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WKWKC

World Kinect Corporation

$WKC·$1.8B·Oil & Gas Refining & Marketing·Energy
$35.69+1.3%YTD+53.8%1Y+34.8%
Price updated 13m ago·X counts updated 2d ago
WKWKC
$WKCWorld Kinect Corporation
$35.69+1.33%2.4k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $WKC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,390X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $WKC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data16 posts analyzed · as of 2026-09-28

Wikicat's WKC posts are unabashedly cultic: bulls describe visions of a 6-cent ATH, celebrate a CoinGecko 'glitch' as prophecy, tie holding to religious conviction, and urge community onboarding on campuses. This is pure community-mode price hype rather than any data-driven case; no bear voice appears in the thread.

Read what X is saying about $WKC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WKC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-28

Catching its breath after a run — could pick back up or fade from here.

World Kinect is up 54% YTD as fuel volumes recover — a low-margin distributor finally pulling forward operating leverage.

World Kinect is a global fuel distributor — jet fuel to airlines, marine fuel to shipping, land fuel to fleets — with a razor-thin margin business that lives or dies on volume. Volume has come back hard this year and the stock has more than doubled off its lows.

  • The volume recovery is real: Q2 revenue grew 51% YoY to $13.7B, and even at a 1% operating margin the incremental profit is meaningful — this is the operating-leverage story showing up in the numbers.
  • The business is still the low-margin distributor it always was: 1% op margin, 2% gross margin, EV/EBITDA of 79 shows how thin the earnings base still is — one weak quarter and the multiple looks silly again.
  • Executive Chairman Michael Kasbar steps down Dec 31 with long-tenured director Ken Bakshi becoming independent chair — a real transition, but the successor is already on the board and knows the file.

Q3 earnings on Oct 22 is the check on whether the volume recovery is durable or was just an easy compare. A beat sustains the move; a miss reminds everyone this is a distributor, not a growth business.

What to watch: Q3 earnings on Oct 22 — proof the Q2 volume recovery is durable, not an easy compare. A beat sustains the move; a miss reminds everyone this is a distributor, not a growth business.

On the calendar: 2026-10-22 — Q3 earnings

sentiment wrong tickerchair transitionlow margin

Read the AI verdict on $WKC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global fuel logistics and energy management company supplying jet fuel, marine fuel, and ground energy to aviation, shipping, and commercial clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Refining & Marketing sits in its cycle right now — and what that implies for $WKC.

Oil & Gas Refining & Marketing · Energy

No material change from last week — Crude above $100/bbl tightening refined product markets and sustaining refinery crack spreads above mid-cycle.

What this means for $WKC

Neutral — Global fuel logistics and energy management company supplying jet fuel, marine fuel, and ground energy to aviation, shipping, and commercial clients.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+69.5%YTD
+71.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-13.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
2.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$1.29$0.75+72.0%
Q1 2026Apr 23, 2026$0.75$0.31+141.9%
Q4 2025Feb 19, 2026$0.30$0.47-36.2%
Q3 2025Oct 23, 2025$0.54$0.61-11.5%
Next earningsThu, Oct 22·consensus EPS $0.96

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$13.7B+51.3%2.9%1.0%$0.94$-70.8M
Q1 FY26$9.7B+2.6%1.4%0.7%$0.51$-60.2M
Q4 FY25$9.0B-7.2%1.3%0.5%$-5.11$12.8M
Q3 FY25$9.4B-10.7%1.6%0.9%$0.46$102.0M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$47.2B$46.5B – $47.9B$3.60$3.45 – $3.702
FY27$43.4B$36.3B – $50.6B$2.56$1.98 – $3.002
FY28$34.0B$31.7B – $37.0B$1.58$1.44 – $1.761

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 49.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.185-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 2Michael J KasbarChair10.0K sh$354KSellAug 13Jose-miguel TejadaCFO6.0K sh$223KSellAug 3Michael J KasbarChair10.0K sh$394KSellJul 29John L ManleyDirector10.0K sh$399KSellJul 29Paul H StebbinsDirector33.4K sh$1.3MSellJul 10Michael J KasbarChair25.0K sh$876KSellJul 2Michael J KasbarChair10.0K sh$334KSellJun 8Michael J KasbarChair19.3K sh$582KSellJun 5Michael J KasbarChair700 sh$21KSellJun 2Michael J KasbarChair10.0K sh$292K
1–10 of 17
+ 11 other (9 awards · 2 inkinds) in window

See when $WKC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

World Kinect Corporation's (WKC) Executive Chairman Michael J. Kasbar will step down effective December 31, 2026, at which point long-tenured board member Ken Bakshi (director since 2002) becomes independent board chair. Kasbar is entitled to previously-delayed severance per his expired employment agreement but will remain on the board as a member. The transition is planned and orderly with no disagreement with company practices cited — modest leadership change for an energy distribution company.

8-KShareholder voteJul 28-K — Item 5.07: Shareholder vote
AI summary

WKC (WKC) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-07-02. Key outcome: Vote of Security Holders. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

World Fuel Announces Board Leadership Transitionbusinesswire.com·12d agoWorld Kinect Corporation Declares Regular Quarterly Cash Dividendbusinesswire.com·13d agoPublic Employees Retirement System of Ohio Acquires Shares of 40,547 World Kinect Corporation $WKCdefenseworld.net·22d agoWorld Kinect CFO Jose-Miguel Tejada Sells 6,000 Shares for $223,000fool.com·32d agoCalifornia State Teachers Retirement System Buys 19,622 Shares of World Kinect Corporation $WKCdefenseworld.net·48d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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