{"filings":[{"id":98241,"accession_number":"0001193125-26-196337","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","5.02","5.07","9.01"],"status":"ready","headline":"Kirby Q1 EPS $1.50 (+13% YoY); raises FY2026 EPS growth guidance to 5-15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 EPS of $1.50 vs $1.33 YoY (+13%); revenue $844.1M vs $785.7M.","Full-year 2026 EPS growth guidance raised to 5-15% from prior 0-12%.","Acquired 23 barges and three boats for $95.8M from undisclosed seller.","Returned $52.7M to shareholders via share repurchases at avg $123.18.","Coastal marine revenue up 23% YoY; power generation revenue up 45% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":844099000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113587,"accession_number":"0001193125-26-131714","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Kirby Corp refinances credit facility: $750M revolver maturing 2031, removes term loan, $200M drawn","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $750M revolving credit facility replaces 2027 agreement; maturity extended to March 26, 2031.","Term loan credit facility eliminated; $70M term loan balance refinanced under revolver.","Initial $200M drawn: used to refinance existing debt, fund vessel equipment, and support share repurchases; $20M repaid by filing date.","Covenants: interest coverage ratio ≥2.5x; debt to capitalization ≤60%. Pricing based on credit rating (87.5–150 bp over SOFR).","Ability to increase facility by $500M subject to lender consent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113586,"accession_number":"0001193125-26-060772","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kirby expands board to 10, appoints Tracy A. Embree as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 9 to 10 directors; Tracy A. Embree elected as Class I director effective Feb 16, 2026.","Ms. Embree, retired President of Otis Americas, brings 25+ years in power generation, manufacturing, distribution.","Compensation includes $41,875 in restricted shares (6-month vest) and prorated annual fee of $21,250.","She currently serves on boards of Lennox International and KLA Corporation; no committee assignments yet.","Standing for election at April 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113585,"accession_number":"0001193125-26-028839","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kirby Q4 EPS $1.68, full-year $6.33; guides 2026 EPS flat to +12% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net earnings $91.8M ($1.68 EPS) vs $42.8M ($0.74) a year ago; full-year $354.6M ($6.33) vs $286.7M ($4.91).","Inland marine utilization mid to high-80% in Q4, improved to low 90% in early Q1 2026; coastal utilization mid to high-90%.","Power generation revenue up 47% YoY; Distribution & Services segment revenue $370.1M with 8.1% operating margin.","Repurchased 1.03M shares for $101.6M at avg $98.53; reduced debt $130M in Q4; debt-to-cap 21.4%.","2026 EPS guidance flat to +12% YoY; operating cash flow $575-675M; capex $220-260M."],"consensus_eps_estimate":null,"consensus_eps_actual":6.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":3364050000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129983,"accession_number":"0001193125-25-255469","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kirby Q3 EPS $1.65, +6% YoY; coastal margins ~20%, power gen rev +56%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS $1.65 vs $1.55; revenue $871.2M vs $831.1M; EBITDA $201.4M.","Inland marine utilization mid-80%; spot rates down low-mid single digits. Coastal utilization mid-high 90%; term renewals up mid-teens.","Distribution & services rev $386.2M (+12% YoY), op income +40% YoY, margin 11%. Power gen rev +56%.","Repurchased 1.31M shares for $120M in Q3; additional 0.43M shares for $36M in Q4-to-date.","FY2025 guidance: net cash ops $620-720M; capex $260-290M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":2512275000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146572,"accession_number":"0000950170-25-113520","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kirby expands share repurchase authorization by 8M shares; ~8.8M shares remaining","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to 8M additional shares of common stock under existing authorization.","As of Sep 5, 2025, 4.15M shares bought previously; with new authorization, 8.85M shares remain available.","Repurchases may be executed via open market, private transactions, block trades, or Rule 10b5-1 plans; no expiration.","CEO David Grzebinski stated the authorization reflects confidence in Kirby's ability to generate strong free cash flow.","Capital allocation priorities include inland marine acquisitions, power generation investments, and returning capital to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146571,"accession_number":"0000950170-25-100695","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kirby Q2 EPS $1.67 (+17% YoY); revenue $855.5M; sees 15-25% EPS growth for FY25 but cautious on trade","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $94.3M ($1.67 diluted EPS) vs $83.9M ($1.43) in Q2 2024; revenue $855.5M (+3.8% YoY).","Marine transportation revenue $492.6M, op income $99.1M, margin 20.1% vs 19.6% YoY; inland margins low 20%.","Distribution & services revenue $362.9M, op income $35.4M, margin 9.8% vs 8.7%; power gen revenue +31% YoY.","Repurchased 331,900 shares for $31.2M; FY25 EPS growth guidance 15-25% may hit lower end due to trade headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":2.