NYSE$FLR

Fluor Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Fluor reported strong earnings in Q4 2024, driven by a significant gain from the NuScale investment deconsolidation.

Fluor Corporation posted revenue of $4.26 billion in Q4 2024, reflecting a 12% YoY growth. Net income surged to $1.86 billion, primarily due to a $1.6 billion gain from the NuScale investment deconsolidation. Adjusted EPS was $0.48. New awards totaled $2.3 billion, significantly lower than the prior year's $7.6 billion.

  • Revenue increased 12% YoY to $4.26 billion.
  • Net income reached $1.86 billion, driven by a $1.6 billion gain from NuScale deconsolidation.
  • Adjusted EPS was $0.48, down from $0.68 in Q4 2023.
  • New awards fell significantly to $2.3 billion from $7.6 billion in Q4 2023.

Headline financials

Total Revenue

$4.26B

Previous: $3.82B+11.5%
EPS (adj)

$0.48

Previous: $0.68-29.4%
New Awards

$2.31B

Previous: $7.61B-69.7%
Total Backlog

$28.5B

Previous: $29.4B-3.3%
Adjusted EBITDA

$154M

Previous: $145M+6.2%
Capital Expenditures

-$31M

Previous: -$40M+22.5%
Net Income

$1.86B

Previous: -$40M+4757.5%
Operating Income

$186M

Previous: $24M+675.0%
Gross Profit

$208M

Previous: $85M+144.7%

Revenue & EPS history

Fluor · Revenue · Quarterly

$4.26B

Q4 2024+11.5%vs Q4 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Fluor · $3.96B total across 4 segments · Q3 2023

  • Energy Solutions
    $1.55B-2.4%
  • Urban Solutions
    $1.43B+45.7%
  • Mission Solutions
    $655M+2.5%
  • Other
    $324M-18.8%

Forward guidance

Fluor expects a strong 2025 performance with adjusted EPS guidance of $2.25 - $2.75 and adjusted EBITDA guidance of $575M - $675M.

Tailwinds

  • Adjusted EPS guidance set at $2.25 - $2.75.
  • Adjusted EBITDA guidance set at $575M - $675M.
  • Continued backlog strength at $28.5 billion.
  • Increased reimbursable contracts to 79% of backlog.
  • Upcoming strategy update event on April 2, 2025.

Headwinds

  • No GAAP EPS or net income guidance provided.
  • New awards significantly lower than last year.
  • Decline in Energy Solutions segment profitability.
  • Backlog declined 3% YoY.
  • Potential legal liabilities from past projects.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-1.8%

Avg return

Earnings day

-2.7%

Avg return

5 days after

+1.7%

Avg return

30 days after

40%

29 / 73 earnings

Positive

+14.1%

Q3 2021

Best reaction

-30.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-11.8%-6.9%
Q4 2025+7.0%+18.1%+5.3%
Q3 2025+2.7%+2.6%-1.4%
Q1 2025-0.1%-2.7%+16.2%
Q4 2024-8.4%-13.1%-13.2%
Q3 2024-15.5%-14.6%-5.3%
Q2 2024-2.6%-1.6%+5.5%
Q1 2024-5.4%-7.0%+5.2%
Q4 2023-15.0%-12.0%-2.8%
Q3 2023+2.7%-1.1%+12.6%
Q2 2023+10.1%+13.6%+14.8%
Q1 2023-0.6%-1.8%+7.7%
Q4 2022-2.8%-2.4%-19.8%
Q3 2022+13.6%+7.4%+19.3%
Q2 2022-3.4%+1.2%+1.1%
Q1 2022-3.2%+0.8%+9.4%
Q4 2021+0.0%+3.9%+43.2%
Q3 2021+14.1%+9.8%+10.6%
Q2 2021+3.3%+9.4%-0.8%
Q1 2021-0.1%-2.5%-17.3%
Q4 2020-13.3%-9.2%+12.2%
Q3 2020-8.1%-5.7%-4.0%
Q2 2020+0.1%+4.7%+25.4%
Q1 2020+4.5%-3.4%+33.2%
Q4 2019-2.1%-5.8%+30.5%
Q3 2019-4.0%-1.1%-10.0%
Q2 2019-30.3%-36.2%-45.6%
Q1 2019-25.1%-24.6%-29.2%
Q4 2018+1.8%+1.6%-5.6%
Q3 2018+4.8%+9.8%-6.7%
Q2 2018+8.9%+10.3%+12.4%
Q1 2018-22.1%-24.0%-16.6%
Q4 2017-0.3%+0.9%-3.0%
Q3 2017+6.6%+9.4%+10.8%
Q2 2017-8.6%-10.6%-11.9%
Q1 2017-6.5%-6.1%-11.6%
Q4 2016+0.3%+5.1%-1.2%
Q3 2016-13.0%-13.4%+3.8%
Q2 2016-1.8%-1.7%-1.4%
Q1 2016-4.5%
Q4 2015-2.3%
Q3 2015+1.2%
Q2 2015-7.2%
Q1 2015-3.7%
Q4 2014+3.2%
Q3 2014+1.2%
Q2 2014-2.4%
Q1 2014-0.3%
Q4 2013+0.7%
Q3 2013-1.5%
Q2 2013+6.3%
Q1 2013+6.5%
Q4 2012-4.1%
Q3 2012-6.9%
Q2 2012+4.3%
Q1 2012-1.5%
Q4 2011+3.8%
Q3 2011-1.3%
Q2 2011-5.4%
Q1 2011-3.0%
Q4 2007-2.6%
Q4 2010-2.6%
Q3 2010+10.0%
Q2 2010+1.5%
Q1 2010+1.1%
Q4 2009-5.5%
Q3 2008-2.2%
Q3 2009-2.2%
Q2 2009-7.3%
Q2 2008+1.1%
Q1 2009+1.1%
Q4 2008+1.1%
Q1 2008+1.1%

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