Kirby expands its fleet and benefits from strong marine demand, higher pricing and power generation growth, supporting continued momentum.
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KEX gains from strong marine demand, rising pricing, acquisitions and solid liquidity as revenues climb and earnings estimates move higher.
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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.
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Kirby (KEX) could produce exceptional returns because of its solid growth attributes.
KEX tops Q1 estimates with higher earnings and revenue growth, driven by strong marine and power generation demand, and boost its 2026 earnings outlook.
Kirby Corporation (KEX) Q1 2026 Earnings Call Transcript
Kirby (KEX) came out with quarterly earnings of $1.5 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.33 per share a year ago.
United CEO Scott Kirby says his vision for a merger with American Airlines would have added jobs and routes, but the rival declined to engage on a deal.