
Kirby increased its full-year 2026 earnings per share growth guidance range to 5% - 15%, up from the prior guidance of 0% - 12%.
Bullish
Kirby delivered 13% year-over-year EPS growth and raised full-year guidance, driven by strong marine market conditions including coastal revenue growth and inland utilization, plus robust power generation demand.
Bearish
Kirby experienced a 25% revenue decline in oil and gas, sequential revenue and operating income declines in distribution and services due to OEM engine availability, and inland marine operational disruptions from winter weather.