KEX Kirby (KEX) Q2 FY26 earnings call
Kirby delivered a solid second quarter, driven by healthy demand and improving pricing in Marine Transportation, alongside robust growth in Power Generation. The company reaffirmed its full-year EPS guidance, expecting to trend towards the upper end, supported by continued inland pricing momentum and improving engine availability for Power Gen backlog conversion. Management expressed confidence in a multi-year growth cycle for inland marine and the long-term service annuity potential from behind-the-meter power solutions.
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KEX operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call 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.