United Airlines and American Airlines shares rose in premarket trading on Tuesday after United CEO Scott Kirby, sources said, pitched the potential for a merger of the two carriers to U.S. President Donald Trump in February.
United Airlines CEO Scott Kirby raised the potential of merging with American Airlines in a meeting with U.S. President Donald Trump in late February, two sources told Reuters.
Cinctive Capital Management LP acquired a new stake in Kirby Corporation (NYSE: KEX) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 70,074 shares of the shipping company's stock, valued at approximately $5,848,000. Cinctive Capital Management LP owned approximately 0.13% of Kirby at
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.
Atlantic Investment Management initiated a KEX stake in the fourth quarter, buying up 223,000 shares. The quarter-end position value increased by $24.57 million, reflecting share acquisition and price movement.
Kirby: Inland Recovery, Coastal Strength, And Power Generation Tailwinds Support Upside
KEX, MAT and UPBD have been added to the Zacks Rank #5 (Strong Sell) List on February 13, 2026.
KEX tops Q4 EPS estimates with 30% year-over-year growth, as marine transportation margins expand and distribution and services posts double-digit revenue gains.
Kirby faces macro-driven headwinds, with demand tied to refinery and chemical utilization; recovery depends on broader economic improvement. Q4 results showed resilient margins and a modest EPS beat, but management's 2026 EPS growth guidance was broad, and near-term visibility seems limited. Marine segment utilization and pricing face pressure on weaker refinery and chemical plant utilization, while Distribution & Services remains margin-dilutive despite Power Gen strength.
Kirby Corporation (KEX) Q4 2025 Earnings Call Transcript
Kirby (KEX) came out with quarterly earnings of $1.68 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1.29 per share a year ago.
United CEO Scott Kirby joins 'Fast Money' to talk quarterly results, travel demand, the impact of tariffs, and more.