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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Kinder Morgan (KMI) is 9/10.
Kinder Morgan delivered a record Q1 2026 with EPS up 41% and EBITDA growing 18% year-over-year, as the natural gas demand outlook was strengthened through 2031 driven by LNG, data centers, and industrial growth. Full-year EBITDA guidance was raised by more than 3% above budget excluding the $500 million Monument pipeline acquisition. The expansion backlog reached $10.1 billion, and the Western Gateway pipeline open season succeeded. Balance sheet strengthening continued with credit upgrades, though the carbon capture business was retreating.
Scored from Kinder Morgan’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.97B | -0.1% | $0.30 | +11.1% | 28.9% | 16.8% | $734M |
| FY2025 Q1 | $4.25B | +11.0% | $0.32 | -3.0% | 29.2% | 16.9% | $396M |
| FY2025 Q2 | $4.04B | +12.4% | $0.32 | +23.1% | 28.3% | 17.7% | $1.00B |
| FY2025 Q3 | $4.15B | +12.8% | $0.28 | 0.0% | 25.6% | 15.1% | $621M |
| FY2025 Q4 | $4.51B | +13.6% | $0.45 | +50.0% | 30.3% | 22.1% | $1.58B |
| FY2026 Q1 | $4.83B | +13.5% | $0.44 | +37.5% | 29.9% | 20.2% | $687M |
| FY2026 Q2 | $4.48B | +10.8% | $0.39 | +21.9% | 30.1% | 19.4% | — |