Antero Midstream Performance degli utili passati
Criteri Il passato verificati 2/6
Antero Midstream ha registrato una crescita degli utili a un tasso medio annuo di 6.6%, mentre il settore Oil and Gas ha registrato utili in crescita a un tasso medio annuo di 8.9%. I ricavi sono stati in crescita a un tasso medio annuo di 6.7%. Il ritorno sul capitale proprio di Antero Midstream è 21.2% e ha margini netti di 31.9%.
Informazioni chiave
6.58%
Tasso di crescita degli utili
6.47%
Tasso di crescita dell'EPS
| Oil and Gas Crescita del settore | 33.67% |
| Tasso di crescita dei ricavi | 6.69% |
| Rendimento del capitale proprio | 21.21% |
| Margine netto | 31.90% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 03
AM: Buybacks And Higher Margins Will Support Balanced Future Returns
Analysts have raised their price target for Antero Midstream from $22.43 to $23.29, pointing to updated assumptions that combine a slightly lower revenue growth outlook with higher projected profit margins and a modestly reduced future P/E multiple. What's in the News Antero Midstream reported operating results for the quarter ended March 31, 2026, with Gathering volumes of 3,805 MMcf/d, Centralized Compression of 3,370 MMcf/d, High Pressure Gathering of 3,133 MMcf/d, and Fresh Water Delivery of 83 MBbl/d (Key Developments).Seeking Alpha • Apr 30
Antero Midstream: I Like Everything But The Price (Rating Downgrade)
Summary Antero Midstream now guides for single-digit growth. AM’s stock price has risen substantially since 2020. That rise has pushed valuation metrics, including a P/E ratio nearing 20, to uncomfortable highs. Current pricing exposes investors to downside risk relative to historical valuation norms. This idea has very strong management. The result has been outsized past gains. I am considering selling AM due to its stretched valuation and limited return prospects. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 18
AM: Share Buybacks And Stable Margins Will Support Future Returns
Analysts have modestly raised their price target for Antero Midstream to $22.43 from $22.29, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E that remain broadly consistent with prior estimates. What's in the News Antero Midstream completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 2,704,382 shares, or 0.57%, for $48.32 million under its existing program (Key Developments).Aggiornamento della narrazione • Apr 03
AM: Share Buybacks And Stable Margins Will Support Future Fair Value
Analysts now see Antero Midstream's fair value at about $22.29 per share, up from roughly $21.57. This reflects updated views on its discount rate, revenue growth, profit margin and future P/E assumptions.Aggiornamento della narrazione • Mar 20
AM: Buybacks And Stable Margins Will Support Fairly Valued Outlook
Analysts have lifted their price target on Antero Midstream to $21.57 from $20.86, citing updated assumptions that combine a modestly different discount rate, an adjusted revenue growth outlook of 5.84% and a projected profit margin of about 42.70%, along with an expected future P/E of roughly 18.85x. What's in the News Antero Midstream completed a share repurchase of 2,704,382 shares, representing 0.57% of shares, for US$48.32 million between October 1, 2025 and December 31, 2025 under its existing buyback program (Key Developments).Aggiornamento della narrazione • Mar 06
AM: Buybacks And Higher Future P/E Will Support Fairly Valued Outlook
Analysts have lifted their price target on Antero Midstream to $20.86 from $19.57, citing updated assumptions that include higher modeled revenue growth, a lower profit margin, and a higher future P/E multiple. What's in the News Antero Midstream completed a share repurchase of 2,704,382 shares from October 1, 2025 to December 31, 2025, equal to 0.57% of the company, for $48.32 million under its existing buyback program (Key Developments).Aggiornamento della narrazione • Feb 20
AM: Higher Margins And Buybacks Will Support Fairly Valued Outlook
