View ValuationKirby 향후 성장Future 기준 점검 1/6Kirby (는) 각각 연간 10.2% 및 5.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.7% 로 예상됩니다.핵심 정보10.2%이익 성장률14.37%EPS 성장률Shipping 이익 성장4.6%매출 성장률5.9%향후 자기자본이익률11.72%애널리스트 커버리지Low마지막 업데이트01 May 2026최근 향후 성장 업데이트공시 • May 03Kirby Corporation Raises Earnings Guidance for Full Year 2026Kirby Corporation raised earnings guidance for full year 2026. The company uncreased the full-year 2026 earnings per share growth guidance range to 5% - 15%, up from the prior guidance of 0% - 12%.공시 • May 01Kirby Corporation Provides Earnings Guidance for the Full Year 2025Kirby Corporation provided earnings guidance for the full year 2025. Revenues for the full year are expected to increase in the high-single to low-double digit range compared to 2024 driven by higher pricing on contracts.공시 • Aug 01Kirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluded in the first half of the year, revenues for the full year are expected to increase in the low double to mid-teens range compared to the 2023 full year. With some planned shipyards in the fourth quarter of 2024, coastal operating margins are expected to average in the low double-digit range on a full year basis. In the distribution and services segment, despite the uncertainty from volatile commodity prices, expect incremental demand for products.공시 • Apr 26+ 1 more updateKirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluding in the first half of the year, revenues for the full year are expected to increase in the high single to low double digits range compared to 2023. Coastal operating margins are expected to be in the high single to low double-digit range on a full year basis.공시 • Oct 25Kirby Corporation Provides Earnings Guidance for the Year 2022Kirby Corporation provided earnings guidance for the year 2022. For the full year, with the impact of the Company’s exit from the Hawaiian market, coastal revenues are expected to be flat to up in the low single digits compared to 2021.모든 업데이트 보기Recent updatesBoard Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 21President & COO recently sold €1.4m worth of stockOn the 15th of May, Christian O'Neil sold around 11k shares on-market at roughly €126 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian has been a net seller over the last 12 months, reducing personal holdings by €2.7m.공시 • May 03Kirby Corporation Raises Earnings Guidance for Full Year 2026Kirby Corporation raised earnings guidance for full year 2026. The company uncreased the full-year 2026 earnings per share growth guidance range to 5% - 15%, up from the prior guidance of 0% - 12%.공시 • Apr 01Kirby Corporation to Report Q1, 2026 Results on Apr 30, 2026Kirby Corporation announced that they will report Q1, 2026 results at 6:00 AM, Central Daylight on Apr 30, 2026공시 • Mar 09Kirby Corporation, Annual General Meeting, Apr 27, 2026Kirby Corporation, Annual General Meeting, Apr 27, 2026. Location: 55 waugh drive, suite 1100, texas 77007, houston United States공시 • Feb 21Nucor Corporation Appoints Tracy A. Embree as A New Independent Member of the Kirby Board of Directors Effective February 16, 2026Nucor Corporation announced the appointment of Tracy A. Embree as a new independent member of the Kirby Board of Directors effective February 16, 2026. She will stand for election at the annual meeting of the corporation in April of this year. Ms. Embree is the retired President of Otis Americas, a division of Otis Worldwide Corporation, and brings more than 25 years of global leadership experience across industrial operations, manufacturing, distribution, and services businesses. Her extensive executive background and board experience further strengthen the depth and breadth of expertise on Kirby’s Board of Directors. Ms. Embree is an accomplished leader with extensive experience in power generation. Most recently, Ms. Embree served as President, Otis Americas, where she led the company’s new equipment and service businesses across North and South America, overseeing operations, sales, and service delivery. Prior to Otis, she spent more than two decades at Cummins Inc., where she held several senior leadership roles, including President of Cummins’ Distribution Business and President of Cummins’ Components Business. During her tenure at Cummins, Ms. Embree oversaw global manufacturing, product development, distribution, and operational functions across multiple business segments, with a particular focus on power generation. Ms. Embree currently serves as an independent director at Lennox International Inc. and KLA Corporation, where she is a member of the compensation committees at both companies. She previously served as an independent director of Louisiana-Pacific Corporation, including as a member of its audit committee. Ms. Embree holds a Bachelor of Science degree in Chemical Engineering from the Massachusetts Institute of Technology and a Master of Business Administration from Harvard Business School.공시 • Dec 31Kirby Corporation to Report Q4, 2025 Results on Jan 29, 2026Kirby Corporation announced that they will report Q4, 2025 results at 6:00 AM, Central Standard Time on Jan 29, 2026공시 • Oct 01Kirby Corporation to Report Q3, 2025 Results on Oct 29, 2025Kirby Corporation announced that they will report Q3, 2025 results at 6:00 AM, Central Standard Time on Oct 29, 2025공시 • Jul 01Kirby Corporation to Report Q2, 2025 Results on Jul 31, 2025Kirby Corporation announced that they will report Q2, 2025 results at 6:00 AM, Central Daylight on Jul 31, 2025공시 • May 01Kirby Corporation Provides Earnings Guidance for the Full Year 2025Kirby Corporation provided earnings guidance for the full year 2025. Revenues for the full year are expected to increase in the high-single to low-double digit range compared to 2024 driven by higher pricing on contracts.공시 • Apr 01Kirby Corporation to Report Q1, 2025 Results on May 01, 2025Kirby Corporation announced that they will report Q1, 2025 results at 6:00 AM, Central Daylight on May 01, 2025공시 • Mar 10Kirby Corporation, Annual General Meeting, Apr 29, 2025Kirby Corporation, Annual General Meeting, Apr 29, 2025. Location: 55 waugh drive, suite 1100, texas 77007, houston United States공시 • Dec 28Kirby Corporation to Report Q4, 2024 Results on Jan 30, 2025Kirby Corporation announced that they will report Q4, 2024 results at 6:00 AM, Central Standard Time on Jan 30, 2025Recent Insider Transactions • Nov 15President & COO recently sold €613k worth of stockOn the 12th of November, Christian O'Neil sold around 5k shares on-market at roughly €123 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian has been a net seller over the last 12 months, reducing personal holdings by €1.7m.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €121, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 140% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.56 (vs US$1.06 in 3Q 2023)Third quarter 2024 results: EPS: US$1.56 (up from US$1.06 in 3Q 2023). Revenue: US$831.1m (up 8.7% from 3Q 2023). Net income: US$90.0m (up 43% from 3Q 2023). Profit margin: 11% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공시 • Sep 30Kirby Corporation to Report Q3, 2024 Results on Oct 30, 2024Kirby Corporation announced that they will report Q3, 2024 results at 6:00 AM, Central Daylight on Oct 30, 2024Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.44 (vs US$0.96 in 2Q 2023)Second quarter 2024 results: EPS: US$1.44 (up from US$0.96 in 2Q 2023). Revenue: US$824.4m (up 6.1% from 2Q 2023). Net income: US$83.9m (up 46% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Susan Dio was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Aug 01Kirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluded in the first half of the year, revenues for the full year are expected to increase in the low double to mid-teens range compared to the 2023 full year. With some planned shipyards in the fourth quarter of 2024, coastal operating margins are expected to average in the low double-digit range on a full year basis. In the distribution and services segment, despite the uncertainty from volatile commodity prices, expect incremental demand for products.