We came across a bullish thesis on KBR, Inc. on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on KBR. KBR, Inc.'s share was trading at $42.64 as of February 4th. KBR’s trailing and forward P/E were 13.05 and 10.28 respectively according to Yahoo Finance. CoreWeave (CRWV) Jumps 10.7% on Billion-Dollar Backing Photo by ThisisEngineering on Unsplash KBR, Inc. provides scientific, technology, and engineering solutions to governments and commercial customers worldwide. KBR ...

Core Insights - KBR has been awarded a $77 million firm-fixed-price task order by the United States Space Force to enhance digital engineering capabilities and assured communications [1][3] - The contract will be executed over a three-year period, focusing on supporting the modernization priorities of the Air Force Research Laboratory [1][2] Group 1: Contract Details - The task order is part of the Decision Support for Headquarters Analysis contract and will be conducted in Colorado Springs, Colorado, and Wright-Patterson Air Force Base in Dayton, Ohio [1] - KBR will conduct end-to-end experimentation across multiple systems and collaborate with the Department of War and U.S. government to transition solutions onto digital infrastructures [2] Group 2: Company Commitment and Performance - KBR's President emphasized the company's commitment to enhancing national defense capabilities through this contract, which builds on four years of successful support for AFRL and Space Force missions [3] - The company aims to deliver systems engineering, cybersecurity expertise, and software development to advance digital engineering for secure deployment [2][3] Group 3: Company Overview - KBR employs approximately 37,000 people globally and operates in over 29 countries, providing technology and engineering solutions to governments and companies [4]

Key Takeaways KBR won a $149M cost-plus-fixed-fee Air Force contract under the ADEDDIS program.The seven-year IDIQ focuses on digital engineering, analytics and software to speed armament development.Backlog and options reached $23.35B at Q3 FY25, up 5.6% year over year with a 1.4x book-to-bill.KBR, Inc. (KBR) recently won a $149 million cost-plus-fixed-fee contract under the Acquisition, Data, Engineering, Digital, Decision Integration and Software (ADEDDIS) program. This contract reinforces the company’s ...

HOUSTON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) announced that it has been awarded a new cost-plus-fixed-fee contract with a ceiling value of $149 million under the Acquisition, Data, Engineering, Digital, Decision Integration and Software (ADEDDIS) program. The Air Force Life Cycle Management Center (AFLCMC) EB Armament Directorate awarded the contract to transform systems and accelerate operator readiness at Eglin Air Force Base in Fort Walton Beach, Florida. KBR will deliver advanced analytics ...

HOUSTON, Feb. 02, 2026 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) announced today that it will host a conference call to discuss its fourth quarter and fiscal 2025 financial results on February 26, 2026, at 7:30 a.m. Central Time (8:30 a.m. Eastern Time). The company plans to issue its fourth quarter 2025 earnings release and earnings presentation in advance of the call. Both will be available on KBR’s website. The conference call will be webcast simultaneously through the Investor Relations section of KBR’s websi ...

HOUSTON, Jan. 26, 2026 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) was pleased be recognized in the 2025 Australia Defense Magazine’s Top 40 Defense Contractor list. The recognition as one of Australia’s leading defense companies reflects the company’s commitment to being a trusted industry partner, delivering innovative solutions that support the Australian Defence Force (ADF). “KBR is proud to once again be named a leading partner to the ADF by Australia Defense Magazine. As Australia invests in world-leading, so ...

Core Insights - KBR, Inc. has been selected by Coastal Bend LNG, in partnership with Tecnicas Reunidas, to perform the front-end engineering and design (FEED) for a new natural gas liquefaction and export facility on the Texas Gulf Coast, leading to a 0.4% increase in KBR's shares in pre-market trading [1] Overview of the New Contract - The initial phase of the project will focus on FEED, with plans to advance to the engineering, procurement, and construction (EPC) phase upon a positive final investment decision [2] - The collaboration will utilize ConocoPhillips' Optimized Cascade Process to design multiple large-scale LNG production trains, aiming for cost-competitive LNG production while minimizing greenhouse gas emissions [2] Industry Position and Expertise - KBR leverages over five decades of LNG expertise to design energy infrastructure that is efficient and scalable, aligning with global energy demand [3] - The partnership aims to set a new standard for low-carbon LNG production by optimizing economic performance and efficiency while reducing carbon intensity [3] Backlog Growth and Market Conditions - KBR's backlog reached $23.35 billion by the end of Q3 FY25, reflecting a 5.6% year-over-year increase and a 13.5% rise from FY24, supported by a book-to-bill ratio of 1.4x [5] - Growth is driven by notable awards in LNG-related FEED work, including projects in Indonesia and additional contracts in Iraq, Kuwait, and the UAE, highlighting KBR's strong position in LNG-led energy infrastructure [5] Stock Performance - KBR's stock has increased by 3.3% over the past month, outperforming the Zacks Engineering - R and D Services industry, which grew by 0.8% [6] - The stock performance reflects resilience in U.S. programs and strong international momentum, although near-term prospects are affected by delays in new contract awards and slower U.K. defense funding [6]

Core Insights - KBR has been awarded the front-end engineering design (FEED) contract for the Coastal Bend LNG project, which is a natural gas liquefaction and export facility on the Texas Gulf Coast [1][2]. Group 1: Project Overview - The Coastal Bend LNG project will include multiple liquefaction trains, cogeneration, LNG storage tanks, and export facilities [2]. - The project will utilize ConocoPhillips' Optimized Cascade® Process (COP OCP) technology to reduce greenhouse gas emissions [2]. - KBR will lead the FEED effort, covering LNG liquefaction, nitrogen rejection, gas treatment, and heavy hydrocarbon removal [2]. Group 2: Company Expertise and Collaboration - KBR emphasizes its leadership in designing energy infrastructure that is efficient and scalable, with over five decades of LNG expertise [3]. - The collaboration with Coastal Bend LNG and ConocoPhillips aims to maximize facility efficiency and economic targets while minimizing carbon intensity [3]. - KBR has over 50 years of experience in developing technologies that reduce carbon intensity and improve energy efficiency across the LNG value chain [3]. Group 3: Company Profile - KBR employs approximately 37,000 people worldwide and operates in over 29 countries, providing technology and engineering solutions to governments and companies [4].

Core Insights - Coastal Bend LNG has selected KBR, Inc. and Técnicas Reunidas for the front-end engineering and design (FEED) of a planned natural gas liquefaction and export facility on the Texas Gulf Coast [1] Company and Industry Summary - The project will move to the engineering, procurement, and construction (EPC) phase upon a positive final investment decision [1] - KBR and Técnicas Reunidas will collaborate on the execution of the FEED [1]

Core Insights - KBR has been awarded a seat on the Missile Defense Agency's SHIELD contract, which has a ceiling of $151 billion, allowing for rapid delivery of innovative capabilities to the warfighter [1][2][3] Group 1: Contract Details - The SHIELD contract is a Multiple-Award, Indefinite Delivery, Indefinite Quantity (IDIQ) contract that encompasses a broad range of work areas [1] - This contract enables KBR to support the next generation missile defense mission and other Department of War organizations [3] Group 2: Company Capabilities - KBR is recognized for its ability to deliver innovative, mission-ready solutions across various domains including land, sea, air, space, and cyberspace [2] - The company leverages advanced technologies such as artificial intelligence, machine learning, and digital engineering to enhance missile defense systems [4] Group 3: Company Overview - KBR employs approximately 37,000 people globally and operates in over 29 countries, providing science, technology, and engineering solutions [5] - The company focuses on delivering value-added services and long-term operations to ensure consistent and rapid delivery with predictable results [5]