Kirby (KEX) Resumen de Acciones
Kirby Corporation explota barcazas cisterna nacionales en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en KEX a partir de nuestros controles de riesgos.
KEX Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Kirby Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$138.57 |
| Máximo en las últimas 52 semanas | US$157.69 |
| Mínimo de 52 semanas | US$79.52 |
| Beta | 0.87 |
| Cambio en 1 mes | 4.59% |
| Variación en 3 meses | -1.25% |
| Cambio de 1 año | 59.29% |
| Variación en 3 años | 61.52% |
| Variación en 5 años | 160.72% |
| Variación desde la OPV | 29,461.60% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 27
Kirby: Structurally Still In A Good Spot Right Now
Summary Kirby offers unique energy sector exposure through marine transportation of bulk liquids, distinguishing itself from traditional midstream pipelines. Inland pricing momentum and constrained vessel supply underpin robust revenue and EPS growth, with management guiding for over 10% YoY EPS gains. 2027 is poised for significant upside as 40% of inland contracts reset amid favorable rate trends, targeting a return to historical 28% EBIT margins. Despite valuation concerns after a 40% share price rise, KEX remains a Buy, supported by disciplined buybacks and resilient earnings growth. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 08
KEX: Raised Earnings Guidance And Buybacks Will Support Future Upside Potential
Analysts have lifted Kirby's price target by $11, citing updated assumptions around discount rates, revenue growth, profit margins, and forward P/E as the key drivers of the change. Analyst Commentary Recent research reports show a cluster of price target increases on Kirby, with multiple firms lifting their estimates by between US$11 and US$25.Recent updates
Seeking Alpha • Aug 27
Kirby: Structurally Still In A Good Spot Right Now
Summary Kirby offers unique energy sector exposure through marine transportation of bulk liquids, distinguishing itself from traditional midstream pipelines. Inland pricing momentum and constrained vessel supply underpin robust revenue and EPS growth, with management guiding for over 10% YoY EPS gains. 2027 is poised for significant upside as 40% of inland contracts reset amid favorable rate trends, targeting a return to historical 28% EBIT margins. Despite valuation concerns after a 40% share price rise, KEX remains a Buy, supported by disciplined buybacks and resilient earnings growth. Read the full article on Seeking AlphaActualización de narrativa • Jun 08
KEX: Raised Earnings Guidance And Buybacks Will Support Future Upside Potential
Analysts have lifted Kirby's price target by $11, citing updated assumptions around discount rates, revenue growth, profit margins, and forward P/E as the key drivers of the change. Analyst Commentary Recent research reports show a cluster of price target increases on Kirby, with multiple firms lifting their estimates by between US$11 and US$25.Actualización de narrativa • May 24
KEX: Buybacks And Raised Earnings Guidance Will Support Future Upside Potential
Analysts have lifted Kirby's blended price target by about $16 to roughly $166 per share, reflecting updated assumptions around discount rates, margins, and a modestly higher future P/E multiple. Analyst Commentary Recent Street research around Kirby clusters around higher price targets, with bullish analysts focusing on how updated modeling around discount rates, margins, and future P/E assumptions affects what they are willing to pay for the stock.Actualización de narrativa • May 07
KEX: Share Repurchases And Raised Earnings Guidance Will Support Upside Potential
Kirby's updated fair value estimate has shifted from $154.00 to about $166.33, reflecting analysts' higher price targets after recent research updates from several major firms. Analyst Commentary Recent Street research has featured several price target increases for Kirby, which feeds directly into the updated fair value estimate.Actualización de narrativa • Apr 23
KEX: Capital Returns And M&A Capacity Will Shape Balanced Execution Outlook
Kirby's updated analyst price target has shifted from $144.33 to $154.00, reflecting analysts' refreshed views after a series of recent target increases from major research houses. Analyst Commentary Recent research updates show a cluster of higher price targets for Kirby, with several firms lifting their views in quick succession.Actualización de narrativa • Apr 08
KEX: AI Infrastructure Spending And Muted Transport Cycle Will Shape Balanced Outlook
Kirby's analyst price target has moved higher to about $144 from roughly $140, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E as they refine their views on the company's earnings power. Analyst Commentary Recent research updates point to a cluster of higher price targets for Kirby, with analysts adjusting their models around earnings power, P/E assumptions, and the role of transport exposure in broader portfolios.Actualización de narrativa • Mar 25
KEX: AI Infrastructure And Transport Cycles Will Shape Balanced Infrastructure Exposure Outlook
Narrative Update on Kirby Kirby's consensus analyst price target has moved slightly higher, with recent $2 to $15 increases from several firms reflecting analysts' interest in cyclical transport exposure tied to expected infrastructure spending, data center and power investments, and potential benefits for housing and forest products demand. Analyst Commentary Recent research updates on Kirby center on higher price targets and a clearer framing of how the stock might respond to shifts in transport cycles, infrastructure spending, and capital deployment across data centers, power, housing, and forest products.Actualización de narrativa • Mar 10
KEX: AI Infrastructure And Transport Cycle Will Shape Balanced Medium Term Outlook
