|FLR Overview
FLR

FLUOR CORP

Materials • CIK: 0001124198

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Market Cap
$6.51B
P/E (TTM)
-127.8x
Rev Growth (TTM)
-5.0%
Net Margin (TTM)
-0.3%
FCF Yield (TTM)
-6.7%
FCF Margin (TTM)
-2.8%

LATEST EARNINGS

Q4 2025
17 days ago
View source
Revenue
$4.17B
-2.0%
Net Income
$-1.57B
-184.5%
EPS
$-9.87
-193.4%
Operating
-0.7% -4.6%
  • Full year 2025 share repurchases of $754 million; $1.4 billion planned for 2026.
  • Full year new awards totaled $12.0 billion, with 87% being reimbursable.
  • Ending Backlog of $25.5 billion; 81% reimbursable.
  • Received $1.35 billion in Q1 2026 for NuScale share sales, with full monetization anticipated by end of Q2 2026.

Cash Flow Health

Free Cash Flow4/8 positive
TTM$-437M
Q4 '25
$-378M-238%
Q3 '25
$273M+880%
FCF Margin
TTM-2.8%
Q4 '25-9.1%-212%
Sector: 0.8%Below Avg
OCF Margin-2.5%
OCF/NI7.59x
CapEx Coverage-7.7x
FCF Yield-6.7%
FCF Growth (2Y)
Cash Conversion Cycle
-33 days
DSO: 0+DIO: 0DPO: 33

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM11.6%
Div Yield0.0%
+
Buyback (TTM)11.6%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-437.0M
Stock Repurchases (TTM)$754.0M
Capital Return / FCF-172.5%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-4.1%
Volatile
-0.1% YoY-48.0%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-1.5%
8Q: 1.8%
Asset Turnover
1.54x
8Q: 1.96x
Leverage (1+D/E)
1.33x
D/E: 0.33x
DuPont: -3.0%-4.1% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
32.27x
8Q:33.53x
-299.3%
Invested Cap Turn
5.96x
8Q:5.89x
+9.1%
CapEx Intensity
1.9%
8Q:3.3%
CapEx/Depreciation
0.74x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Revenue
$15.5B
$4.2B24.0%
$3.4B15.3%
$4.0B0.1%
$4.0B6.5%
$4.3B4.1%
$4.1B3.1%
$4.2B13.2%
$3.7B
Operating Income
$-378.0M
$53.0M110.7%
$-496.0M1807.7%
$-26.0M128.6%
$91.0M51.1%
$186.0M279.6%
$49.0M72.2%
$176.0M238.5%
$52.0M
Net Income
$-51.0M
$-1.6B125.7%
$-697.0M128.3%
$2.5B1120.7%
$-241.0M112.9%
$1.9B3350.0%
$54.0M68.0%
$169.0M186.4%
$59.0M
Operating Cash Flow
$-387.0M
$-366.0M228.0%
$286.0M1461.9%
$-21.0M92.7%
$-286.0M187.5%
$327.0M0.9%
$330.0M17.0%
$282.0M354.1%
$-111.0M
Free Cash Flow
$-437.0M
$-378.0M238.5%
$273.0M880.0%
$-35.0M88.2%
$-297.0M200.3%
$296.0M6.1%
$279.0M19.2%
$234.0M261.4%
$-145.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-127.8x
Volatile
8Q: 4.0x-13420%
Valuation Lenses
Earnings
-127.8x
vs sector
Cash Flow
-11.5x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -4.1%
Shareholder Returns
Dividend
Buyback
11.6%
Total Yield
11.6%
Market Cap$6.51B
EV$5.04B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
25/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
-1.1%
8Q:
Return on Invested Capital (ROIC)Below Avg
-4.1%
8Q:
-48.0%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -1.5%
Asset Turnover: 1.54x

Earnings Quality

Cash Conversion

7.59x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin-0.8%

Capital Efficiency

Invested Capital Turnover5.96x

Working Capital

Cash Conversion Cycle-33 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
45/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-5.0%
OpInc Growth YoY
-71.5%
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A

Growth Quality Analysis

Sustainability Index: 3.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
-0.8%
Operating
-2.4%
Above Avg in sector
Net
-0.3%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-2.5 pts
FCF: -2.8% | Net: -0.3%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $1.12B
Interest Coverage
+Net cash position: $1.12B
Leverage Metrics
Debt-to-Equity
0.33x
Balance sheet risk & solvency analysis