공시 • Jun 29Kirby Corporation to Report Q2, 2024 Results on Aug 01, 2024Kirby Corporation announced that they will report Q2, 2024 results at 6:00 AM, Central Daylight on Aug 01, 2024Recent Insider Transactions • May 17Independent Director recently sold €1.1m worth of stockOn the 15th of May, William Waterman sold around 10k shares on-market at roughly €105 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.Recent Insider Transactions • May 03Insider recently sold €384k worth of stockOn the 1st of May, William Woodruff sold around 4k shares on-market at roughly €102 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €713k. Insiders have been net sellers, collectively disposing of €4.0m more than they bought in the last 12 months.공시 • Apr 26+ 1 more updateKirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluding in the first half of the year, revenues for the full year are expected to increase in the high single to low double digits range compared to 2023. Coastal operating margins are expected to be in the high single to low double-digit range on a full year basis.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.20 (vs US$0.68 in 1Q 2023)First quarter 2024 results: EPS: US$1.20 (up from US$0.68 in 1Q 2023). Revenue: US$808.0m (up 7.7% from 1Q 2023). Net income: US$70.1m (up 72% from 1Q 2023). Profit margin: 8.7% (up from 5.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Mar 29Kirby Corporation to Report Q1, 2024 Results on Apr 25, 2024Kirby Corporation announced that they will report Q1, 2024 results at 6:00 AM, Central Daylight on Apr 25, 2024공시 • Mar 09Kirby Corporation, Annual General Meeting, Apr 26, 2024Kirby Corporation, Annual General Meeting, Apr 26, 2024, at 10:00 Central Daylight. Location: 55 Waugh Drive, Suite 1100, Houston Texas United States Agenda: To consider Election of three Class II directors; to consider Ratification of the Audit Committee’s selection of KPMG LLP as Kirby’s independent registered public accounting firm for 2024; and to consider Advisory vote on the approval of the compensation of Kirby’s named executive officers.Recent Insider Transactions • Feb 09President of Kirby Inland Marine LP recently sold €713k worth of stockOn the 6th of February, Christian O'Neil sold around 9k shares on-market at roughly €79.23 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.공시 • Feb 02+ 1 more updateKirby Corporation Announces Management Changes, Effective April 26, 2024Kirby Corporation announced the retirement of Joseph H. Pyne, Kirby’s Chairman of the Board who will not stand for reelection upon the expiration of his current term, which expires at the conclusion of Kirby’s 2024 Annual Stockholders meeting on April 26, 2024. Mr. Pyne has served as Chairman of Kirby since April 2010 and has been a board member for 35 years. Succeeding Mr. Pyne is Richard J. “Dick” Alario who has been elected as Chairman of the Board, effective April 26, 2024. Mr. Alario has been a board member since 2011 and brings a tremendous skill set to this role. He has been involved with the Company and its strategy since joining the board and most recently served as Kirby’s Lead Independent director since 2021. Also, Rocky B. Dewbre, will not stand for election as a director at the conclusion of his term which expires on April 26, 2024. Mr. Dewbre was added to Kirby’s board last year in conjunction with the Cooperation Agreement between Kirby and shareholder JCP Investment Management.Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$3.75 (vs US$2.04 in FY 2022)Full year 2023 results: EPS: US$3.75 (up from US$2.04 in FY 2022). Revenue: US$3.09b (up 11% from FY 2022). Net income: US$222.9m (up 82% from FY 2022). Profit margin: 7.2% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 1.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €87.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 84% in the next 2 years.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.06 (vs US$0.65 in 3Q 2022)Third quarter 2023 results: EPS: US$1.06 (up from US$0.65 in 3Q 2022). Revenue: US$764.8m (up 2.5% from 3Q 2022). Net income: US$63.0m (up 61% from 3Q 2022). Profit margin: 8.2% (up from 5.2% in 3Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.공시 • Sep 29Kirby Corporation to Report Q3, 2023 Results on Oct 26, 2023Kirby Corporation announced that they will report Q3, 2023 results at 6:00 AM, Central Daylight on Oct 26, 2023Recent Insider Transactions • Sep 14Independent Presiding Director recently sold €475k worth of stockOn the 12th of September, Richard Alario sold around 6k shares on-market at roughly €79.21 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.5m more than they bought in the last 12 months.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.96 (vs US$0.47 in 2Q 2022)Second quarter 2023 results: EPS: US$0.96 (up from US$0.47 in 2Q 2022). Revenue: US$777.2m (up 11% from 2Q 2022). Net income: US$57.4m (up 102% from 2Q 2022). Profit margin: 7.4% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공시 • Jun 30Kirby Corporation to Report Q2, 2023 Results on Jul 27, 2023Kirby Corporation announced that they will report Q2, 2023 results at 6:00 AM, Central Daylight on Jul 27, 2023Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.68 (vs US$0.29 in 1Q 2022)First quarter 2023 results: EPS: US$0.68 (up from US$0.29 in 1Q 2022). Revenue: US$750.4m (up 23% from 1Q 2022). Net income: US$40.7m (up 134% from 1Q 2022). Profit margin: 5.4% (up from 2.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 8.4% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 02Independent Director recently bought €96k worth of stockOn the 28th of February, Rocky Dewbre bought around 1k shares on-market at roughly €68.77 per share. This transaction increased Rocky's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.2m more in shares than they bought in the last 12 months.Recent Insider Transactions • Feb 19VP, General Counsel & Secretary recently sold €504k worth of stockOn the 13th of February, Amy Husted sold around 7k shares on-market at roughly €68.01 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €589k. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Recent Insider Transactions • Feb 09President of Kirby Inland Marine LP recently sold €589k worth of stockOn the 8th of February, Christian O'Neil sold around 9k shares on-market at roughly €68.06 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.공시 • Feb 04Kirby Corporation Appoints Rocky B. Dewbre to Board of DirectorsKirby Corporation announced the appointment of Rocky B. Dewbre as a new independent member of the Company’s Board, effective immediately, pursuant to a cooperation agreement with Kirby shareholder JCP Investment Management, LLC (JCP). Following the appointment of Mr. Dewbre, the Kirby Board of Directors will expand to eleven directors, nine of whom are independent. Since 2020, Mr. Dewbre has served as President and COO of Mansfield Service Partners, a motor fuels and lubricants distributor. From 2019 to 2021, Mr. Dewbre served on the board of directors and as a member of the audit and compensation committees of Core-Mark Holding Company, a grocery distribution company, until it was acquired by Performance Food Group Company in 2021. From 2017 to 2019, Mr. Dewbre served as CEO of Empire Petroleum Partners, LLC, a motor fuels distributor. From 2016 to 2017, Mr. Dewbre served on the board of directors and as a member of the audit committee for CST Brands Inc., a convenience retailer, until the sale of the company to Alimentation Couche-Tard. From 2013 to 2014, Mr. Dewbre served as Chief Executive Officer of Susser Petroleum Partners, LP, a distributor of motor fuels, until it was acquired by Energy Transfer Partners in 2014. Prior to becoming CEO, Mr. Dewbre served in various leadership roles within Susser Petroleum Partners, LP from 1992 to 2013, including President and COO of two different operating divisions and Chief Financial Officer. From 1988 to 1992, Mr. Dewbre was an auditor and consultant with Deloitte & Touche, LLP. Mr. Dewbre holds a bachelor’s degree in Accounting and Management Information Systems from Texas Tech University, and a master’s degree in Business Administration from the University of Texas at Austin. He is a registered Certified Public Accountant in Texas.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$2.04 (vs US$4.11 loss in FY 2021)Full year 2022 results: EPS: US$2.04 (up from US$4.11 loss in FY 2021). Revenue: US$2.78b (up 24% from FY 2021). Net income: US$122.3m (up US$369.2m from FY 2021). Profit margin: 4.