutions division is currently suffering from a lack of conversion from FEED work to EPC wins. Read the full article on Seeking Alphaお知らせ • Dec 04Fluor Corporation Announces Chief Financial Officer ChangesFluor Corporation announced that after more than three decades of service,Chief Financial Officer, Joe Brennan, will retire effective July 1, 2025. Fluor’s Board of Directors has appointed John Regan as his successor, effective March 1, 2025. Regan currently serves as Fluor’s Executive Vice President and Chief Accounting Officer. He brings more than three decades of financial and industry expertise, as well as extensive experience managing public company financial planning, reporting and operations. Prior to joining Fluor, Regan served as CFO of Alta Mesa and CFO of Vine Oil & Gas LP. Regan is a Certified Public Accountant, licensed in Texas, and began his career at PricewaterhouseCoopers.お知らせ • Dec 03Fluor Corporation Announces Retirement of Joe Brennan as Executive Vice President, Effective July 1, 2025Fluor Corporation announced that after more than three decades of service, Executive Vice President, Joe Brennan, will retire effective July 1, 2025. Fluor’s Board of Directors has appointed John Regan as his successor, effective March 1, 2025. Regan currently serves as Fluor’s Executive Vice President and Chief Accounting Officer. He brings more than three decades of financial and industry expertise, as well as extensive experience managing public company financial planning, reporting and operations. Prior to joining Fluor, Regan served as CFO of Alta Mesa and CFO of Vine Oil & Gas LP. Regan is a Certified Public Accountant, licensed in Texas, and began his career at PricewaterhouseCoopers.Recent Insider Transactions Derivative • Nov 25Group President of Project Execution notifies of intention to sell stockMark Fields intends to sell 109k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$57.74, it would amount to US$6.3m. Since March 2024, Mark's direct individual holding has decreased from 177.00k shares to 170.30k. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$17.4b to US$16.7b. EPS estimate also fell from US$2.82 per share to US$2.34 per share. Net income forecast to grow 91% next year vs 34% growth forecast for Construction industry in the US. Consensus price target broadly unchanged at US$55.45. Share price fell 14% to US$50.80 over the past week.Reported Earnings • Nov 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.32 (down from US$1.17 in 3Q 2023). Revenue: US$4.09b (up 3.3% from 3Q 2023). Net income: US$54.0m (down 68% from 3Q 2023). Profit margin: 1.3% (down from 4.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 59%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Oct 20Fluor: Stock Looks Bullish To End 2024 And To Begin 2025Summary Fluor Corporation is expected to have a strong finish to 2024, with positive momentum continuing into 2025. The company benefits from a steady flow of new contract awards, bolstering its positive outlook. Fluor's stock valuation remains reasonable, making it an attractive investment opportunity. Increasing margins are likely to drive strong earnings growth. Read the full article on Seeking Alphaお知らせ • Oct 01Fluor Corporation to Report Q3, 2024 Results on Nov 08, 2024Fluor Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 08, 2024Seeking Alpha • Sep 23Fluor: Right To Remain Conservative, Market UnderperformanceSummary Fluor is a solid company with good revenues and project backlogs, but its cyclical nature and lack of dividend make it a "Hold." The company has shown recovery post-COVID-19, but missed market expectations in the recent quarter, highlighting its volatility and macroeconomic exposure. Fluor's growth prospects are uncertain, with concerns over backlog volume and inconsistent earnings forecasts, making double-digit growth unlikely. My new price target for Fluor is $34/share, reflecting a conservative annualized RoR of 15% without assuming high EPS growth. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Sep 08Executive VP & CFO notifies of intention to sell stockJoseph Brennan intends to sell 63k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$47.13, it would amount to US$2.9m. Since March 2024, Joseph has owned 81.55k shares directly. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months.新しいナラティブ • Aug 27Fellows Program And Asset-Light Model Propel Market Diversification And Revenue Growth The Fluor Fellows program positions Fluor favorably in competitive bids by fostering innovation and technical superiority. Recent Insider Transactions • Aug 18Executive VP recently sold US$628k worth of stockOn the 14th of August, John Regan sold around 13k shares on-market at roughly US$48.31 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions Derivative • Aug 16Executive VP notifies of intention to sell stockJohn Regan intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$48.31, it would amount to US$628k. Since March 2024, John has owned 46.71k shares directly. There has only been one transaction (US$105k sale) from insiders over the last 12 months.業績と収益の成長予測NYSE:FLR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202818,124448N/A89312/31/202717,046410316255612/31/202615,867498-167-1963/31/202615,184350-419N/A12/31/202515,503-51-437-387N/A9/30/202515,5873,385237306N/A6/30/202516,3134,136243350N/A3/31/202516,5631,845512653N/A12/31/202416,3152,145664828N/A9/30/202415,875260636809N/A6/30/202415,744375331482N/A3/31/202415,456259137262N/A12/31/202315,47483101212N/A9/30/202315,364104-158-50N/A6/30/202315,013-52-2965N/A3/31/202314,374-49-2758N/A12/31/202213,744106-4431N/A9/30/202213,656-180172230N/A6/30/202213,547-162-646N/A3/31/202213,931-3051267N/A12/31/202114,156-429-5025N/A9/30/202113,802-249-266-178N/A6/30/202113,756-259-133-32N/A3/31/202113,807-187-9420N/A12/31/202015,788-36973186N/A9/30/202015,298-265175296N/A6/30/202016,470-1,05453192N/A3/31/202016,881-1,43610173N/A12/31/201915,454-1,283N/A219N/A9/30/201916,813-1,293N/A240N/A6/30/201916,026-457N/A386N/A3/31/201914,482-41N/A281N/A12/31/201818,851153N/A162N/A9/30/201816,296130N/A40N/A6/30/201817,395156N/A41N/A3/31/201819,509113N/A196N/A12/31/201714,807-27N/A602N/A9/30/201719,483202N/A804N/A6/30/201719,309112N/A1,043N/A3/31/201719,449238N/A861N/A12/31/201619,037281N/A706N/A9/30/201618,418160N/A731N/A6/30/201618,035332N/A735N/A3/31/201617,989378N/A925N/A12/31/201518,114418N/A849N/A9/30/201519,199689N/A806N/A6/30/201520,254696N/A421N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: FLRの予測収益成長率 (年間2.5% ) は 貯蓄率 ( 3.5% ) を下回っています。収益対市場: FLRの収益 ( 2.5% ) US市場 ( 16.7% ) よりも低い成長が予測されています。高成長収益: FLRの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: FLRの収益 ( 5.6% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: FLRの収益 ( 5.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: FLRの 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 21:44終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fluor Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Andrew WittmannBairdAndrew KaplowitzBarclaysAdam SeidenBarclays22 その他のアナリストを表示
Price Target Changed • Feb 20Price target increased by 7.4% to US$54.22Up from US$50.50, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$53.69. Stock is up 42% over the past year. The company is forecast to post earnings per share of US$2.71 next year compared to a net loss per share of US$0.31 last year.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$16.5b to US$15.7b. EPS estimate also fell from US$14.28 per share to US$9.55 per share. Net income forecast to shrink 80% next year vs 13% growth forecast for Construction industry in the US . Consensus price target broadly unchanged at US$50.33. Share price fell 7.3% to US$42.39 over the past week.
Price Target Changed • Aug 06Price target decreased by 7.8% to US$50.33Down from US$54.61, the current price target is an average from 9 analysts. New target price is 22% above last closing price of US$41.25. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$11.47 for next year compared to US$12.47 last year.
Price Target Changed • Jul 29Price target increased by 10% to US$54.61Up from US$49.45, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$55.99. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.86 for next year compared to US$12.47 last year.
Price Target Changed • Apr 21Price target decreased by 8.3% to US$48.15Down from US$52.50, the current price target is an average from 10 analysts. New target price is 46% above last closing price of US$33.01. Stock is down 16% over the past year. The company is forecast to post earnings per share of US$2.55 for next year compared to US$12.47 last year.
Price Target Changed • Feb 20Price target decreased by 7.0% to US$53.60Down from US$57.65, the current price target is an average from 10 analysts. New target price is 35% above last closing price of US$39.83. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$2.57 for next year compared to US$12.47 last year.
ライブニュース • May 17Fluor Faces Rising Costs but Shows Strong Cash Flow and Robust Backlog in Q1 2026Fluor reported Q1 2026 adjusted EPS of $0.14 on revenue of about $3.66 billion, missing analyst expectations and reflecting pressure from higher project costs and Middle East-related delays. The company narrowed its full-year adjusted EBITDA outlook to a range of $525 million to $560 million, while highlighting a backlog of $25.7 billion supported by $2.7 billion of new awards across mining, nuclear and government work. Fluor generated $110 million in operating cash flow in Q1, completed the sale of its NuScale Power stake for roughly $2.4 billion, executed $516 million of share repurchases, and continues to emphasize nuclear and AI-related power projects as key parts of a roughly $60 billion opportunity pipeline. The mix of weaker earnings and tighter guidance on one side, with strong cash generation, asset sales and a large backlog on the other, points to a company balancing near-term execution issues against a sizeable multi-year project opportunity set. Investors may want to watch how effectively Fluor manages cost risk on large projects and converts its nuclear and government pipeline into profitable awards while continuing aggressive buybacks and dealing with ongoing insider selling.
分析記事 • May 15Weak Statutory Earnings May Not Tell The Whole Story For Fluor (NYSE:FLR)Investors were disappointed by Fluor Corporation's ( NYSE:FLR ) latest earnings release. We did some analysis, and...
