KBR, INC. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
KBR reported Q3 FY2026 revenues of $2.028B (up 5% YoY) and net income of $133M (up 16% YoY). Adjusted EBITDA reached $268M (up 12% YoY) with 13.2% margin. Nine-month revenues totaled $5.935B (up 1% YoY) and net income $331M (up 9% YoY). Mission Technology Solutions (MTS) revenues declined 5% to $1.266B due to NASA headwinds; Sustainable Technology Solutions (STS) surged 26% to $762M. Backlog stands at $23.1B with 0.9x book-to-bill. Critical milestone: Form 10 registration filed Sept 30, 2026; MTS spin-off as independent 'Trinzic' company targeted for Jan 4, 2027, subject to Board approval and customary conditions.
Why this rating
Spin-off is transformational structural event (material to $6.1B company) but earnings quality moderate; strong STS growth offset by NASA decline and elevated spin-off costs. Execution risk remains.
Price action (we called it positive)
at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 28, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.