Kirby 과거 순이익 실적
과거 기준 점검 4/6
Kirby은 연평균 48.1%의 비율로 수입이 증가해 온 반면, Shipping 산업은 수입이 6.8% 감소했습니다. 매출은 연평균 10.1%의 비율로 증가했습니다. Kirby의 자기자본이익률은 10.6%이고 순이익률은 10.5%입니다.
핵심 정보
48.07%
순이익 성장률
48.99%
주당순이익(EPS) 성장률
| Shipping 산업 성장률 | 51.92% |
| 매출 성장률 | 10.09% |
| 자기자본이익률 | 10.55% |
| 순이익률 | 10.51% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 07
KEX: Share Repurchases And Raised Earnings Guidance Will Support Upside Potential
Kirby's updated fair value estimate has shifted from $154.00 to about $166.33, reflecting analysts' higher price targets after recent research updates from several major firms. Analyst Commentary Recent Street research has featured several price target increases for Kirby, which feeds directly into the updated fair value estimate.내러티브 업데이트 • Apr 23
KEX: Capital Returns And M&A Capacity Will Shape Balanced Execution Outlook
Kirby's updated analyst price target has shifted from $144.33 to $154.00, reflecting analysts' refreshed views after a series of recent target increases from major research houses. Analyst Commentary Recent research updates show a cluster of higher price targets for Kirby, with several firms lifting their views in quick succession.내러티브 업데이트 • Apr 08
KEX: AI Infrastructure Spending And Muted Transport Cycle Will Shape Balanced Outlook
Kirby's analyst price target has moved higher to about $144 from roughly $140, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E as they refine their views on the company's earnings power. Analyst Commentary Recent research updates point to a cluster of higher price targets for Kirby, with analysts adjusting their models around earnings power, P/E assumptions, and the role of transport exposure in broader portfolios.내러티브 업데이트 • Mar 25
KEX: AI Infrastructure And Transport Cycles Will Shape Balanced Infrastructure Exposure Outlook
Narrative Update on Kirby Kirby's consensus analyst price target has moved slightly higher, with recent $2 to $15 increases from several firms reflecting analysts' interest in cyclical transport exposure tied to expected infrastructure spending, data center and power investments, and potential benefits for housing and forest products demand. Analyst Commentary Recent research updates on Kirby center on higher price targets and a clearer framing of how the stock might respond to shifts in transport cycles, infrastructure spending, and capital deployment across data centers, power, housing, and forest products.Seeking Alpha • Mar 11
Kirby: The Sail Is Still Smooth And Safe Despite Market Volatility
Summary Kirby Corporation remains a buy, supported by robust growth, strong margins, and a solid balance sheet, amid volatile macroeconomic conditions. KEX delivered Q4 2025 revenue of $851.8M, up 6.2% YoY, with operating margin rising to 15.2% from 6.2% YoY, reflecting improved operational efficiency. Strategic fleet management, high contract coverage, and exposure to rising oil prices and data center-driven power demand position KEX for further upside. Valuation is attractive with a P/E of 19.88x (below the 22.76x average), and technicals indicate new buying opportunities, despite some near-term caution. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 10
KEX: AI Infrastructure And Transport Cycle Will Shape Balanced Medium Term Outlook
Analysts have lifted their price targets on Kirby by up to $15, pointing to renewed interest in transport stocks and expectations that increased infrastructure and data center spending could support the company’s earnings over time. Analyst Commentary Recent research reports show a cluster of higher price targets on Kirby, with analysts focusing on how upcoming spending trends and freight conditions could affect the company’s earnings power and valuation over time.내러티브 업데이트 • Feb 24
KEX: AI Infrastructure And Transport Cycle Are Expected To Support Balanced Outlook
Analysts have nudged their average price target for Kirby higher by about $2, reflecting updated views on cyclical transport exposure, potential benefits from infrastructure related spending, and a steady outlook for margins, growth assumptions, and future P/E levels. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts citing sector positioning, capital spending trends, and broader transport data points as key inputs to their revised views.내러티브 업데이트 • Feb 08
KEX: AI Infrastructure Spending And Transport Cycle Are Expected To Drive Upside
Analysts have nudged their fair value estimate for Kirby up from US$138.50 to about US$139.67, reflecting recent price target increases that they link to expectations for steadier revenue growth, slightly better profit margins and a modestly lower assumed discount rate. Analyst Commentary Recent Street research has clustered around higher price targets for Kirby, with several bullish analysts updating their models to reflect what they see as a more supportive setup for the business and its sector.내러티브 업데이트 • Jan 25
