Kirby Performance degli utili passati
Criteri Il passato verificati 4/6
Kirby ha registrato una crescita degli utili a un tasso medio annuo di 48.1%, mentre il settore Shipping ha registrato utili in diminuzione a un tasso medio annuo di 6.4%. I ricavi sono stati in crescita a un tasso medio annuo di 10.1%. Il ritorno sul capitale proprio di Kirby è 10.6% e ha margini netti di 10.5%.
Informazioni chiave
48.07%
Tasso di crescita degli utili
48.99%
Tasso di crescita dell'EPS
| Shipping Crescita del settore | 51.92% |
| Tasso di crescita dei ricavi | 10.09% |
| Rendimento del capitale proprio | 10.55% |
| Margine netto | 10.51% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • 18h
Kirby Corporation: Cashing In On AI Boom
Summary Kirby Corporation is rated 'Buy' as power generation, driven by AI and data center demand, fuels robust order growth. KEX's power generation segment posted 45% YoY revenue growth in Q1 ’26 and is expected to reach 45-55% of total revenues. Despite OEM supply constraints compressing D&S margins, KEX’s diversified revenue base and marine transportation outlook support resilience. Management guides 2026 EPS up 5-15% YoY, with consensus at $7.01, reflecting strong fundamentals and potential to beat estimates. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • Jul 26
Kirby (NYSE:KEX) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Jul 14
Kirby Corporation (NYSE:KEX) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 22.4x Kirby Corporation ( NYSE:KEX ) may be sending bearish signals at the...Articolo di analisi • Jul 02
Should You Be Adding Kirby (NYSE:KEX) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • Jun 20
What Does Kirby Corporation's (NYSE:KEX) Share Price Indicate?
While Kirby Corporation ( NYSE:KEX ) might not have the largest market cap around , it received a lot of attention from...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
Nuova narrazione • 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 AlphaSeeking Alpha • Jun 13
Kirby Up Strongly On A Multiyear Pricing And Margin Expansion Opportunity
Summary Kirby is leveraging stronger inland and coastal tank barge dynamics, as limited supply growth and increased petrochemical refining activity is driving higher utilization and pricing. Kirby should be set for multiple years of 300bp+ margin improvement on the back of tight inland and coastal barge fundamentals. Increased demand for backup power among industrial, retail, and data center customers is driving strong growth within the D&S business, but this remains a lower-margin segment relative to marine operations. Kirby shares have already enjoyed a big move, but past up-cycles suggest that there could still be upside. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Kirby guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 3,422 | 360 | 343 | 0 |
| 31 Dec 25 | 3,364 | 355 | 338 | 0 |
| 30 Sep 25 | 3,315 | 306 | 335 | 0 |
| 30 Jun 25 | 3,275 | 303 | 333 | 0 |
| 31 Mar 25 | 3,244 | 293 | 330 | 0 |
| 31 Dec 24 | 3,266 | 287 | 327 | 0 |
| 30 Sep 24 | 3,263 | 306 | 330 | 0 |
| 30 Jun 24 | 3,196 | 279 | 327 | 0 |
| 31 Mar 24 | 3,149 | 252 | 331 | 0 |
| 31 Dec 23 | 3,092 | 223 | 330 | 0 |
| 30 Sep 23 | 3,023 | 198 | 326 | 0 |
| 30 Jun 23 | 3,004 | 174 | 319 | 0 |
| 31 Mar 23 | 2,924 | 146 | 304 | 0 |
| 31 Dec 22 | 2,785 | 122 | 289 | 0 |
| 30 Sep 22 | 2,646 | 96 | 276 | 0 |
| 30 Jun 22 | 2,499 | -208 | 270 | 0 |
| 31 Mar 22 | 2,361 | -226 | 263 | 0 |
| 31 Dec 21 | 2,247 | -247 | 259 | 0 |
| 30 Sep 21 | 2,145 | -236 | 250 | 0 |
| 30 Jun 21 | 2,043 | 57 | 246 | 0 |
| 31 Mar 21 | 2,024 | 71 | 248 | 0 |
| 31 Dec 20 | 2,171 | -273 | 252 | 0 |
| 30 Sep 20 | 2,338 | -292 | 258 | 0 |
| 30 Jun 20 | 2,508 | -272 | 261 | 0 |
| 31 Mar 20 | 2,738 | -249 | 267 | 0 |
| 31 Dec 19 | 2,838 | 142 | 273 | 0 |
| 30 Sep 19 | 2,904 | 115 | 267 | 0 |
| 30 Jun 19 | 2,942 | 109 | 273 | 0 |
| 31 Mar 19 | 2,974 | 90 | 296 | 0 |
| 31 Dec 18 | 2,971 | 78 | 294 | 0 |
| 30 Sep 18 | 2,957 | 332 | 302 | 0 |
| 30 Jun 18 | 2,794 | 319 | 285 | 0 |
| 31 Mar 18 | 2,464 | 316 | 240 | 0 |
| 31 Dec 17 | 2,214 | 311 | 220 | 0 |
| 30 Sep 17 | 1,942 | 113 | 185 | 0 |
| 30 Jun 17 | 1,835 | 117 | 174 | 0 |
| 31 Mar 17 | 1,804 | 130 | 170 | 0 |
| 31 Dec 16 | 1,771 | 140 | 176 | 0 |
| 30 Sep 16 | 1,819 | 159 | 173 | 0 |
| 30 Jun 16 | 1,917 | 183 | 180 | 0 |
| 31 Mar 16 | 2,019 | 202 | 187 | 0 |
| 31 Dec 15 | 2,148 | 225 | 191 | 0 |
| 30 Sep 15 | 2,332 | 243 | 203 | 0 |
| 30 Jun 15 | 2,480 | 262 | 204 | 0 |
Guadagni di qualità: KEX ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di KEX (10.5%) KEX sono più alti rispetto allo scorso anno (9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di KEX sono cresciuti in modo significativo del 48.1% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di KEX nell'ultimo anno ( 22.9% ) è inferiore alla media quinquennale ( 48.1% all'anno).
Guadagni vs Settore: La crescita degli utili KEX nell'ultimo anno ( 22.9% ) ha superato la percentuale del settore Shipping -16.3%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 10.6% ) di KEX è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 00:51 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Kirby Corporation è coperta da 19 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Kevin Sterling | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |
| Gregory Lewis | BTIG |