Kinder Morgan vs EOG Resources
This page compares Kinder Morgan, Inc. and EOG Resources, Inc., outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Kinder Morgan, Inc. and EOG Resources, Inc., outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financ...
Why It's Moving
Kinder Morgan Powers Ahead with Earnings Beat and Analyst Upgrades Fueling Momentum
- Q4 revenue hit $4.51B, beating estimates by $180M and up 13% YoY, underscoring robust demand in natural gas pipelines and terminals.
- Brokerages issued nine Buy and six Hold ratings with an average target around $32, boosted by TD Cowen's hike to $35; Freedom Capital flipped from Strong Sell to Hold.
- Dividend hiked 2% to $0.2925 quarterly, signaling confidence amid a record $10B backlog set to reshape long-term earnings mix toward gas infrastructure.
EOG Resources Gains Traction as Analysts Eye Undervaluation Amid Oil Sector Shifts.
- Stock up 3.5% in the past week and 6.8% year-to-date, outpacing the S&P 500 amid broader energy sector repricing.
- Analysts trimmed price targets citing oil supply glut and softer 2026 WTI forecasts at $60/barrel, but maintain positive ratings on data center-driven natgas demand.
- Recent DCF models peg EOG as 55.9% undervalued at current levels around $112, fueled by $4.1B trailing free cash flow projections.
Kinder Morgan Powers Ahead with Earnings Beat and Analyst Upgrades Fueling Momentum
- Q4 revenue hit $4.51B, beating estimates by $180M and up 13% YoY, underscoring robust demand in natural gas pipelines and terminals.
- Brokerages issued nine Buy and six Hold ratings with an average target around $32, boosted by TD Cowen's hike to $35; Freedom Capital flipped from Strong Sell to Hold.
- Dividend hiked 2% to $0.2925 quarterly, signaling confidence amid a record $10B backlog set to reshape long-term earnings mix toward gas infrastructure.
EOG Resources Gains Traction as Analysts Eye Undervaluation Amid Oil Sector Shifts.
- Stock up 3.5% in the past week and 6.8% year-to-date, outpacing the S&P 500 amid broader energy sector repricing.
- Analysts trimmed price targets citing oil supply glut and softer 2026 WTI forecasts at $60/barrel, but maintain positive ratings on data center-driven natgas demand.
- Recent DCF models peg EOG as 55.9% undervalued at current levels around $112, fueled by $4.1B trailing free cash flow projections.
Investment Analysis
Pros
- Kinder Morgan benefits from stable cash flows due to its extensive, fee-based energy infrastructure assets across North America.
- The company offers a reliable dividend yield above 4%, supported by consistent operating performance and predictable revenue streams.
- KMI maintains a lower beta than many energy peers, indicating relative insulation from commodity price volatility.
Considerations
- Growth prospects are tempered by the capital-intensive, regulated nature of pipeline and midstream operations, limiting rapid expansion.
- Exposure to potential regulatory hurdles and environmental scrutiny could impact project timelines and cost structures.
- Limited operating leverage compared to upstream producers means less upside during periods of sharply rising energy prices.
Pros
- EOG Resources consistently delivers strong operational efficiency and cost discipline, yielding industry-leading returns on capital even in challenging price environments.
- The company’s multi-basin portfolio enables flexible production allocation and mitigates regional risks, supporting resilient output growth.
- EOG maintains a robust balance sheet and continues returning capital to shareholders via buybacks and dividends.
Considerations
- Revenue remains highly sensitive to fluctuations in oil and gas prices, introducing earnings volatility absent in midstream peers.
- Recent quarters have seen top-line misses despite bottom-line beats, reflecting margin pressure from lower realisations.
- Intense competition for premium drilling locations may constrain long-term reserve replacement and production growth rates.
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Kinder Morgan (KMI) Next Earnings Date
Kinder Morgan (KMI) is scheduled to report its next earnings for the fourth quarter of 2025 on January 21, 2026, after market close, followed by a webcast at 4:30 PM ET. This date has been officially announced by the company, aligning with projections from multiple analyst sources. The report will cover results through December 2025.
EOG Resources (EOG) Next Earnings Date
EOG Resources is scheduled to report its fourth quarter and full year 2025 earnings on February 25, 2026, with a webcast and conference call beginning at 10:00 AM EST. The earnings report will cover the fiscal quarter ending December 2025. This upcoming announcement represents the company's final quarterly results for the 2025 fiscal year, following a pattern of reporting earnings approximately 7-8 weeks after quarter-end.
Kinder Morgan (KMI) Next Earnings Date
Kinder Morgan (KMI) is scheduled to report its next earnings for the fourth quarter of 2025 on January 21, 2026, after market close, followed by a webcast at 4:30 PM ET. This date has been officially announced by the company, aligning with projections from multiple analyst sources. The report will cover results through December 2025.
EOG Resources (EOG) Next Earnings Date
EOG Resources is scheduled to report its fourth quarter and full year 2025 earnings on February 25, 2026, with a webcast and conference call beginning at 10:00 AM EST. The earnings report will cover the fiscal quarter ending December 2025. This upcoming announcement represents the company's final quarterly results for the 2025 fiscal year, following a pattern of reporting earnings approximately 7-8 weeks after quarter-end.
Which Baskets Do They Appear In?
Oil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketWhich Baskets Do They Appear In?
Oil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
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