Hess Midstream Résultats passés
Passé contrôle des critères 5/6
Hess Midstream a connu une croissance annuelle moyenne de ses bénéfices de 45.8%, tandis que le secteur Oil and Gas a vu ses bénéfices augmenter de en hausse à 8.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7.9% par an. Le rendement des capitaux propres de Hess Midstream est 155.5% et ses marges nettes sont de 22.6%.
Informations clés
45.76%
Taux de croissance des bénéfices
12.27%
Taux de croissance du BPA
| Oil and Gas Croissance de l'industrie | 33.67% |
| Taux de croissance des recettes | 7.93% |
| Rendement des fonds propres | 155.49% |
| Marge nette | 22.64% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 14
HESM: Buybacks And Distributions Will Support Execution As Street Turns More Cautious
Analysts have trimmed their average price target for Hess Midstream to about $36.83 from $37.50, citing recent revisions to discount rates, forward P/E assumptions, and updated views reflected in both price target changes and a downgrade in Street research. Analyst Commentary Recent Street research around Hess Midstream highlights a mix of supportive and cautious views, with price targets being adjusted in both directions over the past few months before the latest trim to about US$36.83.Article d’analyse • May 07
Analysts Have Made A Financial Statement On Hess Midstream LP's (NYSE:HESM) First-Quarter Report
Last week saw the newest quarterly earnings release from Hess Midstream LP ( NYSE:HESM ), an important milestone in the...Seeking Alpha • May 05
Hess Midstream Is Already Fully Priced, Further Upside May Not Be Fueled
Summary Hess Midstream LP is downgraded from Buy to Hold as valuation approaches target price and upside appears limited. HESM's stable fee-based model and resilient natural gas Bakken volumes support high margins, but Bakken oil production growth has plateaued. Natural gas expansion in Bakken and a 7% dividend yield provide stable cash flow, justifying portfolio retention for existing holders. Technical indicators for HESM show cautious investor sentiment and limited buying momentum, with the stock trading near fair value at a 13.67x P/E. Read the full article on Seeking AlphaMise à jour du récit • Apr 25
HESM: Buybacks And Distributions Will Balance Mixed Views On Future Execution
Hess Midstream's analyst price target has shifted from $38.67 to $37.50 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly higher future P/E, following mixed recent research that included both a downgrade and a separate price target increase. Analyst Commentary Recent Street research on Hess Midstream points in two directions, with one firm lifting its price target and Goldman Sachs moving to a more cautious stance.Mise à jour du récit • Apr 10
HESM: Buybacks And Distributions Will Support Steady Forward Risk Reward Balance
Analysts have nudged their price target on Hess Midstream higher, with the updated fair value estimate moving from about $38.00 to roughly $38.67. This revision is supported by modest adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E.Mise à jour du récit • Mar 26
HESM: Buybacks And Rising Distributions Will Support Balanced Forward Returns
Analysts have adjusted their price target on Hess Midstream to $38.00 from $37.33, citing updated assumptions around profit margins and future P/E expectations. What's in the News The Board of Directors of Hess Midstream LP authorized a buyback plan on March 3, 2026, indicating approval for the company to repurchase its own units over time (Key Developments).Mise à jour du récit • Mar 12
HESM: Buybacks And Growing Distributions Will Support Steady Forward Returns
Analysts have inched up their fair value estimate for Hess Midstream to about $37.33 per share from roughly $36.83 per share, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News The Board of Directors of Hess Midstream LP authorized a buyback plan on March 3, 2026, signaling approval for the partnership to repurchase its own units over time (Key Developments).Mise à jour du récit • Feb 26
HESM: Updated 2026 Outlook And Distributions Will Support Steady Forward Returns
Analysts kept their fair value estimate for Hess Midstream steady at $36.83, citing only very small refinements to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any broad change in their outlook. What's in the News Hess Midstream LP updated its 2026 earnings outlook, with expected full year net income in a range of US$650 million to US$700 million, alongside detailed operating targets for gas gathering, crude oil gathering, gas processing, crude terminal volumes, and water gathering volumes for the same period (company guidance).Mise à jour du récit • Feb 08
HESM: Future Earnings And Distributions Will Reflect Updated 2026 Guidance And Stable Returns
Analysts have modestly adjusted their price targets for Hess Midstream, citing small updates to the discount rate, revenue growth assumptions, profit margin expectations and future P/E. Together these refinements affect their view of the partnership's valuation rather than marking a major shift.Article d’analyse • Feb 05
Results: Hess Midstream LP Beat Earnings Expectations And Analysts Now Have New Forecasts
