FLR Fluor Corporation

AI data centers, power projects and semiconductor buildouts are turning into a modern industrial rebuild story in the U.S., with fresh headlines putting that shift into sharp focus. That wave of capex and hiring could reshape where capital flows next, and sitting on the sidelines may feel risky. This article walks through three stocks exposed to that news and explains how each might fit, or not, in a long-term portfolio. The three companies below are just a starting sample, since the full...

FLR's JGC joint venture will execute LNG Canada Phase 2, with Fluor set to recognize a $7.5 billion share as production capacity is poised to double.

SHEL greenlights LNG Canada Phase 2, doubling capacity to 28 mtpa and securing nearly 6 mtpa of additional LNG from the project.

The joint venture will add two liquefaction units and an LNG storage tank during the second phase of work at the site.

LNG Canada is a JV held by Shell (40%), Petronas (25%), PetroChina (15%), Mitsubishi (15%) and KOGAS (5%).

ACM's record $27.8B backlog and strong project wins support its 5%-8% organic growth target, though execution delays remain a near-term hurdle.

Five years after construction broke ground, the JV marked the opening of the Oak Hill Parkway project in Austin.

Fluor has delivered a strong multi year share price run, yet the real question for anyone looking at the stock today is how well that current price lines up with the cash it can produce over time. After a recent pullback, the focus shifts squarely to whether the business's cash flows are enough to support where Fluor now trades. Over the past 5 years the stock has gained about 200.8%, which puts a lot of weight on whether Fluor's underlying cash generation can keep justifying that kind of...

AGX's backlog is 80% natural gas, creating concentration risk even as strong power demand, EPC expertise and diversification efforts offer offsets.

Here is how Fluor (FLR) and Owens Corning (OC) have performed compared to their sector so far this year.

BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.

Record first-half cash flow, rising revenues and a $19.9B backlog bolster TPC, though 2026 cash flow is set to trail last year's peak.

Fluor (NYSE:FLR) shares rose 6. 1% in pre-market trading to $57.

BWX Technologies expands its nuclear services reach through a Canadian laboratory role, backed by Kinectrics' expertise and broader commercial operations.

TPC's $16B mega-project portfolio is ramping up with higher margins, while Specialty gains and a $200B pipeline add further upside.

NuScale Power (SMR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Tutor Perini's $4.6B Indo-Pacific pipeline, recent Guam award and margin focus could support further backlog, revenue and earnings growth.

Here is how Fluor (FLR) and James Hardie (JHX) have performed compared to their sector so far this year.

Fluor stock has already delivered a very strong 5 year return, yet current valuation checks still point to a gap between the recent share price and what the cash flow based intrinsic value suggests. Fluor has returned 223.4% over 5 years, which puts extra focus on whether recent gains already reflect its cash flow potential. Expectations for future project cash flows can support the current valuation, while any pressure on execution or margins may limit how much value those projects...

Novelis, an aluminum manufacturer, expects the aluminum recycling facility in Bay Minette to begin commissioning this year.

A larger rival could find the keys to its own expansion in Tutor Perini's near-record backlog.

BWX Technologies deepens its government services role through national laboratory management, adding long-term facility operations to its portfolio.

NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors weighing a stock already down sharply this year.

Three billionaires looked at the same unglamorous engineering stock in Q2 2026 and reached three completely different conclusions. What each one did with their position reveals a sharp divide over one of the quietest nuclear plays on the market.

BWX Technologies expands its nuclear services portfolio through decommissioning, remediation, waste management and nuclear site support.

New awards surged to $6.1 billion, driven by nuclear and mining conversions.

NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need to align before a return to $15 becomes a real conversation.

The stock gave back part of its earnings pop once the market saw where the quarter's profit actually came from.

Demand for electricity projects better fits Fluor’s project profile than the data centers they power, CEO Jim Breuer said during the firm’s second-quarter earnings call.

SMR's regulatory progress, supplier network and $1.9B liquidity support its outlook despite weak revenues and execution risks.

Companies In The Article Are:TTWO,UAA,WEN,FLR

In the past week, Fluor Corporation reported second-quarter 2026 results with revenue of US$4,329 million and net income of US$114 million, alongside strong new awards of over US$6,000 million that lifted backlog to about US$26,900 million. At the same time, Fluor continued building its nuclear capabilities and governance bench by adding retired U.S. Navy Admiral James F. (Frank) Caldwell Jr. to its board and key committees, aligning board expertise with its growing presence across the...

Fluor (NYSE:FLR) reported second-quarter revenue of $4.3 billion, up 9% from a year earlier, as strong project execution helped lift adjusted EBITDA to $149 million from $96 million in the prior-year period. Adjusted earnings per share rose to $0.91 from $0.43. The engineering and construction comp

Fluor’s earnings surprise and what it means for investors Fluor (FLR) surprised the market with second quarter 2026 results that exceeded consensus revenue and earnings expectations, despite earlier concerns about supply chain pressures and a weak trend in analyst earnings revisions. See our latest analysis for Fluor. Fluor’s recent earnings surprise has come alongside strong momentum in the stock, with a 1-day share price return of 16.9% and a 90-day share price return of 31.6%. The 5-year...

The company crushed analyst estimates for its second quarter.

Fluor Corp (FLR) reports robust Q2 with $6 billion in new awards and raised cash flow guidance, while navigating legacy project losses and a revised EBITDA outlook.

Moby summary of Fluor Corporation's Q2 2026 earnings call

Shares of this infrastructure stalwart set a new 52-week high-water mark today.

NuScale's Q2 revenues plunged 98.8% as RoPower work wound down, while supplier progress and liquidity supported commercialization plans.

The benchmark US stock measures were tracking in the green before the open Friday as traders await a

Fluor (FLR) delivered earnings and revenue surprises of +24.66% and +13.97%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

J is expanding its AI infrastructure role beyond data centers, with record backlog and broader project exposure supporting its next growth phase.

J pairs record backlog and higher guidance with margin gains, but debt and execution risks keep the investment case balanced.

J's 11.5% rally is backed by record backlog, AI-driven demand and higher guidance, but valuation and execution remain key watchpoints.

Fluor stock has delivered a very strong 177.6% return over the past 5 years, yet current valuation checks suggest it no longer looks obviously cheap or excessively expensive at around US$50.42 per share. For investors, the question now is whether that past compounding still leaves enough value on the table or whether most of the easy gains are already behind it. Over 5 years, Fluor has returned 177.6%, which puts long term holders in a strong position but raises the bar for future returns to...

UPS and Fluor deserve more attention from value-seeking investors.

FLR's Q2 results may reflect softer revenues from project timing and Energy Solutions, while higher-margin awards and backlog quality could lift earnings.

Sterling Infrastructure (STRL) delivered earnings and revenue surprises of +11.54% and +9.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the market most investors refuse to touch. One signed acquisition is trading at a suspicious discount, and the rest carry catalysts Wall Street keeps ignoring.

The planned aromatics facility aims to produce around 1.2mtpa of paraxylene and 500,000tpa of benzene.