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FLFLR

Fluor Corporation

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversation
$FLR·$7.1B·Engineering & Construction·Industrials
$49.08-0.9%YTD+22.0%1Y-9.0%
Mentions · last 7 days
2026-07-11: 37 posts2026-07-12: 37 posts2026-07-13: 38 posts2026-07-14: 72 posts2026-07-15: 96 posts2026-07-16: 55 posts2026-07-17: 42 posts381+42%
Price updated 3h ago·X counts updated 3h ago
FLFLR
$FLRFluor Corporation
$49.08-0.87%381 posts+42%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FLR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Fluor is the E&C contractor benefiting from the AI-datacenter buildout — the X chatter under this tag is about a crypto token.

Fluor Corporation is a global engineering-and-construction contractor — the specific EPC firm building the utility-scale data centers, LNG projects and industrial facilities the AI-datacenter capex cycle needs. The stock is coiled mid-range going into Aug 7 earnings.

What's actually in the picture:

  • The economics are transitioning: -1.6% gross margin and -3.4% operating margin reflect specific project-cost pressures and settlement charges — meaning the equity is priced on the specific project-book conversion, not trailing margins.
  • The valuation is stretched given the losses: 22x TTM P/E on losses and 0.44x TTM sales — meaning the market is pricing an expected specific recovery, particularly around data-center construction backlog.
  • The tape is coiled: sitting essentially flat with both moving averages at 60% of the 52-week range with volume 50% below average — a compressed setup waiting for a specific catalyst.
  • The X chatter under $FLR is entirely about Flare Network's crypto token — a ticker collision. The equity signal has to be derived from fundamentals and structural positioning, not the sentiment feed.

Aug 7 earnings is the trigger. A number confirming data-center-related backlog additions plus stable margin recovery extends the leg; a specific project-cost overrun disclosure or backlog-conversion delay is the specific setup for the coil to break lower.

What to watch: The Aug 7 print — data-center-related backlog additions, project-cost pressure trajectory, and any commentary on LNG segment. Above-consensus backlog plus margin recovery extends the leg; a project-cost overrun activates the coil-break risk.

On the calendar: 2026-08-07 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment35 posts analyzed · as of 2026-07-17

Flare Network chatter is dominated by the FIP.16 upgrade going live: annual inflation cut from 5% to 3% with a hard 3B FLR/year cap, base gas fee raised 20x with real burn potential, and P-chain staked FLR now counting 5x more than delegated FLR for network rewards, redirecting incentives toward validators and data providers. Bulls emphasize FAssets TVL at $177M (from $5.6M at launch, 32x in 10 months), 155M+ FXRP minted, growing Flare DeFi TVL, a Summer Signal hackathon with a 100,000 FLR prize pool, and multiple $1 price-target posts. The community reads Flare as a survivor at four years of mainnet now transitioning from build to adoption; there is essentially no serious bear thread in the sample.

Read the AI verdict + X sentiment for $FLR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Engineers, procures, and constructs large energy, government, and infrastructure projects globally on EPC contracts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $FLR.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $FLR

Partial — Engineers, procures, and constructs large energy, government, and infrastructure projects globally on EPC contracts; this segment overlaps with the hyperscaler campus builds requiring mission-critical MEP infrastructure but is not the dominant revenue driver.

Industry benchmark

14-name peer basket
+49.2%YTD
+83.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-1.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 8, 2026$0.14$0.66-78.8%
Q4 2025Feb 17, 2026$0.33$0.34-2.9%
Q3 2025Nov 7, 2025$0.68$0.45+51.1%
Q2 2025Aug 1, 2025$0.43$0.59-27.1%
Next earningsFri, Aug 7·consensus EPS $0.73

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.7B-8.0%0.4%-1.3%$0.95$99.0M
Q4 FY25$4.2B-2.0%3.2%1.3%$-9.52$-378.0M
Q3 FY25$3.4B-17.7%-13.3%-14.7%$-4.30$273.0M
Q2 FY25$4.0B-5.9%1.4%-0.7%$14.93$-35.0M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.1B$15.8B – $16.4B$2.59$2.56 – $2.654
FY27$17.3B$17.2B – $17.3B$3.25$2.98 – $3.594
FY28$18.4B$18.3B – $18.5B$3.81$3.50 – $4.333

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 137.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 10Alvin C CollinsPresident15.6K sh$712KSellMar 6Anthony MorganPresident8.5K sh$381KSellFeb 27John C ReganCFO12.0K sh$619KSellFeb 26John C ReganCFO16.8K sh$885KSellFeb 23Michael E. AlexanderPresident3.4K sh$180KSellFeb 23Anthony MorganPresident3.4K sh$180K
+ 39 other (20 awards · 15 inkinds · 4 exempts) in window

See when $FLR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 88-K — Item 2.02: Earnings release · Item 5.07: Shareholder vote
AI summary

FLR reported period ending 2026-05-08 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change
AI summary

FLR disclosed a personnel change (8-K Item 5.02, dated 2026-04-30). An executive departure and a new appointment are both reported. Mark E. Fields, the Corporation’s former Group President. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDApr 238-K — Item 7.01: Press release / Reg FD
AI summary

FLR filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-23. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

SC 13D/AActivist amendmentApr 17SC 13D/A
AI summary

Fluor Corporation filed an amended Schedule 13D on FLR disclosing beneficial ownership (13,500,000.00 shares) as of 2026-04-17. The filer's stated intent is passive investment with no plan to influence control of the company.

SC 13D/AActivist amendmentApr 13SC 13D/A
AI summary

Fluor Corporation filed an amended Schedule 13D on FLR disclosing beneficial ownership (26,436,472.00 shares) as of 2026-04-13. The filer's stated intent is passive investment with no plan to influence control of the company.

3New insider — initial holdingsMar 163
8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change
3New insider — initial holdingsFeb 193
+ 11 other (2 13Gs · 2 proxys · 2 10-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Fluor Divests Equity Stake in Mexico JVbusinesswire.com·1d agoEMCOR vs. Fluor: Which Industrials Stock Is a Better Buy in 2026?fool.com·8d agoFluor Enters into Long-Term Agreement with Aramcobusinesswire.com·11d agoBofA’s Top Strategist Says Ditch the Index and Buy These ‘Boring’ Stocks Instead247wallst.com·15d agoFluor Joint Venture Reaches Substantial Completion on Chicago Transit Authority's Red and Purple Line Projectbusinesswire.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear Renaissance

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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