Last week saw the newest annual earnings release from Hess Midstream LP ( NYSE:HESM ), an important milestone in the...Article d’analyse • Jan 30
Hess Midstream's (NYSE:HESM) Shareholders Will Receive A Bigger Dividend Than Last Year
Hess Midstream LP's ( NYSE:HESM ) dividend will be increasing from last year's payment of the same period to $0.7641 on...Mise à jour du récit • Jan 25
HESM: Future Earnings And Distributions Will Reflect Stable Volumes And Capital Returns
Analysts have kept their price target on Hess Midstream broadly aligned with prior levels, reflecting updated assumptions around a discount rate of 7.14%, a revenue growth outlook of 1.06%, a profit margin of 30.68%, and a forward P/E of 14.01x, which they view as appropriately balancing risk and return expectations. What's in the News Issued full year 2026 earnings guidance, with expected net income between US$650 million and US$700 million, along with detailed volume expectations across gas gathering, crude oil gathering, gas processing, crude terminals and water gathering.Mise à jour du récit • Jan 11
HESM: Future Volumes And Distributions Will Frame Steady Earnings And Capital Returns
Analysts have nudged their price target on Hess Midstream slightly lower to US$36.83 from about US$36.86, reflecting updated assumptions around revenue growth, profit margins and the future P/E multiple. What's in the News Issued unaudited earnings guidance for the fourth quarter of 2025, with expected net income of US$170 million to US$180 million, and full year 2025 net income of US$685 million to US$695 million (company guidance).Mise à jour du récit • Dec 16
HESM: Bakken Rig Cuts Will Shape Future EBITDA And Capital Returns
Analysts have trimmed their average price target for Hess Midstream to about $37. This reflects reduced long term revenue growth expectations amid anticipated Chevron rig cuts in the Bakken and more modest, though still resilient, EBITDA and capital return trajectories.Mise à jour du récit • Dec 01
HESM: Slower Bakken Activity And Dividends Will Define Future Returns
Analysts have reduced their average price target for Hess Midstream from $37 to approximately $36.86. This change reflects expectations of slower EBITDA growth and balanced risk in light of Chevron's anticipated reduction in Bakken activity and a revised capital return outlook.Mise à jour du récit • Nov 17
HESM: Dividend Strength And Buybacks Will Offset Chevron Bakken Uncertainty
Analysts have lowered their price target for Hess Midstream to $37 from $41 per share. They cite slower growth expectations because of anticipated reductions in Chevron's Bakken rig activity and a more cautious outlook for future earnings.Article d’analyse • Nov 06
Results: Hess Midstream LP Exceeded Expectations And The Consensus Has Updated Its Estimates
Hess Midstream LP ( NYSE:HESM ) came out with its third-quarter results last week, and we wanted to see how the...Mise à jour du récit • Nov 03
HESM: Dividend Growth And Buybacks Will Offset Bakken Development Uncertainty
Hess Midstream's analyst price target has been revised downward from $40 to $37 as analysts adjust expectations for slower revenue growth and profit margins. This is largely due to a tempered outlook for Bakken activity and more conservative future earnings assumptions.Mise à jour du récit • Oct 20
US Energy Demand Will Sustain Bakken Throughput Into New Horizons
Analysts have reduced their fair value estimate for Hess Midstream from $41.29 to $40.00, citing moderated growth forecasts and tempered capital return expectations in light of updated views on Bakken activity. Analyst Commentary Recent analyst assessments of Hess Midstream reflect a nuanced outlook, with both bullish and bearish perspectives factoring into the company's revised valuation and growth trajectory.Mise à jour du récit • Oct 05
US Energy Demand Will Sustain Bakken Throughput Into New Horizons
Hess Midstream's analyst price target has been lowered by nearly $3, from approximately $44.17 to $41.29 per share, as analysts reset growth expectations in response to reduced rig activity in the Bakken and a less certain outlook following Chevron's acquisition of Hess Corp. Analyst Commentary Following the recent developments affecting Hess Midstream, analysts have delivered a mix of optimistic and cautious insights regarding the company’s future valuation, growth prospects, and capital allocation potential.Mise à jour du récit • Sep 20
US Energy Demand Will Sustain Bakken Throughput Into New Horizons
Analysts have reduced their price target for Hess Midstream to $44.17, citing heightened uncertainty over future growth and capital returns due to Chevron’s rig reductions and less compelling standalone prospects post-acquisition. Analyst Commentary Chevron’s decision to reduce Bakken rigs is expected to significantly lower Hess Midstream's near-term EBITDA growth and capital return prospects.Article d’analyse • Aug 01
Hess Midstream's (NYSE:HESM) Dividend Will Be Increased To $0.737
Hess Midstream LP's ( NYSE:HESM ) dividend will be increasing from last year's payment of the same period to $0.737 on...Article d’analyse • Jun 30
Is There An Opportunity With Hess Midstream LP's (NYSE:HESM) 47% Undervaluation?
