Keller Group secured USD 650 million I-40 work: what it means for Keller Group stock

Published on 10/13/2026 at 05:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached GBP 1.61 billion, up 11.00 percent. For Keller Group stock, 2026 revenue consensus is GBP 3,345 million.

Key points in brief

Keller Group had secured a USD 650.0 million I-40 contract variation on September 28, 2026.
First-half 2026 revenue reached GBP 1.61 billion, up 11.00 percent year over year.
Analyst consensus dated September 28, 2026 calls for GBP 3,345 million of 2026 underlying revenue.
The next major company event is the Capital Markets Day on October 14, 2026.

Flatlay mit Aktienzertifikat, ISIN-Karte, Bauhelm und Bodenproben auf Holztisch — Flatlay mit Aktienzertifikat und ISIN-Karte illustriert Investment in Keller Group plc, ISIN GB0034293025, Baubranche, Illustration mit AI erstellt.

Keller Group (GB0004866223) had secured a USD 650.00 million contract variation for the I-40 highway reconstruction project on September 28, 2026, according to Sharecast. The award extends a multiyear US infrastructure program and gives the stock a concrete order-related earnings reference ahead of Keller's Capital Markets Day.

Three dated milestones carry the story

On August 4, 2026, Keller reported first-half revenue of GBP 1.61 billion, up 11.00 percent year over year, while underlying operating profit rose 17.10 percent and the operating margin reached 7.30 percent, according to Investing.com.

On September 28, 2026, the additional I-40 work lifted the value of the contract variation to USD 650.00 million, with Keller saying the project would strengthen longer-term revenue visibility, Sharecast reported.

Also dated September 28, 2026, Keller's investor centre listed analyst consensus for 2026 underlying revenue at GBP 3,345 million, with seven analysts contributing forecasts, according to Keller Group. The consensus range was GBP 3,221 million to GBP 3,447 million, giving investors a quantified benchmark for the contract's potential contribution.

What does the contract mean for revenue?

The I-40 award does not alter Keller's 2026 expectations, according to Sharecast. Its significance is duration: the additional work is expected to run across the next three to four years, while the 2026 revenue consensus already stands at GBP 3,345 million. That combination separates near-term guidance from longer-term order visibility.

Dates investors can measure

Keller's Capital Markets Day is scheduled for October 14, 2026, according to the company's investor centre at Keller Group. The next earnings date listed by Investing.com is March 9, 2027.

Last euro quote stays dated

The last available euro quote stood at EUR 38.80 at Lang & Schwarz on October 12, 2026 at 11:00 p.m. CEST. Keller Group is listed on the London Stock Exchange under ticker KLR and is a member of the FTSE 250.

The further course of trading is shown by the continuously updated real-time quote of Keller Group stock.