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World Kinect (WKC)
NYSE:WKC
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.31Last Year’s EPS
0.48Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: management has executed a clear strategic reset—simplifying the portfolio, completing a targeted aviation acquisition (~$70M gross profit run-rate), returning capital to shareholders, and outlining a pathway to improved margins and ~ $2.20–$2.40 adjusted EPS in 2026. However, the quarter and full year 2025 results were pressured by meaningful land underperformance, notable impairments and restructuring charges (totaling ~$325M of adjustments), and competitive margin pressure in fuels. While the transformation actions improve the long-term earnings quality and cash generation potential, near-term results include sizable write-downs, lower volumes and gross profit declines, and residual exit costs into H1 2026. The positives (strategic clarity, strong cash generation, acquisition and buybacks, and explicit 2026 EPS target) are counterbalanced by material one-time losses and ongoing headwinds in the land segment and some margin pressure, leaving the overall tone cautiously balanced.Company Guidance
Leadership and Strategic Reset
New leadership installed (Ira Birns as CEO, Mike Tejada as CFO, John Rau as President) and a clear strategic focus on simplifying the portfolio, sharpening capital allocation and improving transparency to drive long-term value.
Aviation Acquisition and Growth
Closed acquisition of Universal Weather & Aviation's Trip Support Services (Nov 2025); expected incremental gross profit contribution of ~ $70 million in 2026; Q4 aviation gross profit $130 million, up ~8% year-over-year; full year aviation gross profit $526 million, up 8%.
Portfolio Repositioning and Capital Return
Exiting noncore European power/energy/sustainability businesses and selling North American tank wagon delivery & lubricants to Diesel Direct (expected close Q2'26); transaction expected to return approximately $100 million in proceeds/working capital; Board approved $150 million share repurchase authorization and executed $75 million post-year-end repurchases.
Cash Flow and Capital Allocation Strength
Full year 2025 operating cash flow $293 million and free cash flow $227 million (exceeding targets); combined free cash flow with 2024 of $419 million; Q4 share repurchases $40 million, full year repurchases $85 million; total capital returned via dividends and buybacks $126 million.
Cost and Operating Expense Improvement
Adjusted operating expenses down 6% in Q4 to $186 million and down ~7% for full year to $718 million, driven by lower incentive compensation and exits of certain land businesses; expect further operating expense reductions in 2026 (adjusted).
Balance Sheet / Liquidity Actions
Amended and extended $2.0 billion senior unsecured credit facility to November 2030 with a 1-year extension option, improving pricing and flexibility; net interest expense remained contained at $26 million in Q4.
2026 Financial Outlook and Guidance Shift
Company shifting to full-year adjusted EPS guidance for 2026 and expects 2026 adjusted EPS of $2.20 to $2.40 (representing solid year-over-year growth); expects Q1 EPS to be down year-over-year and roughly flat sequentially.
WKC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WKC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $26.59 | $24.97 | -6.09% |
Oct 23, 2025 | $25.55 | $26.44 | +3.49% |
Jul 31, 2025 | $26.84 | $24.85 | -7.41% |
Apr 24, 2025 | $24.03 | $23.59 | -1.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does World Kinect (WKC) report earnings?
World Kinect (WKC) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is World Kinect (WKC) earnings time?
World Kinect (WKC) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WKC EPS forecast?
WKC EPS forecast for the fiscal quarter 2026 (Q1) is 0.31.