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Kinder Morgan(KMI) - 2024 Q3 - Quarterly Results
2024-10-17 04:09
财务业绩 - 第三季度每股收益(EPS)同比增长17%[2] - 调整后每股收益与2023年第三季度持平[2] - 净收入625百万美元,较2023年第三季度的532百万美元增加[2] - 调整后EBITDA为18.8亿美元,同比增长2%[2,3] - 公司调整后净收益为负68百万美元,上年同期为正30百万美元[32] - 公司调整后每股收益为负0.03美元[32] - 公司三季度收入为111.13亿美元,同比下降1.6%[46] - 三季度营业利润为32.76亿美元,同比增长3.6%[46] - 三季度调整后净利润为18.63亿美元,同比增长4.8%[49] - 三季度每股调整后收益为0.83美元,同比增长5.1%[49] - 三季度每股派息0.8625美元,同比增长1.8%[49] - 三季度自由现金流为36.18亿美元,同比增长2.1%[49] - 三季度每股自由现金流为1.62美元,同比增长3.2%[49] - 公司第三季度净收入为6.25亿美元,同比增长17%[52] - 公司第三季度调整后EBITDA为18.8亿美元,同比增长2%[52] 业务表现 - 天然气管道业务第三季度调整后EBDA为12.8亿美元,同比增长6.8%[56] - 成品油管道业务第三季度调整后EBDA为2.77亿美元,同比下降11.5%[56] - 终端业务第三季度调整后EBDA为2.67亿美元,同比增长3.1%[56] - CO2业务第三季度调整后EBDA为1.62亿美元,同比下降7.4%[56] - 天然气管道运输量同比增长2.0%,天然气销售量同比增长3.2%,天然气集输量同比增长5.1%[59] - 成品油管道成品油总运输量同比增长0.1%,原油和凝析油运输量同比下降3.7%[59] - 终端业务可租赁液体储罐容量为7860万桶,同比下降0.1%[59] - CO2业务原油产量同比下降6.4%,天然气液体销量同比下降3.2%[59] 资产负债情况 - 公司资产负债表保持稳健,第三季度末净债务/调整后EBITDA比率为4.1倍[4] - 公司2024年9月30日的现金及现金等价物为1.08亿美元[62] - 公司2024年9月30日的总资产为708.79亿美元[62] - 公司2024年9月30日的总负债为391.33亿美元[62] - 公司2024年9月30日的总股东权益为317.46亿美元[62] - 公司2024年9月30日的净债务/调整后EBITDA比率为4.1[63] - 公司2024年前9个月的调整后EBITDA为78.01亿美元[64] - 公司2024年第三季度的自由现金流为5.92亿美元[67] - 公司2024年前9个月的自由现金流为22.68亿美元[67] - 公司2024年第三季度的股息支付为6.43亿美元[67] - 公司2024年前9个月的股息支付为19.15亿美元[67] 未来展望 - 公司预计2024年净收入将同比增长15%至27亿美元,每股股息将增加2%至1.15美元[7] - 公司预计2024年调整后EBITDA和调整后每股收益将分别同比增长8%[7] - 公司经营活动产生的现金流量为正,但资本支出和股息支付后自由现金流为负[40] - 公司预计2024年业绩将有所改善,但仍存在一些不确定性因素[42] - 公司正在进行一些新的资本项目,预计将带来收益[39] - 公司的杠杆水平有所下降,净债务与调整后EBITDA比率有所改善[38] - 公司将继续保持稳定的股息政策[42] - 公司正在积极应对能源转型带来的机遇[42] 其他信息 - 公司批准了一项4.55亿美元的天然气管道扩建项目,将增加5.7亿立方英尺/日的天然气输送能力[4,17] - 公司正在开发一个增加100亿立方英尺天然气储存能力的项目[4] - 公司调整后EBITDA为正,但同比有所下降[35] - 公司各业务分部的调整后EBDA表现不一[35] - 公司第三季度新增用户数据未披露[46,47,48,49,50,51] - 公司第三季度未披露新产品和新技术研发、市场扩张和并购等方面的信息[46,47,48,49,50,51] - 公司第三季度未披露未来业绩指引[46,47,48,49,50,51]
2 No-Brainer, High-Yield Dividend Stocks to Buy Right Now for Less Than $1,000
The Motley Fool· 2024-10-12 19:47
The world will need a lot more natural gas in the coming years.Natural gas demand is on track to grow sharply by 2030. The lower-carbon fuel is helping meet the accelerating demand for power in the U.S. and abroad, which is fueling robust and rising cash flows for natural gas-infrastructure operators, enabling them to pay attractive dividends and invest in expanding their operations. Kinder Morgan (KMI 4.13%) and Williams (WMB 2.04%) are two of the country's natural gas-infrastructure leaders. That makes th ...
