Kirby Corporation Delivers Strong Second Quarter 2025 Results, Adjusts Capital Spending Amid Trade Policy Concerns

KEX
September 18, 2025
Kirby Corporation announced net earnings attributable to Kirby for the second quarter ended June 30, 2025, of $94.3 million, or $1.67 per share. This represents a 17% increase in earnings per share compared to $1.43 per share in the second quarter of 2024. Consolidated revenues for the quarter reached $855.5 million, a 3.8% increase from $824.4 million reported in the prior year's second quarter. The Marine Transportation segment reported revenues of $492.6 million, up 1.6% year-over-year, with operating income increasing 4.4% to $99.1 million. Inland barge utilization remained in the low to mid-90% range, with spot rates increasing mid-single digits year-over-year and term contracts up low to mid-single digits. Coastal term contracts renewed with mid-20% range increases, contributing to high teens operating margins. The Distribution and Services segment saw revenues increase 6.9% year-over-year to $362.9 million, with operating income rising 20.4% to $35.4 million. Power generation revenues surged 31% year-over-year due to robust demand, while oil and gas operating income increased 182% driven by e-frac equipment. Kirby reaffirmed its 2025 EPS growth guidance of 15% to 25% but noted that recent trade policy shifts could lead to results closer to the lower end of the guidance. Capital spending for 2025 was revised down to $260 million to $290 million. The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.