Key Insights The projected fair value for Hess Midstream is US$72.44 based on 2 Stage Free Cash Flow to Equity Hess...Seeking Alpha • Apr 16
Hess Midstream: Near Its Ceiling, But Solid Floor
Summary Hess Midstream LP offers a stable 7–8% dividend yield, supported by fixed fee-based contracts and a reliable main customer, Chevron. The company maintains a strong distribution coverage ratio and targets leverage around 3x EBITDA, reflecting a conservative financial posture. Despite reaching near fair value at $36.50, HESM remains attractive for its high dividend yield and consistent cash flow, but growth is limited. Key risks include heavy dependence on Chevron and limited expansion opportunities, justifying a HOLD rating for current investors. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Hess Midstream Continues To Deliver Excellent Results In Q4
Summary Hess Midstream LP has shown strong performance, with shares up 21% over the past year and a near-7% dividend yield, reaching a 52-week-high. The company reported solid quarterly results, with revenue up 11% and EBITDA margins expanding to 81%, driven by increased production and throughput volumes. Guidance for 2025 and beyond is robust, with expected EBITDA growth, stable leverage, and potential for significant buybacks, supporting a bullish outlook. The potential Chevron acquisition of Hess could further boost HESM's value, with a likely deal premium for shareholders, enhancing the investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Hess Midstream Operations Are Great And Overshadowed By The Acquisition
Summary Hess reported unfavorable United States results and has for some time. Hess Midstream services the largest part of the United States business. Clearly, the profitability situation needs to be fixed. The uncertainty of the profitability enhancement moves affects the future prospects of the stock. Chevron, in particular, could shut down the operations, sell that part of the business, or increase the profitability itself. One insider clearly "wants out." Until that insider is gone, the stock is likely going nowhere. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
Hess Midstream: Insider Sales Continue
Summary Insider sales may cause a period of stock pricing weakness that could take months to resolve. The upsized offering of 11 million shares combined with recent sales history should indicate that a backer is exiting. The uncertainty surrounding Chevron's acquisition of Hess adds risk. Hess Midstream appears fully valued; dividend increases, and the accompanying appreciation, do not appear to compensate for the risk of an unfavorable outcome. Past Chevron actions may mitigate the risk of an unfavorable outcome in the eyes of some investors. But the future holds no guarantees. Read the full article on Seeking Alpha
Nouveau récit • Aug 27
Expanding Bakken Operations And Shareholder Returns Promise Bright Future
Expansion in gas gathering, processing, and infrastructure development highlights growth in critical operational areas, aiming to enhance revenue through Bakken region support.Seeking Alpha • Jul 14
Hess Midstream: One Of The Strongest Buys In The Midstream Space
