KMI Kinder Morgan Inc - Ordinary Shares - Class P

$KMI I work for them and we are busy as hell right now. Have been for the past 2 years.

$KMI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.35 up 20.69% YoY • Reported revenue of $4.53B up 9.29% YoY • Kinder Morgan expects to declare dividends of $1.19 per share for 2026, a 2% increase from 2025's $1.17, and invest $4.2B in expansion projects, acquisitions, and joint ventures.

$KMI Just hold and enjoy. Record backlog in natural gas pipeline projects, rising div, rising revs.

$KMI Why are we down so much? I thought the earnings report was very good. Is this just the hot money leaving? I expect this to be up tomorrow,

$KMI Q3 adjusted EPS came in at 35 cents vs 33 cents consensus, revenue 4.53 billion dollars vs 4.38 billion expected. Adjusted EBITDA up 9% to 2.18 billion dollars. Backlog is the bigger move though. It jumped from 9.6 billion dollars in Q2 to 14.4 billion, after 5.4 billion of additions in one quarter. The gas backlog alone is 13.2 billion, a company record, and more than 75% of the total is tied to power generation and local distribution demand. Full year is now tracking more than 13% ahead of budget on adjusted EPS.

$KMI Long-term transportation and storage contracts can provide more predictable revenue than oil producers typically earn.<<.

$KMI reports Wednesday after the close, Zacks consensus is 33 cents a share on 4.38 billion dollars of revenue, up 5.7% from a year ago. Gathering volumes are expected at 4,649 BBtu/d vs 4,380 a year ago, and the backlog from Q2 was 9.6 billion dollars, 92% of it natural gas with over 60% tied to power generation and local distribution demand.