KEX: AI Data Center Demand And Transport Cycle Will Shape Future Setup
Analysts have lifted their price target on Kirby to about $138.50, up roughly $4.80, supported by updated views on revenue growth, profit margins and future P/E following a series of recent target increases from major research firms. Analyst Commentary Recent Street research on Kirby points to a generally constructive tone, with several firms lifting their targets and one major upgrade to a Buy rating.내러티브 업데이트 • Jan 10
KEX: AI Infrastructure And Transport Setup Will Shape Balanced Future Prospects
Narrative Update Analysts have lifted their implied fair value estimate for Kirby to about $134 from roughly $126, citing higher price targets supported by expectations for AI related data center tailwinds, a healthier transport setup, and modestly improved assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research is generally constructive on Kirby, with several firms lifting price targets and, in one case, upgrading the rating.내러티브 업데이트 • Dec 25
KEX: Data Center And AI Backlog Tailwinds Will Drive Upside Potential
Analysts have nudged their fair value estimate for Kirby slightly higher, from $125.33 to $125.83, citing improving profit margin expectations and a more favorable risk/reward profile driven by data center and artificial intelligence related backlog tailwinds. Analyst Commentary Recent Street research reflects a generally constructive stance on Kirby, with modest valuation upside framed around accelerating demand from data center and artificial intelligence related projects.내러티브 업데이트 • Dec 11
KEX: Data Center And AI Backlog Tailwinds Will Drive Upside
Narrative Update Analysts have nudged their price target for Kirby modestly higher to about $125 per share. They cite a more constructive view on data center driven demand and AI related backlog growth, which they believe offsets recent softness in inland tank barge trends.내러티브 업데이트 • Nov 27
KEX: Data Center Demand And Shipping Risks Will Shape Momentum Ahead
Kirby's analyst price target has increased to $128, up from the previous $110. Analysts cite stronger risk/reward dynamics and anticipated backlog growth driven by accelerating data center and artificial intelligence adoption.내러티브 업데이트 • Nov 13
KEX: Backlog Expansion From Artificial Intelligence Will Drive Share Momentum
Kirby's analyst price target has increased from $116.17 to $125.33 per share. This change is driven by analysts' expectations of stronger revenue growth from rising demand in data center markets and a growing backlog linked to artificial intelligence adoption.분석 기사 • Nov 04
Further Upside For Kirby Corporation (NYSE:KEX) Shares Could Introduce Price Risks After 26% Bounce
Kirby Corporation ( NYSE:KEX ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...내러티브 업데이트 • Oct 29
Inland Barge Utilization Will Remain Resilient Despite Near Term Rate Pressure
Analysts have slightly raised their fair value target for Kirby to $116.17, an increase of about $2. This adjustment reflects a generally positive long-term outlook, despite near-term headwinds cited in recent research.분석 기사 • Oct 29
Here's Why Kirby (NYSE:KEX) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...내러티브 업데이트 • Oct 08
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Kirby's fair value price target has been raised from $110.80 to $114.17, as analysts acknowledge modest improvements in profit margins. This comes despite signs of softer barge shipments and persistent tariff headwinds.분석 기사 • Oct 05
There's Been No Shortage Of Growth Recently For Kirby's (NYSE:KEX) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...내러티브 업데이트 • Sep 23
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Kirby’s consensus price target has been revised down from $115.75 to $110.80, reflecting analyst concerns over potential near-term softness in barge shipments, lower utilization rates, and moderating demand, despite resilient inland activity and positive long-term growth drivers. Analyst Commentary Bullish analysts highlight continued strength in inland barge activity, with Q2 volumes up both sequentially and year over year.내러티브 업데이트 • Aug 30
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Despite strengthening inland barge activity and improved utilization supporting Kirby’s growth outlook, analysts have modestly reduced their fair value estimate, lowering the consensus price target from $120.60 to $116.50. Analyst Commentary Bullish analysts cite strengthening inland barge activity supporting growth.분석 기사 • Jul 26
Kirby (NYSE:KEX) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jul 14
Kirby Corporation (NYSE:KEX) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 22.4x Kirby Corporation ( NYSE:KEX ) may be sending bearish signals at the...분석 기사 • Jul 02
Should You Be Adding Kirby (NYSE:KEX) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Jun 20
What Does Kirby Corporation's (NYSE:KEX) Share Price Indicate?
