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FLFLR

Fluor Corporation

$FLR·$8.0B·Engineering & Construction·Industrials
$54.51+2.3%YTD+28.1%1Y+30.6%
Mentions · last 7 days
2026-08-21: 108 posts2026-08-22: 71 posts997+8%
Price updated 2h ago·X counts updated 9d ago
FLFLR
$FLRFluor Corporation
$54.51+2.33%997 posts+8%
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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

The nuclear-EPC story is finally showing up in the tape — DOE-backed X-Energy is the setup.

Fluor is an engineering-and-construction company that builds the physical projects behind energy, chemicals, and now the small-modular nuclear reactor buildout. The stock has been quietly running with the nuclear theme, +28% YTD and TTM at $53, and this month's DOE-backed X-Energy support is the kind of headline that changes what the market thinks the pipeline looks like.

  • Revenue is scaled but earnings are lumpy: quarterly revenue ran $3.98B, $3.37B, $4.18B, $3.66B across the last four quarters with quarterly EPS of $14.93, $-4.30, $-9.52, $0.95 — that shape is what EPCs look like when big projects finish or take impairment charges, and analysts model $16.1B and $2.58 EPS for the full year as the underlying earnings power.
  • The nuclear-EPC tailwind is real and dated: the DOE's $1B support for X-Energy's Texas reactor lands directly in Fluor's SMR-partner franchise, and the setup is meaningful enough that Druckenmiller has been rebuilding nuclear exposure while Soros exits — the fundamental case has now attracted a real institutional split.
  • The insider signal reads active but not conclusive: a fresh 10%+ beneficial-owner filing plus an officer/director change in August say the board and cap table are moving, which is what a turnaround looks like when it's still gathering credibility — the market isn't paying for it fully yet.

A Nov 6 print that shows a growing SMR-linked backlog and cleaner project-margin commentary extends the run; a fresh impairment charge on a big infrastructure project, or evidence the SMR timeline is slipping, is what turns 'accelerating' back into another false-start turnaround.

What to watch: The Nov 6 print — backlog composition (SMR mix), project margin, and any commentary on the X-Energy timeline. A fresh impairment or an SMR schedule slip is the setup that stalls the tape.

On the calendar: 2026-11-06 — Q3 earnings

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X sentiment

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

Bullish sentiment129 posts analyzed · as of 2026-08-30

The Flare community is loudly bullish, framing the low price as an accumulation window rather than a warning. Posters lean on FIP.16 burns, the FLOOR protocol paying tokenized-stock rewards to holders, growing DeFi TVL across Firelight, Clearstar and Morpho Blue, and 9.7% of supply now locked. Skepticism appears mainly around validator payouts and inflation, but the dominant tone is patient conviction.

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

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $FLR

Partial — upstream oil & gas exposure ties to commodity price cycle; Fluor Corporation provides engineering, procurement, and con.

Industry benchmark

18-name peer basket
+43.6%YTD
+55309.5%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
Q2 2026Aug 7, 2026$0.91$0.70+29.8%
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%
Next earningsFri, Nov 6·consensus EPS $0.79

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$18.3B$17.3B – $19.6B$3.81$3.57 – $4.313

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.0.8×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.75%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.+3.1%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.+12.0%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 today1.6% 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.β1.265-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

SellAug 7Bechelany Pierre EdwardPresident5.0K sh$276KSellMar 10Alvin C CollinsPresident15.6K sh$712KSellMar 6Anthony MorganPresident8.5K sh$381K
+ 26 other (15 inkinds · 11 awards) 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

3New insider — initial holdingsAug 63
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for FLR (FLR) dated 2026-08-06. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

FLR (FLR) disclosed an officer or director change (Item 5.02) on 2026-08-04. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

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
+ 9 other (2 10-Qs · 2 13Gs · 2 proxys · 1 earnings 8-K) in window

Recent news

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

Algert Global LLC Has $7.57 Million Stock Holdings in Fluor Corporation $FLRdefenseworld.net·5d agoFluor Corp.: The Turnaround Is Gaining Traction, But Execution Remains The Testseekingalpha.com·10d agoDOE Backs X-Energy Texas Reactor Project With $1 Billion Supportetftrends.com·10d agoFluor Corp (FLR) Shares Fall 3.5% -- What GF Score of 74 Tells Investorsgurufocus.com·11d agoBillionaire Stanley Druckenmiller Just Bought A Top Nuclear Stock Play. George Soros Just Sold Out of It.247wallst.com·14d ago

In themes

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

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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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