Jun 2026 (Q2 FY26) — Jul 29, 2026
Kirby Q2 FY26 — Strong Marine Fundamentals and Power Gen Backlog Growth Drive Solid Quarter
Read the full callKirby (KEX) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Kirby earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 922 | +7.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.3 | −2.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 89.7 | −4.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$136.37 −0.04% · −$0.06
Performance +59.4% 1Y
1Y: $85.56 on 17 Oct 2025 → $136.37. High $152.59 (29 Apr 2026), low $85.56 (17 Oct 2025).
- Previous close
- $136.43
- 52-week range
- $85.57 – $152.59
- One year
- +57.74%
Overview
- Symbol
- KEX
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 30, 2026
Kirby Q1 FY26 — Strong Marine Fundamentals and Raised EPS Guidance
Read the full callEvery analysed call
Kirby earnings calls (KEX)
Financials
What the filings say
Net profit, year on year: −5% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 831 | 802 | 786 | 855 | 871 | 852 | 844 | 922 |
| Expenses | 704 | 752 | 680 | 724 | 742 | 722 | 736 | 800 |
| Operating profit | 127 | 50 | 106 | 132 | 129 | 130 | 108 | 122 |
| Operating margin | 15.3% | 6.3% | 13.4% | 15.4% | 14.8% | 15.2% | 12.8% | 13.3% |
| Interest | 12 | 11 | 11 | 13 | 12 | 11 | 10 | 11 |
| Profit before tax | 117 | 43 | 100 | 124 | 123 | 124 | 105 | 118 |
| Tax rate | 23.3% | 0.0% | 24.0% | 23.8% | 24.6% | 25.9% | 22.3% | 24.2% |
| Net profit | 90 | 43 | 76 | 94 | 92 | 92 | 81 | 90 |
| EPS ($ per share) | 1.56 | — | 1.33 | 1.68 | 1.66 | — | 1.51 | 1.68 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Reserves | 2,724 | 2,866 | 2,593 | 2,346 | 2,469 | 2,692 | 2,978 | 3,333 |
| Total liabilities | 2,655 | 2,708 | 2,837 | 2,510 | 2,510 | 2,536 | 2,499 | 2,625 |
| Fixed assets | 3,540 | 3,777 | 3,917 | 3,679 | 3,633 | 3,861 | 4,023 | 4,098 |
| Total assets | 5,872 | 6,079 | 5,924 | 5,399 | 5,555 | 5,722 | 5,852 | 6,008 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 347 | 512 | 445 | 322 | 294 | 540 | 756 | 670 |
| Cash from investing | -783 | -453 | -486 | -56 | -140 | -413 | -400 | -352 |
| Cash from financing | 423 | -42 | 97 | -311 | -109 | -175 | -314 | -314 |
| Net cash flow | -12 | 17 | 56 | -46 | 46 | -48 | 42 | 4 |
| Capital expenditure | -302 | -248 | -148 | -98 | -173 | -402 | -343 | -264 |
| Free cash flow | 45 | 264 | 297 | 224 | 122 | 138 | 414 | 406 |
KEX revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Marine Transportation | 58% | 58% | 61% | 58% | 56% | 57% | 59% | 58% | +9.0% |
| Distribution and Services | 42% | 42% | 39% | 42% | 44% | 43% | 41% | 42% | +6.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
KEX operating KPIs by quarter
| KPI | 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.
