$KEX

KIRBY CORP

0
2
0

No SEC Form 4 filings for $KEX in the last 30 days.

Med

Kirby’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kirby (KEX) reported Q2 revenue of $922.4M, above analyst estimates of $870.7M, and adjusted EPS of $1.67 vs $1.63. Adjusted EBITDA was $196.7M. Operating margin fell to 13.3% from 15.4% a year earlier due to margin compression and temporary fuel and shipyard cost headwinds. Management said issues are transitory and margins should improve gradually.

Kirby Q2 Earnings Miss Estimates on Fuel Costs, Revenue Beat

Kirby Corporation reported Q2 2026 EPS of $1.67, missing the $1.70 Zacks estimate, while revenue rose to $922.4 million, beating the $863 million consensus. Fuel costs and shipyard activity pressured marine margins. Kirby reported $72.2 million operating cash flow, $0.7 million free cash flow, and reiterated 2026 guidance.

Kirby revenues buoyed by higher demand and utilisation

Kirby Corp reported Q2 2026 revenue of $922M, up from $855M in Q2 2025, helped by stronger demand and higher liquid and dry bulk barge utilisation in inland and coastal markets. Net earnings were about $90M versus $94M. Operating cash flow was $72M and capex $71.5M. Margins were pressured by higher fuel prices and more shipyard activity.

KEX sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning KEX (KIRBY CORP). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.

Recent KEX coverage spans earnings and market movers.

What's driving KEX

  • Near-term sentiment is pressured by margin compression and temporary cost headwinds, but management expects fuel-related pressure to reverse in Q3 via pass-through mechanisms.

    financialcontent.com · Aug 5, 2026

  • Near-term focus is margin pressure from fuel and shipyard activity versus management’s expectation of rate-recovery reversing it in Q3.

    zacks.com · Aug 3, 2026

  • Higher utilization and demand lifted top-line, but fuel costs and coastal shipyard activity pressured margins.

    rivieramm.com · Jul 30, 2026

  • Guidance reaffirmation plus segment-level margin and backlog commentary suggests a constructive demand backdrop, but near-term fuel and coastal contract dynamics remain key swing factors.

    fool.com · Jul 30, 2026

  • Q2 results and an upward-trending full-year EPS outlook are likely to support near-term sentiment and estimates for KEX.

    SEC EDGAR 8-K · Jul 29, 2026

alphai scores every news story that mentions KEX with an AI model for sentiment and relevance, and aggregates insider trades from KIRBY CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $KEX

Score

Kirby’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kirby (KEX) reported Q2 revenue of $922.4M, above analyst estimates of $870.7M, and adjusted EPS of $1.67 vs $1.63. Adjusted EBITDA was $196.7M. Operating margin fell to 13.3% from 15.4% a year earlier due to margin compression and temporary fuel and shipyard cost headwinds. Management said issues are transitory and margins should improve gradually.

$KEXMedAI 8/10

Kirby Q2 Earnings Miss Estimates on Fuel Costs, Revenue Beat

Kirby Corporation reported Q2 2026 EPS of $1.67, missing the $1.70 Zacks estimate, while revenue rose to $922.4 million, beating the $863 million consensus. Fuel costs and shipyard activity pressured marine margins. Kirby reported $72.2 million operating cash flow, $0.7 million free cash flow, and reiterated 2026 guidance.

$KEXMed

Kirby revenues buoyed by higher demand and utilisation

Kirby Corp reported Q2 2026 revenue of $922M, up from $855M in Q2 2025, helped by stronger demand and higher liquid and dry bulk barge utilisation in inland and coastal markets. Net earnings were about $90M versus $94M. Operating cash flow was $72M and capex $71.5M. Margins were pressured by higher fuel prices and more shipyard activity.

$KEXMedAI 8/10

Kirby (KEX) Q2 2026 Earnings Call Transcript

Kirby (KEX) reported Q2 EPS of $1.67, up 11% sequentially and in line with the prior year quarter. Revenue rose to $922.4 million, up 8% year over year. Marine transportation revenue was $537 million (+9% YoY) with marine operating income $87.8 million (-11% YoY) from fuel headwinds. Full-year EPS guidance was reaffirmed at 5% to 15% growth, leaning upper end, and OCF guidance was $575 million to $675 million.

$KEXMed

KIRBY CORP (KEX): Results of Operations and Financial Condition

KIRBY CORP (KEX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 kex-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 KIRBY CORPORATION Contact: Matt Kerin 713-435-1077 FOR IMMEDIATE RELEASE KIRBY CORPORATION ANNOUNCES SECOND QUARTER 2026 RESULTS • Second quarter 2026 earnings per share of $1.67, in line with the prior year and up 11% sequent

$KEXMedAI 8/10

Why Kirby (KEX) Shares Are Sliding Today

Kirby (KEX) shares fell about 8% after the company reported Q2 results. Revenue was $922.4 million and EPS was $1.67, both above Wall Street estimates, but operating margin dropped to 13.3% and gross margin fell 2.6 points. Free cash flow margin fell to 0.1% from 2.6% year over year.

$KEXMed

Kirby Skids on Q2 Figures

Kirby Corporation (KEX) reported Q2 2026 net earnings attributable to Kirby of $89.7 million, or $1.67/share, versus $94.3 million, or $1.67/share, in Q2 2025. Revenue rose to $922.4 million from $855.5 million. Non-GAAP EBITDA was $199.7 million vs $202.2 million. Operating cash flow was $72.2 million and capex $71.5 million, leaving non-GAAP free cash flow of $0.7 million.

$KEXMedAI 8/10

Kirby (NYSE:KEX) Reports Bullish Q2 CY2026

Kirby (NYSE:KEX) reported Q2 CY2026 results. Revenue rose 7.8% year on year to $922.4 million, exceeding Wall Street’s estimate by 5.9%, and GAAP profit was $1.67 per share, 1.5% above consensus. The company cited inland and distribution demand, despite fuel cost headwinds and higher shipyard activity.

$KEXMedAI 8/10

Kirby Corporation Announces Second Quarter 2026 Results

Kirby Corporation (NYSE: KEX) reported Q2 2026 EPS of $1.67, unchanged year over year and up 11% sequentially, on revenues of $922.4 million versus $855.5 million in Q2 2025. Marine transportation revenues rose 9% YoY; distribution and services rose 6% YoY. Kirby returned $59.7 million via buybacks at an average $142.38 and expects full-year EPS growth toward the upper end of 5% to 15%.

Why Is Kirby (KEX) Stock Rocketing Higher Today

Kirby (KEX) shares rose about 6% after Bank of America raised its price target to $182 from $169 and kept a Buy rating, citing continued revenue growth in Marine Transportation and Power Generation. BofA also lifted its EPS estimate, pointing to data center and industrial demand. The article notes KEX revenue of $871.2M and EPS of $1.65 in a recent quarter.

Related tickers