KEX Kirby (KEX) Q1 FY26 earnings call
Kirby Corporation delivered a solid Q1 FY26, marked by strengthening market fundamentals in marine transportation and robust demand in Power Generation, leading to a raised full-year EPS outlook. Despite weather-related disruptions and OEM supply constraints, the company demonstrated strong operational execution and cost discipline. Management anticipates continued positive momentum, particularly in marine, driven by favorable supply-demand dynamics and improving pricing, with a focus on disciplined capital allocation.
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KEX operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Inland fleet | 1,124At the end of the first quarter, the inland fleet had 1,124 barges, representing 25.1 million barrels of capacity and is expected to be slightly up in 2026.Source: earnings call transcript | 1,134At the end of the second quarter, the inland fleet had 1,134 barges, representing 25.2 million barrels of capacity and is expected to be slightly up in 2026.Source: earnings call transcript | +0.9% |
| Fleet capacity Inland | 25.1M barrelsAt the end of the first quarter, the inland fleet had 1,124 barges, representing 25.1 million barrels of capacity and is expected to be slightly up in 2026.Source: earnings call transcript | 25.2M barrelsAt the end of the second quarter, the inland fleet had 1,134 barges, representing 25.2 million barrels of capacity and is expected to be slightly up in 2026.Source: earnings call transcript | +0.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.