Analysts have lifted their price targets on Kirby by up to $15, pointing to renewed interest in transport stocks and expectations that increased infrastructure and data center spending could support the company’s earnings over time. Analyst Commentary Recent research reports show a cluster of higher price targets on Kirby, with analysts focusing on how upcoming spending trends and freight conditions could affect the company’s earnings power and valuation over time.Actualización de narrativa • Feb 24
KEX: AI Infrastructure And Transport Cycle Are Expected To Support Balanced Outlook
Analysts have nudged their average price target for Kirby higher by about $2, reflecting updated views on cyclical transport exposure, potential benefits from infrastructure related spending, and a steady outlook for margins, growth assumptions, and future P/E levels. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts citing sector positioning, capital spending trends, and broader transport data points as key inputs to their revised views.Actualización de narrativa • Feb 08
KEX: AI Infrastructure Spending And Transport Cycle Are Expected To Drive Upside
Analysts have nudged their fair value estimate for Kirby up from US$138.50 to about US$139.67, reflecting recent price target increases that they link to expectations for steadier revenue growth, slightly better profit margins and a modestly lower assumed discount rate. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts updating their models to reflect what they see as a more supportive setup for the business and its sector.Actualización de narrativa • Jan 25
KEX: AI Data Center Demand And Transport Cycle Will Shape Future Setup
Analysts have lifted their price target on Kirby to about $138.50, up roughly $4.80, supported by updated views on revenue growth, profit margins and future P/E following a series of recent target increases from major research firms. Analyst Commentary Recent Street research on Kirby points to a generally constructive tone, with several firms lifting their targets and one major upgrade to a Buy rating.Actualización de narrativa • Jan 10
KEX: AI Infrastructure And Transport Setup Will Shape Balanced Future Prospects
Narrative Update Analysts have lifted their implied fair value estimate for Kirby to about $134 from roughly $126, citing higher price targets supported by expectations for AI related data center tailwinds, a healthier transport setup, and modestly improved assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research is generally constructive on Kirby, with several firms lifting price targets and, in one case, upgrading the rating.Actualización de narrativa • Dec 25
KEX: Data Center And AI Backlog Tailwinds Will Drive Upside Potential
Analysts have nudged their fair value estimate for Kirby slightly higher, from $125.33 to $125.83, citing improving profit margin expectations and a more favorable risk/reward profile driven by data center and artificial intelligence related backlog tailwinds. Analyst Commentary Recent Street research reflects a generally constructive stance on Kirby, with modest valuation upside framed around accelerating demand from data center and artificial intelligence related projects.Actualización de narrativa • Dec 11
KEX: Data Center And AI Backlog Tailwinds Will Drive Upside
Narrative Update Analysts have nudged their price target for Kirby modestly higher to about $125 per share. They cite a more constructive view on data center driven demand and AI related backlog growth, which they believe offsets recent softness in inland tank barge trends.Actualización de narrativa • Nov 27
KEX: Data Center Demand And Shipping Risks Will Shape Momentum Ahead
Kirby's analyst price target has increased to $128, up from the previous $110. Analysts cite stronger risk/reward dynamics and anticipated backlog growth driven by accelerating data center and artificial intelligence adoption.Actualización de narrativa • Nov 13
KEX: Backlog Expansion From Artificial Intelligence Will Drive Share Momentum
Kirby's analyst price target has increased from $116.17 to $125.33 per share. This change is driven by analysts' expectations of stronger revenue growth from rising demand in data center markets and a growing backlog linked to artificial intelligence adoption.Artículo de análisis • Nov 04
Further Upside For Kirby Corporation (NYSE:KEX) Shares Could Introduce Price Risks After 26% Bounce
Kirby Corporation ( NYSE:KEX ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Actualización de narrativa • Oct 29
Inland Barge Utilization Will Remain Resilient Despite Near Term Rate Pressure
Analysts have slightly raised their fair value target for Kirby to $116.17, an increase of about $2. This adjustment reflects a generally positive long-term outlook, despite near-term headwinds cited in recent research.Artículo de análisis • Oct 29
Here's Why Kirby (NYSE:KEX) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Actualización de narrativa • Oct 08
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Kirby's fair value price target has been raised from $110.80 to $114.17, as analysts acknowledge modest improvements in profit margins. This comes despite signs of softer barge shipments and persistent tariff headwinds.Artículo de análisis • Oct 05
There's Been No Shortage Of Growth Recently For Kirby's (NYSE:KEX) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Actualización de narrativa • Sep 23
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Kirby’s consensus price target has been revised down from $115.75 to $110.80, reflecting analyst concerns over potential near-term softness in barge shipments, lower utilization rates, and moderating demand, despite resilient inland activity and positive long-term growth drivers. Analyst Commentary Bullish analysts highlight continued strength in inland barge activity, with Q2 volumes up both sequentially and year over year.Actualización de narrativa • Aug 30
