DailyIQ
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Sector:EnergyAll sectors
Last updated 3 minutes ago

KMI·Kinder Morgan, Inc.

$.
-. (-.%)
After Hours
High
$32.92
Open
$32.92
Market Cap
72.65B
52W High
$34.81
Low
$32.04
P. Close
$32.58
P/E
21.92
52W Low
$25.60
Fwd P/E
104.37
DailyIQ Est.
$35.99
Technical Score (1D)
36
SELL
News Sentiment
63
BULLISH
The most recent development is Kinder Morgan’s upcoming Q2 earnings release, scheduled for later today, which will provide the first clear view of its revenue mix and profitability after a period of uneven segment performance. The company’s fee‑based revenue base has remained steady, indicating that core pipeline operations are still generating reliable cash flow. However, the uneven results across its pipeline, LNG, and other segments could dampen earnings expectations, as weaker LNG performance may offset the stability of fee‑based income. This potential earnings shortfall could prompt traders to reassess the valuation of KMI’s shares in the next 1–10 trading days, as the market digests the balance between steady fee income and volatile segment earnings. Investors should watch the earnings call for guidance on the profitability of the LNG segment, as any decline in LNG margins could signal broader demand weakness in the natural gas market. Additionally, pay attention to any updates on capital expenditures or debt levels, which could affect the company’s financial flexibility and future growth prospects. The earnings release may also include commentary on regulatory developments affecting pipeline operations, which could have downstream implications for the company’s expansion plans. Traders should monitor any forward guidance on future pipeline projects, as this will influence expectations for long‑term revenue growth. Finally, keep an eye on any changes to dividend policy or share buyback plans, as these signals can affect short‑term investor sentiment and the stock’s risk‑return profile.
Earnings Summary
Kinder Morgan, Inc. (KMI) is a North American energy infrastructure provider that operates an extensive network of natural gas, product, and crude oil pipelines, terminals, and CO2 transport facilities, positioning it as a critical component of the energy supply chain in the oil & gas midstream sector. In the most recent quarters, revenue rose from $3.987 billion in Q4 2024 to $4.241 billion in Q1 2025 (+6.4%) before falling to $4.042 billion in Q2 2025 (-4.7%) and rebounding to $4.146 billion in Q3 2025 (+2.5%); the company then posted $4.508 billion in Q4 2025 (+8.5%) and $4.828 billion in Q1 2026 (+7.0%). EPS followed a similar upward trajectory, with Q4 2024 at $0.32 versus an estimate of $0.32885 (slight miss), Q1 2025 at $0.34 versus $0.35725 (miss), Q2 2025 at $0.28 versus $0.27776 (beat), Q3 2025 at $0.29 versus $0.29848 (miss), Q4 2025 at $0.39 versus $0.37 (beat), and Q1 2026 at $0.48 versus $0.4014 (beat), giving the firm three earnings beats in the last six quarters. Historically, KMI has maintained a steady revenue expansion trend and a pattern of EPS beats in the majority of recent quarters, underscoring the resilience of its fee‑based midstream model even amid commodity price swings. Recent news highlights the company’s upcoming Q2 2026 earnings webcast, a $10 billion project backlog, and CEO Kevin Grahmann’s focus on pipeline expansion and asset optimization, all of which could influence future throughput and margins. Investors should watch the Q2 2026 earnings release for any shift in revenue or margin expectations, monitor regulatory approvals for new pipeline projects, and track capital allocation announcements or acquisition deals that could affect the company’s growth trajectory.

EPS

EstBeatMiss
$0.25$0.31$0.38$0.44$0.51Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.31 - -
Q1'26$0.40$0.48+19.6%
Q4'25$0.37$0.39+5.4%
Q3'25$0.30$0.29-2.8%
Q2'25$0.28$0.28+0.8%
Q1'25$0.36$0.34-4.8%

Revenue

EstBeatMiss
$3.9B$4.2B$4.4B$4.7B$4.9BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$4.3B - -
Q1'26$4.6B$4.8B+4.0%
Q4'25$4.4B$4.5B+3.5%
Q3'25 - $4.1B -
Q2'25 - $4.0B -
Q1'25 - $4.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

KMI Stock Snapshot

KMI is currently trading at $32.38, giving Kinder Morgan, Inc. a market cap of 72.65B and a P/E ratio of 21.9. Today's range spans $32.04–$32.92, with shares opening at $32.92 and moving down $0.20 (0.6%) from the prior close. DailyIQ's technical score sits at 36/100 (HOLD) with a news sentiment reading of 63/100.

Over the past year KMI has traded between $25.60 and $34.81 - the current price is +26.5% off the 52-week low and -7.0% from the high. 30 analysts cover the stock with a Buy consensus and a mean 12-month target of $35.33 (range $31.00–$43.00), implying upside of +9.1%.

KMI sits at $32.38 (in the upper portion of its 52-week range) with a HOLD technical read (36/100) and bullish sentiment (63/100). The 72.65B market cap in Energy (P/E: 21.9) makes this a name that institutional coverage maintains even through neutral phases - which means any catalyst shift will be quickly priced in. Annual range: $25.60–$34.81.

Portfolio construction in Energy often uses large-cap names like KMI as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 36/100 (HOLD) at $32.38 (in the upper portion of its 52-week range) and bullish sentiment (63/100) frame the position as a catalyst play within the $25.60–$34.81 annual range rather than a directional bet.