Antero Midstream (AM) Q1 2025 Earnings Call May 01, 2025 12:00 PM ET Speaker0 Please note that today's conference is being recorded. At this time, I'll now turn the conference over to Justin Agnew, Vice President, Finance and Investor Relations. Justin, you may begin. Speaker1 Good morning, and thank you for joining us for Antero Midstream's first quarter investor conference call. We'll spend a few minutes going through the financial and operating highlights, and then I'll open it up for Q and A. I would al ...

业绩总结 - 第一季度调整后EBITDA同比增长3%，达到274,277千美金[16] - 第一季度公司创纪录的处理量为1,650 MMcf/d[17] - 截至2025年3月31日，净债务与调整后EBITDA的比率为2.95倍[16] 资本预算与支出 - 2025年资本预算在1.7亿到2亿美金之间[7] - 2025年预算中超过90%的劳动力成本已锁定[9] - 2025年资本支出中，低压收集占38%，水处理占46%[8] - 2025年将新增160 MMcf/d的压缩能力[17] 现金流与回报 - 2025年可用于债务减少和资本回报的现金占2025年EBITDA的65%[22] - 预计2025年将进行超过1亿美金的股票回购[25] 市场展望 - 预计到2030年，AI数据中心的天然气需求将达到9 Bcf/d[15]

Antero Midstream Corporation (AM) reported first-quarter 2025 adjusted earnings per share of 28 cents, which beat the Zacks Consensus Estimate of 23 cents. The bottom line increased from 24 cents in the prior-year quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Total quarterly revenues of $291 million beat the Zacks Consensus Estimate of $281 million. The top line increased from $279 million recorded in the year-ago quarter.The strong quarterly results can be attributed to ...

I analyze oil and gas companies and related companies like Antero Midstream in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies—the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first, and they get analysis on some companies that is not published on the free site. Interested? Sign up he ...

财务数据关键指标变化 - 净收入为1.21亿美元，摊薄后每股收益0.25美元，同比增长19%[4] - 调整后净收入为1.34亿美元，摊薄后每股收益0.28美元，同比增长17%[4] - 调整后息税折旧摊销前利润为2.74亿美元，同比增长3%[4] - 资本支出为3700万美元，同比增长25%[4] - 股息后自由现金流为7900万美元，同比增长7%[4] - 截至2025年3月31日，杠杆率为2.95倍[4] - 2025年第一季度回购170万股，花费2900万美元[4] - 截至2025年3月31日的过去十二个月，净收入为417,703千美元，调整后EBITDA为1,060,006千美元[28] - 2024年12月31日至2025年3月31日，总资产从5,761,748千美元降至5,752,118千美元[34] - 2024年12月31日至2025年3月31日，总负债从3,646,577千美元增至3,663,579千美元[34] - 2024年12月31日至2025年3月31日，股东权益从2,115,171千美元降至2,088,539千美元[34] - 2024年第一季度至2025年第一季度，总收入从279,051千美元增至291,129千美元[36] - 2024年第一季度至2025年第一季度，净收入从103,926千美元增至120,737千美元[36] - 2025年第一季度平均实现费用包含约1.6%的基于年度CPI的调整[39] - 2025年第一季度公司总营收2.91129亿美元，运营收入1.77223亿美元，净收入和综合收入1.20737亿美元[41] - 2025年第一季度折旧3274.8万美元，财产和设备减值81.7万美元[41] - 2025年第一季度利息支出净额4841万美元，非合并联营公司收益2802万美元[41] - 2024年和2025年第一季度净收入分别为1.03926亿美元和1.20737亿美元[43] - 2024年和2025年第一季度折旧分别为3709.5万美元和3274.8万美元[43] - 2024年和2025年第一季度经营活动提供的净现金分别为2.10561亿美元和1.98942亿美元[43] - 2024年和2025年第一季度投资活动使用的净现金分别为3712.3万美元和3227.1万美元[43] - 2024年和2025年第一季度融资活动使用的净现金分别为1.47416亿美元和1.66671亿美元[43] - 2024年和2025年第一季度期间支付的现金利息分别为4206.7万美元和6527.2万美元[43] 各条业务线数据关键指标变化 - 2025年第一季度低压集输和处理量分别同比增长1%和3%[4] - 2025年第一季度Torrey's Peak压缩机站投入使用，初始压缩能力为1.6亿立方英尺/天[18] - 2025年第一季度公司在集输和压缩、水基础设施、Stonewall合资企业分别投资2300万、1200万、200万美元[19] - 2024年第一季度至2025年第一季度，压缩业务量从296,663 MMcf增至299,718 MMcf，增幅1%[38] - 2024年第一季度至2025年第一季度，高压集输业务量从269,922 MMcf增至279,579 MMcf，增幅4%[38] - 2024年第一季度至2025年第一季度，淡水配送业务量从10,274 MBbl降至9,415 MBbl，降幅8%[38] - 2025年第一季度Antero Resources营收2.38017亿美元，第三方营收50.5万美元[41]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ANTERO MIDSTREAM CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or orga ...

DENVER, April 30, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced its first quarter 2025 financial and operating results.  The relevant unaudited condensed consolidated financial statements are included in Antero Midstream's Quarterly Report on Form 10-Q for the three months ended March 31, 2025.First Quarter 2025 Highlights: Low pressure gathering and processing volumes increased by 1% and 3%, respectively, compared to the prior year quarte ...

Signature of the Rafale Marine contract for India Saint-Cloud, France, April 28, 2025 – The Inter-Governmental Agreement between India and France has been signed today allowing the signature, in the presence of the Chairman and CEO of Dassault Aviation, Éric Trappier, of the contract for India's acquisition of 26 Rafale Marine to equip the Indian Navy. This contract follows the announcement in July 2023 of the selection of the Rafale Marine, for which the Indian Navy will be the first user outside France, a ...

GENERAL MEETING OF 16 MAY 2025 Terms of the provision of the preparatory documents -oOo- The shareholders have been convened to the Combined General Meeting to be held on: FRIDAY 16 MAY 2025 at 3 PMat the registered office9, Rond-Point des Champs-Élysées - Marcel Dassault - Paris (75008). The meeting notice (l’avis de réunion) comprising the agenda and the text of the resolutions submitted by the Board of Directors to such General Meeting has been published on 9 April 2025 in the French official legal annou ...

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