Earnings Report - Kinder Morgan, Inc. is set to release its fourth-quarter earnings results on January 21, with analysts expecting earnings of 37 cents per share, an increase from 32 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $4.33 billion, up from $3.99 billion a year earlier [1] - The company has projected an adjusted EPS of $1.37 for FY26 [1] Stock Performance - Kinder Morgan shares closed at $27.96 on the previous Tuesday [2] Analyst Ratings - Jefferies analyst maintained a Hold rating and reduced the price target from $30 to $29 [3] - Mizuho analyst kept an Outperform rating while lowering the price target from $32 to $31 [3] - RBC Capital analyst maintained a Sector Perform rating and raised the price target from $28 to $30 [3] - Stifel analyst held a Hold rating and increased the price target from $29 to $30 [3] - Morgan Stanley analyst maintained an Equal-Weight rating and raised the price target from $34 to $35 [3]

Core Insights - Kinder Morgan Inc. (KMI) is scheduled to report its fourth-quarter 2025 results on January 21, with earnings per share (EPS) estimated at 36 cents and revenues at $4.4 billion, indicating a year-over-year increase in both metrics [1][8]. Financial Performance - In the previous quarter, KMI reported adjusted earnings of 29 cents per share, aligning with the Zacks Consensus Estimate, primarily driven by natural gas pipeline operations [2]. - The Zacks Consensus Estimate for fourth-quarter revenues of $4.4 billion suggests a 10.9% increase from the previous year's figure [3]. Revenue and Earnings Projections - The estimated revenue from natural gas pipelines for the fourth quarter is projected at $2,928 million, up from $2,437 million in the same quarter last year [5]. - The expected earnings from natural gas pipelines are estimated at $1,564 million, an increase from $1,392 million in the prior-year quarter [5]. Operational Context - Kinder Morgan operates an extensive natural gas pipeline network of approximately 66,000 miles, transporting nearly 40% of the natural gas produced in the United States, which supports steady cash flows due to fee-based contracts [4]. Earnings Expectations - KMI has an Earnings ESP of 0.00%, indicating a lower likelihood of an earnings beat for the upcoming quarter [6][8]. - The company currently holds a Zacks Rank of 3, suggesting a neutral outlook [6].

Group 1: Company Overview - Kinder Morgan, Inc. (NYSE:KMI) is one of the largest energy infrastructure companies in North America, owning and operating pipelines and terminals that transport natural gas, gasoline, crude oil, and other products [5] Group 2: Analyst Ratings and Price Targets - Scotiabank increased its price target on Kinder Morgan, Inc. from $27 to $29 while maintaining its Sector Perform rating [1] - UBS reiterated its Buy rating on Kinder Morgan, Inc. with a price target of $38, citing better-than-expected contributions from natural gas pipelines [3] - UBS raised its Q4 2025 EBITDA estimate for Kinder Morgan, Inc. from $2.192 billion to $2.226 billion, which is approximately $15 million higher than the market consensus of $2.211 billion [4] Group 3: Industry Outlook - Scotiabank updated its price targets for energy infrastructure companies, noting that strong power demand and LNG exports are creating new opportunities for the sector, leading to an upward bias in the long-term outlook [2]

Core Insights - Kinder Morgan (KMI) is expected to report quarterly earnings of $0.36 per share, reflecting a 12.5% increase year-over-year [1] - Revenue forecasts stand at $4.42 billion, indicating a 10.9% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their projections [1] Earnings Estimates and Market Reactions - Changes in earnings estimates are crucial for predicting investor reactions to stock performance [2] - Empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [2] Analyst Forecasts for Key Metrics - Analysts project 'Terminals - Bulk transload tonnage' to reach 12 million tons, down from 13 million tons in the same quarter last year [4] - The 'Segment EBDA- CO2' is estimated at $150.69 million, compared to $158.00 million a year ago [5] - 'Segment EBDA- Terminals' is forecasted to be $278.21 million, slightly down from $281.00 million in the previous year [5] - 'Segment EBDA- Products Pipelines' is expected to be $302.05 million, consistent with the previous year's figure of $302.00 million [6] - 'Segment EBDA- Natural gas Pipelines' is projected to reach $1.56 billion, up from $1.39 billion in the same quarter last year [6] Stock Performance - Kinder Morgan shares have returned +4.1% over the past month, outperforming the Zacks S&P 500 composite's +2% change [6] - The company holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [6]

