| KMI |
Report |
2Q26 Adjusted EPS |
BEAT |
pred ~$0.31 vs. cons $0.30 |
MEDIUM |
| KMI |
Report |
2Q26 Adjusted EBITDA |
BEAT |
pred ~$2.10B vs. cons $2.06B |
MEDIUM |
| KMI |
Report |
2Q26 Natural Gas Pipelines Adjusted Segment EBDA |
BEAT |
pred ~$1.49B vs. cons $1.46B |
MEDIUM |
| KMI |
Guide |
FY26 Adjusted EBITDA outlook |
BETTER |
guide ~$8.90B vs. cons $8.86B (FY26) |
MEDIUM |
| KMI |
Guide |
FY26 Adjusted EPS outlook |
BETTER |
guide ~$1.41 vs. cons $1.40 (FY26) |
MEDIUM |
| KMI |
Guide |
Year-end net-debt / Adjusted EBITDA outlook |
UNCHANGED |
guide ~3.8x vs. cons 3.8x (FY26 year-end) |
HIGH |
| KMI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| KMI |
Return |
5-day cumulative residual |
+2.6% (FOLLOW-THROUGH) |
~+1.8% day-1 residual and ~+2.6% 5-day residual: a modest EPS/EBITDA beat combined with FY26 EBITDA guidance of ~$8.90B versus ~$8.86B consensus should lift FY26-FY27 estimates, while confirmation of Monument contribution and incremental contracted gas-project activity supports out-period EBITDA rather than leaving the beat solely weather-driven. |
MEDIUM |