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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Keith Stanley | Wolfe Research | 12 | 0% |
| Theresa Chen | Barclays | 12 | 0% |
| Jeremy Tonet | JPMorgan | 12 | 0% |
| Mike Blum | Wells Fargo | 11 | 0% |
| Zack Everen | Tudor, Pickering, Holt | 10 | 0% |
| Manav Gupta | UBS | 10 | 0% |
| Jean Salisbury | Bank of America | 9 | 22% |
| John Mackay | Goldman Sachs | 8 | 0% |
| Jason Gabelman | TD Cowen | 8 | 0% |
| Brandon Bingham | Scotiabank | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 2 | 13 | 0% |
| Wolfe Research | 1 | 12 | 0% |
| Goldman Sachs | 3 | 12 | 0% |
| JPMorgan | 1 |
| 12 |
| 0% |
| Wells Fargo | 1 | 11 | 0% |
| UBS | 1 | 10 | 0% |
| Tudor, Pickering, Holt | 1 | 10 | 0% |
| Bank of America | 1 | 9 | 22% |
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.
Demand | Capex Investment | Competitive Dynamics | Capital Allocation | M&A | Revenue Growth | Cloud & AI | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 12 | 7 | 3 | 3 | 3 | 2 | 2 | 2 |
| 2025Q1 | 9 | 7 | 3 | 1 | 3 | 2 | 2 | |
| 2025Q2 | 13 | 11 | 5 | 3 | 1 | 2 | 3 | |
| 2025Q3 | 10 | 13 | 6 | 4 | 1 | 3 | 3 | |
| 2025Q4 | 11 | 8 | 3 | 6 | 2 | 2 | 2 | 1 |
| 2026Q1 | 7 | 9 | 3 | 4 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 12 | 9 | 13 | 10 | 11 | 7 |
| Capex Investment | 7 | 7 | 11 | 13 | 8 | 9 |
| Competitive Dynamics | 3 | 3 | 5 | 6 | 3 | 3 |
| Capital Allocation | 3 | 1 | 3 | 4 | 6 | 4 |
| M&A | 3 | 3 | 1 | 2 | 2 | |
| Revenue Growth | 2 | 1 | 3 | 2 | 3 | |
| Cloud & AI | 2 | 2 | 2 | 3 | 2 | |
| Regulation Policy | 2 | 2 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KMI Kinder Morgan | 9 | +13.5% | |
| EPD Enterprise Products Partners L.P. | 5 | -6.7% | |
| OKE ONEOK | 9 | +19.6% | |
| TRGP Targa Resources | 5 | -15.6% | |
| WMB Williams Companies | 6 | -0.6% |