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jan 25Kirby Corporation Appoints Susan W. Dio to Board of DirectorsKirby Corporation announced the appointment of Susan W. Dio to the company’s Board, effective January 24, 2023. Following the appointment of Ms. Dio, the Kirby Board of Directors will expand to ten directors, nine of whom are independent. Ms. Dio is a proven executive with more than 25 years of experience in international refining, petrochemicals and oil and gas. She most recently served as Chairman and President of BP America, providing oversight for BP’s businesses in the United States. She previously served as Chief Executive Officer of BP Shipping, where she reset the organization’s strategy and operations while modernizing the company’s fleet. She also served as BP’s Head of Audit for Refining and Marketing where she focused on integrating safety and operational risk in the organization. From 2018 until her retirement in 2020, Ms. Dio served as Chairman and President of BP America, where she provided leadership and oversight to all BP businesses in the US. Between 2015 and 2018, Ms. Dio was CEO of BP Shipping, which manages the fleet of BP-operated and chartered vessels. While CEO of BP Shipping, she served as an independent director with Britannia Steam Ship Insurance Associations Ltd., a mutual insurance association, and was a director and vice chair of the Oil Companies International Marine Forum. She also was a member of the supervisory board of the UK Chamber of Shipping, a director and advisory committee member on the International Tanker Owners Pollution Federation Limited and a member’s representative with the Alaska Tanker Company. Previously, Ms. Dio was based in Houston as BP’s Head of Audit for Refining and Marketing and ran BP’s Bulwer Island Refinery in Brisbane, Australia. She also led the restructuring of the BP chemicals business at BP’s Texas City site outside of Houston after spending several years managing the commercial business at the company’s former refinery there. Earlier in her career, Ms. Dio worked in other petrochemicals, engineering and commercial roles in Texas, Alabama and London. A certified chemical engineer, Ms. Dio earned her bachelor’s degree with honors in chemical engineering from the University of Mississippi. She subsequently served on engineering advisory councils at Texas A&M University. A champion for women in the energy industry, she received the Manufacturing Institute’s STEP Award for Women in Manufacturing in 2014.공시 • Dec 31Kirby Corporation to Report Q4, 2022 Results on Jan 31, 2023Kirby Corporation announced that they will report Q4, 2022 results at 6:00 AM, Central Daylight on Jan 31, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Shawn Williams was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Shawn Williams was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: US$0.65 (vs US$4.41 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.65 (up from US$4.41 loss in 3Q 2021). Revenue: US$745.8m (up 25% from 3Q 2021). Net income: US$39.1m (up US$303.8m from 3Q 2021). Profit margin: 5.2% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Oct 25Kirby Corporation Provides Earnings Guidance for the Year 2022Kirby Corporation provided earnings guidance for the year 2022. For the full year, with the impact of the Company’s exit from the Hawaiian market, coastal revenues are expected to be flat to up in the low single digits compared to 2021.공시 • Sep 30Kirby Corporation to Report Q3, 2022 Results on Oct 24, 2022Kirby Corporation announced that they will report Q3, 2022 results at 6:00 AM, Central Daylight on Oct 24, 2022공시 • Aug 26JCP Reportedly Pushing for Breakup or Sale of KirbyActivist investor JCP Investment Management, LLC has built a position in Kirby Corporation (NYSE:KEX) and has been pushing for a strategic review of the barge operator, including breakup or sale of the company, according to people familiar with the matter. JCP, which owns more than a 1% in Kirby, has been privately engaging the company for months about forming a strategic review committee that would include new, independent directors, the people said, asking not to be identified because the matter is private. The investment firm has called for Kirby to explore a separation of its inland marine and distribution and services businesses, which JCP argues have few synergies, the people said. Failing that, JCP, which is run by James Pappas, has called for an outright sale of the company, they added. A representative for JCP declined to comment, while a representative for Kirby wasn’t immediately available for comment. Kirby’s shares rose 3.8% in trading on August 25, 2022 as of 9:35 a.m. in New York, giving the company a market value of about $4.2 billion. The stock has gained about 22% in the past year through Wednesday’s close. A tank barge operator that transports bulk liquid products throughout the US, Kirby is also a service provider and distributor of diesel engines, transmission parts and other industrial equipment, according to its website. David Grzebinski, Kirby’s chief executive officer, said on an earnings call in July that second-quarter profits were buoyed by tight market conditions due to a limited supply of barges and increasing oilfield activity. Despite those tailwinds, JCP has raised concerns about the company’s long-term underperformance relative to peers and the broader S&P 500 Index in meetings with Kirby’s leadership, the people said. It has also raised concerns about its stagnant earnings and its historically large capital expenditures. It has argued that several strategic and financial buyers would be willing to pay a premium for Kirby given its depressed share price and improving markets.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.47 (vs US$0.17 in 2Q 2021)Second quarter 2022 results: EPS: US$0.47 (up from US$0.17 in 2Q 2021). Revenue: US$698.0m (up 25% from 2Q 2021). Net income: US$28.5m (up 180% from 2Q 2021). Profit margin: 4.1% (up from 1.8% in 2Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Jun 25Kirby Corporation to Report Q2, 2022 Results on Jul 28, 2022Kirby Corporation announced that they will report Q2, 2022 results at 6:00 AM, Central Daylight on Jul 28, 2022Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.29 (vs US$0.056 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.29 (up from US$0.056 loss in 1Q 2021). Revenue: US$610.8m (up 23% from 1Q 2021). Net income: US$17.4m (up US$20.8m from 1Q 2021). Profit margin: 2.9% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • Apr 05Kirby Corporation to Report Q1, 2022 Results on Apr 28, 2022Kirby Corporation announced that they will report Q1, 2022 results at 6:00 AM, Central Daylight on Apr 28, 2022Recent Insider Transactions • Mar 08Insider recently sold €287k worth of stockOn the 7th of March, Joseph Reniers sold around 4k shares on-market at roughly €65.39 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €4.5m more than they bought in the last 12 months.공시 • Mar 06Kirby Corporation, Annual General Meeting, Apr 26, 2022Kirby Corporation, Annual General Meeting, Apr 26, 2022, at 10:00 Central Standard Time. Location: 55 Waugh Drive, Suite 1100 Houston Texas United States Agenda: To consider the election of three Class III directors; to consider the ratification of the Audit Committee’s selection of KPMG LLP as Kirby’s independent registered public accounting firm for 2022; and to consider the advisory vote on the approval of the compensation of Kirby’s named executive officers.Recent Insider Transactions • Feb 01VP & Chief Human Resource Officer recently sold €330k worth of stockOn the 28th of January, Kim Clarke sold around 6k shares on-market at roughly €58.36 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$4.11 loss per share (up from US$4.55 loss in FY 2020). Revenue: US$2.25b (up 3.5% from FY 2020). Net loss: US$247.0m (loss narrowed 9.4% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 19%, compared to a 28% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Dec 08President of Kirby Engine Systems recently sold €64k worth of stockOn the 6th of December, Dorman Strahan sold around 1k shares on-market at roughly €49.26 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.Recent Insider Transactions • Nov 03Independent Director recently bought €457k worth of stockOn the 29th of October, Barry Davis bought around 10k shares on-market at roughly €45.73 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.6m more in shares than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2021 