KBR, Inc.

NYSE:KBR 株式レポート

時価総額:US$4.5b

KBR マネジメント

マネジメント 基準チェック /34

KBRの CEO はStuart John Bradieで、 Jun2014年に任命され、 の在任期間は 11.67年です。 の年間総報酬は$ 11.61Mで、 11.3%給与と88.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.59%を直接所有しており、その価値は$ 26.80M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と5年です。

主要情報

Stuart John Bradie

最高経営責任者

US$11.6m

報酬総額

CEO給与比率11.28%
CEO在任期間12yrs
CEOの所有権0.6%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 02

KBR: Defense And Sustainable Fuels Contracts Will Drive Medium Term Upside Potential

Narrative Update on KBR The analyst price target for KBR has been reduced by $5 to $60, as analysts factor in updated assumptions for growth, profitability, discount rate, and future P/E following a series of recent price target cuts from major firms. Analyst Commentary Recent Street research on KBR has centered on adjusted price targets, with several firms revisiting their assumptions on growth, profitability, discount rates, and future P/E multiples.
ナラティブの更新 May 16

KBR: Future Defense And Space Contract Wins Will Support Undervalued Outlook

Analysts have trimmed their price target on KBR by $2 to $40, citing updated assumptions around discount rates, long term P/E, and margins reflected in recent cuts from major firms. Analyst Commentary Recent Street research has leaned cautious on KBR, with multiple price target cuts pointing to a more conservative stance on valuation, earnings power, and execution risk.
ナラティブの更新 Apr 29

KBR: Future Contract Wins And Margin Execution Will Drive Upside

Analysts have trimmed their price target on KBR by $5, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E. These changes slightly adjust their valuation framework while leaving fair value essentially unchanged at $51.13.
ナラティブの更新 Apr 14

KBR: Future Contract Execution And Margin Stability Will Drive Upside

Analysts have trimmed their fair value estimate for KBR to about $51 from roughly $54, reflecting slightly higher discount rate assumptions and modest tweaks to long term growth, margin, and P/E expectations cited in recent research updates from multiple firms. Analyst Commentary Bullish Takeaways Bullish analysts point out that the revised fair value in the low US$50s still sits above recent price targets, which they see as leaving some room for execution to close the gap between market price and intrinsic value estimates.
Seeking Alpha Mar 31

KBR: Low Valuation And Healthy Long-Term Drivers Make It A Buy

Summary KBR trades at a significant discount to historical valuations, with a forward P/E over 40% below its 5-year average. Despite near-term headwinds from project delays and geopolitical risks, KBR's long-term outlook is supported by global energy security and rising defense spending. KBR's backlog growth, margin expansion, and shift toward recurring, higher-margin work provide a strong foundation for future revenue and profitability. I rate KBR a buy, as current risks appear priced in and catalysts such as Lake Charles LNG and defense spending could drive a partial re-rating. Read the full article on Seeking Alpha
ナラティブの更新 Mar 30

KBR: Future Defense And Space Contract Execution Will Support Undervalued Outlook

Analysts have lowered their price target on KBR by $3 to $42, citing updated views on valuation metrics and fair value, while assumptions for revenue growth and profit margins remain relatively stable. Analyst Commentary Bearish analysts have pointed to the recent price target cut as a sign of more cautious expectations around what KBR can realistically deliver, even with revenue and margin assumptions described as relatively stable.
ナラティブの更新 Mar 16

KBR: Future Contract Execution Will Offset Recent Discount Rate And Margin Concerns

Analysts have trimmed their price target on KBR by $4, reflecting updated assumptions for lower revenue growth and profit margins, as well as a higher discount rate and a higher future P/E multiple. Analyst Commentary Bearish analysts cutting the KBR price target by $4 are signaling increased caution around how much investors are being asked to pay for the stock relative to updated assumptions on revenue growth, margins, and risk.
ナラティブの更新 Mar 02

KBR: Future Contract Wins And Margin Recovery Will Drive Upside

Analysts have trimmed their KBR price target by about $1 to reflect a slightly lower fair value estimate and more moderate assumptions for revenue growth and profit margins, while also applying a somewhat higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts appear comfortable applying a higher future P/E multiple, which signals some confidence that KBR can support a richer valuation if management executes on its plans.
ナラティブの更新 Feb 16

