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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Williams Companies (WMB) is 6/10.
Williams delivered record Q1 adjusted EBITDA of $2.25B growing 13% as EPS grew 22%, with full-year guidance raised to the upper half of the original range. The Neo power innovation project was announced expanding the growing project backlog that supports a 9% base CAGR, while the company increased growth CapEx midpoint for 2026 to $7.3B. Data center power demand continued driving infrastructure expansion across the footprint, though balance sheet leverage sat temporarily above the long-term target.
Scored from Williams Companies’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 | $2.74B | -1.5% | $0.40 | -57.0% | 28.9% | 17.7% | $345M |
| FY2025 Q1 | $3.05B | +10.0% | $0.57 | +9.6% | 35.9% | 22.7% | $421M |
| FY2025 Q2 | $2.77B | +18.6% | $0.45 | +36.4% | 32.0% | 19.7% | $478M |
| FY2025 Q3 | $2.92B | +10.2% | $0.53 | -8.6% | 37.9% | 22.1% | $485M |
| FY2025 Q4 | $3.20B | +16.6% | $0.60 | +50.0% | 40.9% | 23.0% | $-485M |
| FY2026 Q1 | $3.03B | -0.6% | $0.71 | +24.6% | 43.6% | 28.5% | $244M |
| FY2026 Q2 | $3.05B | +10.2% | $0.68 | +51.1% | 38.7% | 27.1% | $-458M |