Group 1 - Kinder Morgan (KMI) provides exposure to significant megatrends, particularly in natural gas and LNG sectors [1] - The company operates as a midstream operator, linking it to the growth of natural gas and LNG markets [1] - The focus on sustained profitability is emphasized, highlighting strong margins, stable and expanding free cash flow, and high returns on invested capital as key drivers of returns [1] Group 2 - The investment strategy is centered on undervalued growth stocks and high-quality dividend growers in U.S. and European equities [1] - The management of portfolios is conducted publicly on eToro, allowing for real-time investment decisions to be copied by others [1] - The interdisciplinary background of the analyst enhances both quantitative analysis and the interpretation of market narratives [1]

Group 1 - Kinder Morgan (KMI) provides exposure to significant megatrends, particularly in natural gas and LNG sectors [1] - The company operates as a midstream operator, linking it to the growth of natural gas and LNG markets [1] - The focus on sustained profitability is emphasized, highlighting strong margins, stable and expanding free cash flow, and high returns on invested capital as key drivers of returns [1] Group 2 - The investment strategy includes a dual emphasis on undervalued growth stocks and high-quality dividend growers [1] - The management of portfolios is conducted publicly on eToro, allowing for real-time investment decisions to be copied by others [1] - The interdisciplinary background of the management team enhances both quantitative analysis and the interpretation of market narratives [1]

Core Viewpoint - Phillips 66 and Kinder Morgan have launched the second open season for the Western Gateway Pipeline, indicating strong shipper interest and commitments from the initial open season [1][2]. Group 1: Pipeline Details - The second open season will focus on remaining pipeline capacity and will provide new access to the Los Angeles market through a joint tariff supported by the planned reversal of an existing Kinder Morgan SFPP line [2]. - The Western Gateway Pipeline will consist of a new pipeline from Borger, Texas to Phoenix, Arizona, combined with the existing SFPP pipeline from Colton, California to Phoenix, which will be reversed to facilitate east to west product flows into California [4]. - The pipeline will connect supplies from Borger and other origin points, enhancing connectivity to Phoenix and California, including Las Vegas via Kinder Morgan's CALNEV Pipeline [4]. Group 2: Open Season Timeline - The second open season is scheduled to open on January 16, 2026, at noon CT and will close on March 31, 2026, at noon CT [3]. Group 3: Company Background - Phillips 66 is a leading integrated downstream energy provider with a diverse portfolio that includes Midstream, Chemicals, Refining, Marketing and Specialties, and Renewable Fuels [6]. - Kinder Morgan is one of the largest energy infrastructure companies in North America, operating approximately 79,000 miles of pipelines and 139 terminals, with a focus on safe and efficient energy transportation and storage [7].

Core Insights - The article provides an analysis of two key players in the US midstream sector: ONEOK (OKE) and Kinder Morgan (KMI) [1] Company Analysis - ONEOK is in the process of completing the integration of its recent acquisitions, which is expected to enhance its operational efficiency and market position [1] - Kinder Morgan continues to maintain a strong presence in the midstream sector, focusing on its pipeline and storage operations to drive revenue growth [1] Investment Opportunities - The analysis aims to identify actionable investment ideas that can contribute to a balanced portfolio of U.S. securities, particularly in the midstream sector [1] - The focus is on uncovering profitable and undervalued investment opportunities that can yield high returns [1]

Core Insights - The article provides a direct analysis of two players in the US midstream sector: ONEOK (OKE) and Kinder Morgan (KMI) [1] Company Analysis - ONEOK is set to complete the integration of its recent acquisitions, which is expected to enhance its operational efficiency and market position [1] - Kinder Morgan continues to maintain a strong presence in the midstream sector, focusing on its pipeline and storage operations to drive revenue growth [1] Investment Perspective - The analysis aims to identify actionable investment ideas that can contribute to a balanced portfolio of U.S. securities, emphasizing the importance of macro-economic factors and real-world trading experience [1]

Group 1 - Air India and Singapore Airlines have announced an agreement to enhance cooperation between the two airlines [1] - The agreement aims to offer more routes, coordinate schedules, and broaden the service offerings [1]