KMI
Energy
Kinder Morgan’s 41% EPS Beat Wasn’t Cold Weather — It Was LNG Feed Gas On Contracted Capacity (KMI)
Kinder Morgan beat Q1 2026 EPS by 41% on LNG feed gas deliveries and data-center-driven power demand — not cold weather. With 10+ Bcf/day of power projects under development, a $10.1B contracted backlog, and a Moody’s credit upgrade, KMI is re-rating toward regulated utility multiples.