Kinder Morgan Holdco

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus expectations across the board: revenue of $4.48B exceeded the $4.19B estimate (+6.76%), and GAAP EPS of $0.39 was well above the $0.31 mean estimate (+25.00%). The top-line performance was driven by a YoY surge in commodity sales and Natural Gas Midstream volumes, despite derivatives headwinds. Management reconfirmed FY2026 dividend guidance of $1.19 per share (+2% YoY) and highlighted $4.1B in planned expansion/M&A projects, reinforcing a strong growth outlook in North American energy infrastructure.