Seeking Alpha • May 13Fluor: Too Many Headwinds Are Emerging (Rating Downgrade)Summary Fluor Corporation faces mounting headwinds after disappointing Q1 results, including an 8% revenue decline and weak adjusted EPS driven by legal and project cost overruns. AI data center construction and onshoring tailwinds are offset by economic slowdown risks, political uncertainty, and local pushback, complicating the near-term outlook. FLR's $1.4 billion share buyback, funded by the NuScale divestment, is viewed neutrally but signals limited reinvestment opportunities amid a challenging environment. With a 50% drop in new project awards and a complicated macro backdrop, I downgrade FLR to Hold. I will watch for concrete signs of economic and project momentum. Read the full article on Seeking Alpha
Reported Earnings • May 11First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.10 (up from US$1.43 loss in 1Q 2025). Revenue: US$3.66b (down 8.0% from 1Q 2025). Net income: US$160.0m (up US$401.0m from 1Q 2025). Profit margin: 4.4% (up from net loss in 1Q 2025). Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) exceeded analyst estimates by 78%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • May 09FLR: Core Backlog Turnaround And Cleaner Balance Sheet Will Support 2026 ResetNarrative Update on Fluor Analysts have moved the average price target for Fluor up to $61 from $57. They cite expectations for a cleaner balance sheet, improving core bookings and a potential second half backlog inflection, while also factoring in a slightly higher discount rate and only modest adjustments to long term growth, margin and P/E assumptions.
ナラティブの更新 • Apr 21FLR: Backlog Inflection And New Energy Work Will Drive Fresh StartFluor's analyst fair value estimate edges down from $54.22 to $53.50 as analysts factor in a slightly higher discount rate. They still highlight raised price targets tied to expectations for stronger core bookings and reduced NuScale related noise.
ナラティブの更新 • Apr 06FLR: Core Backlog And Cleaner Balance Sheet Will Support 2026 ResetAnalysts have raised their average price target on Fluor by about $4 to $61, citing expectations for stronger core bookings, a cleaner balance sheet, and less drag from NuScale as key supports for the updated view. Analyst Commentary Bullish analysts are leaning into a more constructive view on Fluor, pointing to cleaner financials, easing NuScale related headwinds, and healthier core bookings as reasons to revisit valuation.
お知らせ • Apr 02Fluor Corporation to Report Q1, 2026 Results on May 08, 2026Fluor Corporation announced that they will report Q1, 2026 results Pre-Market on May 08, 2026
ナラティブの更新 • Mar 23FLR: Core Backlog And 2026 Reset Will Support Future UpsideThe analyst price target for Fluor has increased by $4 to $61. Analysts cite updated assumptions for revenue growth, profit margins, and a lower P/E multiple, along with recent Street research that highlights expectations for improving core business momentum and backlog.
Buy Or Sell Opportunity • Mar 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$45.64. The fair value is estimated to be US$37.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 13Fluor Corporation, Annual General Meeting, May 06, 2026Fluor Corporation, Annual General Meeting, May 06, 2026.
お知らせ • Mar 10Fluor Corporation Appoints Robert G. (Bob) Card to its Board of Directors, Audit Committee, Commercial Strategies and Operational Risk Committee, Effective March 4, 2026Fluor Corporation announced on March 9, 2026 that Robert G. (Bob) Card, former President and CEO of SNC-Lavalin and a seasoned global engineering and construction executive, has been elected to its Board of Directors effective March 4, 2026. Card will serve on the Board’s Audit Committee and Commercial Strategies and Operational Risk Committee. Card’s appointment brings the total number of Fluor Board members to 12 of whom 10 are independent. With more than three decades of top-level management experience across public and private sectors, he contributes broad industry, operational and government expertise. Card previously served as President and CEO of SNC-Lavalin from 2012 to 2015 and held senior leadership roles at CH2M (formerly CH2M Hill), including President of its Energy, Water & Facilities Divisions. Earlier in his career, he served as Under Secretary of Energy at the U.S. Department of Energy from 2001 to 2004, overseeing major national programs in energy, science, environment, and nuclear waste management. Beyond these roles, Card also brings substantial large-scale program and international experience. He led CH2M’s Transportation, Nuclear, Environmental, Government and International divisions; served as the deputy program manager for the successful $15 billion London 2012 Olympics; and managed the decommissioning of the Rocky Flats Nuclear Weapons Plant. He has been recognized with national honors, including the Energy Secretary’s Gold Award. Card has served on multiple industry boards, including Westinghouse Electric, AECOM, Ardurra, AMEC Foster Wheeler and Longenecker & Associates, providing governance leadership across the engineering, construction, nuclear and energy sectors. His background provides Fluor’s Board with a seasoned perspective on industry dynamics, operational risk management and government-related initiatives.
