Fluor Corporation Positioned For Robust Growth In 2026

Fluor Corporation is rated Buy, driven by a successful transition, strong contract wins, and robust capital allocation. FLR's $2.43B NuScale exit funds aggressive share repurchases, targeting $1.4B in 2026 after an 11% float reduction in 2025. Management forecasts 2026 adjusted EBITDA growth of 10%, with Wall Street projecting 26% EPS growth and 5.5% revenue growth.