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Kirby Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.41 |
| EPS actual | $1.50 |
| EPS Surprise | 6.38% |
| Revenue estimate | 832.565M |
| Revenue actual | 844.099M |
| Revenue Surprise | 1.39% |
| Release date | Jan 29, 2026 |
| EPS estimate | $1.62 |
| EPS actual | $1.68 |
| EPS Surprise | 3.70% |
| Revenue estimate | 861.683M |
| Revenue actual | 851.775M |
| Revenue Surprise | -1.15% |
| Release date | Oct 29, 2025 |
| EPS estimate | $1.63 |
| EPS actual | $1.65 |
| EPS Surprise | 1.23% |
| Revenue estimate | 845.53M |
| Revenue actual | 871.161M |
| Revenue Surprise | 3.03% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.59 |
| EPS actual | $1.67 |
| EPS Surprise | 5.03% |
| Revenue estimate | 852.509M |
| Revenue actual | 855.455M |
| Revenue Surprise | 0.346% |
Last 4 Quarters for Kirby
Below you can see how KEX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $95.31 |
| EPS estimate | $1.59 |
| EPS actual | $1.67 |
| EPS surprise | 5.03% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $118.48 |
| Jul 28, 2025 | $120.83 |
| Jul 29, 2025 | $119.87 |
| Jul 30, 2025 | $120.00 |
| Jul 31, 2025 | $95.31 |
| Aug 01, 2025 | $95.50 |
| Aug 04, 2025 | $98.93 |
| Aug 05, 2025 | $102.16 |
| Aug 06, 2025 | $100.82 |
| 4 days before | -19.56% |
| 4 days after | 5.78% |
| On release day | 0.199% |
| Change in period | -14.91% |
| Release date | Oct 29, 2025 |
| Price on release | $100.99 |
| EPS estimate | $1.63 |
| EPS actual | $1.65 |
| EPS surprise | 1.23% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $85.86 |
| Oct 24, 2025 | $86.87 |
| Oct 27, 2025 | $88.71 |
| Oct 28, 2025 | $88.64 |
| Oct 29, 2025 | $100.99 |
| Oct 30, 2025 | $104.33 |
| Oct 31, 2025 | $103.48 |
| Nov 03, 2025 | $104.35 |
| Nov 04, 2025 | $104.45 |
| 4 days before | 17.62% |
| 4 days after | 3.43% |
| On release day | 3.31% |
| Change in period | 21.65% |
| Release date | Jan 29, 2026 |
| Price on release | $122.17 |
| EPS estimate | $1.62 |
| EPS actual | $1.68 |
| EPS surprise | 3.70% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $128.70 |
| Jan 26, 2026 | $128.57 |
| Jan 27, 2026 | $128.49 |
| Jan 28, 2026 | $128.13 |
| Jan 29, 2026 | $122.17 |
| Jan 30, 2026 | $117.66 |
| Feb 02, 2026 | $119.42 |
| Feb 03, 2026 | $120.68 |
| Feb 04, 2026 | $121.51 |
| 4 days before | -5.07% |
| 4 days after | -0.540% |
| On release day | -3.69% |
| Change in period | -5.59% |
| Release date | Apr 30, 2026 |
| Price on release | $150.54 |
| EPS estimate | $1.41 |
| EPS actual | $1.50 |
| EPS surprise | 6.38% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $150.60 |
| Apr 27, 2026 | $152.38 |
| Apr 28, 2026 | $150.94 |
| Apr 29, 2026 | $152.59 |
| Apr 30, 2026 | $150.54 |
| May 01, 2026 | $147.12 |
| May 04, 2026 | $144.48 |
| May 05, 2026 | $143.37 |
| May 06, 2026 | $142.55 |
| 4 days before | -0.0398% |
| 4 days after | -5.31% |
| On release day | -2.27% |
| Change in period | -5.35% |
Kirby Earnings Call Transcript Summary of Q1 2026
Kirby reported 2026 Q1 EPS of $1.50, up 13% year-over-year. Marine Transportation drove results with improving inland and coastal fundamentals: inland barge utilization averaged low-90% and coastal utilization mid-to-high-90%; spot pricing strengthened and term renewals rose significantly in coastal (≈20%). Inland operating margins were in the high-teens and coastal margins also high-teens. Distribution & Services revenue grew 12% YoY driven by Power Generation (revenues +45% YoY) and marine repair, but sequential revenue and margins were pressured by OEM engine delivery constraints and softness in conventional Oil & Gas. Management raised full-year EPS guidance to +5% to +15% (from flat to +12%), maintained revenue/margin ranges, and expects year free cash flow generation to remain strong ($575–675M operating cash flow target). Balance sheet: $58M cash, $983.4M debt, 22.3% debt-to-capitalization, $635M available liquidity; amended credit facility extends maturity to March 2031 and increases revolver to $750M. CapEx expected $220–260M; Kirby returned $52.7M via buybacks and completed an acquisition of 23 barges and 3 boats for $95.8M. Near-term headwinds: Q2 may see ~$0.05–$0.10 EPS impact from diesel fuel cost lag in inland contracts and ~$0.10–$0.15 EPS impact from OEM engine delivery delays in Power Gen. Management is constructive on 2026 and sees continued momentum into 2027–2028 driven by constrained barge supply, strong petrochemical/refining activity, and durable demand in behind-the-meter power solutions.