While Kirby Corporation ( NYSE:KEX ) might not have the largest market cap around , it received a lot of attention from...Seeking Alpha • Feb 23
Kirby: Upside From Fueled Performance And Liquidity
Summary Kirby Corporation demonstrates resilience amid market volatility through prudent pricing, cost efficiency, and strategic investments in new barges, stabilizing top-line growth. Despite softer global demand and inflation, KEX's marine transportation segment grew 3.1% YoY, offsetting declines in distribution and services, maintaining stable margins. Strong liquidity, increasing free cash flow, and a solid balance sheet enable KEX to sustain operations and invest without reducing cash reserves. Technical analysis suggests KEX is underpriced with a potential rebound, supported by upward momentum and favorable price ratios, making it a good buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Kirby Corp. Q4 Preview: Drill, Baby, Drill Seems Promising, But Early To Tell
Summary Kirby Corporation is expected to report flat y/y revenue growth and a 24% y/y increase in EPS, despite inflationary pressures and seasonal softness. Analysts have revised EPS estimates downward, but Kirby has a strong track record of beating earnings expectations, suggesting potential for an upside surprise. The “drill, baby, drill” strategy under Trump's administration could boost demand for Kirby's transportation services, though the overall impact on oil prices and inflation remains uncertain. Due to political and economic uncertainties, I am not starting a position in Kirby Corporation yet, but will closely monitor upcoming guidance and conference call insights. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Kirby: A Market Leader With Encouraging Growth Prospects
Summary Kirby Corporation is poised for growth, driven by strong marine business pricing, high barge utilization, and favorable new build economics. The Distribution and Services segment benefits from robust demand in data centers, power generation, and a potential Oil & Gas recovery under the Trump administration. Strong pricing momentum and operating leverage should enhance margins, with the company trading at a discount to historical averages, making it a good buy. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 28
Optimizing Marine Operations Amidst Challenges Fuels Strong Revenue And Shareholder Value Surge
Continued strength in inland marine transportation, fueled by steady demand and limited barge construction, promises enhanced future revenue and operating margins.Seeking Alpha • Aug 26
Kirby Stock: Favorable Coastal Supply/Demand Dynamics Driving Strong Earnings Growth
Summary Kirby Corporation is benefitting from strong demand leading to increases in margins. Kirby is achieving double-digit earnings growth, which may continue in 2024 and possibly beyond. Kirby's low valuation leaves room for the stock to possibly outperform the broader market. Read the full article on Seeking AlphaSeeking Alpha • Jun 13
Kirby Up Strongly On A Multiyear Pricing And Margin Expansion Opportunity