Summary Hess Midstream LP (HESM) is a pure play midstream company, which trades at a steep discount to sector peers. By assessing the underlying fundamentals from the cash generation and capital structure perspective, we could easily make the case that HESM deserves a premium. In this article I explain why, in my opinion HESM presents one of the most attractive midstream investment plays. Read the full article on Seeking AlphaSeeking Alpha • Jun 08
Hess Midstream: Beyond 7.3% Yield, A Perfect Investment For Income And Growth
Summary Americans have more investment income than ever before, creating a divide between the "haves" and "have-nots." Hess Midstream LP is a strong income investment option, offering stability through long-term contracts and a 7.3% yield. HESM has strong fundamentals, including a healthy balance sheet and a commitment to 5% annual dividend growth. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Hess Midstream gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 1,629 | 369 | 29 | 0 |
| 31 Dec 25 | 1,621 | 353 | 29 | 0 |
| 30 Sep 25 | 1,613 | 330 | 32 | 0 |
| 30 Jun 25 | 1,571 | 291 | 31 | 0 |
| 31 Mar 25 | 1,522 | 250 | 28 | 0 |
| 31 Dec 24 | 1,496 | 223 | 26 | 0 |
| 30 Sep 24 | 1,456 | 190 | 25 | 0 |
| 30 Jun 24 | 1,441 | 167 | 25 | 0 |
| 31 Mar 24 | 1,399 | 143 | 26 | 0 |
| 31 Dec 23 | 1,349 | 119 | 26 | 0 |
| 30 Sep 23 | 1,307 | 103 | 24 | 0 |
| 30 Jun 23 | 1,278 | 91 | 24 | 0 |
| 31 Mar 23 | 1,268 | 88 | 24 | 0 |
| 31 Dec 22 | 1,275 | 84 | 23 | 0 |
| 30 Sep 22 | 1,277 | 79 | 23 | 0 |
| 30 Jun 22 | 1,246 | 66 | 23 | 0 |
| 31 Mar 22 | 1,227 | 55 | 22 | 0 |
| 31 Dec 21 | 1,204 | 46 | 23 | 0 |
| 30 Sep 21 | 1,154 | 36 | 22 | 0 |
| 30 Jun 21 | 1,115 | 32 | 21 | 0 |
| 31 Mar 21 | 1,090 | 26 | 20 | 0 |
| 31 Dec 20 | 1,092 | 24 | 21 | 0 |
| 30 Sep 20 | 1,079 | 33 | 23 | 0 |
| 30 Jun 20 | 1,029 | 45 | 26 | 0 |
| 31 Mar 20 | 950 | 56 | 28 | 0 |
| 31 Dec 19 | 848 | 67 | 26 | 0 |
| 30 Sep 19 | 816 | 68 | 26 | 0 |
| 30 Jun 19 | 771 | 68 | 20 | 0 |
| 31 Mar 19 | 745 | 70 | 17 | 0 |
| 31 Dec 18 | 713 | 69 | 14 | 0 |
| 30 Sep 18 | 642 | 67 | 10 | 0 |
| 30 Jun 18 | 619 | 63 | 10 | 0 |
| 31 Mar 18 | 593 | 57 | 10 | 0 |
| 31 Dec 17 | 580 | 40 | 14 | 0 |
| 30 Sep 17 | 567 | 96 | 8 | 0 |
| 30 Jun 17 | 541 | 129 | 9 | 0 |
| 31 Mar 17 | 521 | 158 | 11 | 0 |
| 31 Dec 16 | 510 | 205 | 10 | 0 |
| 30 Sep 16 | 632 | 224 | 15 | 0 |
| 30 Jun 16 | 613 | 215 | 13 | 0 |
| 31 Mar 16 | 595 | 212 | 10 | 0 |
| 31 Dec 15 | 565 | 193 | 9 | 0 |
| 30 Sep 15 | 371 | 123 | 4 | 0 |
| 30 Jun 15 | 339 | 100 | 5 | 0 |
Des revenus de qualité: HESM a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de HESM sont plus élevées que l'année dernière HESM. (22.6%) sont plus élevées que l'année dernière (16.4%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de HESM ont augmenté de manière significative de 45.8% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de HESM au cours de l'année écoulée ( 47.5% ) dépasse sa moyenne sur 5 ans ( 45.8% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices HESM au cours de l'année écoulée ( 47.5% ) a dépassé celle du secteur Oil and Gas -1.7%.
Rendement des fonds propres
ROE élevé: Bien que le retour sur capitaux propres ( 155.49% ) de HESM soit exceptionnel, cette mesure est faussée en raison de son niveau d'endettement élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 07:55 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Hess Midstream LP est couverte par 14 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Douglas Irwin | Citigroup Inc |
| John Mackay | Goldman Sachs |
| Jeremy Tonet | J.P. Morgan |