Kinder Morgan vs SLB
This page compares Kinder Morgan and SLB, outlining how their business models, financial performance, and market context differ. It offers neutral, accessible insights into core activities, revenue drivers, risks, and industry positioning to help readers understand fundamental factors without endorsement. Educational content, not financial advice.
This page compares Kinder Morgan and SLB, outlining how their business models, financial performance, and market context differ. It offers neutral, accessible insights into core activities, revenue dr...
Why It's Moving
Kinder Morgan Projects Strong Growth Through 2026 Despite Recent Market Dip.
- 2025 Adjusted EPS projected at $1.27, up 10% year-over-year, with 2026 expectations rising to $1.37, an 8% increase, underscoring resilient earnings momentum.
- Committed projects worth $8.1 billion and strong cash flows—$5.9 billion CFFO forecasted for 2025—bolster growth outlook in natural gas transmission, handling 40% of U.S. production.
- Plans eighth straight dividend hike after 64% total shareholder return since 2016, reinforcing commitment to returning value while maintaining a solid BBB balance sheet.
SLB stock reacts to mixed signals: robust contract wins offset by softer North American activity and cautious margins guidance
- International contract wins and backlog growth — SLB disclosed several sizable international awards in the past week that expand its integrated services footprint, reinforcing revenue visibility and validating its push into higher-value, technology-driven projects.
- North America land softness — Management cautioned that U.S. land activity remains softer-than-expected, implying lower short-term service volumes in the core oilfield services book and pressure on utilization and pricing for traditional completions work.
- Strategy and margin focus — SLB emphasized its tech-led repositioning and New Energy initiatives while noting margin headwinds from mix and pricing; the implication is that long-term structural upgrades could lift profitability, but near-term results depend on margin recovery and execution on international contracts.
Kinder Morgan Projects Strong Growth Through 2026 Despite Recent Market Dip.
- 2025 Adjusted EPS projected at $1.27, up 10% year-over-year, with 2026 expectations rising to $1.37, an 8% increase, underscoring resilient earnings momentum.
- Committed projects worth $8.1 billion and strong cash flows—$5.9 billion CFFO forecasted for 2025—bolster growth outlook in natural gas transmission, handling 40% of U.S. production.
- Plans eighth straight dividend hike after 64% total shareholder return since 2016, reinforcing commitment to returning value while maintaining a solid BBB balance sheet.
SLB stock reacts to mixed signals: robust contract wins offset by softer North American activity and cautious margins guidance
- International contract wins and backlog growth — SLB disclosed several sizable international awards in the past week that expand its integrated services footprint, reinforcing revenue visibility and validating its push into higher-value, technology-driven projects.
- North America land softness — Management cautioned that U.S. land activity remains softer-than-expected, implying lower short-term service volumes in the core oilfield services book and pressure on utilization and pricing for traditional completions work.
- Strategy and margin focus — SLB emphasized its tech-led repositioning and New Energy initiatives while noting margin headwinds from mix and pricing; the implication is that long-term structural upgrades could lift profitability, but near-term results depend on margin recovery and execution on international contracts.
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
Explore BasketInvestment Analysis
Pros
- Kinder Morgan has a strong natural gas infrastructure with a 6% year-over-year increase in EBITDA and a 16% rise in adjusted EPS in Q3 2025.
- The company boasts a significant project backlog of $9.3 billion supporting future growth.
- Kinder Morgan increased its dividend by 2% in 2025, reflecting steady cash flow and shareholder returns.
Considerations
- Kinder Morgan's Q3 2025 EPS of $0.29 slightly missed the forecast of $0.30, causing a negative market reaction.
- The company's earnings track record has been mixed, with EPS missing estimates in half of the past four quarters.
- Kinder Morgan's stock price has experienced modest growth with a near-flat year-to-date return and moderate volatility.
SLB
SLB
Pros
- Schlumberger is the world’s largest oilfield services company with a global client base, providing diversified exposure in the energy sector.
- Compared to Kinder Morgan, SLB has a higher average trading volume indicating strong liquidity.
- Despite industry cyclicality, Schlumberger’s technology leadership supports potential long-term growth through innovation in oilfield services.
Considerations
- SLB’s stock has underperformed recently, showing a 25.3% decline over the past 52 weeks and negative year-to-date performance.
- Schlumberger's higher stock price volatility (28.5%) compared to Kinder Morgan increases investment risk.
- The oilfield services sector’s sensitivity to oil prices exposes SLB to commodity price fluctuations and macroeconomic uncertainties.
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