| KMI |
Report |
Adjusted EPS (Q2'26) |
IN-LINE |
pred ~$0.31 vs. cons $0.31 |
MEDIUM |
| KMI |
Report |
Adjusted EBITDA (Q2'26) |
BEAT |
pred ~$2.10B vs. cons ~$2.05B |
LOW |
| KMI |
Report |
Revenue (Q2'26) |
MISS |
pred ~$4.15B vs. cons $4.29B |
MEDIUM |
| KMI |
Guide |
FY26 Adjusted EBITDA (formal raise) |
BETTER |
guide ~$8.85B vs. cons/budget $8.6B (FY2026) |
MEDIUM |
| KMI |
Guide |
FY26 Adjusted EPS |
BETTER |
guide ~$1.40 vs. cons $1.37 (FY2026) |
LOW |
| KMI |
Guide |
Project backlog |
BETTER |
guide ~$10.5B vs. $10.1B prior (end-Q2'26) |
MEDIUM |
| KMI |
Guide |
FERC certificates SSE4 + MSX / Monument close |
UNKNOWN |
guide ~$3.5B SSE4 + ~$1.7B MSX vs. $10.1B backlog (July 2026) |
LOW |
| KMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.7% |
— |
MEDIUM |
| KMI |
Return |
5-day cumulative residual |
-1.5% (FADE) |
Seasonally quiet in-line quarter (EPS ~$0.31, big step down from Q1's weather/one-time-aided $0.48) against a ~22x valuation that already prices the gas-supercycle narrative. A modest EBITDA raise/Monument fold-in is largely expected, so upside is capped; if FERC approvals surprise positively there is offsetting torque. Out-period math is the drag — Street trims H2 estimates as Q1 one-timers roll off and recognizes the raise is mostly carryover, not organic acceleration — pulling residuals lower into day 5. |
LOW |