KBR: Defense Contracts And Margin Discipline Will Drive Medium-Term Upside Potential

Analysts have reduced their price target on KBR by $4, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions, while maintaining the fair value estimate at $65.00. Analyst Commentary Even with the $4 trim to the price target, bullish analysts still see the current fair value estimate of $65.00 as supported by KBR's execution and the updated P/E assumptions incorporated into their models.
ナラティブの更新 Feb 02

KBR: Fair Outlook Will Balance Slow Services Setup And Contract Execution Risks

Analysts have trimmed their price target on KBR by $4 to $45, citing a relatively slow growth backdrop for engineering services compared with construction machinery peers, along with slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research around KBR has a cautious tone, with bearish analysts highlighting a mix of slower growth expectations for engineering services and valuation questions at current levels.
ナラティブの更新 Jan 19

KBR: Fair Outlook Will Balance Spin Plans And Contract Execution Risks

Analysts now see KBR's fair value at about $45, down from roughly $54. This reflects a recalibrated price target that lines up with recent Street research citing a slower growth backdrop, a relatively higher discount rate, and more cautious positioning on engineering services versus machinery peers.
ナラティブの更新 Jan 05

KBR: Upcoming Business Spin Will Drive Upside As Margins Remain Resilient

Analysts have modestly reduced their price target on KBR, trimming fair value expectations by about $1 to roughly $55. They are factoring in a slightly slower growth and margin outlook, even as profitability guidance is maintained and spin-related catalysts are anticipated.
ナラティブの更新 Dec 13

KBR: Spinoff And Resilient Margins Will Drive Medium-Term Upside Potential

Analysts have lowered their KBR price target from $78 to $65 as they factor in a slower growth backdrop, higher discount rates, and near term revenue headwinds from the announced spinoff and government related project delays, while still acknowledging resilient profitability and potential long term value creation from the separation of MTS and STS. Analyst Commentary Bullish analysts acknowledge near term headwinds but continue to highlight multiple structural and company specific catalysts that could support KBR's valuation over the medium term.
ナラティブの更新 Nov 29

KBR: Segment Spinoff Will Drive Upside As Margin Stability Persists

The analyst price target for KBR has been modestly reduced from $57.14 to $55.63, as analysts cite a slower growth backdrop, delays in certain segments, and a slightly higher discount rate. Analysts also note that profitability guidance remains unchanged.
ナラティブの更新 Nov 15

KBR: Segment Spinoff Will Unlock Shareholder Value Despite Recent Headwinds

Analysts have modestly lowered their fair value estimate for KBR to $57.14 from $59.57 per share. This change reflects slightly higher discount rates and softer revenue growth projections due to delays and a sluggish contract environment.
ナラティブの更新 Nov 01

KBR: Segment Separation Will Unlock Value Amid Project Delays In 2025

Analysts have slightly lowered their fair value estimate for KBR from $60.71 to $59.57 per share. They cite expectations for slower revenue growth in 2025 due to project delays.
ナラティブの更新 Sep 04

US Reconciliation Act And Energy Transition Will Open Markets

KBR's consensus price target remains unchanged at $60.71 as analysts weigh near-term headwinds from the terminated HomeSafe contract and increased government segment uncertainty against potential long-term positives from a refocus on core operations and valuation support. Analyst Commentary HomeSafe contract termination by the Department of Defense creates immediate revenue and EBITDA headwinds and increases management credibility concerns.
分析記事 Jun 13

Does KBR (NYSE:KBR) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 22

How KBR's Strong Quarterly Performance And Strategic Announcements Shape Its Investment Thesis

Investors exhibited optimism due to KBR's robust quarterly performance and strategic announcements that signal positive expectations. Steady sales growth, reaffirmed revenue guidance, and strategic initiatives bolster confidence in KBR's future prospects. The implications of KBR's recent performance on its strategic growth trajectory warrant further examination.
分析記事 May 06

