Update shared on04 Aug 2025
Fair value Decreased 7.94%Despite increased inland barge activity and strong operational momentum supporting Kirby's earnings outlook, the consensus analyst price target has been revised down from $131.00 to $120.60.
Analyst Commentary
- Increased inland barge activity driving stronger financial outlook
- Q2 inland barge volumes up approximately 15% quarter-over-quarter
- Year-over-year inland barge volumes up 5%, signaling sustained demand growth
- Robust operational performance supporting higher valuation
- Continued momentum in core transportation segment accelerating earnings potential
What's in the News
- Kirby is actively seeking acquisition and investment opportunities, emphasizing a balanced approach to capital allocation and long-term value creation.
- The company repurchased 331,900 shares for $94.01 million in the recent quarter, completing a total buyback of 6,153,697 shares (10.89%) for $550.82 million under its longstanding program.
Valuation Changes
Summary of Valuation Changes for Kirby
- The Consensus Analyst Price Target has fallen from $131.00 to $120.60.
- The Future P/E for Kirby has fallen from 18.17x to 16.72x.
- The Consensus Revenue Growth forecasts for Kirby remained effectively unchanged, moving only marginally from 6.1% per annum to 6.0% per annum.
Disclaimer
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