お知らせ • Mar 09Fluor Corporation Announces Executive ChangesFluor Corporation announced that David E. Constable, Executive Chairman, will step down from the Board of Directors following the Annual Shareholders Meeting on May 6, 2026. James T. (Jim) Hackett, the company’s Lead Independent Director, will assume the role of Chairman of the Board on May 5, 2026. Constable’s connection to Fluor spans 44 years. He began his career with the company in 1982, advancing through a series of global leadership roles that shaped Fluor’s operational and commercial capabilities. After joining the Fluor Board in 2019, he chaired the Commercial Strategies and Operational Risk Committee, later becoming Chief Executive Officer (CEO) in 2021 and Chairman of the Board in 2022. He stepped down as CEO and transitioned into the role of Executive Chairman in 2025. His tenure is credited with reinforcing the financial foundation of the company and restoring confidence among clients, employees, partners and shareholders. Constable also brought external executive experience to the Board. He served as CEO and Executive Director of Sasol from 2011 to 2016 and has held board positions with Anadarko and Rio Tinto, while continuing to serve as a board member at ABB, contributing a broad perspective on global industrial and energy markets. Hackett brings extensive governance experience and a deep knowledge of global markets. He has served as Director on Fluor’s Board since 2016, with former Board service from 2001 to 2015, and was appointed Lead Independent Director in 2025 as part of the Board’s commitment to strong independent oversight. His background includes senior leadership roles across the energy industry and prior service as Chairman of the Federal Reserve Bank of Dallas. He currently sits on the boards of Enterprise Products Holdings, LLC and SLB (formerly Schlumberger Limited).
ナラティブの更新 • Mar 09FLR: Backlog Inflection And New Energy Projects Will Reshape Future PipelineThe analyst price target for Fluor has moved higher, with our fair value estimate rising from $51.00 to about $54.22. Analysts point to higher external targets in the $48 to $61 range and focus on cleaner core operations, improving backlog momentum, and reduced NuScale related overhangs.
ナラティブの更新 • Feb 23FLR: Backlog Hopes Will Struggle To Justify Rich Earnings ExpectationsThe analyst fair value estimate for Fluor has risen from $36.50 to about $40.83, reflecting higher Street price targets in the $48 to $61 range as analysts point to expectations of a cleaner balance sheet, fewer NuScale overhangs, and potential backlog momentum in the core business. Analyst Commentary Recent Street research on Fluor has centered on how quickly the company can convert its current setup into stronger execution in the core business, while also managing balance sheet clean up and legacy issues such as NuScale.
Price Target Changed • Feb 20Price target increased by 7.4% to US$54.22Up from US$50.50, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$53.69. Stock is up 42% over the past year. The company is forecast to post earnings per share of US$2.71 next year compared to a net loss per share of US$0.31 last year.
Reported Earnings • Feb 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.32 loss per share (down from US$12.47 profit in FY 2024). Revenue: US$15.5b (down 5.0% from FY 2024). Net loss: US$51.0m (down 102% from profit in FY 2024). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • Feb 08FLR: ES Execution And NuScale Monetization Will Support Future UpsideAnalysts have lifted their price targets on Fluor by up to about US$5, reflecting recent Q3 earnings and guidance commentary that points to stronger contributions from the ES segment, progress on key projects and potential capital returns tied to NuScale monetization. Analyst Commentary Recent research is leaning constructive on Fluor, with several bullish analysts lifting their price targets following the Q3 earnings print and guidance update.
Buy Or Sell Opportunity • Feb 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to US$46.92. The fair value is estimated to be US$38.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are forecast to decline by 64% per annum over the same time period.
お知らせ • Feb 06Fluor Corporation Announces Appointment of James P. Elliott as Chief Accounting Officer, Effective February 4, 2026Fluor Corporation announced that on February 3, 2026, the Board of Directors appointed Mr. James P. Elliott to serve as the Corporation’s Chief Accounting Officer, effective February 4, 2026. Mr. Elliott, age 47, currently serves as Corporate Controller of the Corporation, which position he has held since 2025. He was previously Director, Technical Accounting and Internal Reporting from 2019 to 2025. Mr. Elliott does not have any family relationships with any director or executive officer of the Corporation, and there are no arrangements or undertakings with any person pursuant to which he was selected as an officer of the Corporation. In addition, no transactions involving Mr. Elliott have occurred or are currently contemplated that would be required to be disclosed pursuant to Item 404(a) of Regulation S-K under the Securities Exchange Act of 1934.
ナラティブの更新 • Jan 25FLR: Earnings Execution And Asset Monetization Will Support Future Share Price UpsideNarrative Update on Fluor Analysts have lifted their price targets on Fluor by about US$4 to US$5 per share, citing the recent Q3 earnings beat, raised guidance, stronger profits in the ES segment, progress on the Mexico project and expectations around NuScale Power monetization and continued repurchases. Together, these factors support a slightly higher future P/E and modestly adjusted growth and margin assumptions in our model.
Buy Or Sell Opportunity • Jan 22Now 21% overvaluedOver the last 90 days, the stock has fallen 6.8% to US$45.61. The fair value is estimated to be US$37.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are forecast to decline by 64% per annum over the same time period.
