Kirby Corporation

NYSE:KEX Aktierapport

Börsvärde: US$7.7b

Kirby Framtida tillväxt

Future kriterier kontrolleras 1/6

Kirby förväntas öka intäkter och intäkter med 10.2% respektive 5.9% per år. EPS förväntas tillväxt med 14.4% per år. Avkastningen på eget kapital förväntas bli 11.7% om 3 år.

Viktig information

10.2%

Tillväxttakt i vinsten

14.37%

Tillväxttakt för EPS

Shipping vinsttillväxt2.8%
Intäkternas tillväxttakt5.9%
Framtida avkastning på eget kapital11.72%
Bevakning av analytiker

Low

Senast uppdaterad01 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha • 8h

Kirby Corporation: Cashing In On AI Boom

Summary Kirby Corporation is rated 'Buy' as power generation, driven by AI and data center demand, fuels robust order growth. KEX's power generation segment posted 45% YoY revenue growth in Q1 ’26 and is expected to reach 45-55% of total revenues. Despite OEM supply constraints compressing D&S margins, KEX’s diversified revenue base and marine transportation outlook support resilience. Management guides 2026 EPS up 5-15% YoY, with consensus at $7.01, reflecting strong fundamentals and potential to beat estimates. Read the full article on Seeking Alpha
Uppdatering av berättelse • May 24

KEX: Buybacks And Raised Earnings Guidance Will Support Future Upside Potential

Analysts have lifted Kirby's blended price target by about $16 to roughly $166 per share, reflecting updated assumptions around discount rates, margins, and a modestly higher future P/E multiple. Analyst Commentary Recent Street research around Kirby clusters around higher price targets, with bullish analysts focusing on how updated modeling around discount rates, margins, and future P/E assumptions affects what they are willing to pay for the stock.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • Jun 20

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

While Kirby Corporation ( NYSE:KEX ) might not have the largest market cap around , it received a lot of attention from...
Seeking Alpha • Feb 23

Kirby: Upside From Fueled Performance And Liquidity

Summary Kirby Corporation demonstrates resilience amid market volatility through prudent pricing, cost efficiency, and strategic investments in new barges, stabilizing top-line growth. Despite softer global demand and inflation, KEX's marine transportation segment grew 3.1% YoY, offsetting declines in distribution and services, maintaining stable margins. Strong liquidity, increasing free cash flow, and a solid balance sheet enable KEX to sustain operations and invest without reducing cash reserves. Technical analysis suggests KEX is underpriced with a potential rebound, supported by upward momentum and favorable price ratios, making it a good buy. Read the full article on Seeking Alpha
Seeking Alpha • Jan 27

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

Summary Kirby Corporation is expected to report flat y/y revenue growth and a 24% y/y increase in EPS, despite inflationary pressures and seasonal softness. Analysts have revised EPS estimates downward, but Kirby has a strong track record of beating earnings expectations, suggesting potential for an upside surprise. The “drill, baby, drill” strategy under Trump's administration could boost demand for Kirby's transportation services, though the overall impact on oil prices and inflation remains uncertain. Due to political and economic uncertainties, I am not starting a position in Kirby Corporation yet, but will closely monitor upcoming guidance and conference call insights. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Kirby: A Market Leader With Encouraging Growth Prospects

Summary Kirby Corporation is poised for growth, driven by strong marine business pricing, high barge utilization, and favorable new build economics. The Distribution and Services segment benefits from robust demand in data centers, power generation, and a potential Oil & Gas recovery under the Trump administration. Strong pricing momentum and operating leverage should enhance margins, with the company trading at a discount to historical averages, making it a good buy. Read the full article on Seeking Alpha
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Ny berättelse • Aug 28

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

Continued strength in inland marine transportation, fueled by steady demand and limited barge construction, promises enhanced future revenue and operating margins.
Seeking Alpha • Aug 26

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

Summary Kirby Corporation is benefitting from strong demand leading to increases in margins. Kirby is achieving double-digit earnings growth, which may continue in 2024 and possibly beyond. Kirby's low valuation leaves room for the stock to possibly outperform the broader market. Read the full article on Seeking Alpha
Seeking Alpha • Jun 13

Kirby Up Strongly On A Multiyear Pricing And Margin Expansion Opportunity

Summary Kirby is leveraging stronger inland and coastal tank barge dynamics, as limited supply growth and increased petrochemical refining activity is driving higher utilization and pricing. Kirby should be set for multiple years of 300bp+ margin improvement on the back of tight inland and coastal barge fundamentals. Increased demand for backup power among industrial, retail, and data center customers is driving strong growth within the D&S business, but this remains a lower-margin segment relative to marine operations. Kirby shares have already enjoyed a big move, but past up-cycles suggest that there could still be upside. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:KEX - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20284,156N/AN/AN/A1
12/31/20273,728428N/A6995
12/31/20263,499376N/A5915
3/31/20263,422360497731N/A
12/31/20253,364355406670N/A
9/30/20253,315306185605N/A
6/30/20253,275303229584N/A
3/31/20253,244293329670N/A
12/31/20243,266287414756N/A
9/30/20243,263306352725N/A
6/30/20243,196279150615N/A
3/31/20243,149252237647N/A
12/31/20233,092223138540N/A
9/30/20233,023198130457N/A
6/30/20233,004174162426N/A
3/31/20232,92414668278N/A
12/31/20222,785122122294N/A
9/30/20222,6469656202N/A
6/30/20222,499-20881219N/A
3/31/20222,361-226132251N/A
12/31/20212,247-247224322N/A
9/30/20212,145-236275366N/A
6/30/20212,04357307401N/A
3/31/20212,02471363476N/A
12/31/20202,171-273297445N/A
9/30/20202,338-292291484N/A
6/30/20202,508-272352566N/A
3/31/20202,738-249308545N/A
12/31/20192,838142N/A512N/A
9/30/20192,904115N/A462N/A
6/30/20192,942109N/A381N/A
3/31/20192,97490N/A367N/A
12/31/20182,97178N/A347N/A
9/30/20182,957332N/A366N/A
6/30/20182,794319N/A313N/A
3/31/20182,464316N/A287N/A
12/31/20172,214311N/A353N/A
9/30/20171,942113N/A337N/A
6/30/20171,835117N/A398N/A
3/31/20171,804130N/A388N/A
12/31/20161,771140N/A416N/A
9/30/20161,819159N/A482N/A
6/30/20161,917183N/A487N/A
3/31/20162,019202N/A532N/A
12/31/20152,148225N/A524N/A
9/30/20152,332243N/A491N/A
6/30/20152,480262N/A433N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: KEX s prognostiserade vinsttillväxt ( 10.2% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: KEX s intäkter ( 10.2% per år) förväntas växa långsammare än marknaden för US ( 16.8% per år).

Höga tillväxtresultat: KEX s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: KEX s intäkter ( 5.9% per år) förväntas växa långsammare än marknaden för US ( 11.7% per år).

Hög tillväxtintäkter: KEX s intäkter ( 5.9% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: KEX s avkastning på eget kapital förväntas bli låg om 3 år ( 11.7 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/25 14:25
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Kirby Corporation bevakas av 19 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Kevin SterlingBenchmark Company
Kenneth HoexterBofA Global Research
Gregory LewisBTIG