KEX Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.38
$1.35 – $1.43
Revenue Estimate
$832M
Current Price
$143.71
Our Position
bullishKirby EPS jumped 29% as insider fund loads up position
structured data
est. revisions rising
(+7.2pp / 30d)
KEX's earnings acceleration reflects strong execution in marine transportation — a capital-intensive, cyclical business showing margin expansion and earnings power. Institutional buying at $126.68 per share validates the growth trajectory and suggests room to run, especially given the stock's 20% gain over the past year outpaced the S&P 500's 13%.
Watch: Monitor Q1 2026 earnings guidance and operating margin trends to confirm whether 2025's 20.8% marine transportation margin was sustainable or a cyclical peak. Continued insider or institutional accumulation would reinforce bullish momentum.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
22.6
Est. Revisions (30d)
-1.6% 0up/4dn
Analyst Target (mean)
$154 $138–$160 +7%
Options P/C Ratio
0.33
Est. Dispersion
6% 6 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater, Two Sigma
Recent Activity
insider trades
102 transactions
Sell
·
O'NEIL CHRISTIAN G (President)
·11,287 shares
·$1,493,722
Sell
·
KUMAR RAJ (Chief Financial Officer)
·3,000 shares
·$398,100
Sell
·
GRZEBINSKI DAVID W (Chief Executive Officer)
·34,152 shares
·$4,441,468
Exercise
·
GRZEBINSKI DAVID W (Chief Executive Officer)
·34,152 shares
·$2,503,000
Award
·
EMBREE TRACY A (Director)
·384 shares
97 more
Sell
·
HUSTED AMY DELANEY
·11,667 shr
·$1,508,893
Exercise
·
HUSTED AMY DELANEY
·8,667 shr
·$635,204
Sell
·
DAVIS BARRY E
·8,480 shr
·$1,089,765
Exercise
·
DAVIS BARRY E
·8,480 shr
·$675,579
Other
·
MCCAULEY JENNIFER N
·934 shr
Sell
·
MILLER SCOTT P
·3,960 shr
·$477,893
Sell
·
WOODRUFF WILLIAM MATTHEW
·2,000 shr
·$243,760
Sell
·
DRAGG RONALD A
·5,429 shr
·$662,338
Exercise
·
DRAGG RONALD A
·2,787 shr
·$204,259
Other
·
O'NEIL CHRISTIAN G
·10,188 shr
Other
·
MILLER SCOTT P
·5,375 shr
Other
·
WOODRUFF WILLIAM MATTHEW
·1,109 shr
Other
·
KUMAR RAJ
·5,458 shr
Other
·
NIEMIETZ KURT A.
·1,656 shr
Other
·
HUSTED AMY DELANEY
·7,319 shr
Other
·
GRZEBINSKI DAVID W
·22,470 shr
Other
·
DRAGG RONALD A
·2,788 shr
Other
·
O'NEIL CHRISTIAN G
·2,660 shr
Other
·
MILLER SCOTT P
·2,010 shr
Other
·
WOODRUFF WILLIAM MATTHEW
·394 shr
Other
·
NIEMIETZ KURT A.
·493 shr
Other
·
HUSTED AMY DELANEY
·2,758 shr
Other
·
GRZEBINSKI DAVID W
·8,150 shr
Other
·
DRAGG RONALD A
·887 shr
Sell
·
O'NEIL CHRISTIAN G
·11,145 shr
·$1,244,674
Exercise
·
O'NEIL CHRISTIAN G
·11,145 shr
·$816,817
Sell
·
NIEMIETZ KURT A.
·1,500 shr
·$171,180
Sell
·
HUSTED AMY DELANEY
·10,413 shr
·$1,118,564
Exercise
·
HUSTED AMY DELANEY
·10,413 shr
·$769,833
Sell
·
GRZEBINSKI DAVID W
·29,451 shr
·$3,163,332
Exercise
·
GRZEBINSKI DAVID W
·29,451 shr
·$2,177,312
Sell
·
DRAGG RONALD A
·2,715 shr
·$299,437
Exercise
·
DRAGG RONALD A
·2,715 shr
·$200,720
Sell
·
STEWART RICHARD ROSS
·1,923 shr
·$207,357
Other
·
HUSTED AMY DELANEY
·186 shr
Award
·
BEDER TANYA S
·1,923 shr
Award
·
WATERMAN WILLIAM M
·1,923 shr
Award
·
WILLIAMS SHAWN D.
·1,923 shr
Award
·
AINSWORTH ANNE-MARIE N.