Billionaire Stanley Druckenmiller Sold 88% of Duquesne's Stake in Nvidia and Is Piling Into 2 Unstoppable Stocks
The Motley Fool· 2024-10-10 16:51
文章核心观点 - 知名投资者Druckenmiller在2022年第二季度大幅减持了人工智能芯片公司Nvidia的股票 [2][3] - Druckenmiller认为Nvidia的增长故事可能存在泡沫风险 [4][5] - 同时Druckenmiller增持了烟草公司Philip Morris和管道公司Kinder Morgan的股票 [6][7][10] 行业和公司总结 Nvidia - Nvidia在数据中心GPU市场保持垄断地位,占据98%的市场份额 [3] - 但Nvidia面临来自客户自研AI芯片的竞争压力,可能影响其利润 [5] - 此外Nvidia内部也没有高管购买公司股票,表明股价可能已经过高 [5] Philip Morris - 烟草行业具有较强的定价能力,即使销量下降收入仍能保持增长 [8] - Philip Morris在全球180个国家有业务,可以利用新兴市场的需求来抵消发达市场的监管压力 [8] - 公司正在投资无烟业务,IQOS加热烟草产品在部分市场占有较高份额 [9] Kinder Morgan - 作为管道公司,Kinder Morgan主要通过长期固定费用合同获得稳定的现金流 [10][11] - 疫情期间能源公司减少资本支出,有利于Kinder Morgan获得更多有利的合同 [12] - 尽管估值较高,但Druckenmiller的投资在短期内已获得20%-30%的收益 [12]
3 Top Dividend Stocks to Buy in October and Hold for Decades to Come
The Motley Fool· 2024-10-04 19:00
These three companies have what it takes to continue growing their businesses and pass along profits to shareholders through dividends.With the S&P 500 and Nasdaq Composite up over 20% year to date, investors may be feeling like the stock market is overvalued. And while certain pockets of the market are more expensive than in past years, that doesn't mean there aren't opportunities if you know where to look. In fact, now is the perfect time to filter out the noise, zoom out, and focus on companies you would ...
The Fed Just Lowered Interest Rates. My Top High-Yield Dividend Stock to Buy Now.
The Motley Fool· 2024-09-30 18:45
Lower interest rates make dividend stocks more desirable.The Federal Reserve lowered interest rates last week and could further cut rates in the coming months. Lower interest rates lower the cost of capital and can increase the return on investment for capital-intensive projects.Here's how the Fed's move can benefit energy pipeline company Kinder Morgan (KMI 0.51%) and why the high-yield dividend stock is worth buying now. Room for further balance-sheet improvementsSince the oil and gas downturn of 2014 and ...
Is Trending Stock Kinder Morgan, Inc. (KMI) a Buy Now?
ZACKS· 2024-09-25 22:05
文章核心观点 - 公司最近受到市场关注,未来走势值得关注 [1] - 公司业绩预测和盈利预测变化是影响股价的关键因素 [2][3] - 公司最近一个季度的收入和利润情况 [6] 行业和公司研究总结 盈利预测变化 - 公司当前季度预计每股收益为0.27美元,同比增长8% [3] - 公司本财年预计每股收益为1.19美元,同比增长11.2% [3] - 公司下个财年预计每股收益为1.22美元,同比增长2.4% [3] 收入预测变化 - 公司当前季度预计收入38.2亿美元,同比下降2.3% [5] - 公司本财年预计收入152.8亿美元,同比下降0.4% [5] - 公司下个财年预计收入159.1亿美元,同比增长4.2% [5] 最近业绩表现 - 公司上个季度收入为35.7亿美元,同比增长2% [6] - 公司上个季度每股收益为0.25美元,同比增长4.2% [6] - 公司近4个季度业绩超预期1次,收入超预期1次 [6] 估值情况 - 公司当前估值处于行业平均水平 [8]
Got $1,000? Here's How to Turn It Into a High-Octane, Passive-Income Stream.
The Motley Fool· 2024-09-17 17:06
Pipeline companies can produce lots of passive income.Owning dividend-paying stocks can be a great way to generate passive income. The average dividend stock yields around 1.5%. At that rate, a $1,000 investment would produce about $15 in dividend income each year. You can supercharge your dividend income by investing in stocks with higher-dividend yields. Pipeline stocks are great for those seeking a higher-octane income stream. Kinder Morgan (KMI 1.56%), Williams (WMB 0.91%), and Oneok (OKE 2.53%) are thr ...
Kinder Morgan (KMI) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2024-09-17 07:05
Kinder Morgan (KMI) ended the recent trading session at $21.47, demonstrating a +1.56% swing from the preceding day's closing price. The stock exceeded the S&P 500, which registered a gain of 0.13% for the day. Meanwhile, the Dow gained 0.55%, and the Nasdaq, a tech-heavy index, lost 0.52%.Shares of the oil and natural gas pipeline and storage company have appreciated by 0.28% over the course of the past month, outperforming the Oils-Energy sector's loss of 2.9% and lagging the S&P 500's gain of 3.67%.The u ...
Is Most-Watched Stock Kinder Morgan, Inc. (KMI) Worth Betting on Now?
ZACKS· 2024-09-12 22:00
Kinder Morgan (KMI) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this oil and natural gas pipeline and storage company have returned -0.6%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Oil and Gas - Production and Pipelines industry, which Kinder Morgan falls in, has gained 2.7%. The key question now is: Wh ...
Kinder Morgan (KMI) Stock Falls Amid Market Uptick: What Investors Need to Know
ZACKS· 2024-09-10 06:51
Kinder Morgan (KMI) ended the recent trading session at $21.12, demonstrating a -0.05% swing from the preceding day's closing price. The stock fell short of the S&P 500, which registered a gain of 1.16% for the day. Meanwhile, the Dow experienced a rise of 1.2%, and the technology-dominated Nasdaq saw an increase of 1.16%.Prior to today's trading, shares of the oil and natural gas pipeline and storage company had gained 0.52% over the past month. This has outpaced the Oils-Energy sector's loss of 0.46% and ...