Analysts have nudged their price target for Antero Midstream higher from $19.00 to about $19.57, reflecting updated views on slightly softer revenue growth assumptions, higher profit margin, and a lower future P/E outlook. What's in the News From October 1, 2025 to December 31, 2025, Antero Midstream repurchased 2,704,382 shares, about 0.57% of shares, for US$48.32 million under its existing buyback program (Key Developments).Aggiornamento della narrazione • Feb 05
AM: Higher Revenue Outlook And Richer P/E Will Underpin Fair Returns
Analysts have lifted their price target for Antero Midstream to US$19.00, supported by revised assumptions that combine a higher revenue growth outlook and a richer future P/E multiple with a lower projected profit margin. Valuation Changes Fair Value: Updated slightly from US$18.79 to US$19.00, keeping the price target broadly in line with earlier estimates.Aggiornamento della narrazione • Jan 22
AM: Stable Margins And Share Repurchases Will Continue To Support Fair Returns
Analysts have kept their price target for Antero Midstream broadly steady at about US$18.79. This reflects only very small tweaks to discount rate, revenue growth, profit margin, and expected future P/E assumptions rather than any major shift in their view of the company.Articolo di analisi • Jan 18
Antero Midstream (NYSE:AM) Is Paying Out A Dividend Of $0.225
Antero Midstream Corporation ( NYSE:AM ) has announced that it will pay a dividend of $0.225 per share on the 11th of...Aggiornamento della narrazione • Jan 07
AM: Stable Margins And Share Repurchases Will Support Fairly Valued Future Returns
Analysts have nudged their price target for Antero Midstream slightly higher to reflect a fair value of about $18.79, supported by broadly consistent assumptions on discount rate, revenue growth, profit margin, and a modestly adjusted future P/E multiple. Valuation Changes Fair Value: Adjusted slightly from $18.64 to about $18.79 per share.Aggiornamento della narrazione • Dec 20
AM: Share Repurchases And Stable Margins Will Support Measured Future Returns
Analysts modestly raised their price target on Antero Midstream to align more closely with an updated fair value of 18.64 dollars, citing stronger long term revenue growth expectations that more than offset a slight compression in projected profit margins. What's in the News Completed share repurchase of 6,933,054 shares, or approximately 1.44% of outstanding shares, under the buyback program announced on February 14, 2024 (company filing) Between July 1, 2025 and September 30, 2025, repurchased 2,315,719 shares, or about 0.48% of outstanding shares, for a total consideration of 41.33 million dollars (company filing) Total capital returned via the completed buyback reached 115 million dollars, reflecting the company’s stated focus on shareholder returns (company filing) Valuation Changes Fair Value: Unchanged at approximately 18.64 dollars per share, indicating no revision to the long term intrinsic value estimate.Aggiornamento della narrazione • Dec 05
AM: Share Repurchases And Stable Profitability Will Support Balanced Outlook
Analysts have nudged their price target on Antero Midstream modestly higher to reflect slightly stronger long term profitability expectations, even as they trim near term revenue growth assumptions and maintain a largely unchanged valuation multiple and discount rate. What's in the News Completed a share repurchase of 6,933,054 shares, or about 1.44 percent of outstanding shares, under the buyback program announced on February 14, 2024 (company filing) The latest tranche from July 1, 2025 to September 30, 2025 retired 2,315,719 shares, roughly 0.48 percent of the share base, for $41.33 million (company filing) Total capital deployed under the current buyback now stands at $115 million, indicating continued management confidence in the company’s long term value (company filing) Valuation Changes Fair Value Estimate, unchanged at $18.64 per share, indicating no material shift in the model’s intrinsic value assessment.Aggiornamento della narrazione • Nov 21
AM: Share Buybacks And Modest Margin Improvement Will Support Balanced Outlook
