Fluor

FLR

Market cap $6.39B

A few nuclear energy stocks are quietly outperforming the S&P 500 this year. They are filling roles from engineering and construction services to mining and exploration.

Fluor (FLR) is a diversified EPC company undergoing a strategic turnaround, with recent asset sales funding a major buyback and improving backlog quality.

Fluor is a leading engineering firm with strong prospects in the data center and energy industries. Selling its stake in NuScale Power adds much-needed cash to the company's balance sheet.

Warsaw, Poland--(Newsfile Corp. - May 19, 2026) - Lumina Metals Corp. (TSX: LMCU) ("Lumina" or the "Company") is pleased to announce the formal commencement of the NI 43-101 compliant pre-feasibility study ("PFS") for its flagship Nowa Sól copper-silver project located in western Poland. The PFS will focus on optimizing the overall project development plan and refining the key technical and economic parameters for the Nowa Sól project, including mining methods, shaft sinking and underground infrastructure, metallurgical processing, tailings management, power supply, logistics, permitting integration, capital expenditures, operating costs, and overall execution planning.

Fluor Corporation faces mounting headwinds after disappointing Q1 results, including an 8% revenue decline and weak adjusted EPS driven by legal and project cost overruns. AI data center construction and onshoring tailwinds are offset by economic slowdown risks, political uncertainty, and local pushback, complicating the near-term outlook. FLR's $1.4 billion share buyback, funded by the NuScale divestment, is viewed neutrally but signals limited reinvestment opportunities amid a challenging environment.

Fluor Corp (NYSE:FLR) on Friday reported worse-than-expected first-quarter financial results.

FLR's Q1 2026 EPS and revenues miss estimates as legal and project charges hit results, sending shares down 15.2% on Friday.

The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.

Fluor NYSE: FLR reported first-quarter 2026 results that management said reflected a growing pipeline of potential work but also included several discrete items, including a legal charge tied to past government services work and a cost increase on a mining project in the Americas.

U.S. stocks traded mostly higher midway through trading, with the Nasdaq Composite gaining 1.5% on Friday.