$KBR

KBR Inc

$KBR

KBR Inc

Past 12mo:8mentions3voices

All voices4 calls since Jan 2026show all

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About this stock

$KBR has been mentioned 8 times over the past 12 months by 3 distinct FinTwit voices, with the first mention appearing on October 6, 2025. The most active voice discussing $KBR is @valuedontlie (Colin King), who accounts for 6 of the 8 mentions, primarily focused on long research. The other two voices contributing to discussion are @ragingventures (Raging Capital Ventures) and @spaceinvestor_d (Space Investor), each with 1 mention respectively. The most recent mention occurred on June 10, 2026.

AI-generated from tracked posts · updated Aug 24, 2026

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Recent calls

4 calls

@valuedontlieJun 10, 2026 · 4:12 PM

That's a cool contract award you don't see everyday... $KBR https://t.co/F8Phx0kxLX

Open on X

@valuedontlieFeb 16, 2026 · 3:18 AM

Adding to $KBR notes https://t.co/3mGWVgffFx

Open on X

@valuedontlieFeb 5, 2026 · 6:53 PM

5) $KBR upcoming spin + trading at a big discount to government contractor peers... solid earnings growth & FCF https://t.co/Ce6ZmFuuNJ

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@valuedontlieJan 24, 2026 · 2:38 PM

$KBR quick value upcoming spin (2H26) of MTS segment (government contractor) 1) MTS segment (SpinCo) = government contractor; focus on space/logistics (vs. peers heavier into IT, data, cyber, intelligence) 2) STS segment (RemainCo) = consulting services + IP licensing for energy, ammonia plants, chemicals, renewables 3) combined rev & EPS growing >9% and >12% from 2017-2024... $2.1bn cum. FCF -- $2.2bn spent on M&A, $750m buybacks, $467m dividends 4) stock trades at big discount to peers (11x earnings / 8x EBITDA vs. 16-17x / 12x) despite solid growth and reasonable leverage (~2.2x) 5) MTS segment w/ several ops mishaps lately... lost 2 major contracts forcing a reset of multi-year financial targets 6) mgmt set FY27 targets in May '24 = $11.5bn revenue, $1.15bn EBITDA, and $700m op. cash flow... reset in July '25 after contract losses = $9bn rev, $1.15bn EBITDA, $650m op. cash flow 7) STS business growing >DD with >20% EBITDA margins and nil capex... likely worth >10x EBITDA (recent HON acquisition suggests this is true) 8) sell-side estimates at ~$1.02bn EBITDA (vs. $1.15bn FY27 target) = low expectation of success My fair value estimate = $57/share (based on 9x EBITDA for MTS + 11x EBITDA for STS)... alternatively, if they hit $1.15bn FY27 EBITDA target and trade at 10x historic multiple = $70/share Nice combo of cheap + catalyst... Hmm...

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Who mentions $KBR most on Surfaced?

@valuedontlie (Colin King) mentions $KBR most — 6 mentions in the past 12 months.

When was $KBR first mentioned on Surfaced?

The earliest tracked mention of $KBR in the Surfaced archive was on Oct 6, 2025.

How many voices track $KBR?

3 FinTwit voices have mentioned $KBR 8 times in the past 12 months.

What kind of voices mention $KBR most?

$KBR is mentioned most by Long Research voices on Surfaced.