earnings released: US$4.41 loss per share (vs US$0.46 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$598.9m (up 21% from 3Q 2020). Net loss: US$264.7m (down US$292.2m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.17 (vs US$0.42 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$559.6m (up 3.4% from 2Q 2020). Net income: US$10.2m (down 59% from 2Q 2020). Profit margin: 1.8% (down from 4.6% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Jun 04Independent Director recently sold €1.4m worth of stockOn the 3rd of June, William Waterman sold around 25k shares on-market at roughly €54.52 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.Executive Departure • May 06Independent Director has left the companyOn the 27th of April, Monte Miller's tenure as Independent Director ended after 15.0 years in the role. As of December 2020, Monte personally held 18.22k shares (€754k worth at the time). Monte is the only executive to leave the company over the last 12 months.Reported Earnings • May 02First quarter 2021 earnings released: US$0.056 loss per share (vs US$5.80 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: US$496.9m (down 23% from 1Q 2020). Net loss: US$3.38m (loss narrowed 99% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.공시 • Mar 04Kirby Corporation, Annual General Meeting, Apr 27, 2021Kirby Corporation, Annual General Meeting, Apr 27, 2021, at 10:00 Central Daylight. Agenda: To consider election of three class ii directors;; to ratification of the audit committee’s selection of kpmg llp as kirby’s independent registered public accounting firm for 2021; to advisory vote on the approval of the compensation of kirby’s named executive officers; to approval of amendment of the 2005 stock and incentive plan; and to approval of amendment of the 2000 nonemployee director stock plan.Recent Insider Transactions • Feb 27VP, General Counsel & Secretary recently sold €85k worth of stockOn the 25th of February, Amy Husted sold around 2k shares on-market at roughly €53.17 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.Reported Earnings • Feb 25Full year 2020 earnings released: US$4.55 loss per share (vs US$2.38 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$2.17b (down 24% from FY 2019). Net loss: US$272.5m (down 292% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to stay flat compared to a 8.3% growth forecast for the Shipping industry in Germany.Is New 90 Day High Low • Feb 23New 90-day high: €51.50The company is up 15% from its price of €44.60 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.53 per share.Is New 90 Day High Low • Feb 05New 90-day high: €48.20The company is up 44% from its price of €33.40 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.35 per share.Recent Insider Transactions • Feb 05Independent Director recently sold €1.2m worth of stockOn the 4th of February, William Waterman sold around 25k shares on-market at roughly €48.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Reported Earnings • Jan 30Full year 2020 earnings released: US$4.55 loss per share (vs US$2.38 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$2.17b (down 24% from FY 2019). Net loss: US$272.5m (down 292% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the Shipping industry in Germany.공시 • Jan 13Kirby Corporation to Report Q4, 2020 Results on Jan 28, 2021Kirby Corporation announced that they will report Q4, 2020 results at 7:00 AM, US Eastern Standard Time on Jan 28, 2021Is New 90 Day High Low • Jan 09New 90-day high: €46.80The company is up 41% from its price of €33.20 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.97 per share.Is New 90 Day High Low • Dec 10New 90-day high: €45.00The company is up 37% from its price of €32.80 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.46 per share.Is New 90 Day High Low • Nov 17New 90-day high: €39.20The company is up 7.0% from its price of €36.80 on 19 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.50 per share.Recent Insider Transactions • Nov 13Insider recently sold €156k worth of stockOn the 12th of November, Joseph Reniers sold around 4k shares on-market at roughly €38.09 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.46The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$496.6m (down 26% from 3Q 2019). Net income: US$27.4m (down 43% from 3Q 2019). Profit margin: 5.5% (down from 7.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 6.0%. Over the next year, revenue is expected to shrink by 5.0% compared to a 2.9% growth forecast for the Shipping industry in Germany.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$292.3m, with earnings decreasing by US$407.5m from the prior year. Total revenue was US$2.34b over the last 12 months, down 20% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 6.0% at US$496.6m. Revenue is forecast to grow 4.3% over the next year, compared to a 2.8% growth forecast for the Shipping industry in Germany.공시 • Oct 06Kirby Corporation to Report Q3, 2020 Results on Oct 29, 2020Kirby Corporation announced that they will report Q3, 2020 results at 6:00 AM, Central Daylight on Oct 29, 2020Is New 90 Day High Low • Sep 25New 90-day low: €31.20The company is down 34% from its price of €47.60 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.77 per share.공시 • Jul 31Kirby Corporation (NYSE:KEX) completed the acquisition of substantially all the assets of Convoy Servicing Company and Agility Fleet Services, LLC.Kirby Corporation (NYSE:KEX) signed an agreement to acquire substantially all the assets of Convoy Servicing Company and Agility Fleet Services, LLC for approximately $40 million on October 31, 2019. The purchase price is before the post-closing adjustments. The transaction is subject to customary closing conditions and expected to close in the first quarter of 2020. Kirby Corporation (NYSE:KEX) completed the acquisition of substantially all the assets of Convoy Servicing Company and Agility Fleet Services, LLC on January 3, 2020. Financing of the acquisition was through borrowings under the Kirby’s Revolving Credit Facility. The transaction is expected to be accretive to Kirby's earnings in 2020.이익 및 매출 성장 예측DB:KIY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,156N/AN/AN/A112/31/20273,728428N/A699512/31/20263,499376N/A59153/31/20263,422360497731N/A12/31/20253,364355406670N/A9/30/20253,315306185605N/A6/30/20253,275303229584N/A3/31/20253,244293329670N/A12/31/20243,266287414756N/A9/30/20243,263306352725N/A6/30/20243,196279150615N/A3/31/20243,149252237647N/A12/31/20233,092223138540N/A9/30/20233,023198130457N/A6/30/20233,004174162426N/A3/31/20232,92414668278N/A12/31/20222,785122122294N/A9/30/20222,6469656202N/A6/30/20222,499-20881219N/A3/31/20222,361-226132251N/A12/31/20212,247-247224322N/A9/30/20212,145-236275366N/A6/30/20212,04357307401N/A3/31/20212,02471363476N/A12/31/20202,171-273297445N/A9/30/20202,338-292291484N/A6/30/20202,508-272352566N/A3/31/20202,738-249308545N/A12/31/20192,838142N/A512N/A9/30/20192,904115N/A462N/A6/30/20192,942109N/A381N/A3/31/20192,97490N/A367N/A12/31/20182,97178N/A347N/A9/30/20182,957332N/A366N/A6/30/20182,794319N/A313N/A3/31/20182,464316N/A287N/A12/31/20172,214311N/A353N/A9/30/20171,942113N/A337N/A6/30/20171,835117N/A398N/A3/31/20171,804130N/A388N/A12/31/20161,771140N/A416N/A9/30/20161,819159N/A482N/A6/30/20161,917183N/A487N/A3/31/20162,019202N/A532N/A12/31/20152,148225N/A524N/A9/30/20152,332243N/A491N/A6/30/20152,480262N/A433N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KIY 의 연간 예상 수익 증가율(10.2%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: KIY 의 연간 수익(10.2%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: KIY 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: KIY 의 수익(연간 5.9%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: KIY 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KIY의 자본 수익률은 3년 후 11.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 12:54종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Kirby Corporation는 19명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kevin SterlingBenchmark CompanyKenneth HoexterBofA Global ResearchGregory LewisBTIG16명의 분석가 더 보기
공시 • May 03Kirby Corporation Raises Earnings Guidance for Full Year 2026Kirby Corporation raised earnings guidance for full year 2026. The company uncreased the full-year 2026 earnings per share growth guidance range to 5% - 15%, up from the prior guidance of 0% - 12%.