KBR's (NYSE:KBR) Returns On Capital Are Heading Higher

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Apr 18

KBR, Inc.'s (NYSE:KBR) Price In Tune With Revenues

It's not a stretch to say that KBR, Inc.'s ( NYSE:KBR ) price-to-sales (or "P/S") ratio of 0.8x right now seems quite...
分析記事 Feb 10

KBR (NYSE:KBR) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jan 16

KBR: Uncertainty Over Activist Investor And Government Spending Cuts

Summary KBR, Inc. is poised for robust earnings growth. However, there is uncertainty because of an activist investor and potential government spending cuts. The company, which provides government and sustainable technology solutions, boasts a $22.1 billion backlog and strong financial metrics. Activist investor Irenic Capital may push for a split, but the current configuration appears more favorable for shareholder value. I have a one-year price target of $69.25 and a Buy rating. Read the full article on Seeking Alpha
分析記事 Jan 09

KBR, Inc.'s (NYSE:KBR) Subdued P/S Might Signal An Opportunity

There wouldn't be many who think KBR, Inc.'s ( NYSE:KBR ) price-to-sales (or "P/S") ratio of 1x is worth a mention when...
分析記事 Dec 10

Investors Will Want KBR's (NYSE:KBR) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Nov 08

KBR, Inc.'s (NYSE:KBR) Intrinsic Value Is Potentially 29% Above Its Share Price

Key Insights The projected fair value for KBR is US$91.52 based on 2 Stage Free Cash Flow to Equity KBR's US$70.81...
Seeking Alpha Oct 24

KBR Stock Q3 Earnings: Decent Results, I Was Wrong About The Company

Summary KBR reported Q3 earnings with revenues of $1.95B, a 10.2% increase year-over-year, and an improved operating margin of 8.9%. The company's robust backlog of $22.1B and a book-to-bill ratio of 1.2x provide strong revenue visibility and stability. The promising Sustainable Technology Solutions segment, especially in LNG projects, is expected to drive significant growth and higher margins. Despite a recent share price drop, I upgrade KBR to a buy due to its solid financial position and growth potential. Read the full article on Seeking Alpha
分析記事 Sep 27

Is There Now An Opportunity In KBR, Inc. (NYSE:KBR)?

While KBR, Inc. ( NYSE:KBR ) might not have the largest market cap around , it received a lot of attention from a...
Seeking Alpha Sep 11

KBR Inc.: I Need Evidence That Revenues Will Grow At Double-Digits

Summary KBR Inc.'s Q2 results were mixed, with revenue slightly missing estimates while EPS exceeded expectations; management raised FY24 guidance modestly. Despite a healthy $20B backlog, the company's share price dropped due to market volatility and less impressive report details. Skepticism remains about KBR's ability to achieve projected growth rates, especially given past performance and uncertainties around recent acquisitions. Conservative valuation suggests KBR is trading at a slight premium; concerns about a potential recession keep me on the sidelines. Read the full article on Seeking Alpha
分析記事 Sep 06

KBR (NYSE:KBR) Might Have The Makings Of A Multi-Bagger

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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新しいナラティブ Aug 25

LinQuest's Strategic Acquisitions And Energy Transition Efforts Point To A Future Of Robust Growth And Diversification

LinQuest's acquisition and strategic shifts towards energy security and transition projects position KBR for significant growth in national security, LNG, and ammonia production.

