Kirby Corporation

Kirby Corporation

KEXยทNYSE

$144.80

+0.017%
IndustrialsMarine Shipping

Kirby Corporation operates domestic tank barges in the United States. Its Marine Transportation segment provides marine transportation service and towing vessel transporting bulk liquid product, as well as operates tank barge throughout the Mississippi River System, on the Gulf Intracoastal Waterway, coastwise along three United States coasts, and in Alaska and Hawaii. It also transport petrochemical, black oil, refined petroleum product, and agricultural chemicals by tank barge; and operates offshore dry-bulk barge and tugboat unit that are engaged in the offshore transportation of dry-bulk cargo in the United States coastal trade. As of December 31, 2021, it owned and operated 1,025 inland tank barge, approximately 255 inland towboat, 31 coastal tank barge, 29 coastal tugboat, 4 offshore dry-bulk cargo barge, 4 offshore tugboat, and 1 docking tugboat. Its Distribution and Services segment sells after-market service and genuine replacement part for engine, transmission, reduction gear, electric motor, drive, and control, electrical distribution and control system, energy storage battery system, and related oilfield service equipment; rebuild component parts or diesel engine, transmission and reduction gear, and related equipment used in oilfield service, marine, power generation, on-highway, and other industrial applications; rents generator, industrial compressor, high capacity lift truck, and refrigeration trailer; and manufactures and remanufactures oilfield service equipment, including pressure pumping unit, as well as manufacturers electric power generation equipment, specialized electrical distribution and control equipment, and high capacity energy storage/battery systems for oilfield customer. It serves to various companies and the United States government. The company was formerly known as Kirby Exploration Company, Inc. and changed its name to Kirby Corporation in 1990. Kirby Corporation was founded in 1921 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$7.75B
EPS6.3700
P/E Ratio22.73
Earnings Date07/30/2026
kex

Kirby Corporation Street Expectations Map

KEX ยท NYSE

Wall Street analysts project that KEX stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 151.33, with estimates ranging from a low of 136.00 to a high of 160.00.

Lowest Target
136.00
-6.08%
Consensus Target
151.33
4.51%
Highest Target
160.00
10.50%

The consensus 1-year price target stands at 151.33, with estimates ranging from a low of 136.00 to a high of 160.00.

Analyst Consensus Analysis

Upside Potential

+4.5%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

15.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.73x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Kirby Corporation Forward Estimates of Revenue

KEX ยท NYSE
Latest Revenue
3.36B
FY 2025
Avg Estimate
3.50B
FY 2026
Estimate Range
3.47B - 3.52B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Kirby Corporation Forward Estimates of Net Income

KEX ยท NYSE
Latest Net Income
354.57M
FY 2025
Avg Estimate
392.85M
FY 2026
Estimate Range
392.01M - 393.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Kirby Corporation Forward Estimates of EPS

KEX ยท NYSE
Latest EPS
6.37
FY 2025
Avg Estimate
$7.01
FY 2026
Estimate Range
$6.99 - $7.02
Analyst Spread

Forward Growth Analysis

Projected Growth+10.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Kirby Corporation Forward Estimates of EBIT

KEX ยท NYSE
Latest EBIT
517.74M
FY 2025
Avg Estimate
1.31B
FY 2026
Estimate Range
1.29B - 1.31B
Analyst Spread

Forward Growth Analysis

Projected Growth+152.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Kirby Corporation Forward Estimates of EBITDA

KEX ยท NYSE
Latest EBITDA
781.86M
FY 2025
Avg Estimate
1.53B
FY 2026
Estimate Range
1.52B - 1.54B
Analyst Spread

Forward Growth Analysis

Projected Growth+95.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Kirby Corporation Forward Estimates of SG&A Expense

KEX ยท NYSE
Latest SG&A Expense
356.31M
FY 2025
Avg Estimate
381.32M
FY 2026
Estimate Range
377.76M - 383.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.0%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Kirby Corporation Insider Positioning

KEX ยท NYSE

During the last 12 months, insiders have sold $19.10M worth of KEX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

17.7K

2.58M

Net Activity

-2.6M

-$2.58M

3-6 Months

Bought

0

0.00

Sold

91.1K

11.56M

Net Activity

-11.6M

-$11.56M

6-9 Months

Bought

0

0.00

Sold

46.0K

4.96M

Net Activity

-5.0M

-$4.96M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
GDW

Grzebinski David W

Director, Officer: Ceo

63.6K sharesโ€ข2 transactions

$7.60M

2
OCG

O'Neil Christian G.

Officer: President And Coo

33.7K sharesโ€ข3 transactions

$4.39M

3
HAD

Husted Amy D.

Officer: Exec Vp General Counsel & Sec

26.1K sharesโ€ข3 transactions

$3.21M

4
DRA

Dragg Ronald A

Officer: Vice President And Controller

9.9K sharesโ€ข3 transactions

$1.21M

5
DBE

Davis Barry E

Director

8.5K sharesโ€ข1 transactions

$1.09M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $19.10M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.58M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.