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WKWKC

World Kinect Corporation

$WKC·$1.9B·Oil & Gas Refining & Marketing·Energy
$36.94+0.3%1Y+44.5%
Mentions · last 7 days
2026-08-05: 460 posts2026-08-06: 383 posts2026-08-07: 920 posts2026-08-08: 1,037 posts2026-08-09: 703 posts2026-08-10: 455 posts2026-08-11: 428 posts4,394+2%
Price updated 8h ago·X counts updated 1d ago
WKWKC
$WKCWorld Kinect Corporation
$36.94+0.27%4.4k posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WKC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-13

The move is getting stronger, with heavier trading behind it.

A quiet fuel distributor is having a monster earnings run — and the CEO and two directors are quietly selling into the strength.

World Kinect is a global fuel-services company — fuel distribution and marketing to aviation, marine, and land customers. It's a low-margin, high-volume business that lives on scale, and it's been quietly compounding while nobody watches.

Where it stands:

  • The last two prints have been eye-popping: Q2 EPS of $1.29 vs $0.75 consensus (a 72% surprise) and Q1 was even bigger (+142%) — that's not one-quarter luck, that's two consecutive quarters where the operating leverage in a 51% top-line quarter absolutely landed.
  • The tape is following: shares sit at the 78th percentile of the 52-week range and 34% above the 200-day moving average, up roughly 45% over the last year — a real accumulation move in a name most people ignore.
  • The insider signal, though, cuts hard against the tape: CEO Michael Kasbar sold $394K on August 3, director Paul Stebbins sold $1.3M on July 29, and director John Manley sold $399K the same day — three insiders trimming into the rally within days of each other is a real caution flag.
  • The forward numbers get quieter: analysts model EPS falling from $3.60 in 2026 to $2.56 in 2027 to $1.58 in 2028 — the current run is being treated as cyclical, not structural, so the earnings driving the multiple today aren't expected to persist.

If commodity/fuel spreads stay wide, the beat cadence extends and the tape keeps running. What restarts the concern is either a Q3 miss (which would confirm the peer view that earnings normalize) or one more insider sale cluster of similar size — a fourth trim after three is a signal, not a coincidence.

What to watch: Q3 earnings October 22 — specifically whether EPS holds anywhere near the recent run-rate or drops back toward the $0.96 consensus. Watch also for any additional Form 4 sales in the next four weeks; three in one week is already unusual.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment84 posts analyzed · as of 2026-08-12

The cashtag is entirely captured by the WikiCat BNB memecoin community, with contributors posting daily conviction updates, celebrating 270B tokens autoburnt in seven days, 171,000+ holders, and framing WKC as the bull run itself with aspirational targets of billions to trillions in market cap. Signal about any traditional equity ticker is absent; the chatter is community, ritual, and meme-driven with essentially unanimous bullish framing.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — California LCFS credit market softening and elevated feedstock costs continue compressing renewable fuel margins, while traditional crack spreads remain modest.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+47.2%YTD
+72.0%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.0.8×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.78%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.+6.8%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.+33.8%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 today2.0% 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.β1.205-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

SellAug 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$292KSellMay 11Richard A KassarDirector10.0K sh$270KSellMay 5Paul H StebbinsDirector20.8K sh$577K
1–10 of 16
+ 20 other (12 awards · 8 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
Free, forever. No credit card.

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-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.

+ 16 other (7 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

World Kinect Corporation: The Earning Surge Is Real, But So Are The Risks (Earnings Review)seekingalpha.com·16d agoEarnings Estimates Moving Higher for World Kinect (WKC): Time to Buy?zacks.com·17d agoWorld Kinect (WKC) Reports Q2 Earnings: What Key Metrics Have to Sayzacks.com·19d agoWorld Kinect Corporation (WKC) Q2 2026 Earnings Call Transcriptseekingalpha.com·20d agoWorld Kinect Q2 Earnings Call Highlightsmarketbeat.com·20d 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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