KMKMIEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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KMI earnings call: As Kim mentioned, we now expect our full year adjusted EBITDA to be more than 6% above our budget and adjusted EPS to be more than 13% above our budget.金德尔摩根公司 (KMI) 电话会：正如金·当提到的，我们目前预计全年调整后EBITDA将较预算高出6%以上，调整后每股收益将较预算高出13%以上。
Management remarks
Call period: 2026 Q3 · 2026-10-21
Guidance: David Michels: As Kim mentioned, we now expect our full year adjusted EBITDA to be more than 6% above our budget and adjusted EPS to be more than 13% above our budget.
Analyst Q&A
Analyst Jeremy Tonet asked: How do you think about run rate CapEx at this point? Management Kim Dang answered: I think the reason for the shadow backlog back in the beginning was because people did not believe in the opportunity set that we were seeing on natural gas. We were providing this number to try to help you understand the opportunity set. I think, at this point, with a $14.4 billion backlog, I hope we have established some credibility about being able to bring these things to fruition. With respect to run rate, I think it is probably going to be around $4 billion-ish for the next few years in terms of the CapEx that we would expect to spend.