공시 • May 01Kirby Corporation Provides Earnings Guidance for the Full Year 2025Kirby Corporation provided earnings guidance for the full year 2025. Revenues for the full year are expected to increase in the high-single to low-double digit range compared to 2024 driven by higher pricing on contracts.
공시 • Aug 01Kirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluded in the first half of the year, revenues for the full year are expected to increase in the low double to mid-teens range compared to the 2023 full year. With some planned shipyards in the fourth quarter of 2024, coastal operating margins are expected to average in the low double-digit range on a full year basis. In the distribution and services segment, despite the uncertainty from volatile commodity prices, expect incremental demand for products.
공시 • Apr 26+ 1 more updateKirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluding in the first half of the year, revenues for the full year are expected to increase in the high single to low double digits range compared to 2023. Coastal operating margins are expected to be in the high single to low double-digit range on a full year basis.
공시 • Oct 25Kirby Corporation Provides Earnings Guidance for the Year 2022Kirby Corporation provided earnings guidance for the year 2022. For the full year, with the impact of the Company’s exit from the Hawaiian market, coastal revenues are expected to be flat to up in the low single digits compared to 2021.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 21President & COO recently sold €1.4m worth of stockOn the 15th of May, Christian O'Neil sold around 11k shares on-market at roughly €126 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian has been a net seller over the last 12 months, reducing personal holdings by €2.7m.
공시 • May 03Kirby Corporation Raises Earnings Guidance for Full Year 2026Kirby Corporation raised earnings guidance for full year 2026. The company uncreased the full-year 2026 earnings per share growth guidance range to 5% - 15%, up from the prior guidance of 0% - 12%.
공시 • Apr 01Kirby Corporation to Report Q1, 2026 Results on Apr 30, 2026Kirby Corporation announced that they will report Q1, 2026 results at 6:00 AM, Central Daylight on Apr 30, 2026
공시 • Mar 09Kirby Corporation, Annual General Meeting, Apr 27, 2026Kirby Corporation, Annual General Meeting, Apr 27, 2026. Location: 55 waugh drive, suite 1100, texas 77007, houston United States
공시 • Feb 21Nucor Corporation Appoints Tracy A. Embree as A New Independent Member of the Kirby Board of Directors Effective February 16, 2026Nucor Corporation announced the appointment of Tracy A. Embree as a new independent member of the Kirby Board of Directors effective February 16, 2026. She will stand for election at the annual meeting of the corporation in April of this year. Ms. Embree is the retired President of Otis Americas, a division of Otis Worldwide Corporation, and brings more than 25 years of global leadership experience across industrial operations, manufacturing, distribution, and services businesses. Her extensive executive background and board experience further strengthen the depth and breadth of expertise on Kirby’s Board of Directors. Ms. Embree is an accomplished leader with extensive experience in power generation. Most recently, Ms. Embree served as President, Otis Americas, where she led the company’s new equipment and service businesses across North and South America, overseeing operations, sales, and service delivery. Prior to Otis, she spent more than two decades at Cummins Inc., where she held several senior leadership roles, including President of Cummins’ Distribution Business and President of Cummins’ Components Business. During her tenure at Cummins, Ms. Embree oversaw global manufacturing, product development, distribution, and operational functions across multiple business segments, with a particular focus on power generation. Ms. Embree currently serves as an independent director at Lennox International Inc. and KLA Corporation, where she is a member of the compensation committees at both companies. She previously served as an independent director of Louisiana-Pacific Corporation, including as a member of its audit committee. Ms. Embree holds a Bachelor of Science degree in Chemical Engineering from the Massachusetts Institute of Technology and a Master of Business Administration from Harvard Business School.
공시 • Dec 31Kirby Corporation to Report Q4, 2025 Results on Jan 29, 2026Kirby Corporation announced that they will report Q4, 2025 results at 6:00 AM, Central Standard Time on Jan 29, 2026
공시 • Oct 01Kirby Corporation to Report Q3, 2025 Results on Oct 29, 2025Kirby Corporation announced that they will report Q3, 2025 results at 6:00 AM, Central Standard Time on Oct 29, 2025
공시 • Jul 01Kirby Corporation to Report Q2, 2025 Results on Jul 31, 2025Kirby Corporation announced that they will report Q2, 2025 results at 6:00 AM, Central Daylight on Jul 31, 2025
공시 • May 01Kirby Corporation Provides Earnings Guidance for the Full Year 2025Kirby Corporation provided earnings guidance for the full year 2025. Revenues for the full year are expected to increase in the high-single to low-double digit range compared to 2024 driven by higher pricing on contracts.
공시 • Apr 01Kirby Corporation to Report Q1, 2025 Results on May 01, 2025Kirby Corporation announced that they will report Q1, 2025 results at 6:00 AM, Central Daylight on May 01, 2025
공시 • Mar 10Kirby Corporation, Annual General Meeting, Apr 29, 2025Kirby Corporation, Annual General Meeting, Apr 29, 2025. Location: 55 waugh drive, suite 1100, texas 77007, houston United States
공시 • Dec 28Kirby Corporation to Report Q4, 2024 Results on Jan 30, 2025Kirby Corporation announced that they will report Q4, 2024 results at 6:00 AM, Central Standard Time on Jan 30, 2025
Recent Insider Transactions • Nov 15President & COO recently sold €613k worth of stockOn the 12th of November, Christian O'Neil sold around 5k shares on-market at roughly €123 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian has been a net seller over the last 12 months, reducing personal holdings by €1.7m.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €121, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 5x in the Shipping industry in Europe. Total returns to shareholders of 140% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €227 per share.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$1.56 (vs US$1.06 in 3Q 2023)Third quarter 2024 results: EPS: US$1.56 (up from US$1.06 in 3Q 2023). Revenue: US$831.1m (up 8.7% from 3Q 2023). Net income: US$90.0m (up 43% from 3Q 2023). Profit margin: 11% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공시 • Sep 30Kirby Corporation to Report Q3, 2024 Results on Oct 30, 2024Kirby Corporation announced that they will report Q3, 2024 results at 6:00 AM, Central Daylight on Oct 30, 2024
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$1.44 (vs US$0.96 in 2Q 2023)Second quarter 2024 results: EPS: US$1.44 (up from US$0.96 in 2Q 2023). Revenue: US$824.4m (up 6.1% from 2Q 2023). Net income: US$83.9m (up 46% from 2Q 2023). Profit margin: 10% (up from 7.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Susan Dio was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Aug 01Kirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluded in the first half of the year, revenues for the full year are expected to increase in the low double to mid-teens range compared to the 2023 full year. With some planned shipyards in the fourth quarter of 2024, coastal operating margins are expected to average in the low double-digit range on a full year basis. In the distribution and services segment, despite the uncertainty from volatile commodity prices, expect incremental demand for products.
