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Kirby CorporationNYSE:KEX 주식 보고서

시가총액 US$7.9b
주가
US$147.22
US$154
4.4% 저평가 내재 할인율
1Y40.8%
7D-3.4%
포트폴리오 가치
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Kirby Corporation

NYSE:KEX 주식 리포트

시가총액: US$7.9b

Kirby (KEX) 주식 개요

커비 코퍼레이션은 미국에서 국내 탱크 바지선을 운영하고 있습니다. 자세히 보기

KEX 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장1/6
과거 실적4/6
재무 건전성5/6
배당0/6

KEX Community Fair Values

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See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

Kirby Corporation 경쟁사

가격 이력 및 성과

Kirby 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$147.22
52주 최고가US$157.69
52주 최저가US$79.52
베타0.83
1개월 변동8.31%
3개월 변동21.99%
1년 변동40.84%
3년 변동105.93%
5년 변동119.11%
IPO 이후 변동31,306.93%

최근 뉴스 및 업데이트

Recent updates

KEX: Capital Returns And M&A Capacity Will Shape Balanced Execution Outlook

Kirby's updated analyst price target has shifted from $144.33 to $154.00, reflecting analysts' refreshed views after a series of recent target increases from major research houses. Analyst Commentary Recent research updates show a cluster of higher price targets for Kirby, with several firms lifting their views in quick succession.

KEX: AI Infrastructure Spending And Muted Transport Cycle Will Shape Balanced Outlook

Kirby's analyst price target has moved higher to about $144 from roughly $140, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E as they refine their views on the company's earnings power. Analyst Commentary Recent research updates point to a cluster of higher price targets for Kirby, with analysts adjusting their models around earnings power, P/E assumptions, and the role of transport exposure in broader portfolios.

KEX: AI Infrastructure And Transport Cycles Will Shape Balanced Infrastructure Exposure Outlook

Narrative Update on Kirby Kirby's consensus analyst price target has moved slightly higher, with recent $2 to $15 increases from several firms reflecting analysts' interest in cyclical transport exposure tied to expected infrastructure spending, data center and power investments, and potential benefits for housing and forest products demand. Analyst Commentary Recent research updates on Kirby center on higher price targets and a clearer framing of how the stock might respond to shifts in transport cycles, infrastructure spending, and capital deployment across data centers, power, housing, and forest products.

Kirby: The Sail Is Still Smooth And Safe Despite Market Volatility

Mar 11

KEX: AI Infrastructure And Transport Cycle Will Shape Balanced Medium Term Outlook

Analysts have lifted their price targets on Kirby by up to $15, pointing to renewed interest in transport stocks and expectations that increased infrastructure and data center spending could support the company’s earnings over time. Analyst Commentary Recent research reports show a cluster of higher price targets on Kirby, with analysts focusing on how upcoming spending trends and freight conditions could affect the company’s earnings power and valuation over time.

KEX: AI Infrastructure And Transport Cycle Are Expected To Support Balanced Outlook

Analysts have nudged their average price target for Kirby higher by about $2, reflecting updated views on cyclical transport exposure, potential benefits from infrastructure related spending, and a steady outlook for margins, growth assumptions, and future P/E levels. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts citing sector positioning, capital spending trends, and broader transport data points as key inputs to their revised views.

KEX: AI Infrastructure Spending And Transport Cycle Are Expected To Drive Upside

Analysts have nudged their fair value estimate for Kirby up from US$138.50 to about US$139.67, reflecting recent price target increases that they link to expectations for steadier revenue growth, slightly better profit margins and a modestly lower assumed discount rate. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts updating their models to reflect what they see as a more supportive setup for the business and its sector.

KEX: AI Data Center Demand And Transport Cycle Will Shape Future Setup

Analysts have lifted their price target on Kirby to about $138.50, up roughly $4.80, supported by updated views on revenue growth, profit margins and future P/E following a series of recent target increases from major research firms. Analyst Commentary Recent Street research on Kirby points to a generally constructive tone, with several firms lifting their targets and one major upgrade to a Buy rating.

KEX: AI Infrastructure And Transport Setup Will Shape Balanced Future Prospects

Narrative Update Analysts have lifted their implied fair value estimate for Kirby to about $134 from roughly $126, citing higher price targets supported by expectations for AI related data center tailwinds, a healthier transport setup, and modestly improved assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research is generally constructive on Kirby, with several firms lifting price targets and, in one case, upgrading the rating.

KEX: Data Center And AI Backlog Tailwinds Will Drive Upside Potential

Analysts have nudged their fair value estimate for Kirby slightly higher, from $125.33 to $125.83, citing improving profit margin expectations and a more favorable risk/reward profile driven by data center and artificial intelligence related backlog tailwinds. Analyst Commentary Recent Street research reflects a generally constructive stance on Kirby, with modest valuation upside framed around accelerating demand from data center and artificial intelligence related projects.

KEX: Data Center And AI Backlog Tailwinds Will Drive Upside

Narrative Update Analysts have nudged their price target for Kirby modestly higher to about $125 per share. They cite a more constructive view on data center driven demand and AI related backlog growth, which they believe offsets recent softness in inland tank barge trends.

KEX: Data Center Demand And Shipping Risks Will Shape Momentum Ahead

Kirby's analyst price target has increased to $128, up from the previous $110. Analysts cite stronger risk/reward dynamics and anticipated backlog growth driven by accelerating data center and artificial intelligence adoption.

