Core Viewpoint - Fluor Corporation (FLR) is set to report its second-quarter 2025 results on August 1, with expectations of revenue growth driven by strong demand in various sectors, despite a projected decline in earnings per share [1][3][9]. Financial Performance - In the last reported quarter, Fluor's adjusted earnings per share (EPS) exceeded the Zacks Consensus Estimate by 46%, while revenues fell short by 6.3%. Year-over-year, EPS grew by 55.3% and revenues by 7% [1]. - The Zacks Consensus Estimate for the second-quarter EPS is unchanged at 59 cents, reflecting a 30.6% decline from 85 cents a year ago. Revenue estimates are at $4.82 billion, indicating a 13.9% increase from $4.23 billion in the previous year [3]. Revenue Drivers - The anticipated revenue growth is attributed to robust demand for infrastructure projects in sectors such as data centers, semiconductors, pharmaceuticals, energy transition, fuel production, and mining and metals. Additionally, strength in environmental remediation and national security is expected to contribute positively [4]. - The Urban Solutions segment is projected to generate revenues of $2.47 billion, a 35% increase from $1.83 billion a year ago. The Mission Solutions segment is expected to see revenues of $718 million, reflecting a 2% growth. Conversely, the Energy Solutions segment is estimated to decline by 4.4% to $1.53 billion from $1.6 billion [6]. Earnings Outlook - Fluor's bottom line is expected to decline year-over-year due to unfavorable currency translation, tariff-related uncertainties, and inflationary pressures. Challenges from commodity price volatility and the cyclical nature of its business lines are also anticipated to impact profitability [8]. - The projected segment profits for Urban, Energy, and Mission Solutions are expected to decline year-over-year, with estimates of $79 million, $61 million, and $36 million, respectively, compared to $105 million, $75 million, and $41 million in the previous year [10]. Earnings Prediction Model - The current model does not predict an earnings beat for Fluor, as the company has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [11][12].