Analysts Revamp Kinder Morgan Expectations Ahead of Q2 Earnings

Kinder Morgan, Inc. (KMI) is set to release Q2 earnings after the closing bell on July 16. Analysts expect the company to report Q2 earnings of 27 cents per share, up from 25 cents in the year-ago period, and Q2 revenue of $3.75 billion, compared to $3.57 billion a year earlier. Barclays analyst Theres Chen has raised the price target from $31 to $32, while Stifel analyst Selman Akyol has raised the price target from $27 to $28.

Kinder Morgan, Inc. (KMI) is poised to release its Q2 earnings after the closing bell on July 16. Analysts have set their expectations for the company, with a forecast of 27 cents per share, an increase of 8% year-over-year, and projected revenue of $3.75 billion, up 5% from the same period last year [2].

Barclays analyst Theres Chen has raised the price target for KMI from $31 to $32, while Stifel analyst Selman Akyol has increased the target from $27 to $28 [2]. These revisions reflect the analysts' optimism about the company's performance, driven by strong demand for energy infrastructure services.

In the first quarter of 2025, Kinder Morgan reported revenue of $4.24 billion, missing the consensus estimate of $4.08 billion, but still posting adjusted earnings of 34 cents per share, slightly below analyst estimates of 35 cents [2]. The company's strategic investments in renewable natural gas and hydrogen, along with its fee-based revenue model, are expected to continue supporting its financial performance.

Kinder Morgan operates through four segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. The company's earnings are expected to be driven by these segments, with analysts predicting specific metrics such as 'Realized weighted average oil price' at $66 per barrel, 'Terminals - Bulk transload tonnage' at 13 million tons, and 'Segment EBDA- Products Pipelines' at $292.43 million [1].

As of July 2, 2025, shares of Kinder Morgan have demonstrated returns of +0.7% over the past month compared to the Zacks S&P 500 composite's +4% change [1]. The company's Zacks Rank #3 (Hold) suggests a cautious outlook, but the recent earnings and revenue projections indicate potential upside for investors.

References:

[1] https://finance.yahoo.com/news/kinder-morgan-kmi-q2-earnings-131505256.html
[2] https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46413832/top-wall-street-forecasters-revamp-kinder-morgan-expectations-ahead-of-q2-earnings