Analysts have raised their price target for Antero Midstream from $18.36 to $18.64, citing minor adjustments to discount rates, profit margins, and expected revenue growth. What's in the News From July 1, 2025 to September 30, 2025, Antero Midstream repurchased 2,315,719 shares, representing 0.48 percent of shares, for $41.33 million (Key Developments).Aggiornamento della narrazione • Nov 06
AM: Buyback Activity And Leadership Transitions Will Shape Outlook Amid Stable Valuation
Analysts have maintained the price target for Antero Midstream at $18.36 per share. They cite a slight decrease in projected revenue growth, but note improved profit margins and a lower estimated future price-to-earnings ratio as supporting factors for their outlook.Aggiornamento della narrazione • Oct 23
Analysts Raise Antero Midstream Price Target Amid Buyback and Executive Leadership Changes
Analysts have raised their price target for Antero Midstream, increasing it from $18.07 to $18.36 per share. They cite expectations of improved profit margins and a lower discount rate, despite slightly moderated revenue growth projections.Articolo di analisi • Oct 12
Antero Midstream (NYSE:AM) Will Pay A Dividend Of $0.225
Antero Midstream Corporation's ( NYSE:AM ) investors are due to receive a payment of $0.225 per share on 5th of...Articolo di analisi • Sep 07
Antero Midstream Corporation's (NYSE:AM) Price In Tune With Earnings
There wouldn't be many who think Antero Midstream Corporation's ( NYSE:AM ) price-to-earnings (or "P/E") ratio of 19.2x...Aggiornamento della narrazione • Sep 04
Gulf Coast LNG Expansion And Appalachia Will Secure Future Success
With the consensus price target, future P/E, and discount rate for Antero Midstream all effectively unchanged, analysts’ fair value estimate remains steady at $18.07. What's in the News Michael N.Articolo di analisi • Jul 05
Antero Midstream (NYSE:AM) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jun 20
Do Antero Midstream's (NYSE:AM) Earnings Warrant Your Attention?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Articolo di analisi • Jun 02
Antero Midstream (NYSE:AM) Is Looking To Continue Growing Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Seeking Alpha • Mar 17
Antero Midstream: Have Your Cake And Eat It Too
Summary Antero Midstream Corporation offers a compelling 5.3% dividend yield, robust free cash flow, and a high 19% ROIC, making it attractive for income-focused investors. Strategic investments, including a recent bolt-on acquisition and infrastructure expansions, position AM for sustained growth and diversification. Management's focus on deleveraging, share repurchases, and disciplined capital allocation further enhances shareholder value. AM's strong balance sheet and projected EPS growth of 10%-14% over the next two years justify its current valuation and market-beating potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Antero Midstream: Free Cash Flow Ahead Of Guidance
Summary Antero Midstream exceeded management's free cash flow guidance and projects further growth despite an increasing capital budget. Conservative leverage and strategic share repurchases demonstrate prudent financial management. Potential free cash flow growth may be impacted by opportunistic acquisitions or significant events. This idea should have a total return in the teens. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Antero Midstream: Buybacks Likely To Be Limited
Summary Antero Midstream's focus on supporting Antero Resources limits its growth and acquisition opportunities, making it less appealing for long-term investors. Despite a 6% dividend yield, the company's reluctance to increase dividends or aggressively buy back shares dampens investor enthusiasm. Management's likely prioritization of capital expenditures over buybacks, such as investing in new gas processing plants, reduces potential shareholder returns. Given the lack of catalysts and relatively high stock price, Antero Midstream is unlikely to outperform other midstream opportunities. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Antero Midstream May Start Share Repurchases Soon