CEO報酬分析

KBR の収益と比較して、Stuart John Bradie の報酬はどのように変化したか?
日付総報酬給与会社業績
Apr 03 2026n/an/a

US$433m

Jan 02 2026US$12mUS$1m

US$450m

Oct 03 2025n/an/a

US$416m

Jul 04 2025n/an/a

US$400m

Apr 04 2025n/an/a

US$400m

Jan 03 2025US$13mUS$1m

US$373m

Sep 27 2024n/an/a

US$319m

Jun 28 2024n/an/a

US$199m

Mar 29 2024n/an/a

-US$257m

Dec 29 2023US$13mUS$1m

-US$264m

Sep 29 2023n/an/a

-US$193m

Jun 30 2023n/an/a

-US$99m

Mar 31 2023n/an/a

US$345m

Dec 31 2022US$13mUS$1m

US$189m

Sep 30 2022n/an/a

US$166m

Jun 30 2022n/an/a

US$150m

Mar 31 2022n/an/a

-US$93m

Dec 31 2021US$12mUS$1m

US$27m

Sep 30 2021n/an/a

-US$24m

Jun 30 2021n/an/a

-US$29m

Mar 31 2021n/an/a

US$81m

Dec 31 2020US$10mUS$1m

-US$63m

Sep 30 2020n/an/a

-US$33m

Jun 30 2020n/an/a

-US$30m

Mar 31 2020n/an/a

US$57m

Dec 31 2019US$11mUS$1m

US$201m

報酬と市場: Stuart Johnの 総報酬 ($USD 11.61M ) は、 US市場 ($USD 6.93M ) の同規模の企業の平均を上回っています。

報酬と収益: Stuart Johnの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Stuart John Bradie (60 yo)

12yrs
在職期間
US$11,614,552
報酬

Mr. Stuart John Baxter Bradie is Chairman of KBR, Inc. from May 14, 2025 and has been its Chief Executive Officer and President since June 2, 2014. Mr. Stuart John Baxter Bradie serves as Independent Non-E...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Stuart John Bradie
CEO, President & Chairman12yrsUS$11.61m0.59%
$ 26.8m
Sonia Galindo
Executive VP4.7yrsUS$2.60m0.019%
$ 858.0k
Jennifer Myles
Executive VP & Chief People Officer6.1yrsUS$2.15m0.044%
$ 2.0m
Jalal Ibrahim
President of Sustainable Technology Solutions8.3yrsUS$2.79m0.087%
$ 3.9m
Mark Sopp
Executive VP of Strategic Transactions & Interim CEO of Mission Technology Solutionsno dataUS$3.41m0.14%
$ 6.3m
Shad Evans
Executive VP & Chief Financial Officerless than a yearデータなし0.034%
$ 1.6m
Jennefer Taylor
VP & Chief Accounting Officerless than a yearデータなし0.0034%
$ 154.5k
Rachael Goldwait
Vice President of Investor Relationsno dataデータなしデータなし
Philip Ivy
Vice President of Global Communications & Marketingno dataデータなしデータなし
Adam Kramer
Vice President of Sustainabilityno dataデータなしデータなし
Gregory Conlon
Executive VP and Chief Digital & Development Officer7.4yrsデータなし0.049%
$ 2.2m
Geetha Ramamoorthi
Managing Director4.3yrsデータなしデータなし
5.4yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: KBRの経営陣は経験豊富で経験豊富です(平均在職期間は5.4年)。


取締役

名称ポジション在職期間報酬所有権
Stuart John Bradie
CEO, President & Chairman11.7yrsUS$11.61m0.59%
$ 26.8m
Jack Moore
Independent Director14.4yrsUS$320.45k0.040%
$ 1.8m
Lewis Von Thaer
Independent Director1.1yrsUS$268.84k0.0049%
$ 219.7k
Ann Pickard
Independent Director10.5yrsUS$320.23k0.043%
$ 2.0m
John Manzoni
Independent Director4.1yrsUS$298.83k0.011%
$ 476.6k
Lynn Dugle
Independent Director6.3yrsUS$318.83k0.0043%
$ 195.3k
Joseph Dominguez
Independent Director2.1yrsUS$298.98k0.0049%
$ 221.1k
Huibert Vigeveno
Independent Directorless than a yearUS$237.52k0.0028%
$ 125.9k
Wendy Masiello
Lead Independent Director8.8yrsUS$347.58k0.036%
$ 1.6m
Nchacha Etta
Independent Director1.8yrsUS$298.83k0.0049%
$ 222.9k
Carlos Sabater
Independent Director5yrsUS$325.32k0.025%
$ 1.1m
5.0yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: KBRの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


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2026/06/04 17:29
終値2026/06/04 00:00
収益2026/04/03
年間収益2026/01/02

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

KBR, Inc. 9 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。22

アナリスト機関
Andrew KaplowitzBarclays
Mariana Perez MoraBofA Global Research
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