Guidance
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FY2026 Q2
개선
Williams Companies, Inc. (The) 실적 발표
Buzzberg 분석
Long-term EBITDA growth target raised to 11%+ CAGR
Williams reported Q2 2026 EBITDA up 6% YoY, raised FY26 guidance to $8.3–8.5B, and increased long-term growth target to 11%+ CAGR. Key announcements included the acquisition of Momentum Midstream, a $5.34B power innovation JV with Blackstone, and two major Gulf Coast pipeline expansion projects (Shelby Connector and Delta Access). Socrates phase one came online ahead of schedule, proving execution in the power innovation business. Q2 2026 EBITDA of $1.92B, up 6% YoY
Buzzberg 분석 Long-term EBITDA growth target raised to 11%+ CAGR Williams reported Q2 2026 EBITDA up 6% YoY, raised FY26 guidance to $8.3–8.5B, and increased long-term growth target to 11%+ CAGR. Key announcements included the acquisition of Momentum Midstream, a $5.34B power innovation JV with Blackstone, and two major Gulf Coast pipeline expansion projects (Shelby Connector and Delta Access). Socrates phase one came online ahead of schedule, proving execution in the power innovation business. Q2 2026 EBITDA of $1.92B, up 6% YoY 전체 분석 보기분석 접기
Williams reported Q2 2026 EBITDA up 6% YoY, raised FY26 guidance to $8.3–8.5B, and increased long-term growth target to 11%+ CAGR. Key announcements included the acquisition of Momentum Midstream, a $5.34B power innovation JV with Blackstone, and two major Gulf Coast pipeline expansion projects (Shelby Connector and Delta Access). Socrates phase one came online ahead of schedule, proving execution in the power innovation business. Q2 2026 EBITDA of $1.92B, up 6% YoY
- FY26 guidance raised to $8.3–8.5B (from $8.1B previously)
- Long-term growth target raised to 11%+ CAGR through 2030
- Momentum Midstream acquired for $5.5B, expanding Haynesville footprint
매출$3.053B+1% 전분기 대비
주당순이익(EPS)$0.50-32% 전분기 대비
매출총이익률83.33%보고값
영업이익률38.72%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
AI
Socrates Phase 1 achieved in-service
Capex
Power innovation JV secures $5.34B capital at 6.35% cost
핵심 내용 3개 더 보기
M&A
Momentum Midstream acquisition strengthens Gulf Coast position
Capex
Two new expansion projects announced: Shelby Connector and Delta Access
Demand
Power innovation demand expands beyond primary customer
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $3.053B | +1% 전분기 대비 |
| 주당순이익(EPS) | $0.50 | -32% 전분기 대비 |
| 매출총이익률 | 83.33% | 보고값 |
| 영업이익률 | 38.72% | 보고값 |
| 잉여현금흐름 | $-0.458B | 보고값 |
| 자본지출 | $1.834B | 보고값 |
AI, 자본지출 및 수요 분석
경영진 분석
Upbeat
Management emphasized strong execution, raised EBITDA guidance, and increased long-term growth targets, reflecting confidence in the business outlook.
경영진의 AI 분석
Management highlighted the successful delivery of power innovation projects supporting data center growth, including the in-service of Socrates Phase 1, and noted strong commercial interest from multiple customers beyond the first primary hyperscaler.
투자 및 생산능력
The company is raising growth capex guidance primarily for newly announced projects like Shelby Connector and Delta Access, and has secured $5.34 billion in committed capital for power innovation projects through a joint venture.
아래에 언급된 기업 6개 모두 표시
기업발표 이후 수익률
파트너
파트너
Chad Zamarin
Blackstone provided $5.34B in committed capital for Williams' power innovation JV at a capped 6.35% cost of equity, enabling Williams to scale without dilutive equity.
근거
“I want to congratulate the Williams and Blackstone teams as well as key partners Apollo and KKR for achieving a great outcome and for supporting this exciting business.”
공급망
공급망
Larry Larsen
Socrates phase one in-service under 18 months de-risks the power innovation model and enables faster commercialization of future projects, particularly in data center power. — Independent power producers like Vistra and Constellation face competition from Williams' behind-the-meter solution in core data center markets.
근거
“As of this week, we're delivering first power to the facility and expect to see that ramp up over the course of the month.”
공급망
Chad Zamarin
Line 200 extension and Delta Access pipeline expand capacity from Gillis, Louisiana, to serve LNG demand and new power loads, indicating growing natural gas infrastructure needs. — Williams' pipeline expansions provide critical supply assurance to LNG exporters like Cheniere, supporting their export growth.
근거
“The combined Williams and Momentum assets will form the backbone that connects our country's fastest growing supply basin with our fastest growing demand corridor.”
외부 신호
공급망 알파 · 3발표 이후 수익률
Momentum Midstream acquisition provides leverage to Haynesville growth and LNG exports; combined with Transco and storage creates an integrated Gulf Coast supply network.
Socrates phase one in-service under 18 months de-risks the power innovation model and enables faster commercialization of future projects, particularly in data center power.
Line 200 extension and Delta Access pipeline expand capacity from Gillis, Louisiana, to serve LNG demand and new power loads, indicating growing natural gas infrastructure needs.
근거
“The extension of Line 200 includes a new lateral to serve growing power demand in the Lake Charles, Louisiana area and is a nice upside to the Woodside Partnership.”
방법론 및 범위
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