ナラティブの更新 • Jan 11FLR: Activist Pressure And Asset Monetization Will Support Future Share Price UpsideAnalysts have slightly raised their price targets on Fluor to around the mid US$50s, citing Q3 earnings that came in ahead of expectations, a guidance increase supported by stronger ES segment profits and progress on key projects, and potential capital returns funded by NuScale Power monetization. Analyst Commentary Recent Street research has turned more constructive on Fluor, with bullish analysts lifting their price targets into the mid US$50s after the company reported Q3 results that were ahead of expectations and raised its guidance.
お知らせ • Jan 02Fluor Corporation to Report Q4, 2025 Results on Feb 17, 2026Fluor Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026
ナラティブの更新 • Dec 15FLR: Activist Pressure And Asset Monetization Will Drive Share Price HigherAnalysts have trimmed their fair value estimate for Fluor to approximately $57, down about $3, as they balance stronger revenue growth expectations and recent price target increases in the mid $50s with higher perceived risk and a more muted long term margin outlook. Analyst Commentary Bullish analysts have responded positively to Fluor's latest quarterly results, pointing to a combination of stronger segment profitability and improving project execution as key factors behind recent price target increases into the mid $50s.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$16.5b to US$15.7b. EPS estimate also fell from US$14.28 per share to US$9.55 per share. Net income forecast to shrink 80% next year vs 13% growth forecast for Construction industry in the US . Consensus price target broadly unchanged at US$50.33. Share price fell 7.3% to US$42.39 over the past week.
ナラティブの更新 • Nov 09FLR: Recent Power Deal Will Shape U.S. Energy Project Pipeline AheadNarrative Update: Fluor Analyst Price Target Revised Upward Analysts have raised Fluor's fair value price target from $49.89 to $51.00, citing improved revenue growth forecasts and recent developments involving NuScale Power's major U.S. SMR commitment as supportive factors. Analyst Commentary Analysts have evaluated recent developments related to NuScale Power and their impact on Fluor, providing both optimistic and cautious perspectives regarding the company's future outlook.
Reported Earnings • Nov 09Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$4.30 loss per share (down from US$0.32 profit in 3Q 2024). Revenue: US$3.37b (down 18% from 3Q 2024). Net loss: US$697.0m (down US$751.0m from profit in 3Q 2024). Revenue missed analyst estimates by 20%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 22Fluor Corporation Announces Executive Leadership ChangesOn October 17, 2025, Mr. Mark E. Fields, Group President, Project Execution of Fluor Corporation (the “Corporation”), notified the Corporation that he intends to retire in 2026. As part of a succession planning transition process, the Board of Directors (the “Board”) of the Corporation appointed Mr. Fields to the role Group President, Strategic Projects, effective November 1, 2025. Mr. Michael E. Alexander, the Corporation’s current Business Group President, Energy Solutions, will move into the role of Group President, Project Execution, effective November 1, 2025. Mr. Pierre Bechelany, the Corporation’s current President, LNG & Power, will move into the role of Business Group President, Energy Solutions, effective November 1, 2025.
お知らせ • Oct 21Starboard Value Intends Push Fluor to Boost the Share ValueOn October 20, 2025, Starboard Value has acquired a nearly 5% interest in Fluor and intends to push for ways to boost the company's shares,
分析記事 • Oct 03The Return Trends At Fluor (NYSE:FLR) Look PromisingFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Oct 02Fluor Corporation to Report Q3, 2025 Results on Nov 07, 2025Fluor Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025
お知らせ • Sep 17Gainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Fluor CorporationFluor Corporation announces that a securities class action lawsuit has been filed in the United States District Court for the Northern District of Texas on behalf of all persons or entities who purchased or otherwise acquired Fluor Corporation securities between February 18, 2025 and July 31, 2025, inclusive (the “Class Period”). The Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that: (i) costs associated with the Gordie Howe, I-635/LBJ, and I-35 projects were growing because of, inter alia, subcontractor design errors, price increases, and scheduling delays; (ii) the foregoing, as well as customer reduction in capital spending and client hesitation around economic uncertainty, was having, or was likely to have, a significant negative impact on the Company’s business and financial results; (iii) accordingly, Fluor’s financial guidance for Fiscal Year 2025 was unreliable and/or unrealistic, the effectiveness of the Company’s risk mitigation strategy was overstated, and the impact of economic uncertainty on the Company’s business and financial results was understated; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times. Investors who purchased or otherwise acquired shares of Fluor should contact the Firm prior to the November 14, 2025 lead plaintiff motion deadline. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
ナラティブの更新 • Aug 27Urban Solutions And LNG Canada Will Shape Outlook Amid RisksAnalysts remain divided on Fluor’s valuation: while some see further upside from its NuScale Power stake and supportive macro trends, others believe the benefits are fully priced in following a sharp share rally, resulting in the consensus analyst price target holding steady at $49.89. Analyst Commentary Bullish analysts see continued upside from Fluor’s valuation linked to its NuScale Power (SMR) stake, with upgraded price targets reflecting revised assessments after deeper analysis of this asset.