KEX: Backlog Expansion From Artificial Intelligence Will Drive Share Momentum

Kirby's analyst price target has increased from $116.17 to $125.33 per share. This change is driven by analysts' expectations of stronger revenue growth from rising demand in data center markets and a growing backlog linked to artificial intelligence adoption.

Further Upside For Kirby Corporation (NYSE:KEX) Shares Could Introduce Price Risks After 26% Bounce

Nov 04
Further Upside For Kirby Corporation (NYSE:KEX) Shares Could Introduce Price Risks After 26% Bounce

Inland Barge Utilization Will Remain Resilient Despite Near Term Rate Pressure

Analysts have slightly raised their fair value target for Kirby to $116.17, an increase of about $2. This adjustment reflects a generally positive long-term outlook, despite near-term headwinds cited in recent research.

Here's Why Kirby (NYSE:KEX) Can Manage Its Debt Responsibly

Oct 29
Here's Why Kirby (NYSE:KEX) Can Manage Its Debt Responsibly

Data Center Demand And Reshoring Will Expand Domestic Marine Markets

Kirby's fair value price target has been raised from $110.80 to $114.17, as analysts acknowledge modest improvements in profit margins. This comes despite signs of softer barge shipments and persistent tariff headwinds.

There's Been No Shortage Of Growth Recently For Kirby's (NYSE:KEX) Returns On Capital

Oct 05
There's Been No Shortage Of Growth Recently For Kirby's (NYSE:KEX) Returns On Capital

Data Center Demand And Reshoring Will Expand Domestic Marine Markets

Kirby’s consensus price target has been revised down from $115.75 to $110.80, reflecting analyst concerns over potential near-term softness in barge shipments, lower utilization rates, and moderating demand, despite resilient inland activity and positive long-term growth drivers. Analyst Commentary Bullish analysts highlight continued strength in inland barge activity, with Q2 volumes up both sequentially and year over year.

Data Center Demand And Reshoring Will Expand Domestic Marine Markets

Despite strengthening inland barge activity and improved utilization supporting Kirby’s growth outlook, analysts have modestly reduced their fair value estimate, lowering the consensus price target from $120.60 to $116.50. Analyst Commentary Bullish analysts cite strengthening inland barge activity supporting growth.

Kirby (NYSE:KEX) Has A Pretty Healthy Balance Sheet

Jul 26
Kirby (NYSE:KEX) Has A Pretty Healthy Balance Sheet

Kirby Corporation (NYSE:KEX) Not Lagging Market On Growth Or Pricing

Jul 14
Kirby Corporation (NYSE:KEX) Not Lagging Market On Growth Or Pricing

Should You Be Adding Kirby (NYSE:KEX) To Your Watchlist Today?

Jul 02
Should You Be Adding Kirby (NYSE:KEX) To Your Watchlist Today?

What Does Kirby Corporation's (NYSE:KEX) Share Price Indicate?

Jun 20
What Does Kirby Corporation's (NYSE:KEX) Share Price Indicate?

Kirby: Upside From Fueled Performance And Liquidity

Feb 23

Kirby Corp. Q4 Preview: Drill, Baby, Drill Seems Promising, But Early To Tell

Jan 27

Kirby: A Market Leader With Encouraging Growth Prospects

Nov 14
User avatar

Optimizing Marine Operations Amidst Challenges Fuels Strong Revenue And Shareholder Value Surge

Continued strength in inland marine transportation, fueled by steady demand and limited barge construction, promises enhanced future revenue and operating margins.

Kirby Stock: Favorable Coastal Supply/Demand Dynamics Driving Strong Earnings Growth

Aug 26

Kirby Up Strongly On A Multiyear Pricing And Margin Expansion Opportunity

Jun 13

주주 수익률

KEXUS ShippingUS 시장
7D-3.4%-1.1%0.9%
1Y40.8%50.1%28.2%

수익률 대 산업: KEX은 지난 1년 동안 50.1%의 수익을 기록한 US Shipping 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: KEX은 지난 1년 동안 28.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is KEX's price volatile compared to industry and market?
KEX volatility
KEX Average Weekly Movement3.4%
Shipping Industry Average Movement6.8%
Market Average Movement7.1%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: KEX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: KEX의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19215,233David Grzebinskikirbycorp.com

커비 코퍼레이션은 미국에서 국내 탱크 바지선을 운영하고 있습니다. 해상 운송 부문은 벌크 액체 제품을 운송하는 해상 운송 서비스 및 견인 선박을 제공하며, 미시시피 강 수계, 걸프 연안 수로 및 미국 3개 해안, 알래스카, 하와이 연안에서 탱크 바지선을 운영합니다. 석유화학, 블랙 오일, 정제 석유 제품 및 농약을 탱크 바지선으로 운송하고, 미국 연안 무역에서 드라이 벌크 화물의 연안 운송에 관여하는 연안 드라이 벌크 바지선 및 예인선 부대를 운영합니다.

Kirby Corporation 기초 지표 요약

Kirby의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
KEX 기초 통계
시가총액US$7.89b
순이익 (TTM)US$359.73m
매출 (TTM)US$3.42b
21.9x
주가수익비율(P/E)
2.3x
주가매출비율(P/S)

KEX는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
KEX 손익계산서 (TTM)
매출US$3.42b
매출원가US$2.26b
총이익US$1.16b
기타 비용US$800.07m
순이익US$359.73m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)6.71
총이익률33.89%
순이익률10.51%
부채/자본 비율27.2%

KEX의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 21:11
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Kirby 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.

분석가기관
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Gregory LewisBTIG