KEX
Market read
KEX accounts for 14.3% of the group's measured movement across 4.9 effective names. raw member direction is mixed; 5 of 10 SPY-adjusted paths align to the upside. Capital-flow agreement is 19%, so confirmation is not yet clean. No verified headline preceded the measured group move.
KEX was the first measured mover. KEX crossed its material path threshold at 09:55 ET. ETN, ITT, TT followed.
5 of 10 members in Industrial Infrastructure are active. 0 of 5 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 3 of 10 members or fewer.
Research brief
KEX accounts for 14.3% of the group's measured movement across 4.9 effective names. raw member direction is mixed; 5 of 10 SPY-adjusted paths align to the upside. Capital-flow agreement is 19%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase reflected $123.4 million of capital additions (including an increase in accrued capital expenditures of $3.6 million) and $95.8 million of equipment acquisitions in the 2026 first six months, partially offset by $134.7 million of depreciation exp…”10-Q · Aug 5, 2026 ↗
“Long-term debt, net – less current portion, as of June 30, 2026 increased 13% compared with December 31, 2025, primarily reflecting increased borrowings under the 2031 Revolving Credit Facility.”10-Q · Aug 5, 2026 ↗
“The results reflect increased demand in power generation from data centers and prime power customers and higher marine repair activity and deliveries of electric fracturing equipment, partially offset by lower conventional oilfield activity.”10-Q · Aug 5, 2026 ↗
“Selling, general and administrative expenses for the 2026 second quarter and first six months increased 3% and 2%, respectively, compared to the 2025 second quarter and first six months, reflecting higher business activity levels and inflationary cost pressur…”10-Q · Aug 5, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for KEX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for KEX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“At the beginning of 2022, the Company had an amended and restated credit agreement (the “2024 Credit Agreement”) with a group of commercial banks, with JPMorgan Chase Bank, N.A.”
“Although the Company considers its relationships with MTU, Allison, and Daimler to be strong, the loss of MTU, Allison, or Daimler distributorships and service rights, or a disruption of the supply of MTU or Allison parts, could have a negative impact on the…”
“Through its Rocky Mount, North Carolina operation, the Company serves as the exclusive worldwide distributor of EMD products to the nuclear industry, the worldwide distributor for Woodward, Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
KEX is currently a Leader in the organic co-movement group Industrial Infrastructure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.