KMI
Kinder Morgan·NYSE
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KMI fundamentals
Kinder Morgan (KMI) released its earnings on Jan 21, 2026: revenue was 4.51B (YoY +13.12%), beat estimates; EPS was 0.39 (YoY +21.88%), beat estimates.
Revenue / YoY
4.51B
+13.12%
EPS / YoY
0.39
+21.88%
Report date
Jan 21, 2026
KMI Earnings Call Summary for Q4,2025
- Record Growth: Q4 2025 EBITDA up 10%, EPS up 22%, driven by natural gas demand and $10 billion project backlog.
- LNG Feed Gas Dominance: 40% market share in LNG exports, with 2026 demand at 19.8 Bcf/day (19% YoY) and 34 Bcf/day by 2030.
- Balance Sheet Strength: BBB+ credit rating, 3.8x net debt/EBITDA, and $9 million YoY debt reduction.
- Project Momentum: Trident construction underway, MSX/South System 4 on track for Q2 2026 in-service, with FERC efficiency enabling faster permitting.
- Strategic Expansion: $10 billion project pipeline and $10 billion+ shadow backlog, with focus on power generation (61% of backlog) and LNG (12% of backlog).
EPS
Actual | 0.24 | 0.17 | 0.21 | 0.27 | 0.6 | 0.23 | 0.22 | 0.27 | 0.32 | 0.27 | 0.25 | 0.31 | 0.3 | 0.24 | 0.25 | 0.28 | 0.34 | 0.25 | 0.25 | 0.32 | 0.34 | 0.28 | 0.29 | 0.39 | |||||||||||||||
Forecast | 0.248 | 0.1683 | 0.2044 | 0.2397 | 0.2438 | 0.1918 | 0.237 | 0.2524 | 0.2905 | 0.2736 | 0.2869 | 0.3046 | 0.2918 | 0.2405 | 0.2575 | 0.2981 | 0.3408 | 0.2568 | 0.267 | 0.3356 | 0.3551 | 0.2797 | 0.2929 | 0.3656 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.23% | +1.01% | +2.74% | +12.64% | +146.10% | +19.92% | -7.17% | +6.97% | +10.15% | -1.32% | -12.86% | +1.77% | +2.81% | -0.21% | -2.91% | -6.07% | -0.23% | -2.65% | -6.37% | -4.65% | -4.25% | +0.11% | -0.99% | +6.67% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.11B | 2.56B | 2.92B | 3.12B | 5.21B | 3.15B | 3.82B | 4.42B | 4.29B | 5.15B | 5.18B | 4.58B | 3.89B | 3.50B | 3.91B | 4.04B | 3.84B | 3.57B | 3.70B | 3.99B | 4.24B | 4.04B | 4.15B | 4.51B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.41B | 2.90B | 2.88B | 3.05B | 3.03B | 2.91B | 3.26B | 3.61B | 3.75B | 3.91B | 4.72B | 4.91B | 4.87B | 4.55B | 4.51B | 4.40B | 4.36B | 4.09B | 4.05B | 4.18B | 4.24B | 3.83B | 3.98B | 4.32B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -9.03% | -11.71% | +1.48% | +2.30% | +72.11% | +8.07% | +17.15% | +22.57% | +14.58% | +31.64% | +9.73% | -6.76% | -20.23% | -23.13% | -13.45% | -8.19% | -11.97% | -12.72% | -8.59% | -4.52% | +0.04% | +5.57% | +4.22% | +4.40% |
Earnings Call
You can ask Aime
What factors drove the changes in Kinder Morgan's revenue and profit?What does Kinder Morgan do and what are its main business segments?What guidance did Kinder Morgan's management provide for the next earnings period?What is the revenue and EPS growth rate for Kinder Morgan year over year?Did Kinder Morgan beat or miss consensus estimates last quarter?What were the key takeaways from Kinder Morgan's earnings call?What is Kinder Morgan's latest dividend and current dividend yield?What were the key takeaways from Kinder Morgan’s earnings call?
