Kirby（KEX）株式概要
カービーコーポレーションは、米国内でタンクバージを運航している。 詳細
KEX Community Fair Values
Create NarrativeSee what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Kirby Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$142.22 |
| 52週高値 | US$157.69 |
| 52週安値 | US$79.52 |
| ベータ | 0.85 |
| 1ヶ月の変化 | 1.22% |
| 3ヶ月変化 | 16.21% |
| 1年変化 | 36.89% |
| 3年間の変化 | 103.81% |
| 5年間の変化 | 108.41% |
| IPOからの変化 | 30,240.27% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Mar 11
Kirby: The Sail Is Still Smooth And Safe Despite Market Volatility
Summary Kirby Corporation remains a buy, supported by robust growth, strong margins, and a solid balance sheet, amid volatile macroeconomic conditions. KEX delivered Q4 2025 revenue of $851.8M, up 6.2% YoY, with operating margin rising to 15.2% from 6.2% YoY, reflecting improved operational efficiency. Strategic fleet management, high contract coverage, and exposure to rising oil prices and data center-driven power demand position KEX for further upside. Valuation is attractive with a P/E of 19.88x (below the 22.76x average), and technicals indicate new buying opportunities, despite some near-term caution. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| KEX | US Shipping | US 市場 | |
|---|---|---|---|
| 7D | -5.5% | 2.5% | 3.2% |
| 1Y | 36.9% | 62.5% | 31.0% |
業界別リターン: KEX過去 1 年間で62.5 % の収益を上げたUS Shipping業界を下回りました。
リターン対市場: KEX過去 1 年間で31 % の収益を上げたUS市場を上回りました。
価格変動
| KEX volatility | |
|---|---|
| KEX Average Weekly Movement | 3.3% |
| Shipping Industry Average Movement | 6.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: KEX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KEXの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1921 | 5,233 | David Grzebinski | kirbycorp.com |
カービーコーポレーションは米国内でタンクバージを運航している。また、ミシシッピ川流域、メキシコ湾沿岸水路、米国沿岸3カ所、アラスカ、ハワイでタンクバージを運航している。石油化学製品、ブラックオイル、石油精製品、農薬をタンクローリーで輸送し、米国沿岸航路でドライバルク貨物の海上輸送に携わるオフショア・ドライバルク・バージとタグボート・ユニットを運航している。内陸タンクバージ1,105隻、内陸曳船約266隻、沿岸タンクバージ28隻、沿岸タグボート24隻、オフショア・ドライバルカーゴバージ2隻、オフショア・タグボート3隻、ドッキングタグボート1隻を所有・運航している。流通・サービス部門は、エンジン、変速機、減速機、電気モーター、駆動装置、制御装置、配電・制御システム、蓄電池システム、および関連油田サービス機器のアフターマーケット・サービスと純正交換部品を販売している；発電機、産業用コンプレッサー、大容量リフトトラック、冷凍トレーラーなどのレンタル、圧力ポンプユニットなどの油田サービス機器の製造・再生産、発電機器、特殊配電・制御機器、大容量エネルギー貯蔵・バッテリーシステムなどの製造。米国政府、遊覧船など様々な企業にサービスを提供している。以前はカービィ・エクスプロレーション・カンパニーとして知られ、1990年にカービィ・コーポレーションに社名を変更した。カービー・コーポレーションは1921年に設立され、テキサス州ヒューストンに本社を置く。
Kirby Corporation 基礎のまとめ
| KEX 基礎統計学 | |
|---|---|
| 時価総額 | US$7.64b |
| 収益（TTM） | US$359.73m |
| 売上高(TTM) | US$3.42b |
21.2x
PER（株価収益率2.2x
P/SレシオKEX は割高か？
公正価値と評価分析を参照収益と収入
| KEX 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.42b |
| 売上原価 | US$2.26b |
| 売上総利益 | US$1.16b |
| その他の費用 | US$800.07m |
| 収益 | US$359.73m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.71 |
| グロス・マージン | 33.89% |
| 純利益率 | 10.51% |
| 有利子負債／自己資本比率 | 33.5% |
KEX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 19:48 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Kirby Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| Kevin Sterling | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |
| Gregory Lewis | BTIG |