Recent Insider Transactions Derivative • Aug 12Executive Chairman notifies of intention to sell stockDavid Constable intends to sell 71k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$56.39, it would amount to US$4.0m. Since December 2024, David's direct individual holding has increased from 484.30k shares to 626.98k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Aug 06Price target decreased by 7.8% to US$50.33Down from US$54.61, the current price target is an average from 9 analysts. New target price is 22% above last closing price of US$41.25. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$11.47 for next year compared to US$12.47 last year.
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$14.81 (up from US$0.99 in 2Q 2024). Revenue: US$3.98b (down 5.9% from 2Q 2024). Net income: US$2.46b (up US$2.29b from 2Q 2024). Profit margin: 62% (up from 4.0% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$41.42, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 28x in the Construction industry in the US. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$50.10 per share.
Price Target Changed • Jul 29Price target increased by 10% to US$54.61Up from US$49.45, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$55.99. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$0.86 for next year compared to US$12.47 last year.
分析記事 • Jul 28Why Fluor Corporation (NYSE:FLR) Could Be Worth WatchingFluor Corporation ( NYSE:FLR ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Jul 16Should You Be Adding Fluor (NYSE:FLR) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Jul 04Fluor (NYSE:FLR) Seems To Use Debt Rather SparinglyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 02Fluor Corporation to Report Q2, 2025 Results on Aug 01, 2025Fluor Corporation announced that they will report Q2, 2025 results at 9:29 AM, US Eastern Standard Time on Aug 01, 2025
Buy Or Sell Opportunity • Jul 01Now 21% undervaluedOver the last 90 days, the stock has risen 35% to US$50.31. The fair value is estimated to be US$63.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are forecast to decline by 33% per annum over the same time period.
お知らせ • Jun 30+ 4 more updatesFluor Corporation(NYSE:FLR) dropped from Russell 3000 Growth IndexFluor Corporation(NYSE:FLR) dropped from Russell 3000 Growth Index
分析記事 • Jun 22Returns On Capital Are Showing Encouraging Signs At Fluor (NYSE:FLR)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Buy Or Sell Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock has risen 31% to US$48.39. The fair value is estimated to be US$60.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to decline by 74% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$49.79, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 24x in the Construction industry in the US. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$60.47 per share.
分析記事 • Jun 10The Market Lifts Fluor Corporation (NYSE:FLR) Shares 26% But It Can Do MoreThe Fluor Corporation ( NYSE:FLR ) share price has done very well over the last month, posting an excellent gain of...
Reported Earnings • May 04First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$1.43 loss per share (down from US$0.34 profit in 1Q 2024). Revenue: US$3.98b (up 6.6% from 1Q 2024). Net loss: US$241.0m (down US$300.0m from profit in 1Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 02Fluor Corporation Elects James R. Breuer to the BoardFluor Corporation at its annual meeting of stockholders held on April 30, 2025 elected James R. Breuer to the Board to serve until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified.
Seeking Alpha • Apr 25Fluor Corporation Stock: Strategic Construction Exposure Across Key Growth SectorsSummary Fluor Corporation is undervalued, trading at 67.5% of intrinsic value, with strong growth prospects in revenue and earnings through 2029. The company excels in engineering, project management, procurement, and construction, with significant revenue from Urban and Energy Solutions. Fluor's balance sheet is robust, with cash and short-term investments 2.68 times its long-term debt, and a conservative debt-to-EBITDA ratio. Risks include international exposure and potential tariff issues, but alignment with US CAPEX infrastructure spending offers substantial growth opportunities. Read the full article on Seeking Alpha
Price Target Changed • Apr 21Price target decreased by 8.3% to US$48.15Down from US$52.50, the current price target is an average from 10 analysts. New target price is 46% above last closing price of US$33.01. Stock is down 16% over the past year. The company is forecast to post earnings per share of US$2.55 for next year compared to US$12.47 last year.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$30.86, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Construction industry in the US. Total returns to shareholders of 6.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$60.94 per share.
Seeking Alpha • Apr 07Fluor Stock: Low Valuation And Long-Term GrowthSummary The market's steep sell-off created a buying opportunity for Fluor Corporation, which is now in oversold territory with attractive valuation levels. Fluor's long-term growth catalysts include new leadership, strategic financial goals, and significant contracts in energy, data centers, and construction. Despite recent earnings downgrades and revenue volatility, Fluor's low valuation and potential for margin expansion suggest a strong recovery over the next year. Fluor is poised to benefit from growing energy demand and data center needs, making the current sell-off a potentially lucrative buying opportunity. Read the full article on Seeking Alpha
お知らせ • Apr 04Fluor Corporation to Report Q1, 2025 Results on May 02, 2025Fluor Corporation announced that they will report Q1, 2025 results Pre-Market on May 02, 2025
お知らせ • Mar 31Fluor Corporation Announces Chief Human Resources Officer Changes, Effective April 7, 2025Fluor Corporation announced that Tracey Cook has been named Chief Human Resources Officer (CHRO), effective April 7, 2025, succeeding Stacy Dillow, who is leaving Fluor to pursue a new opportunity. Cook, currently Senior Vice President of Human Resources, has been with Fluor for 35 years and has held several senior leadership positions in Finance, as President of Fluor’s former equipment subsidiary, AMECO, and most recently, in Human Resources.