공시 • Jun 29Kirby Corporation to Report Q2, 2024 Results on Aug 01, 2024Kirby Corporation announced that they will report Q2, 2024 results at 6:00 AM, Central Daylight on Aug 01, 2024
Recent Insider Transactions • May 17Independent Director recently sold €1.1m worth of stockOn the 15th of May, William Waterman sold around 10k shares on-market at roughly €105 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.
Recent Insider Transactions • May 03Insider recently sold €384k worth of stockOn the 1st of May, William Woodruff sold around 4k shares on-market at roughly €102 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €713k. Insiders have been net sellers, collectively disposing of €4.0m more than they bought in the last 12 months.
공시 • Apr 26+ 1 more updateKirby Corporation Provides Earnings Guidance for the Year 2024Kirby Corporation provided earnings guidance for the year 2024. For the year, With major shipyards and ballast water treatment installations concluding in the first half of the year, revenues for the full year are expected to increase in the high single to low double digits range compared to 2023. Coastal operating margins are expected to be in the high single to low double-digit range on a full year basis.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.20 (vs US$0.68 in 1Q 2023)First quarter 2024 results: EPS: US$1.20 (up from US$0.68 in 1Q 2023). Revenue: US$808.0m (up 7.7% from 1Q 2023). Net income: US$70.1m (up 72% from 1Q 2023). Profit margin: 8.7% (up from 5.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Mar 29Kirby Corporation to Report Q1, 2024 Results on Apr 25, 2024Kirby Corporation announced that they will report Q1, 2024 results at 6:00 AM, Central Daylight on Apr 25, 2024
공시 • Mar 09Kirby Corporation, Annual General Meeting, Apr 26, 2024Kirby Corporation, Annual General Meeting, Apr 26, 2024, at 10:00 Central Daylight. Location: 55 Waugh Drive, Suite 1100, Houston Texas United States Agenda: To consider Election of three Class II directors; to consider Ratification of the Audit Committee’s selection of KPMG LLP as Kirby’s independent registered public accounting firm for 2024; and to consider Advisory vote on the approval of the compensation of Kirby’s named executive officers.
Recent Insider Transactions • Feb 09President of Kirby Inland Marine LP recently sold €713k worth of stockOn the 6th of February, Christian O'Neil sold around 9k shares on-market at roughly €79.23 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.
공시 • Feb 02+ 1 more updateKirby Corporation Announces Management Changes, Effective April 26, 2024Kirby Corporation announced the retirement of Joseph H. Pyne, Kirby’s Chairman of the Board who will not stand for reelection upon the expiration of his current term, which expires at the conclusion of Kirby’s 2024 Annual Stockholders meeting on April 26, 2024. Mr. Pyne has served as Chairman of Kirby since April 2010 and has been a board member for 35 years. Succeeding Mr. Pyne is Richard J. “Dick” Alario who has been elected as Chairman of the Board, effective April 26, 2024. Mr. Alario has been a board member since 2011 and brings a tremendous skill set to this role. He has been involved with the Company and its strategy since joining the board and most recently served as Kirby’s Lead Independent director since 2021. Also, Rocky B. Dewbre, will not stand for election as a director at the conclusion of his term which expires on April 26, 2024. Mr. Dewbre was added to Kirby’s board last year in conjunction with the Cooperation Agreement between Kirby and shareholder JCP Investment Management.
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: US$3.75 (vs US$2.04 in FY 2022)Full year 2023 results: EPS: US$3.75 (up from US$2.04 in FY 2022). Revenue: US$3.09b (up 11% from FY 2022). Net income: US$222.9m (up 82% from FY 2022). Profit margin: 7.2% (up from 4.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 1.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €87.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 84% in the next 2 years.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.06 (vs US$0.65 in 3Q 2022)Third quarter 2023 results: EPS: US$1.06 (up from US$0.65 in 3Q 2022). Revenue: US$764.8m (up 2.5% from 3Q 2022). Net income: US$63.0m (up 61% from 3Q 2022). Profit margin: 8.2% (up from 5.2% in 3Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.7% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
공시 • Sep 29Kirby Corporation to Report Q3, 2023 Results on Oct 26, 2023Kirby Corporation announced that they will report Q3, 2023 results at 6:00 AM, Central Daylight on Oct 26, 2023
Recent Insider Transactions • Sep 14Independent Presiding Director recently sold €475k worth of stockOn the 12th of September, Richard Alario sold around 6k shares on-market at roughly €79.21 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.5m more than they bought in the last 12 months.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.96 (vs US$0.47 in 2Q 2022)Second quarter 2023 results: EPS: US$0.96 (up from US$0.47 in 2Q 2022). Revenue: US$777.2m (up 11% from 2Q 2022). Net income: US$57.4m (up 102% from 2Q 2022). Profit margin: 7.4% (up from 4.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.1% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공시 • Jun 30Kirby Corporation to Report Q2, 2023 Results on Jul 27, 2023Kirby Corporation announced that they will report Q2, 2023 results at 6:00 AM, Central Daylight on Jul 27, 2023
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.68 (vs US$0.29 in 1Q 2022)First quarter 2023 results: EPS: US$0.68 (up from US$0.29 in 1Q 2022). Revenue: US$750.4m (up 23% from 1Q 2022). Net income: US$40.7m (up 134% from 1Q 2022). Profit margin: 5.4% (up from 2.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 8.4% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 02Independent Director recently bought €96k worth of stockOn the 28th of February, Rocky Dewbre bought around 1k shares on-market at roughly €68.77 per share. This transaction increased Rocky's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.2m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Feb 19VP, General Counsel & Secretary recently sold €504k worth of stockOn the 13th of February, Amy Husted sold around 7k shares on-market at roughly €68.01 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €589k. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 09President of Kirby Inland Marine LP recently sold €589k worth of stockOn the 8th of February, Christian O'Neil sold around 9k shares on-market at roughly €68.06 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.
