NYSE$KEX

Kirby Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Kirby Corp reported higher Q2 2025 earnings driven by improved marine transportation pricing and distribution and services activity.

Kirby Corporation reported total revenues of $855.5 million for the second quarter of 2025, up 4% year-over-year, with net earnings attributable to Kirby of $94.3 million and diluted EPS of $1.67. Marine transportation revenues increased 2% to $492.6 million while distribution and services revenues rose 7% to $362.9 million. Operating income grew 9% to $131.8 million, supported by higher term and spot contract pricing in inland and coastal markets.

  • Total revenues reached $855.5 million, a 4% increase from Q2 2024, led by marine transportation pricing gains and distribution and services growth.
  • Diluted EPS rose to $1.67 from $1.43 year-over-year, with net earnings attributable to Kirby at $94.3 million.
  • Inland tank barge utilization averaged in the low to mid-90% range and coastal in the mid to high-90% range.
  • The company completed a $97.3 million acquisition of 14 inland tank barges and four towboats in March 2025.

Headline financials

Total Revenue

$855M

Previous: $824M+3.8%
EPS (adj)

$1.67

Previous: $1.43+16.8%
Net Income

$94.3M

Previous: $83.9M+12.4%
Operating Income

$132M

Previous: $120M+9.4%

Revenue & EPS history

Kirby · Revenue · Quarterly

$855M

Q2 2025+3.8%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Kirby · $855M total across 2 segments · Q2 2025

  • Marine Transportation
    $493M
  • Distribution and Services
    $363M

Forward guidance

The company expects improved financial results in 2025 with steady barge utilization, continued rate increases in marine transportation, and power generation growth offsetting softness in oil and gas.

Tailwinds

  • Limited new barge construction supports positive inland market dynamics.
  • Coastal utilization expected to remain high with improved rates.
  • Strong growth anticipated in power generation orders for data centers and backup power.

Headwinds

  • Possible short-term spot market pricing pressure due to demand softness.
  • Near-term volatility from supply issues and customer deferrals in distribution and services.
  • Ongoing trucking recession impacting on-highway service and repair.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.3%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+3.7%

Avg return

30 days after

46%

31 / 68 earnings

Positive

+15.1%

Q2 2012

Best reaction

-13.6%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-3.2%-6.0%-7.9%
Q4 2025-4.7%-5.8%+1.3%
Q3 2025+13.7%+17.7%+28.1%
Q1 2025+3.3%+6.1%+14.8%
Q4 2024+5.2%+0.3%-2.2%
Q3 2024-6.7%-6.3%+2.8%
Q2 2024-10.5%-9.9%-2.4%
Q1 2024+10.8%+8.0%+21.1%
Q4 2023+6.5%+7.2%+11.5%
Q3 2023-5.9%-5.9%-2.6%
Q2 2023+3.6%+4.1%+4.8%
Q1 2023+7.9%+9.0%+10.0%
Q4 2022+11.2%+14.0%+14.5%
Q3 2022-2.6%-2.2%-0.4%
Q2 2022-4.4%-4.3%+3.9%
Q1 2022-0.5%+0.8%+4.4%
Q4 2021+6.4%+6.2%+4.1%
Q3 2021-5.8%+0.6%-2.8%
Q2 2021-2.6%-3.4%-6.4%
Q1 2021-1.8%+1.2%+0.8%
Q4 2020-0.5%+11.2%+22.6%
Q3 2020+6.0%+10.7%+44.5%
Q2 2020+0.7%-3.7%-5.4%
Q1 2020-3.6%+4.7%+11.3%
Q4 2019-13.6%-15.3%-24.8%
Q3 2019-1.0%-1.1%+3.0%
Q2 2019-1.9%+1.0%-9.3%
Q1 2019+8.6%+3.9%-1.0%
Q4 2018+3.6%+5.4%+4.0%
Q3 2018+7.9%+6.6%+3.4%
Q2 2018-7.9%-5.4%+0.1%
Q1 2018+2.7%+0.7%+6.4%
Q4 2017+3.1%+3.7%-0.5%
Q3 2017-5.9%-6.8%-6.0%
Q2 2017-5.2%-6.9%-4.9%
Q1 2017-2.1%-3.4%-8.6%
Q4 2016+0.3%+6.3%+8.9%
Q3 2016+5.3%+4.6%+17.0%
Q2 2016-8.4%-9.7%-12.1%
Q1 2016-1.2%
Q4 2015-4.3%
Q3 2015+1.7%
Q2 2015+0.7%
Q1 2015-5.1%
Q4 2014-7.7%
Q3 2014-3.5%
Q2 2014-0.9%
Q1 2014+8.4%
Q4 2013-2.7%
Q3 2013-1.5%
Q2 2013-0.7%
Q1 2013-0.0%
Q4 2012+4.8%
Q3 2012-7.4%
Q2 2012+15.1%
Q1 2012+6.2%
Q4 2011+0.1%
Q3 2011+0.7%
Q2 2011-1.8%
Q1 2010-0.1%
Q1 2011+1.2%
Q4 2010+3.9%
Q4 2008+3.9%
Q3 2010+3.0%
Q3 2009+3.0%
Q4 2009-2.1%
Q2 2010-2.1%
Q2 2009-2.1%

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