Free Cash FlowBuyback remains a focus with the company expected to generate ~$400M in free cash flow this year and next year even in a flat earnings growth year.
Power Generation GrowthManagement has been executing well on Power Gen customer value-add, driving strong backlog growth with AI adoption.
ValuationKirby’s current valuation is attractive, with a forward P/E below the low end of its historical range and the S&P's average.