Every material Form 8-K Kirby filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Kirby reported third-quarter 2026 net earnings attributable to Kirby of $110.8 million, or $2.09 per diluted share, up from $1.65 a year earlier, on revenue of $977.2 million versus $871.2 million. The company narrowed its full-year 2026 EPS growth guidance to 10% to 15% and said it expects results toward the upper end of that range, while also agreeing to buy inland marine assets for $115 million.
Q3 2026 diluted EPS of $2.09 versus $1.65 in Q3 2025; net earnings attributable to Kirby of $110.8 million versus $92.5 million
Total revenues of $977.2 million versus $871.2 million; marine transportation revenues of $568.7 million and distribution and services revenues of $408.5 million
Agreement to acquire inland marine assets for $115 million, expected to close in Q4 2026 subject to customary conditions
Kirby repurchased $112 million of shares in Q3 2026; free cash flow was $74.0 million versus $160.3 million a year earlier
Kirby Corporation said its Vice President, Controller and Assistant Secretary, Ronald A. Dragg, intends to retire in the first quarter of 2027, after the Company files its 2026 Form 10-K. He will keep his current roles through the transition, and the filing says his retirement does not involve any disagreement with the Company on operations, accounting or controls.
Ronald A. Dragg, 62, notified the Company on October 6, 2026 of his plan to retire.
Retirement is planned for the first quarter of 2027, after the 2026 Form 10-K is filed.
Dragg will continue in his positions and help ensure an orderly transition.
Compensation terms for the retirement have not been set; the Company will file an amended 8-K if a material arrangement is approved.
Kirby reported second-quarter 2026 revenue of $922.4 million, up from $855.5 million a year earlier, while net earnings attributable to Kirby fell to $89.7 million from $94.3 million and diluted EPS was flat at $1.67. The company said it expects full-year 2026 results to trend toward the upper end of its 5% to 15% EPS growth guidance range, and it has continued share repurchases.
Q2 2026 revenue $922.4 million vs. $855.5 million in Q2 2025; operating income $122.4 million vs. $131.8 million
Diluted EPS $1.67 in both Q2 2026 and Q2 2025; EBITDA (non-GAAP) $199.7 million vs. $202.2 million
Full-year 2026 EPS growth guidance of 5% to 15% reaffirmed, with results expected toward the upper end
Share repurchases of $59.7 million in Q2 2026 and $29.0 million in Q3 2026 to date
Kirby reported first-quarter 2026 net earnings attributable to Kirby of $81.2 million, or $1.50 per diluted share, up from $76.0 million, or $1.33 per share, a year earlier, on revenue of $844.1 million compared with $785.7 million. The company raised its full-year 2026 earnings per share growth guidance to 5% to 15%, up from 0% to 12%, citing improved marine market conditions and power generation demand.
Q1 2026 diluted EPS $1.50 vs. $1.33; net earnings attributable to Kirby $81.2 million vs. $76.0 million
Total revenues $844.1 million vs. $785.7 million; EBITDA (non-GAAP) $183.1 million vs. $174.3 million
2026 EPS growth guidance raised to 5% to 15% from 0% to 12%; distribution and services operating margin was 6.7% vs. 7.3%
Q1 share repurchases of $52.7 million at an average price of $123.18; stockholders elected three Class I directors on April 27, 2026
Kirby Corporation entered into an amended and restated credit agreement dated March 26, 2026, extending the facility's maturity to March 26, 2031 and raising revolving commitments to $750 million, while removing the term loan. Kirby borrowed $200 million under the revolver, of which $20 million had been repaid by the filing date, with proceeds used to refinance the prior agreement's debt, fund a vessel equipment acquisition and support share repurchases.
Revolving credit facility commitments increased to $750 million; maturity extended to March 26, 2031
Kirby borrowed $200 million on March 26, 2026; $20 million repaid before the filing
Borrowings refinanced the 2027 agreement, including a $70 million term loan balance, and funded an acquisition and share repurchases
Financial covenants include interest coverage of at least 2.5 to 1.0 and debt to capitalization of no more than 60 percent
Kirby Corporation expanded its Board of Directors from nine to ten members and elected Tracy A. Embree, former President of Otis Americas, as an independent Class I director effective February 16, 2026. The filing describes this as a board appointment with director pay, and it reports no financial results or change to executive roles.
Board expanded from nine to ten directors; Tracy A. Embree elected effective February 16, 2026 to serve until the 2026 annual meeting
Embree has more than 25 years of experience in power generation, manufacturing and distribution, including roles at Otis Worldwide and Cummins, Inc.
Director pay includes an automatic restricted stock grant of approximately $41,875 and a prorated annual fee of $21,250 paid quarterly
Kirby reported fourth-quarter 2025 net earnings attributable to Kirby of $91.8 million, or $1.68 per diluted share, versus $0.74 a year earlier, on revenue of $851.8 million compared with $802.3 million. The prior-year quarter included a $56.3 million impairment, and excluding one-time items the 2024 fourth-quarter figure was $1.29 per share. The company expects 2026 earnings per share to be flat to up 12% year over year.
Q4 2025 diluted EPS $1.68 vs $0.74 in Q4 2024; Q4 2024 excluding one-time items was $1.29
Full-year 2025 diluted EPS $6.33 vs $4.91 in 2024; revenue $3.4 billion vs $3.3 billion
Q4 2025 Marine Transportation operating margin 20.8% vs 18.4%; Distribution and Services margin 8.1% vs 8.0%
Kirby repurchased 1,030,729 shares for $101.6 million in Q4 2025 and reduced debt by $130 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Kirby filing is on SEC EDGAR ↗. 8-K briefs of other companies →