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":1641114000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164950,"accession_number":"0000950170-25-061643","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","5.07","9.01"],"status":"ready","headline":"Kirby Q1 EPS $1.33 beats $1.19 YoY; revenue down 2.8% but margins improve; buys 14 barges for $97M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 EPS $1.33 vs $1.19 YoY; net earnings $76M; revenue $785.7M (-2.8% YoY).","Marine margins 18.2%; inland ~20% despite 50% more delay days; coastal margins high-single to low-double digits.","D&S revenue down 6.9% but operating income up; power generation orders strong; oil & gas operating income +123%.","Acquired 14 barges and 4 boats for $97.3M; year-to-date share repurchases $124.7M at avg $99.16.","2025 outlook: marine margins up YoY; D&S flat; operating cash flow $620-720M; capex $280-320M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":785659000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182663,"accession_number":"0000950170-25-010957","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kirby Q4 adj EPS $1.29 (+24% YoY); 2025 EPS growth guide 15-25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.74 includes $56.3M impairment on diesel frac equipment & $10.9M deferred tax credit; adj EPS $1.29 beats prior year $1.04.","Revenue $802.3M ($3.3B FY); inland marine contracts repriced +6-9% YoY; coastal renewals up mid-to-high 20%.","2025 EPS growth guidance 15-25% YoY; marine margins expected to improve 200-300 bps; inland rev growth mid-high single digit.","Repurchased 286,697 shares for $33.3M; reduced debt $105M in Q4; debt-to-cap ratio improved to 20.7%.","Distribution & Services rev $335.5M (-3% YoY); power generation +36% YoY; oil & gas -38% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":4.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":3265876000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199238,"accession_number":"0000950170-24-118877","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kirby Q3 EPS $1.55 beats $1.05 YoY; revenue up 9% to $831.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["EPS of $1.55 up 48% YoY; net earnings $90.0M vs $63.0M in Q3 2023.","Marine transportation revenue $486.1M (+11% YoY); operating margin 20.5% (vs 14.8%).","Inland spot rates up low double-digit YoY; coastal term renewals up high 20% YoY.","Distribution & services revenue $345.1M (+3% YoY); margin 8.8% (vs 9.9%).","Repurchased 483,335 shares for $55.8M; FY cash from ops guided $600-700M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":2463561000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215275,"accession_number":"0000950170-24-089109","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Kirby Q2 EPS $1.43 beats $0.95 YoY; raises marine margin guidance; appoints EVP GC","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net earnings $83.9M ($1.43/diluted) vs $57.4M ($0.95) prior year; revenue $824.4M, up 6%.","Marine Transportation rev $484.8M (+11% inland, +24% coastal); inland margins low 20%, coastal low teens.","Distribution & Services rev $339.6M (flat YoY); power gen +9%, C&I +9%, oil & gas up 22% sequentially.","FY guidance: inland rev high-single to low-double-digit, coastal low-double to mid-teens; op cash flow $600-700M.","Amy D. Husted promoted to EVP, General Counsel & Secretary; receives $100K RSUs vesting over 5 years."],"consensus_eps_estimate":null,"consensus_eps_actual":2.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":1632412000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234592,"accession_number":"0000950170-24-049254","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Kirby Corp amends bylaws to separate CEO and Chairman roles; stockholders elect directors and ratify auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Bylaws amended to allow CEO to be a separate office from Chairman of the Board or President.","Stockholders elected Tanya S. Beder, Barry E. Davis, and Susan W. Dio as Class II directors.","KPMG LLP ratified as independent auditor for 2024 with 54.6M votes for, 2.0M against.","Non-binding advisory vote on executive compensation approved (38.7M for, 15.3M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234590,"accession_number":"0000950170-24-049237","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K/A","filed_at":"2024-04-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Kirby appoints Christian O'Neil as President and COO; CEO Grzebinski focuses on CEO role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["O'Neil appointed President and COO effective April 26, 2024, overseeing marine transportation and distribution & services.","Salary increased to $674,428; 2024 incentive compensation now based on overall company performance.","David Grzebinski's title changed to CEO only; he previously served as CEO and President.","No other changes to O'Neil's compensatory arrangements besides salary and incentive structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234591,"accession_number":"0000950170-24-048311","cik":56047,"company_name":"KIRBY CORP","ticker":"KEX","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Kirby Q1 EPS $1.19 vs $0.68; revenue $808M; appoints O'Neil President & COO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.19 vs $0.68; net earnings $70.1M; revenue $808M, +8% YoY.","Marine Transportation operating margin 17.5% vs 10.4% YoY; inland spot rates +15% YoY.","Distribution & Services revenue flat at $332.6M; power generation revenue +50% YoY, now 41% of segment.","Repurchased 498,505 shares for $41.8M at avg $83.82; acquired 13 barges and 2 boats.","Appointed Christian O'Neil as President & COO effective Apr 26; he was President of Marine."],"consensus_eps_estimate":null,"consensus_eps_actual":1.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":808022000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7668155324.689367,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}