Overview
Natural gas infrastructure provider's Q4 adjusted EPS missed analyst expectations
Adjusted net income for Q4 missed analyst estimates
Company completed 12 projects in 2025, including pipeline and Deepwater initiatives
Outlook
Williams expects 2026 Adjusted EBITDA between $8.05 bln and $8.35 bln
Company anticipates 2026 growth capex between $6.1 bln and $6.7 bln
Williams increases annualized dividend by 5% to $2.10 for 2026
Result Drivers
PROJECT EXECUTION - Completed 12 projects in 2025, including pipeline transmission and Deepwater projects, driving growth
STRATEGIC PARTNERSHIPS - Executed Haynesville E&P sale and strategic partnership with Woodside Energy, enhancing operational capabilities
ACQUISITIONS - Closed on acquisitions of Rimrock and Saber Midstream, expanding company's operational footprint
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Adjusted EPS | Miss | $0.55 | $0.57 (16 Analysts) |
Q4 EPS | $0.60 | ||
Q4 Adjusted Net Income | Miss | $672 mln | $698.44 mln (9 Analysts) |
Q4 Net Income | $733 mln | ||
Q4 Cash Flow from Ops | $1.58 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the oil & gas transportation services peer group is "buy"
Wall Street's median 12-month price target for Williams Companies Inc is $70.00, about 3.2% above its February 9 closing price of $67.85
The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 25 three months ago
Press Release: ID:nBw1GKc3da
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)