Seeking Alpha • Mar 20Fluor Corporation: The Future Lingers On Its Ability To Win Favorable ContractsSummary Fluor Corporation's 2024 results showed slowing sales and margins, with a 5% growth rate and significant challenges in the Energy Solutions segment. Despite a robust balance sheet, the company's efficiency and profitability metrics need substantial improvement to compete effectively with peers. The 2025 outlook is optimistic, with an expected 15% revenue growth driven by strong backlogs and new awards, especially in Urban Solutions. I recommend waiting for FLR operational improvements in the next quarters before investing, as current margins and competitiveness are not enticing. Read the full article on Seeking Alpha
お知らせ • Mar 14Fluor Corporation, Annual General Meeting, Apr 30, 2025Fluor Corporation, Annual General Meeting, Apr 30, 2025.
Recent Insider Transactions Derivative • Mar 11Executive Chairman & CEO notifies of intention to sell stockDavid Constable intends to sell 191k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$52.58, it would amount to US$10m. For the year to December 2019, David's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, David's direct individual holding has increased from 484.30k shares to 745.13k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Mar 02Group President of Project Execution notifies of intention to sell stockMark Fields intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of February. If the sale is conducted around the recent share price of US$38.00, it would amount to US$2.2m. Since March 2024, Mark's direct individual holding has decreased from 177.00k shares to 150.19k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Feb 20Price target decreased by 7.0% to US$53.60Down from US$57.65, the current price target is an average from 10 analysts. New target price is 35% above last closing price of US$39.83. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$2.57 for next year compared to US$12.47 last year.
Reported Earnings • Feb 18Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$12.48 (up from US$0.55 in FY 2023). Revenue: US$16.3b (up 5.4% from FY 2023). Net income: US$2.15b (up US$2.06b from FY 2023). Profit margin: 13% (up from 0.5% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 136% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 18Fluor Corporation Announces CEO ChangesFluor Corporation announced that its Board of Directors has appointed Chief Operating Officer (COO), Jim Breuer, as Chief Executive Officer (CEO), effective May 1, 2025. David E. Constable, Fluor’s current Chairman and CEO, will transition into the role of Executive Chairman on the same date, ensuring continuity of leadership and strategic direction of the company. Breuer has held the role of COO since 2024, driving a more holistic approach to Fluor’s markets, talent deployment and project delivery excellence. Prior to his COO role, he held several executive leadership positions including Group President of Energy Solutions. His engineering, procurement and construction experience spans four continents in the energy, chemicals, mining and metals, and power sectors. In his 31 years at Fluor, Breuer has held a variety of executive and project roles, including spending half of his career on assignments outside of the United States.
お知らせ • Feb 06Fluor Corporation Elects Charles P. Blankenship Jr. to its Board of Directors and Audit Committee and Commercial Strategies and Operational Risk Committee, Effective March 1, 2025Fluor Corporation announced that Charles (Chip) P. Blankenship Jr., Chairman and Chief Executive Officer (CEO) of Woodward Inc., has been elected to its Board of Directors effective March 1, 2025. Blankenship will serve on the Board's Audit Committee and the Commercial Strategies and Operational Risk Committee, bringing the total number of Fluor Board members to 11, of whom 10 are independent. Prior to becoming Woodward’s CEO in May 2022, Blankenship’s leadership roles included serving as CEO of Arconic, an aerospace advanced alloys and components company, and a 24-year career at General Electric (GE). While at GE, he held significant leadership roles in aviation, energy and appliances, including CEO of GE Appliances and Vice President and General Manager of Commercial Aircraft Engines. He was also General Manager of GE’s Aero Energy. Blankenship serves on the Board of Directors of the National Association of Manufacturers and the Board of Governors of the Aerospace Industries Association. He is a member of the National Academy of Engineering and served as the Montgomery Distinguished Professor of Practice at the University of Virginia (UVA) School of Engineering and Applied Sciences. Blankenship holds a Ph.D. in materials science and engineering from UVA and a bachelor’s degree from Virginia Polytechnic Institute and State University.
