Kirby (KEX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.