Western Midstream vs Antero Resources
Western Midstream and Antero Resources are compared on this page to explain their business models, financial performance, and the market context in which they operate. The content is neutral and accessible, focusing on how each company approaches operations, strategy, and growth within the energy sector. Educational content, not financial advice.
Western Midstream and Antero Resources are compared on this page to explain their business models, financial performance, and the market context in which they operate. The content is neutral and acces...
Which Baskets Do They Appear In?
Riding The OPEC+ Wave: Midstream Energy Plays
OPEC+ is moving forward with its plan to increase oil production to meet summer demand. This creates an opportunity for companies that transport, store, and process the additional crude oil and natural gas.
Published: July 25, 2025
Explore BasketOPEC+ Opens The Taps: Midstream's Moment
OPEC+ has decided to maintain its policy of gradually increasing oil production to meet rising global demand. This creates an investment opportunity in companies that provide the essential midstream services, such as transportation and storage, which will see increased business from the higher oil supply.
Published: July 25, 2025
Explore BasketNatural Gas Drilling Revival Play
A carefully selected group of stocks poised to benefit from the recent upturn in U.S. natural gas drilling activity. Our professional analysts have identified companies across the entire natural gas value chain that could see improved performance as drilling rebounds for the first time in twelve weeks.
Published: July 20, 2025
Explore BasketWhich Baskets Do They Appear In?
Riding The OPEC+ Wave: Midstream Energy Plays
OPEC+ is moving forward with its plan to increase oil production to meet summer demand. This creates an opportunity for companies that transport, store, and process the additional crude oil and natural gas.
Published: July 25, 2025
Explore BasketOPEC+ Opens The Taps: Midstream's Moment
OPEC+ has decided to maintain its policy of gradually increasing oil production to meet rising global demand. This creates an investment opportunity in companies that provide the essential midstream services, such as transportation and storage, which will see increased business from the higher oil supply.
Published: July 25, 2025
Explore BasketNatural Gas Drilling Revival Play
A carefully selected group of stocks poised to benefit from the recent upturn in U.S. natural gas drilling activity. Our professional analysts have identified companies across the entire natural gas value chain that could see improved performance as drilling rebounds for the first time in twelve weeks.
Published: July 20, 2025
Explore BasketToll Road Businesses
These gatekeepers of modern commerce own indispensable infrastructure and collect fees on the flow of goods, energy, and data. Our analysts have selected companies with durable, recurring revenues from hard-to-replicate physical and digital networks.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Recorded a net income of $332 million and adjusted EBITDA of $634 million for Q3 2025, indicating strong operational performance.
- Completed the Aris Water Solutions acquisition, becoming one of the largest three-stream midstream providers in the Delaware Basin.
- Anticipates exceeding the high end of 2025 free cash flow guidance, supporting financial flexibility and potential shareholder returns.
Considerations
- Q3 2025 earnings per share and revenue slightly missed analyst expectations, with EPS of $0.87 versus $0.88 forecasted.
- Faces ongoing regulatory challenges and commodity price fluctuations that could pressure operational results.
- Operating expenses, including maintenance and operations, have increased, potentially limiting margin expansion.
Pros
- Simplified its midstream corporate structure, potentially improving operational alignment and reducing complexity.
- Antero Resources remains the largest shareholder of the midstream entity, maintaining significant influence and alignment of interests.
- Initiated a sizable $600 million share repurchase program, indicating capital return intent to shareholders.
Considerations
- Antero Midstream trades at relatively high valuation multiples compared with sector averages, including P/E and price/book ratios.
- Exposure is heavily concentrated in the Appalachian Basin, with operational risks linked to regional market dynamics.
- The midstream operations rely significantly on volumes from Antero Resources’ wells, creating potential volume and revenue volatility.
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