·1,923 shr
Award
·
DIO SUSAN LESLIE
·1,923 shr
Award
·
STEWART RICHARD ROSS
·1,923 shr
Award
·
DAVIS BARRY E
·1,923 shr
Award
·
ALARIO RICHARD J
·1,923 shr
Sell
·
MILLER SCOTT P
·4,789 shr
·$520,272
Other
·
O'NEIL CHRISTIAN G
·7,897 shr
Other
·
MILLER SCOTT P
·4,688 shr
Other
·
WOODRUFF WILLIAM MATTHEW
·880 shr
Other
·
KUMAR RAJ
·4,267 shr
Other
·
NIEMIETZ KURT A.
·1,289 shr
Other
·
KRUGER JULIE MARIE
·1,077 shr
Other
·
HUSTED AMY DELANEY
·6,403 shr
Other
·
GRZEBINSKI DAVID W
·18,347 shr
Other
·
DRAGG RONALD A
·2,238 shr
Other
·
O'NEIL CHRISTIAN G
·3,888 shr
Other
·
MILLER SCOTT P
·3,054 shr
Other
·
WOODRUFF WILLIAM MATTHEW
·667 shr
Other
·
NIEMIETZ KURT A.
·834 shr
Other
·
KRUGER JULIE MARIE
·639 shr
Other
·
HUSTED AMY DELANEY
·4,191 shr
Other
·
GRZEBINSKI DAVID W
·11,913 shr
Other
·
DRAGG RONALD A
·1,348 shr
Sell
·
WATERMAN WILLIAM M
·40,001 shr
·$5,205,730
Sell
·
STEWART RICHARD ROSS
·8,000 shr
·$1,025,680
Other
·
GRZEBINSKI DAVID W
·1,000 shr
Sell
·
O'NEIL CHRISTIAN G
·15,041 shr
·$1,955,330
Exercise
·
O'NEIL CHRISTIAN G
·10,041 shr
·$742,331
Sell
·
DRAGG RONALD A
·2,313 shr
·$294,445
Exercise
·
DRAGG RONALD A
·2,313 shr
·$174,632
Sell
·
HUSTED AMY DELANEY
·2,853 shr
·$361,019
Exercise
·
HUSTED AMY DELANEY
·2,853 shr
·$215,402
Sell
·
O'NEIL CHRISTIAN G
·14,031 shr
·$1,729,882
Exercise
·
O'NEIL CHRISTIAN G
·10,698 shr
·$807,699
Sell
·
GRZEBINSKI DAVID W
·26,358 shr
·$3,175,085
Exercise
·
GRZEBINSKI DAVID W
·26,358 shr
·$1,990,029
Sell
·
DRAGG RONALD A
·1,398 shr
·$164,964
Sell
·
O'NEIL CHRISTIAN G
·15,500 shr
·$1,710,801
Exercise
·
O'NEIL CHRISTIAN G
·15,500 shr
·$1,005,795
Sell
·
GRZEBINSKI DAVID W
·3,000 shr
·$360,930
Sell
·
NIEMIETZ KURT A.
·1,500 shr
·$179,250
Sell
·
HUSTED AMY DELANEY
·7,853 shr
·$961,992
Sell
·
ALARIO RICHARD J
·2,500 shr
·$303,475
Sell
·
WATERMAN WILLIAM M
·10,000 shr
·$1,145,100
Sell
·
STRAHAN DORMAN LYNN
·2,470 shr
·$285,828
Sell
·
DRAGG RONALD A
·1,570 shr
·$176,280
Sell
·
WOODRUFF WILLIAM MATTHEW
·3,750 shr
·$409,688
Sell
·
STEWART RICHARD ROSS
·676 shr
·$74,090
Award
·
BEDER TANYA S
·1,828 shr
Award
·
WATERMAN WILLIAM M
·1,828 shr
Award
·
WILLIAMS SHAWN D.
·1,828 shr
Award
·
AINSWORTH ANNE-MARIE N.
·1,828 shr
Award
·
DIO SUSAN LESLIE
·1,828 shr
Award
·
STEWART RICHARD ROSS
·1,828 shr
Award
·
DAVIS BARRY E
·1,828 shr
Award
·
ALARIO RICHARD J
·1,828 shr
Exercise
·
STEWART RICHARD ROSS
·6,000 shr
·$597,120
Exercise
·
ALARIO RICHARD J
·6,000 shr
·$597,120
Exercise
·
WATERMAN WILLIAM M
·6,000 shr
·$597,120
analyst ratings
1 rating
BTIG
→Buy
6d ago
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