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Despite strengthening inland barge activity and improved utilization supporting Kirby’s growth outlook, analysts have modestly reduced their fair value estimate, lowering the consensus price target from $120.60 to $116.50. Analyst Commentary Bullish analysts cite strengthening inland barge activity supporting growth.Seeking Alpha • Feb 23
Kirby: Upside From Fueled Performance And Liquidity
Summary Kirby Corporation demonstrates resilience amid market volatility through prudent pricing, cost efficiency, and strategic investments in new barges, stabilizing top-line growth. Despite softer global demand and inflation, KEX's marine transportation segment grew 3.1% YoY, offsetting declines in distribution and services, maintaining stable margins. Strong liquidity, increasing free cash flow, and a solid balance sheet enable KEX to sustain operations and invest without reducing cash reserves. Technical analysis suggests KEX is underpriced with a potential rebound, supported by upward momentum and favorable price ratios, making it a good buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Kirby Corp. Q4 Preview: Drill, Baby, Drill Seems Promising, But Early To Tell
Summary Kirby Corporation is expected to report flat y/y revenue growth and a 24% y/y increase in EPS, despite inflationary pressures and seasonal softness. Analysts have revised EPS estimates downward, but Kirby has a strong track record of beating earnings expectations, suggesting potential for an upside surprise. The “drill, baby, drill” strategy under Trump's administration could boost demand for Kirby's transportation services, though the overall impact on oil prices and inflation remains uncertain. Due to political and economic uncertainties, I am not starting a position in Kirby Corporation yet, but will closely monitor upcoming guidance and conference call insights. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Kirby: A Market Leader With Encouraging Growth Prospects
Summary Kirby Corporation is poised for growth, driven by strong marine business pricing, high barge utilization, and favorable new build economics. The Distribution and Services segment benefits from robust demand in data centers, power generation, and a potential Oil & Gas recovery under the Trump administration. Strong pricing momentum and operating leverage should enhance margins, with the company trading at a discount to historical averages, making it a good buy. Read the full article on Seeking Alpha
Nueva narrativa • Aug 28
Optimizing Marine Operations Amidst Challenges Fuels Strong Revenue And Shareholder Value Surge
Continued strength in inland marine transportation, fueled by steady demand and limited barge construction, promises enhanced future revenue and operating margins.Seeking Alpha • Aug 26
Kirby Stock: Favorable Coastal Supply/Demand Dynamics Driving Strong Earnings Growth
Summary Kirby Corporation is benefitting from strong demand leading to increases in margins. Kirby is achieving double-digit earnings growth, which may continue in 2024 and possibly beyond. Kirby's low valuation leaves room for the stock to possibly outperform the broader market. Read the full article on Seeking AlphaRentabilidad de los accionistas
| KEX | US Shipping | Mercado US | |
|---|---|---|---|
| 7D | -2.2% | -0.7% | -0.2% |
| 1Y | 59.3% | 68.5% | 14.8% |
Rentabilidad vs. Industria: Los resultados de KEX fueron inferiores a los de la industria US Shipping, que obtuvo un rendimiento del 68.5% el año pasado.
Rentabilidad vs. Mercado: KEX superó al mercado US, que obtuvo un rendimiento del 14.8% el año pasado.
Volatilidad de los precios
| KEX volatility | |
|---|---|
| KEX Average Weekly Movement | 4.4% |
| Shipping Industry Average Movement | 5.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: KEX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de KEX (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1921 | 5,233 | David Grzebinski | kirbycorp.com |
Kirby Corporation explota barcazas cisterna nacionales en Estados Unidos. Su segmento de transporte marítimo presta servicios de transporte marítimo y remolca buques que transportan productos líquidos a granel, además de explotar barcazas cisterna en todo el sistema fluvial del Mississippi, en la vía navegable intracostera del Golfo y en tres costas de Estados Unidos, Alaska y Hawai. Transporta productos petroquímicos, aceites negros, productos petrolíferos refinados y productos químicos agrícolas en barcazas cisterna; y explota barcazas de carga seca en alta mar y unidades de remolcadores que se dedican al transporte de carga seca en alta mar en el comercio costero de Estados Unidos.
Resumen de fundamentos de Kirby Corporation
| Estadísticas fundamentales de KEX | |
|---|---|
| Capitalización bursátil | US$7.29b |
| Beneficios(TTM) | US$355.18m |
| Ingresos (TTM) | US$3.49b |
20.6x
Ratio precio-beneficio (PE)2.1x
Ratio precio-ventas (PS)¿Está KEX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de KEX | |
|---|---|
| Ingresos | US$3.49b |
| Coste de los ingresos | US$2.33b |
| Beneficio bruto | US$1.16b |
| Otros gastos | US$803.20m |
| Beneficios | US$355.18m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 6.73 |
| Margen bruto | 33.20% |
| Margen de beneficio neto | 10.18% |
| Ratio deuda/patrimonio | 30.1% |
¿Cómo se ha desempeñado KEX a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 08:18 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Kirby Corporation está cubierta por 20 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Kenneth Hoexter | BofA Global Research |
| Gregory Lewis | BTIG |
| Natasha Boyden | Cantor Fitzgerald & Co. |