| KMI |
Report |
Adjusted EBITDA (Q2 2026) |
BEAT |
pred ~$2.08B vs. cons $2.05B |
MEDIUM |
| KMI |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.33 vs. cons $0.32 |
MEDIUM |
| KMI |
Report |
Natural Gas Pipelines segment EBDA (Q2 2026) |
BEAT |
pred ~$1.46B vs. cons $1.43B |
MEDIUM |
| KMI |
Guide |
Adjusted EBITDA guidance |
LOWER |
guide ~$8.90B vs. cons $8.92B (FY2026) |
MEDIUM |
| KMI |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$1.39 vs. cons $1.40 (FY2026) |
LOW |
| KMI |
Guide |
Year-end net debt/adjusted EBITDA |
UNCHANGED |
guide ~3.7x vs. cons 3.7x (year-end 2026) |
HIGH |
| KMI |
Guide |
Project backlog |
BETTER |
guide/commentary ~$10.4B vs. prior $10.1B (Q2 2026 exit) |
MEDIUM |
| KMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.3% |
— |
MEDIUM |
| KMI |
Return |
5-day cumulative residual |
-2.1% (FOLLOW-THROUGH) |
Quarterly beats are likely offset by an implicit out-period cut: holding FY2026 adjusted EBITDA near ~$8.90B versus consensus ~$8.92B after a ~$30M Q2 beat lowers implied H2 estimates, driving modest negative revisions and follow-through. |
MEDIUM |