공시 • Feb 04Kirby Corporation Appoints Rocky B. Dewbre to Board of DirectorsKirby Corporation announced the appointment of Rocky B. Dewbre as a new independent member of the Company’s Board, effective immediately, pursuant to a cooperation agreement with Kirby shareholder JCP Investment Management, LLC (JCP). Following the appointment of Mr. Dewbre, the Kirby Board of Directors will expand to eleven directors, nine of whom are independent. Since 2020, Mr. Dewbre has served as President and COO of Mansfield Service Partners, a motor fuels and lubricants distributor. From 2019 to 2021, Mr. Dewbre served on the board of directors and as a member of the audit and compensation committees of Core-Mark Holding Company, a grocery distribution company, until it was acquired by Performance Food Group Company in 2021. From 2017 to 2019, Mr. Dewbre served as CEO of Empire Petroleum Partners, LLC, a motor fuels distributor. From 2016 to 2017, Mr. Dewbre served on the board of directors and as a member of the audit committee for CST Brands Inc., a convenience retailer, until the sale of the company to Alimentation Couche-Tard. From 2013 to 2014, Mr. Dewbre served as Chief Executive Officer of Susser Petroleum Partners, LP, a distributor of motor fuels, until it was acquired by Energy Transfer Partners in 2014. Prior to becoming CEO, Mr. Dewbre served in various leadership roles within Susser Petroleum Partners, LP from 1992 to 2013, including President and COO of two different operating divisions and Chief Financial Officer. From 1988 to 1992, Mr. Dewbre was an auditor and consultant with Deloitte & Touche, LLP. Mr. Dewbre holds a bachelor’s degree in Accounting and Management Information Systems from Texas Tech University, and a master’s degree in Business Administration from the University of Texas at Austin. He is a registered Certified Public Accountant in Texas.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$2.04 (vs US$4.11 loss in FY 2021)Full year 2022 results: EPS: US$2.04 (up from US$4.11 loss in FY 2021). Revenue: US$2.78b (up 24% from FY 2021). Net income: US$122.3m (up US$369.2m from FY 2021). Profit margin: 4.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jan 25Kirby Corporation Appoints Susan W. Dio to Board of DirectorsKirby Corporation announced the appointment of Susan W. Dio to the company’s Board, effective January 24, 2023. Following the appointment of Ms. Dio, the Kirby Board of Directors will expand to ten directors, nine of whom are independent. Ms. Dio is a proven executive with more than 25 years of experience in international refining, petrochemicals and oil and gas. She most recently served as Chairman and President of BP America, providing oversight for BP’s businesses in the United States. She previously served as Chief Executive Officer of BP Shipping, where she reset the organization’s strategy and operations while modernizing the company’s fleet. She also served as BP’s Head of Audit for Refining and Marketing where she focused on integrating safety and operational risk in the organization. From 2018 until her retirement in 2020, Ms. Dio served as Chairman and President of BP America, where she provided leadership and oversight to all BP businesses in the US. Between 2015 and 2018, Ms. Dio was CEO of BP Shipping, which manages the fleet of BP-operated and chartered vessels. While CEO of BP Shipping, she served as an independent director with Britannia Steam Ship Insurance Associations Ltd., a mutual insurance association, and was a director and vice chair of the Oil Companies International Marine Forum. She also was a member of the supervisory board of the UK Chamber of Shipping, a director and advisory committee member on the International Tanker Owners Pollution Federation Limited and a member’s representative with the Alaska Tanker Company. Previously, Ms. Dio was based in Houston as BP’s Head of Audit for Refining and Marketing and ran BP’s Bulwer Island Refinery in Brisbane, Australia. She also led the restructuring of the BP chemicals business at BP’s Texas City site outside of Houston after spending several years managing the commercial business at the company’s former refinery there. Earlier in her career, Ms. Dio worked in other petrochemicals, engineering and commercial roles in Texas, Alabama and London. A certified chemical engineer, Ms. Dio earned her bachelor’s degree with honors in chemical engineering from the University of Mississippi. She subsequently served on engineering advisory councils at Texas A&M University. A champion for women in the energy industry, she received the Manufacturing Institute’s STEP Award for Women in Manufacturing in 2014.
공시 • Dec 31Kirby Corporation to Report Q4, 2022 Results on Jan 31, 2023Kirby Corporation announced that they will report Q4, 2022 results at 6:00 AM, Central Daylight on Jan 31, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Shawn Williams was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Shawn Williams was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 25Third quarter 2022 earnings released: EPS: US$0.65 (vs US$4.41 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.65 (up from US$4.41 loss in 3Q 2021). Revenue: US$745.8m (up 25% from 3Q 2021). Net income: US$39.1m (up US$303.8m from 3Q 2021). Profit margin: 5.2% (up from net loss in 3Q 2021). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Oct 25Kirby Corporation Provides Earnings Guidance for the Year 2022Kirby Corporation provided earnings guidance for the year 2022. For the full year, with the impact of the Company’s exit from the Hawaiian market, coastal revenues are expected to be flat to up in the low single digits compared to 2021.
공시 • Sep 30Kirby Corporation to Report Q3, 2022 Results on Oct 24, 2022Kirby Corporation announced that they will report Q3, 2022 results at 6:00 AM, Central Daylight on Oct 24, 2022
공시 • Aug 26JCP Reportedly Pushing for Breakup or Sale of KirbyActivist investor JCP Investment Management, LLC has built a position in Kirby Corporation (NYSE:KEX) and has been pushing for a strategic review of the barge operator, including breakup or sale of the company, according to people familiar with the matter. JCP, which owns more than a 1% in Kirby, has been privately engaging the company for months about forming a strategic review committee that would include new, independent directors, the people said, asking not to be identified because the matter is private. The investment firm has called for Kirby to explore a separation of its inland marine and distribution and services businesses, which JCP argues have few synergies, the people said. Failing that, JCP, which is run by James Pappas, has called for an outright sale of the company, they added. A representative for JCP declined to comment, while a representative for Kirby wasn’t immediately available for comment. Kirby’s shares rose 3.8% in trading on August 25, 2022 as of 9:35 a.m. in New York, giving the company a market value of about $4.2 billion. The stock has gained about 22% in the past year through Wednesday’s close. A tank barge operator that transports bulk liquid products throughout the US, Kirby is also a service provider and distributor of diesel engines, transmission parts and other industrial equipment, according to its website. David Grzebinski, Kirby’s chief executive officer, said on an earnings call in July that second-quarter profits were buoyed by tight market conditions due to a limited supply of barges and increasing oilfield activity. Despite those tailwinds, JCP has raised concerns about the company’s long-term underperformance relative to peers and the broader S&P 500 Index in meetings with Kirby’s leadership, the people said. It has also raised concerns about its stagnant earnings and its historically large capital expenditures. It has argued that several strategic and financial buyers would be willing to pay a premium for Kirby given its depressed share price and improving markets.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.47 (vs US$0.17 in 2Q 2021)Second quarter 2022 results: EPS: US$0.47 (up from US$0.17 in 2Q 2021). Revenue: US$698.0m (up 25% from 2Q 2021). Net income: US$28.5m (up 180% from 2Q 2021). Profit margin: 4.1% (up from 1.8% in 2Q 2021). Over the next year, revenue is forecast to grow 17%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Jun 25Kirby Corporation to Report Q2, 2022 Results on Jul 28, 2022Kirby Corporation announced that they will report Q2, 2022 results at 6:00 AM, Central Daylight on Jul 28, 2022
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.29 (vs US$0.056 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.29 (up from US$0.056 loss in 1Q 2021). Revenue: US$610.8m (up 23% from 1Q 2021). Net income: US$17.4m (up US$20.8m from 1Q 2021). Profit margin: 2.9% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • Apr 05Kirby Corporation to Report Q1, 2022 Results on Apr 28, 2022Kirby Corporation announced that they will report Q1, 2022 results at 6:00 AM, Central Daylight on Apr 28, 2022
Recent Insider Transactions • Mar 08Insider recently sold €287k worth of stockOn the 7th of March, Joseph Reniers sold around 4k shares on-market at roughly €65.39 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €4.5m more than they bought in the last 12 months.
