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Antero Midstream (AM)
NYSE:AM
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.18Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 13.90%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call was positive overall, with strong financial performance, strategic positioning for future natural gas demand, and successful debt reduction and share repurchases. However, there are some concerns about the propane market and uncertainty in capital allocation strategies.Company Guidance
During Antero Midstream's First Quarter 2025 Earnings Call, they provided comprehensive guidance on their financial performance and strategic outlook. The company reported a 3% year-over-year increase in EBITDA, reaching $274 million, driven by record gathering and processing volumes of 1.65 Bcf per day. They also emphasized ongoing capital efficiency, with first-quarter free cash flow after dividends recorded at $79 million, a 7% increase year-over-year, marking the 11th consecutive quarter of positive free cash flow. Antero Midstream highlighted significant reuse savings of $30 million from their newly online Torrey's Peak Compressor Station, contributing to over $50 million in savings across three stations. They projected over $60 million in additional reuse savings over the next five years. The company also maintained a focus on reducing leverage, which declined to 2.9 times, and highlighted their strategic allocation of capital toward dividends, debt reduction, and share repurchases, with 65% of EBITDA earmarked for such returns. They anticipate low to mid-single digit growth in gathering volumes for 2025, with future projects supporting long-term natural gas demand growth in the Appalachian region.Compressor Station Reuse Savings
The Torrey's Peak Compressor Station was placed online ahead of schedule, with reuse savings totaling approximately $30 million and over $50 million across all three stations. Additional reuse savings of over $60 million are expected over the next five years.
First Quarter Financial Performance
Antero Midstream generated $274 million of EBITDA, a 3% increase year-over-year, and set a company record with 1.65 Bcf a day of processing volumes. Free cash flow after dividends was $79 million, a 7% increase year-over-year.
Debt Reduction and Share Repurchases
The company reduced its leverage to 2.9 times and repurchased over $29 million of shares during the quarter. Antero Midstream has the capacity to allocate 65% of its EBITDA for dividends, debt reduction, and share repurchases.
Strategic Positioning for Natural Gas Demand
Antero Midstream is well positioned with significant infrastructure and an investment-grade upstream counterparty to benefit from the growing natural gas demand in the Appalachian Region, particularly for power generation and data centers.
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AM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $16.55 | $16.87 | +1.93% |
Feb 12, 2025 | $15.64 | $16.59 | +6.07% |
Oct 30, 2024 | $14.59 | $13.97 | -4.25% |
Jul 31, 2024 | $13.76 | $13.45 | -2.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Antero Midstream (AM) report earnings?
Antero Midstream (AM) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Antero Midstream (AM) earnings time?
Antero Midstream (AM) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AM EPS forecast?
AM EPS forecast for the fiscal quarter 2025 (Q2) is 0.24.
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