Insider filings
71 filings between Nov 10, 2025 and Aug 5, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$19.10M
18 sales by 10 insiders
Compensation
not trading decisions- 9
- Award — granted as compensation
- 27
- Option exercise — converted options into shares
- 17
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Grzebinski David W | — | $7.60M | Feb 24, 2026 |
| O'Neil Christian G. | — | $4.39M | May 15, 2026 |
| Husted Amy D. | — | $3.21M | May 15, 2026 |
| DRAGG RONALD A | — | $1.21M | May 4, 2026 |
| DAVIS BARRY E | — | $1.09M | Feb 19, 2026 |
| MILLER SCOTT P | — | $477.9K | Feb 10, 2026 |
| Kumar Raj | — | $398.1K | Mar 2, 2026 |
| Woodruff William Matthew | — | $343.7K | May 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 5, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Tax withheld | 74 | $9.7K |
| Aug 5, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Option exercise | 186 | $0 |
| May 15, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Sale | 4,000 | $581.7K |
| May 15, 2026 | Woodruff William Matthew VP of Public and Govt Affairs | Sale | 678 | $99.9K |
| May 15, 2026 | O'Neil Christian G. President and COO | Sale | 11,287 | $1.65M |
| May 4, 2026 | Williams Shawn D. Director | Award | 1,392 | $0 |
| May 4, 2026 | ALARIO RICHARD J Director | Award | 1,392 | $0 |
| May 4, 2026 | DAVIS BARRY E Director | Award | 1,392 | $0 |
| May 4, 2026 | Embree Tracy A Director | Award | 1,392 | $0 |
| May 4, 2026 | Dio Susan Leslie Director | Award | 1,392 | $0 |
| May 4, 2026 | Waterman William M. Director | Award | 1,392 | $0 |
| May 4, 2026 | DRAGG RONALD A Vice President and Controller | Sale | 1,726 | $250.3K |
| May 4, 2026 | Beder Tanya S Director | Award | 1,392 | $0 |
| May 4, 2026 | Ainsworth Anne-Marie Director | Award | 1,392 | $0 |
| Mar 2, 2026 | Kumar Raj Exec VP and CFO | Sale | 3,000 | $398.1K |
| Mar 2, 2026 | O'Neil Christian G. President and COO | Sale | 11,287 | $1.49M |
| Feb 24, 2026 | Grzebinski David W CEO | Option exercise | 34,152 | $2.50M |
| Feb 24, 2026 | Grzebinski David W CEO | Sale | 34,152 | $4.44M |
| Feb 20, 2026 | Embree Tracy A Director | Award | 384 | $0 |
| Feb 20, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Option exercise | 8,667 | $635.2K |
| Feb 20, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Sale | 11,667 | $1.51M |
| Feb 19, 2026 | DAVIS BARRY E Director | Option exercise | 3,188 | $225.2K |
| Feb 19, 2026 | DAVIS BARRY E Director | Option exercise | 2,652 | $225.2K |
| Feb 19, 2026 | DAVIS BARRY E Director | Sale | 8,480 | $1.09M |
| Feb 19, 2026 | DAVIS BARRY E Director | Option exercise | 2,640 | $225.2K |
| Feb 14, 2026 | McCauley Jennifer N. Chief HR Officer | Option exercise | 934 | $0 |
| Feb 14, 2026 | McCauley Jennifer N. Chief HR Officer | Tax withheld | 366 | $45.7K |
| Feb 10, 2026 | MILLER SCOTT P VP - CIO | Sale | 3,960 | $477.9K |
| Feb 9, 2026 | Woodruff William Matthew VP of Public and Govt Affairs | Sale | 2,000 | $243.8K |
| Feb 4, 2026 | DRAGG RONALD A Vice President and Controller | Sale | 5,429 | $662.3K |
| Feb 4, 2026 | DRAGG RONALD A Vice President and Controller | Option exercise | 2,787 | $204.3K |
| Feb 3, 2026 | DRAGG RONALD A Vice President and Controller | Option exercise | 2,788 | $0 |
| Feb 3, 2026 | Woodruff William Matthew VP of Public and Govt Affairs | Option exercise | 1,109 | $0 |
| Feb 3, 2026 | O'Neil Christian G. President and COO | Tax withheld | 4,011 | $484.0K |
| Feb 3, 2026 | O'Neil Christian G. President and COO | Option exercise | 10,188 | $0 |
| Feb 3, 2026 | Niemietz Kurt A. VP IR & Treasurer | Option exercise | 1,656 | $0 |
| Feb 3, 2026 | MILLER SCOTT P VP - CIO | Tax withheld | 1,311 | $158.2K |
| Feb 3, 2026 | MILLER SCOTT P VP - CIO | Option exercise | 5,375 | $0 |
| Feb 3, 2026 | Kumar Raj Exec VP and CFO | Tax withheld | 2,208 | $266.5K |
| Feb 3, 2026 | Kumar Raj Exec VP and CFO | Option exercise | 5,458 | $0 |
| Feb 3, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Tax withheld | 2,882 | $347.8K |
| Feb 3, 2026 | Niemietz Kurt A. VP IR & Treasurer | Tax withheld | 693 | $83.6K |
| Feb 3, 2026 | Husted Amy D. Exec VP General Counsel & Sec | Option exercise | 7,319 | $0 |
| Feb 3, 2026 | Grzebinski David W CEO | Tax withheld | 8,844 | $1.07M |
| Feb 3, 2026 | Grzebinski David W CEO | Option exercise | 22,470 | $0 |
| Feb 3, 2026 | Woodruff William Matthew VP of Public and Govt Affairs | Tax withheld | 475 | $57.3K |
| Feb 3, 2026 | DRAGG RONALD A Vice President and Controller | Tax withheld | 696 | $84.0K |
| Jan 24, 2026 | Grzebinski David W CEO | Option exercise | 8,150 | $0 |
| Jan 24, 2026 | DRAGG RONALD A Vice President and Controller | Tax withheld | 263 | $33.8K |
| Jan 24, 2026 | DRAGG RONALD A Vice President and Controller | Option exercise | 887 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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