New Risk • Jan 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$433k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
お知らせ • Jan 06Fluor Corporation to Report Q4, 2024 Results on Feb 18, 2025Fluor Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 18, 2025
Seeking Alpha • Dec 303 Reasons To Consider FluorSummary Fluor Corporation has delivered commendable YTD returns of ~28% outperforming other mid-caps by 2x and industrial stocks by 1.6x. FLR's forward EV/EBITDA multiple is not cheap, but allowances could be made due to the sturdy operating leverage, while the FCF yield looks very compelling. A robust balance sheet and high cash levels support the likelihood of a pickup in buybacks, while the dividend too could be reinstated after 4 years. The risk-reward on the standalone and relative strength charts look favorable. FLR doesn't have the most pristine track record when it comes to guidance, and the energy solutions division is currently suffering from a lack of conversion from FEED work to EPC wins. Read the full article on Seeking Alpha
お知らせ • Dec 04Fluor Corporation Announces Chief Financial Officer ChangesFluor Corporation announced that after more than three decades of service,Chief Financial Officer, Joe Brennan, will retire effective July 1, 2025. Fluor’s Board of Directors has appointed John Regan as his successor, effective March 1, 2025. Regan currently serves as Fluor’s Executive Vice President and Chief Accounting Officer. He brings more than three decades of financial and industry expertise, as well as extensive experience managing public company financial planning, reporting and operations. Prior to joining Fluor, Regan served as CFO of Alta Mesa and CFO of Vine Oil & Gas LP. Regan is a Certified Public Accountant, licensed in Texas, and began his career at PricewaterhouseCoopers.
お知らせ • Dec 03Fluor Corporation Announces Retirement of Joe Brennan as Executive Vice President, Effective July 1, 2025Fluor Corporation announced that after more than three decades of service, Executive Vice President, Joe Brennan, will retire effective July 1, 2025. Fluor’s Board of Directors has appointed John Regan as his successor, effective March 1, 2025. Regan currently serves as Fluor’s Executive Vice President and Chief Accounting Officer. He brings more than three decades of financial and industry expertise, as well as extensive experience managing public company financial planning, reporting and operations. Prior to joining Fluor, Regan served as CFO of Alta Mesa and CFO of Vine Oil & Gas LP. Regan is a Certified Public Accountant, licensed in Texas, and began his career at PricewaterhouseCoopers.
Recent Insider Transactions Derivative • Nov 25Group President of Project Execution notifies of intention to sell stockMark Fields intends to sell 109k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$57.74, it would amount to US$6.3m. Since March 2024, Mark's direct individual holding has decreased from 177.00k shares to 170.30k. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$17.4b to US$16.7b. EPS estimate also fell from US$2.82 per share to US$2.34 per share. Net income forecast to grow 91% next year vs 34% growth forecast for Construction industry in the US. Consensus price target broadly unchanged at US$55.45. Share price fell 14% to US$50.80 over the past week.
Reported Earnings • Nov 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: US$0.32 (down from US$1.17 in 3Q 2023). Revenue: US$4.09b (up 3.3% from 3Q 2023). Net income: US$54.0m (down 68% from 3Q 2023). Profit margin: 1.3% (down from 4.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 59%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Oct 20Fluor: Stock Looks Bullish To End 2024 And To Begin 2025Summary Fluor Corporation is expected to have a strong finish to 2024, with positive momentum continuing into 2025. The company benefits from a steady flow of new contract awards, bolstering its positive outlook. Fluor's stock valuation remains reasonable, making it an attractive investment opportunity. Increasing margins are likely to drive strong earnings growth. Read the full article on Seeking Alpha
お知らせ • Oct 01Fluor Corporation to Report Q3, 2024 Results on Nov 08, 2024Fluor Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 08, 2024
Seeking Alpha • Sep 23Fluor: Right To Remain Conservative, Market UnderperformanceSummary Fluor is a solid company with good revenues and project backlogs, but its cyclical nature and lack of dividend make it a "Hold." The company has shown recovery post-COVID-19, but missed market expectations in the recent quarter, highlighting its volatility and macroeconomic exposure. Fluor's growth prospects are uncertain, with concerns over backlog volume and inconsistent earnings forecasts, making double-digit growth unlikely. My new price target for Fluor is $34/share, reflecting a conservative annualized RoR of 15% without assuming high EPS growth. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Sep 08Executive VP & CFO notifies of intention to sell stockJoseph Brennan intends to sell 63k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$47.13, it would amount to US$2.9m. Since March 2024, Joseph has owned 81.55k shares directly. Company insiders have collectively sold US$733k more than they bought, via options and on-market transactions in the last 12 months.
新しいナラティブ • Aug 27Fellows Program And Asset-Light Model Propel Market Diversification And Revenue Growth The Fluor Fellows program positions Fluor favorably in competitive bids by fostering innovation and technical superiority.
Recent Insider Transactions • Aug 18Executive VP recently sold US$628k worth of stockOn the 14th of August, John Regan sold around 13k shares on-market at roughly US$48.31 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions Derivative • Aug 16Executive VP notifies of intention to sell stockJohn Regan intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$48.31, it would amount to US$628k. Since March 2024, John has owned 46.71k shares directly. There has only been one transaction (US$105k sale) from insiders over the last 12 months.