공시 • Mar 06Kirby Corporation, Annual General Meeting, Apr 26, 2022Kirby Corporation, Annual General Meeting, Apr 26, 2022, at 10:00 Central Standard Time. Location: 55 Waugh Drive, Suite 1100 Houston Texas United States Agenda: To consider the election of three Class III directors; to consider the ratification of the Audit Committee’s selection of KPMG LLP as Kirby’s independent registered public accounting firm for 2022; and to consider the advisory vote on the approval of the compensation of Kirby’s named executive officers.
Recent Insider Transactions • Feb 01VP & Chief Human Resource Officer recently sold €330k worth of stockOn the 28th of January, Kim Clarke sold around 6k shares on-market at roughly €58.36 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$4.11 loss per share (up from US$4.55 loss in FY 2020). Revenue: US$2.25b (up 3.5% from FY 2020). Net loss: US$247.0m (loss narrowed 9.4% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 19%, compared to a 28% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Dec 08President of Kirby Engine Systems recently sold €64k worth of stockOn the 6th of December, Dorman Strahan sold around 1k shares on-market at roughly €49.26 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 03Independent Director recently bought €457k worth of stockOn the 29th of October, Barry Davis bought around 10k shares on-market at roughly €45.73 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €2.6m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2021 earnings released: US$4.41 loss per share (vs US$0.46 profit in 3Q 2020)The company reported a soft third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$598.9m (up 21% from 3Q 2020). Net loss: US$264.7m (down US$292.2m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.17 (vs US$0.42 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$559.6m (up 3.4% from 2Q 2020). Net income: US$10.2m (down 59% from 2Q 2020). Profit margin: 1.8% (down from 4.6% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Jun 04Independent Director recently sold €1.4m worth of stockOn the 3rd of June, William Waterman sold around 25k shares on-market at roughly €54.52 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.
Executive Departure • May 06Independent Director has left the companyOn the 27th of April, Monte Miller's tenure as Independent Director ended after 15.0 years in the role. As of December 2020, Monte personally held 18.22k shares (€754k worth at the time). Monte is the only executive to leave the company over the last 12 months.
Reported Earnings • May 02First quarter 2021 earnings released: US$0.056 loss per share (vs US$5.80 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: US$496.9m (down 23% from 1Q 2020). Net loss: US$3.38m (loss narrowed 99% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
공시 • Mar 04Kirby Corporation, Annual General Meeting, Apr 27, 2021Kirby Corporation, Annual General Meeting, Apr 27, 2021, at 10:00 Central Daylight. Agenda: To consider election of three class ii directors;; to ratification of the audit committee’s selection of kpmg llp as kirby’s independent registered public accounting firm for 2021; to advisory vote on the approval of the compensation of kirby’s named executive officers; to approval of amendment of the 2005 stock and incentive plan; and to approval of amendment of the 2000 nonemployee director stock plan.
Recent Insider Transactions • Feb 27VP, General Counsel & Secretary recently sold €85k worth of stockOn the 25th of February, Amy Husted sold around 2k shares on-market at roughly €53.17 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.
Reported Earnings • Feb 25Full year 2020 earnings released: US$4.55 loss per share (vs US$2.38 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$2.17b (down 24% from FY 2019). Net loss: US$272.5m (down 292% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to stay flat compared to a 8.3% growth forecast for the Shipping industry in Germany.
Is New 90 Day High Low • Feb 23New 90-day high: €51.50The company is up 15% from its price of €44.60 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.53 per share.
Is New 90 Day High Low • Feb 05New 90-day high: €48.20The company is up 44% from its price of €33.40 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €54.35 per share.
Recent Insider Transactions • Feb 05Independent Director recently sold €1.2m worth of stockOn the 4th of February, William Waterman sold around 25k shares on-market at roughly €48.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Reported Earnings • Jan 30Full year 2020 earnings released: US$4.55 loss per share (vs US$2.38 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$2.17b (down 24% from FY 2019). Net loss: US$272.5m (down 292% from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to stay flat compared to a 12% growth forecast for the Shipping industry in Germany.
공시 • Jan 13Kirby Corporation to Report Q4, 2020 Results on Jan 28, 2021Kirby Corporation announced that they will report Q4, 2020 results at 7:00 AM, US Eastern Standard Time on Jan 28, 2021
Is New 90 Day High Low • Jan 09New 90-day high: €46.80The company is up 41% from its price of €33.20 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.97 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €45.00The company is up 37% from its price of €32.80 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Shipping industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.46 per share.
Is New 90 Day High Low • Nov 17New 90-day high: €39.20The company is up 7.0% from its price of €36.80 on 19 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Shipping industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.50 per share.
Recent Insider Transactions • Nov 13Insider recently sold €156k worth of stockOn the 12th of November, Joseph Reniers sold around 4k shares on-market at roughly €38.09 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$0.46The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$496.6m (down 26% from 3Q 2019). Net income: US$27.4m (down 43% from 3Q 2019). Profit margin: 5.5% (down from 7.2% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 6.0%. Over the next year, revenue is expected to shrink by 5.0% compared to a 2.9% growth forecast for the Shipping industry in Germany.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$292.3m, with earnings decreasing by US$407.5m from the prior year. Total revenue was US$2.34b over the last 12 months, down 20% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 6.0% at US$496.6m. Revenue is forecast to grow 4.3% over the next year, compared to a 2.8% growth forecast for the Shipping industry in Germany.
공시 • Oct 06Kirby Corporation to Report Q3, 2020 Results on Oct 29, 2020Kirby Corporation announced that they will report Q3, 2020 results at 6:00 AM, Central Daylight on Oct 29, 2020
Is New 90 Day High Low • Sep 25New 90-day low: €31.20The company is down 34% from its price of €47.60 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Shipping industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.77 per share.
공시 • Jul 31Kirby Corporation (NYSE:KEX) completed the acquisition of substantially all the assets of Convoy Servicing Company and Agility Fleet Services, LLC.Kirby Corporation (NYSE:KEX) signed an agreement to acquire substantially all the assets of Convoy Servicing Company and Agility Fleet Services, LLC for approximately $40 million on October 31, 2019. The purchase price is before the post-closing adjustments. The transaction is subject to customary closing conditions and expected to close in the first quarter of 2020. Kirby Corporation (NYSE:KEX) completed the acquisition of substantially all the assets of Convoy Servicing Company and Agility Fleet Services, LLC on January 3, 2020. Financing of the acquisition was through borrowings under the Kirby’s Revolving Credit Facility. The transaction is expected to be accretive to Kirby's earnings in 2020.