Summary Kirby is leveraging stronger inland and coastal tank barge dynamics, as limited supply growth and increased petrochemical refining activity is driving higher utilization and pricing. Kirby should be set for multiple years of 300bp+ margin improvement on the back of tight inland and coastal barge fundamentals. Increased demand for backup power among industrial, retail, and data center customers is driving strong growth within the D&S business, but this remains a lower-margin segment relative to marine operations. Kirby shares have already enjoyed a big move, but past up-cycles suggest that there could still be upside. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Kirby가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 3,422 | 360 | 343 | 0 |
| 31 Dec 25 | 3,364 | 355 | 338 | 0 |
| 30 Sep 25 | 3,315 | 306 | 335 | 0 |
| 30 Jun 25 | 3,275 | 303 | 333 | 0 |
| 31 Mar 25 | 3,244 | 293 | 330 | 0 |
| 31 Dec 24 | 3,266 | 287 | 327 | 0 |
| 30 Sep 24 | 3,263 | 306 | 330 | 0 |
| 30 Jun 24 | 3,196 | 279 | 327 | 0 |
| 31 Mar 24 | 3,149 | 252 | 331 | 0 |
| 31 Dec 23 | 3,092 | 223 | 330 | 0 |
| 30 Sep 23 | 3,023 | 198 | 326 | 0 |
| 30 Jun 23 | 3,004 | 174 | 319 | 0 |
| 31 Mar 23 | 2,924 | 146 | 304 | 0 |
| 31 Dec 22 | 2,785 | 122 | 289 | 0 |
| 30 Sep 22 | 2,646 | 96 | 276 | 0 |
| 30 Jun 22 | 2,499 | -208 | 270 | 0 |
| 31 Mar 22 | 2,361 | -226 | 263 | 0 |
| 31 Dec 21 | 2,247 | -247 | 259 | 0 |
| 30 Sep 21 | 2,145 | -236 | 250 | 0 |
| 30 Jun 21 | 2,043 | 57 | 246 | 0 |
| 31 Mar 21 | 2,024 | 71 | 248 | 0 |
| 31 Dec 20 | 2,171 | -273 | 252 | 0 |
| 30 Sep 20 | 2,338 | -292 | 258 | 0 |
| 30 Jun 20 | 2,508 | -272 | 261 | 0 |
| 31 Mar 20 | 2,738 | -249 | 267 | 0 |
| 31 Dec 19 | 2,838 | 142 | 273 | 0 |
| 30 Sep 19 | 2,904 | 115 | 267 | 0 |
| 30 Jun 19 | 2,942 | 109 | 273 | 0 |
| 31 Mar 19 | 2,974 | 90 | 296 | 0 |
| 31 Dec 18 | 2,971 | 78 | 294 | 0 |
| 30 Sep 18 | 2,957 | 332 | 302 | 0 |
| 30 Jun 18 | 2,794 | 319 | 285 | 0 |
| 31 Mar 18 | 2,464 | 316 | 240 | 0 |
| 31 Dec 17 | 2,214 | 311 | 220 | 0 |
| 30 Sep 17 | 1,942 | 113 | 185 | 0 |
| 30 Jun 17 | 1,835 | 117 | 174 | 0 |
| 31 Mar 17 | 1,804 | 130 | 170 | 0 |
| 31 Dec 16 | 1,771 | 140 | 176 | 0 |
| 30 Sep 16 | 1,819 | 159 | 173 | 0 |
| 30 Jun 16 | 1,917 | 183 | 180 | 0 |
| 31 Mar 16 | 2,019 | 202 | 187 | 0 |
| 31 Dec 15 | 2,148 | 225 | 191 | 0 |
| 30 Sep 15 | 2,332 | 243 | 203 | 0 |
| 30 Jun 15 | 2,480 | 262 | 204 | 0 |
양질의 수익: KEX는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: KEX의 현재 순 이익률 (10.5%)은 지난해 (9%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: KEX의 수익은 지난 5년 동안 연평균 48.1%로 크게 증가했습니다.
성장 가속화: 지난 1년간 KEX 의 수익 증가율(22.9%)은 5년 평균(연간 48.1%)보다 낮습니다.
수익 대 산업: KEX의 지난 1년 수익 증가율(22.9%)은 Shipping 업계의 -16.3%를 상회했습니다.
자기자본이익률
높은 ROE: KEX의 자본 수익률(10.6%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 13:42 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 가이드와 YouTube 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.
| 분석가 | 기관 |
|---|---|
| Kevin Sterling | Benchmark Company |
| Kenneth Hoexter | BofA Global Research |
| Gregory Lewis | BTIG |