Management remarks
Call period: 2026 Q2 · 2026-08-04
Guidance: Pierce Norton: Yesterday, we reported second quarter earnings and raised our 2026 financial guidance for the second time this year, reflecting strong year-to-date performance and continued momentum heading into the back half of the year.Demand and orders: Pierce Norton: And then you've got your LNG exports that's driving the natural gas increase across the United States that's driven by that growing 30 Bcf a day or over 30 Bcf a day LNG export and your domestic natural gas-fired generation and industrial demand.Analyst Q&A
Analyst John Mackay asked: And then maybe tying it into your last comment right there, that kind of run rate level of growth CapEx, how much of that could be going towards this vertical? Management Sheridan Swords answered: I'll take the first part on AI data centers and power gen. Obviously, in my prepared remarks, we talked about that we have secured a 1 gigawatt power gen supply contract that will be the supplier of natural gas into that system. It's a really nice project. It's not a high capital. I mean, it's over $100 million of capital we'll have to spend at a very nice return at firm demand. We also are in late stages of discussions with a couple of other opportunities to be able to supply AI data centers.管理层陈述
电话会期间：2026 Q2 · 2026-08-04
指引：皮尔斯·诺顿：昨日，我们公布了第二季度业绩，并今年第二次上调了2026年财务指引，这反映了今年迄今的强劲表现以及下半年持续增长的势头。需求与订单：皮尔斯·诺顿：推动美国天然气需求增长的因素包括日均300亿立方英尺及以上的液化天然气出口，以及国内天然气发电和工业需求。分析师问答
分析师约翰·麦凯：结合您刚才的发言，想问此类增长性资本支出中有多少将投入该业务领域。管理层谢里登·斯沃兹：我们将先谈谈人工智能数据中心和发电业务。我们已敲定一份1吉瓦的发电供应合同，将为该系统供应天然气，该项目需投入超1亿美元资本，需求稳固且回报率可观。我们还与另外几个人工智能数据中心项目处于后期洽谈阶段。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
