KMI Earnings Predictions — 2026-07-22

Ticker Report or Guide KPI Prediction Answer Confidence
KMI Report Adj. EBITDA (Q2 2026) BEAT pred ~$2,120M vs. cons $2,076M MEDIUM
KMI Report Nat. Gas Transport Vol. (Q2 2026) BEAT pred ~46,500 BBtu/d vs. cons ~45,997 BBtu/d MEDIUM
KMI Report Nat. Gas Gathering Vol. (Q2 2026) BEAT pred ~4,420 BBtu/d vs. cons ~4,374 BBtu/d MEDIUM
KMI Guide Adj. EBITDA FY2026 (FY2026) BETTER guide ~$9,050M vs. cons $8,960M MEDIUM
KMI Guide Backlog (FY2026) BETTER guide ~$10.3-10.5B vs. prior $10.1B MEDIUM
KMI Return Day-1 residual (stock − beta × S&P 500) +1.0% MEDIUM
KMI Return 5-day cumulative residual +1.5% (STABILIZE) STABILIZE — fee-based beat quality supports modest follow-through; FY raise drives incremental H2 estimate revisions upward MEDIUM