| TRGP |
Report |
Adjusted EBITDA (Q2 2026) |
BEAT |
pred ~$1,515M vs. cons $1,468M |
HIGH |
| TRGP |
Report |
Permian Natural Gas Volumes (Q2 2026) |
BEAT |
pred ~7,150 MMcf vs. cons 7,034 MMcf |
MEDIUM |
| TRGP |
Report |
LPG Export Volumes (Q2 2026) |
BEAT |
pred ~480 Mbpd vs. cons 468 Mbpd |
MEDIUM |
| TRGP |
Guide |
Adj. EBITDA FY 2026 (FY 2026) |
BETTER |
guide ~$6.0B midpoint vs. cons $5,867M |
MEDIUM |
| TRGP |
Guide |
Permian Volume Growth (FY 2026) |
BETTER |
guide upgraded language vs. cons tracking low double-digit |
MEDIUM |
| TRGP |
Guide |
Growth Capex FY 2026 (FY 2026) |
UNCHANGED |
guide ~$4.5B maintained vs. prior $4.5B |
HIGH |
| TRGP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| TRGP |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY raise drives H2 estimate revisions upward; sell-side models will move Q3/Q4 estimates ~$40-50M higher, creating a sustained bid over the week |
MEDIUM |