Kirby Corporation

NYSE:KEX 株式レポート

時価総額：US$7.7b

Kirby 過去の業績

過去 基準チェック /46

Kirbyは、平均年間48.1%の収益成長を遂げていますが、 Shipping業界の収益は、年間 減少しています。収益は、平均年間6.4% 10.1%収益成長率で 成長しています。 Kirbyの自己資本利益率は10.6%であり、純利益率は10.5%です。

主要情報

48.07%

収益成長率

48.99%

EPS成長率

Shipping 業界の成長51.92%
収益成長率10.09%
株主資本利益率10.55%
ネット・マージン10.51%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • May 25

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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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...
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
Seeking 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 Alpha
Seeking 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
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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 Alpha
Seeking 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

収支内訳

Kirby の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:KEX 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 263,4223603430
31 Dec 253,3643553380
30 Sep 253,3153063350
30 Jun 253,2753033330
31 Mar 253,2442933300
31 Dec 243,2662873270
30 Sep 243,2633063300
30 Jun 243,1962793270
31 Mar 243,1492523310
31 Dec 233,0922233300
30 Sep 233,0231983260
30 Jun 233,0041743190
31 Mar 232,9241463040
31 Dec 222,7851222890
30 Sep 222,646962760
30 Jun 222,499-2082700
31 Mar 222,361-2262630
31 Dec 212,247-2472590
30 Sep 212,145-2362500
30 Jun 212,043572460
31 Mar 212,024712480
31 Dec 202,171-2732520
30 Sep 202,338-2922580
30 Jun 202,508-2722610
31 Mar 202,738-2492670
31 Dec 192,8381422730
30 Sep 192,9041152670
30 Jun 192,9421092730
31 Mar 192,974902960
31 Dec 182,971782940
30 Sep 182,9573323020
30 Jun 182,7943192850
31 Mar 182,4643162400
31 Dec 172,2143112200
30 Sep 171,9421131850
30 Jun 171,8351171740
31 Mar 171,8041301700
31 Dec 161,7711401760
30 Sep 161,8191591730
30 Jun 161,9171831800
31 Mar 162,0192021870
31 Dec 152,1482251910
30 Sep 152,3322432030
30 Jun 152,4802622040

質の高い収益: KEXは 高品質の収益 を持っています。

利益率の向上: KEXの現在の純利益率 (10.5%)は、昨年(9%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: KEXの収益は過去 5 年間で年間48.1%増加しました。

成長の加速: KEXの過去 1 年間の収益成長率 ( 22.9% ) は、5 年間の平均 ( 年間48.1%を下回っています。

収益対業界: KEXの過去 1 年間の収益成長率 ( 22.9% ) はShipping業界-38.2%を上回りました。

株主資本利益率

高いROE: KEXの 自己資本利益率 ( 10.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/26 08:21
終値2026/05/26 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Gregory LewisBTIG