Professional
Added to YB: 2025-11-03
Pitch date: 2025-09-30
KEX [bullish]
Kirby Corporation
+46.49%
current return
Author Info
No bio for this author
Company Info
Kirby Corporation operates domestic tank barges in the United States. Its Marine Transportation segment provides marine transportation service and towing vessels transporting bulk liquid product, as well as operates tank barges throughout the Mississippi River System, on the Gulf Intracoastal Waterway, and coastwise along three United States coasts, Alaska, and Hawaii.
Market Cap
$6.6B
Pitch Price
$82.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.40
P/E
19.32
EV/Sales
2.33
Sector
Marine Transportation
Category
turnaround
Meridian Small Cap Growth Fund Added On Portfolio Holding: Kirby Corporation
KEX added to position: Largest US inland marine transporter of bulk liquids, 2x size of nearest competitor. Long profitability track record & consistent FCF. Near-term pressure from softened barge utilization due to regional refining mix impacting pricing. Confident in favorable supply-demand dynamics & growth potential despite lower Street revisions.
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