The massive EPS beat and guidance hike suggest a turnaround is accelerating, particularly in Marine and Aviation. Monitor upcoming quarters for sustained margin expansion and cash flow generation. The stock is likely to re-rate higher on improved sentiment.
Price Chart
Executive Summary
World Kinect reported strong Q1 2026 results with adjusted EPS of $0.75, beating consensus of $0.31 by 142%, driven by a 86% surge in Marine segment gross profit and operational improvements. The company raised full-year adjusted EPS guidance to $2.65–$2.85, up from $2.20–$2.40, signaling confidence in sustained momentum.
Key Financial Metrics
Key Facts
- Adjusted EPS of $0.75 vs. consensus of $0.31, a 142% beat
- Revenue of $9.685B, up 2% YoY
- Marine segment gross profit surged 86% to $66M due to higher bunker fuel prices and volatility
- Aviation segment gross profit up 20% to $138M, driven by Universal Trip Support acquisition
- Raised full-year 2026 adjusted EPS guidance to $2.65–$2.85 from $2.20–$2.40
- Repurchased $75M of common stock
Financial Impact
Adjusted EPS guidance raised by $0.25 at midpoint, representing a 20% increase. Marine segment profitability more than doubled.
Risk Factors
- Land segment gross profit declined 16% YoY, with adjusted gross profit down 38%
- Guidance raise based on volatile fuel pricing, which could reverse
- Goodwill impairment of $44.5M in the quarter indicates past acquisition risks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000789460-26-000023 |
| Document: wkc-20260423.htm | 0000789460-26-000023 |
| Document: 0000789460-26-000023-index-headers.html | 0000789460-26-000023 |
| Document: 0000789460-26-000023-index.html | 0000789460-26-000023 |
| Document: 0000789460-26-000023.txt | 0000789460-26-000023 |
| 8-K Data (Synthetic) | 0000789460-26-000023 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 17, 2026 5w ago | 8-K | $35.83 | awaiting T+60 | — | $36.37 (+1.51%) |
Aug 5, 2026 11w ago | Insider Cluster | $37.23 | awaiting T+60 | — | $36.37 (−2.31%) |
Jul 31, 2026 12w ago | Insider Cluster | $39.06 | awaiting T+60 | — | $36.37 (−6.89%) |
May 4, 2026 25w ago | Insider Cluster | $27.42 $40.25 | ▲ +46.79% | ▲ +44.93% | $36.37 (+32.64%) |
Apr 28, 2026 25w ago | DEFA14A | $27.01 $38.14 | ▲ +41.21% | ▲ +37.10% | $36.37 (+34.65%) |
Apr 23, 2026 26w ago | 8-K | $26.11 $36.47 | ▲ +39.68% | ▲ +34.60% | $36.37 (+39.30%) |
US Market Status
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