been last performance. Thank financial XX Bill. declining and conditions weak challenging The operating months have poor with you, markets,
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earnings improvement As a see Kirby and expect we in result, for segments. of both to revenues
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anticipated deliveries of are supply delayed chains. the market, some supply lead that possible many the In and It half industrial is inland chain delays year. our know, other across remains could of or in manufactured labor times product equipment we outlook the second in Additionally, positive. our you the see of constraints manufacturing sales as creating
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coastal mid-single-digit second but of in range. still low half breakeven expect will the year, We operating remain the the in to margins improve negative below
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product peak we season will we gas, In to expect reduction with markets. sequential a and current prices increases see some in during expect increased contribute primarily season. the seasonal power we And increased during and utilization as also progresses. We increases Thermo equipment incremental count and oil in demand should In installations. cargo summer XXXX generation, In harvest due in dry sales our the activity revenues, completions we hurricane season. the fleet, backup repair, rental in marine to continued power King sales service the rig well the expect oil believe in
of As to fuel result, in footprints on focus generate the to manufacturing, engines of efforts see generation services parts expect eFrac. friendly to highly increased higher power environmentally carbon for dual equipment, demand new and and units the remainder efficient In Distribution their gas pressure electric reduce and and new segment oilfield we a for equipment including transmissions, orders XXXX. pumping portfolio inquiries sustainability companies and a of Kirby's natural continues for for and
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of industrial for and representing supply expectations and delivery our to However, equipment have the Overall, oil XXXX. potentially the could representing result for D&S. previously, year, shifting quarters as XX%. of revenues XX% and full revenue anticipate of mentioned delays and XX% approximately XX% some not into significant We chain commercial between growth in year-on-year changed gas materially with balance
to result D&S quarter fourth margins mid-single the be margins. will will quarter, full normal year expect some the operating operating the for digits low We with in the likely sequential reduction being third in in the highest. In seasonality
Before briefly we other want to comment wrap matters. X up, on I
missed. of success certainly to guide be inland marine year. X we be Kirby's us early will today, been Stewart Bill for through significant, integral that several Bill acquisitions CFO integration an and part announced to helped and contributions Stevenson. has of has as and will Kirby last the the retiring First, Harvey next years large and financial the strength have Bill's Kirby's our team been he &
we well week, XXXX full released Additionally, milestone envisions company This in and another - governance. as on our Report. for training report journey safety, new disclosures new released employee Sustainability with ESG the enhanced represents earlier our this disclosures as
You our report new section the website. can our access in on Sustainability
outlook. Now remain on COVID-XX things there impact we is optimistic very some about recovery, and up, its although the Kirby's to around uncertainty wrap
benefited increased market in year, important from Most the experienced in demand, and a major operating turning an inland perspective was a from first rising segments. that company quarter for second a earnings we favorable a The point financial the disruption. over with for positive importantly, both conditions time
provided along how is and the path can well its that highlighted down recovery utilization temporary the barge a Colonial business, to market it pipeline boost on how inland and the The and outage spot quickly rapidly With open. of is to shut While Europe and fully still move. prices tighten can India, much economy in disarray. Mexico America not South world still essentially
any demand range, for In will coastal, returns. although rebound inland from recovers are earnings XX% levels way keep pandemic the businesses distribution pricing, for improved remain retirements world, finally, it normalizes economy a bringing capacity a have steady we utilization the world And with in regain challenging, our pre-pandemic financial of market new lack around and will services, confident fully fully in continued allow in the performance. in in of and As we once liquid the industry recovers. a long check capacity conditions the solid U.S. the construction and come and economy last with year, and improvements
Our yet improvement our into distribution additional translating the highly pumping pressure and forward. last lower efficient, the not favorable solutions, substantial for markets. improved demand we second equipment friendly very power new more and capturing product go growth year and and We customers cost our oilfield our room attention for offering have of year in and half as in fully into is carbon the our environmentally in there fundamentals With and our recovered, businesses increased financial made we of the generation and Overall, structure, is provide will orders new expanded realigned XXXX. that difficult D&S during flexibility. have further progress
Our beginning and to marine improve. have markets stabilized are
us returns for has take future to our earnings this growth concludes advantage stage will All allow opportunities. prepared of this remarks. set Operator, and the of improved and
ready to are take now We questions.
