Q2 FY2026 EarningsQ2 FY2026 results delivered a beat on both top and bottom lines: revenue reached $922.4M vs. $871.6M expected, and normalized EPS of $1.67 exceeded the $1.63 mean consensus. While Marine Transportation revenue rose 9% YoY due to higher term pricing, segment operating income fell 11% as rapidly rising fuel costs from the Iran conflict outpaced contractual escalation lags. Distribution and Services showed resilience with an 8% increase in operating income, driven by strong data center and marine repair demand.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Kirby(KEX) the Revenue is 922.4 M (+7.83%), Beat estimate;the EBIT is 122.36 M (-7.2%), Beat estimate;the EPS is 1.67 (+0%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.92B7.83%
0.87B1.88%
+0.05B5.95%
EBITExceed expectations
0.12B7.20%
0.12B7.71%
+0.00B0.51%
EPSExceed expectations
1.67--
1.6451.50%
+0.02501.50%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf