Kirby (KEX) Upgraded to Buy: Here's Why
Kirby (KEX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Kirby Corporation은 미국 내에서 국내 탱크 바지선을 운항하는 선도적 사업자입니다. 해상 운송 부문은 벌크 액체 제품의 운송을 전문으로 하며, 포괄적인 해상 운송 ...
예상 EPS $2.00 · 매출 $931.25M · 4 명의 애널리스트
예상 EPS $1.96 · 매출 $916.98M · 3 명의 애널리스트
예상 EPS $7.12 · 매출 $3.61B · 4 명의 애널리스트
예상 EPS $1.74 · 매출 $914.61M · 1 명의 애널리스트
EPS $1.50 · 매출 $844.10M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $3.4B | +3.0% | +9.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $354.6M | +23.7% | +10.5% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +26.3% | +3.9% | -7.2% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +14.6% | +19.6% | +4.8% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +10.5% | +20.1% | +1.1% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $405.7M | -2.0% | -98.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +12.1% | -4.8% | -98.3% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 38.6% | +22.2% | +2.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.53x | +4.9% | +5.8% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $6.0B | +3.1% | +1.7% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 6.33 vs 6.27 | +0.9% | 1.67 vs 1.63 | +2.5% |
| 매출 서프라이즈 | $3.4B vs $3.4B | -0.3% | $922.4M vs $870.4M | +6.0% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Chia Donny | officer: VP Finance and IR | Restricted Stock Units | — | 425 | — |
| Aug 5, 2026 | Husted Amy D. | officer: Exec VP General Counsel & Sec | Common Stock, par value $0.10 per share | A | 186 | — |
| Aug 5, 2026 | Husted Amy D. | officer: Exec VP General Counsel & Sec | Common Stock, par value $0.10 per share | D | 74 | $131.10 |
| Aug 5, 2026 | Husted Amy D. | officer: Exec VP General Counsel & Sec | Restricted Stock Units | D | 186 | — |
| May 15, 2026 | Woodruff William Matthew | officer: VP of Public and Govt Affairs | Common Stock, par value $0.10 per share | D | 678 | $147.37 |
Operator: Good day, and thank you for standing by. Welcome to the Kirby Corporation Second Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star one one again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Matthew P. Kerin, Vice President of Investor Relations. Please go ahead. Matthew P. Kerin: Good morning, and thank you for joining the Kirby Corporation Second Quarter 2026 Earnings Call. With me today are David Grzebinski, Kirby's Chief Executive Officer; Christian G. O'Neil, Kirby's President and Chief Operating Officer and Raj Kumar, Kirby's Executive Vice President and Chief Financial Officer. A slide presentation for today's conference call as well as the earnings release which was issued earlier today, can be found on our website. During this conference call, we may refer to certain non-GAAP or adjusted financial measures. Reconciliations of the non-GAAP financial measures to the most directly comparable GAAP financial measures are included in our earnings press release and are also available on our website in the Investor Relations section under Financials. As a reminder, statements contained in this conference call with respect to the future are forward-looking statements. These statements reflect management's reasonable judgment with respect to future events. Forward-looking statements involve risks and uncertainties, our actual results could differ materially from those anticipated as a result of various factors. A list of these risk factors can be found in Kirby's latest Form 10-K filing and in our other filings made with the SEC from time to time. I will now turn the call over to David. David W. Grzebinski: Thank you, Matthew, and good morning, everyone. Earlier today, we announced second quarter earnings per share of $1.67 up 11%, sequentially and in line with the prior year quarter. Our results reflected solid execution across both our businesses supported by constructive marine transportation fundamentals, high asset utilization, and ongoing momentum in key distribution and services end markets. In marine transportation, customer demand remained healthy. Utilization levels were strong, and inland marine pricing continued to improve. In distribution and services, results benefited from continued demand growth in Power Generation and strong marine repair activity. Overall, our businesses performed well during the quarter, supported by healthy end-market conditions. Disciplined execution, and our continued focus on operating safely and efficiently. In inland marine, market fundamentals strengthened during the quarter. …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
David W. Grzebinski | 최고경영자 겸 이사 | USD 4,485,007 | Male | 1961 | Active |
Christian G. O'Neil | 사장 겸 최고운영책임자 | USD 2,292,245 | Male | 1973 | Active |
Raj Kumar | 수석부사장 겸 최고재무책임자 | USD 1,513,272 | Male | 1973 | Active |
Amy D. Husted | 수석부사장, 법률고문 겸 비서실장 | USD 910,709 | Female | 1969 | Active |
Scott Miller | 부사장 겸 최고정보책임자 | USD 843,609 | Male | 1979 | Active |
Jennifer N. McCauley | 최고인사책임자 | — | Female | 1964 | Active |
William Matthew Woodruff | 공공 및 대관업무 담당 부사장 | — | Male | 1962 | Active |
Ronald A. Dragg | 부사장, 감사 겸 부비서실장 | — | Male | 1964 | Active |
Matthew Kerin | 투자자 관계 담당 부사장 겸 재무담당 임원 | — | Male | 1981 | Active |
Kirby (KEX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

NEW YORK--(BUSINESS WIRE)---- $INV #ClassActionLawsuit--If you have suffered a loss on your Innventure, Inc. (“Innventure” or the “Company”) (NASDAQ: INV) investment, contact Lauren Molinaro of Kirby McInerney LLP by email at investigations@kmllp.com, or fill out the contact form below to discuss your rights or interests in the securities fraud class action lawsuit at no cost. Investors have until October 27, 2026 to ask the Court to appoint them as lead plaintiff. Courts do not consider applications filed after this deadl.

NEW YORK, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kirby McInerney LLP reminds investors who purchased Innventure, Inc. (“Innventure” or the “Company”) (NASDAQ: INV) securities to contact Lauren Molinaro of Kirby McInerney LLP by email at investigations@kmllp.com, or fill out the contact form below, to discuss your rights or interests in the securities fraud class action lawsuit at no cost.

NEW YORK--(BUSINESS WIRE)---- $YSS #ClassActionLawsuit--The law firm of Kirby McInerney LLP announces that a class action lawsuit has been filed on behalf of investors who acquired York Space Systems Inc. (“York” or the “Company”) (NYSE: YSS): (a) common stock pursuant and/or traceable to the registration statement and prospectus (collectively, the “Registration Statement”) issued in connection with the Company's January 29, 2026 initial public offering (“IPO” or the “Offering”); and/or (b) securities during the period of J.

NEW YORK--(BUSINESS WIRE)---- $INV #ClassActionLawsuit--The law firm of Kirby McInerney LLP announces that a class action lawsuit has been filed on behalf of investors who acquired Innventure, Inc. (“Innventure” or the “Company”) (NASDAQ: INV) securities during the period of November 17, 2025 through August 13, 2026, inclusive (“the Class Period”). Investors are encouraged to contact Lauren Molinaro of Kirby McInerney LLP by email at investigations@kmllp.com, or fill out the contact form below to discuss your rights or inte.
