Kirby
Moves US liquid bulk by barge and services engines, power systems, and industrial equipment.
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Profile
Marine Transportation carries petrochemicals, black oil, refined petroleum products, and agricultural chemicals across US waterways and coasts. Distribution and Services sells parts, engines, power systems, and industrial equipment service to marine, commercial, and oil-and-gas customers.
Marine Transportation moves liquid-bulk cargoes by tank barge across the Mississippi River System, Gulf Intracoastal Waterway, US coasts, Alaska, and Hawaii. Its cargoes include petrochemicals, black oil, refined petroleum products, and agricultural chemicals. Operations are concentrated in the United States.
Distribution and Services provides service, parts, engines, transmissions, power systems, and industrial equipment for marine, on-highway, power-generation, commercial and industrial, and oil-and-gas customers. The operating model depends on US liquid-bulk freight activity and on maintaining barges, towboats, engines, power equipment, and service facilities. Marine operations work within the Jones Act domestic market.
Company facts
Categories
Key statistics
Year to date +24.3% · Average volume (30d) 493.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | BTIG | Reiterate | Buy | $160 | $170 | |
| May 1, 2026 | Evercore ISI | Target | $138 | $158 | ||
| Apr 15, 2026 | BTIG | Reiterate | Buy | $140 | $160 | |
| Mar 9, 2026 | Evercore ISI | Target | $109 | $138 | ||
| Jan 30, 2026 | Wolfe Research | Target | $134 | $136 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $1.63 | $1.67 | +2.5% | $870.4M | $922.4M | +6.0% | −9.85% |
| Apr 30, 2026Q1 FY26 | $1.41 | $1.50 | +6.4% | $832.6M | $844.1M | +1.4% | −2.21% |
| Jan 29, 2026Q4 FY25 | $1.62 | $1.68 | +3.7% | $861.7M | $851.8M | −1.1% | −3.69% |
| Oct 29, 2025Q3 FY25 | $1.63 | $1.65 | +1.2% | $845.5M | $871.2M | +3.0% | +3.31% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $785.7M | $855.5M | $871.2M | $851.8M | $844.1M | $922.4M | |
| Gross profit | $209.6M | $226.5M | $223.8M | $223.5M | $217.3M | $220.4M | |
| Operating income | $105.5M | $131.8M | $126.2M | $127.9M | $106.2M | $121.6M | |
| Net income | $76.0M | $94.3M | $92.5M | $91.8M | $81.2M | $89.7M | |
| Diluted EPS | $1.33 | $1.67 | $1.65 | $1.68 | $1.50 | $1.67 | |
| Gross margin | 26.7% | 26.5% | 25.7% | 26.2% | 25.7% | 23.9% | |
| Operating margin | 13.4% | 15.4% | 14.5% | 15.0% | 12.6% | 13.2% |
Fiscal years (4-quarter sums)FY21 $2.25B · FY22 $2.78B · FY23 $3.09B · FY24 $3.27B · FY25 $3.36B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $39.0M · Total debt $1.23B · Total assets $6.22B · Shareholders' equity $3.44B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 53.50M · Float 53.06M · 99.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.39M | 10.08% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 2.76M | 5.20% | 13G | Jul 14, 2026 |
| Vanguard Portfolio Management | 2.70M | 5.03% | 13G | Jul 31, 2026 |
| Goldman Sachs Group Inc | 2.66M | 4.96% | 13F | Aug 14, 2026 |
| Morgan Stanley | 2.43M | 4.55% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 15, 2026 | Amy D. Husted | officer: Exec VP General Counsel & Sec | −4,000 | $145.43 |
| May 15, 2026 | Christian G. O'Neil | officer: President and COO | −11,287 | $145.93 |
| May 15, 2026 | William Matthew Woodruff | officer: VP of Public and Govt Affairs | −678 | $147.37 |
| May 4, 2026 | Ronald A. Dragg | officer: Vice President and Controller | −1,726 | $145.01 |
| Mar 2, 2026 | Raj Kumar | officer: Exec VP and CFO | −3,000 | $132.70 |
Peers
- Martin Midstream Partners
Gulf Coast tank-barge freight in overlapping liquid-bulk lanes
- Cummins
Engine, power, parts, and field-service overlap across industrial markets
- Caterpillar
Industrial engines, generator systems, parts, and dealer-service overlap
- Generac
Industrial standby and mobile power equipment overlaps in C&I projects
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kirby | $139.06 | +0.01% | $7.44B | 21.4 | 18.0 | 2.1 | +7.8% |
| Martin Midstream Partners | $2.27 | +0.89% | $88.0M | — | — | 0.1 | +18.2% |
| Cummins | $564.40 | −0.03% | $77.94B | 28.9 | 17.0 | 2.2 | +9.4% |
| Caterpillar | $799.82 | −0.02% | $368.62B | 34.4 | 27.8 | 4.9 | +24.0% |
| Generac | $185.00 | +0.65% | $10.82B | 42.4 | 18.2 | 2.4 | +10.6% |
| Median | 34.4 | 18.2 | 2.3 | +14.4% |