Summary Antero Midstream may generate close to $90 million in free cash flow after dividends in Q4 2024. It should reach its leverage target for starting share repurchases. Share repurchases, lower interest costs and CPI-based adjustments to fees should all incrementally boost its free cash flow per share. Free cash flow after dividends is projected to increase from $245 million in 2024 to $310 million in 2026. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
My 6.3% Yielding Crown Jewel: Why Antero Midstream Remains A Strong Buy
Summary Antero Midstream, my highest-yielding dividend stock, plays a crucial role in my portfolio. It accounts for over 14% of my dividend income and remains a top conviction pick. Despite past challenges and a dividend cut in 2021, Antero Midstream has rebounded strongly. The company reduced debt and leveraged its relationship with Antero Resources. With its 6.3% yield and improved fundamentals, Antero Midstream is poised for continued growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 13
Antero Midstream: The Price Is Still Too High To Go Long
Summary Antero Midstream Corporation's valuation remains high, making it challenging to deliver strong total returns compared to peers like Enterprise Products Partners, Energy Transfer, and MPLX LP. Despite solid fundamentals and a 5% year-over-year EBITDA growth, Antero's EV/EBITDA is 11% above its 5-year average, limiting its appeal. On top of this, the management has decided to focus on share buybacks when allocating the excess liquidity, which seems suboptimal given the rich multiple. In this article, I elaborate on Q2 2024 financials and explain in more detail why I have not turned bullish here. Read the full article on Seeking Alpha
Nuova narrazione • Aug 28
Strategic Acquisitions And Refinancing Bolster Future Revenue And Shareholder Returns
Strategic acquisitions and Antero Resources' low breakeven gas prices enhance Antero Midstream's revenue prospects through increased throughput and demand for midstream infrastructure.Seeking Alpha • Aug 02
Antero Midstream Q2: Financial Ratings Upgrade And Acquisition Lead To Cash Flow Acceleration
Summary The program of acquiring assets at a discount through small acquisitions continues with yet another acquisition announcement. Antero Midstream's recent acquisition will lower the capital budget, and increase free cash flow growth. S&P's investment grade upgrade for parent company Antero Resources also benefits Antero Midstream which also received a debt rating upgrade. Debt ratio reduction is mainly through EBITDA growth. Free cash flow is growing far faster than originally envisioned as a result of these acquisitions. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Antero Midstream guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,286 | 410 | 87 | 0 |
| 31 Dec 25 | 1,259 | 413 | 88 | 0 |
| 30 Sep 25 | 1,250 | 472 | 87 | 0 |
| 30 Jun 25 | 1,225 | 456 | 89 | 0 |
| 31 Mar 25 | 1,189 | 417 | 88 | 0 |
| 31 Dec 24 | 1,177 | 400 | 86 | 0 |
| 30 Sep 24 | 1,150 | 390 | 83 | 0 |
| 30 Jun 24 | 1,144 | 388 | 78 | 0 |
| 31 Mar 24 | 1,132 | 389 | 75 | 0 |
| 31 Dec 23 | 1,112 | 371 | 71 | 0 |
| 30 Sep 23 | 1,094 | 354 | 68 | 0 |
| 30 Jun 23 | 1,061 | 340 | 64 | 0 |
| 31 Mar 23 | 1,032 | 332 | 62 | 0 |
| 31 Dec 22 | 991 | 326 | 62 | 0 |
| 30 Sep 22 | 966 | 322 | 64 | 0 |
| 30 Jun 22 | 959 | 327 | 66 | 0 |
| 31 Mar 22 | 963 | 328 | 64 | 0 |
| 31 Dec 21 | 969 | 331 | 64 | 0 |
| 30 Sep 21 | 956 | 329 | 60 | 0 |
| 30 Jun 21 | 965 | 345 | 58 | 0 |
| 31 Mar 21 | 952 | 353 | 57 | 0 |
| 31 Dec 20 | 971 | -123 | 52 | 0 |
| 30 Sep 20 | 1,007 | -344 | 72 | 0 |
| 30 Jun 20 | 1,028 | -739 | 90 | 0 |
| 31 Mar 20 | 1,055 | -758 | 112 | 0 |
| 31 Dec 19 | 850 | -356 | 112 | 0 |
| 30 Sep 19 | 593 | -193 | 91 | 0 |
| 30 Jun 19 | 320 | 114 | 71 | 0 |
| 31 Mar 19 | 56 | 59 | 48 | 0 |
| 31 Dec 18 | 0 | 61 | 44 | 0 |
| 30 Sep 18 | 24 | 49 | 41 | 0 |
| 30 Jun 18 | 43 | 34 | 39 | 0 |
| 31 Mar 18 | 58 | 19 | 40 | 0 |
| 31 Dec 17 | 0 | 6 | 41 | 0 |
| 30 Sep 17 | 54 | 6 | 33 | 0 |
| 30 Jun 17 | 39 | 5 | 24 | 0 |
| 31 Mar 17 | 27 | 9 | 11 | 0 |
| 31 Dec 16 | 17 | 10 | 1 | 0 |
| 30 Sep 16 | 10 | 6 | 0 | 0 |
| 31 Dec 15 | 1 | 1 | 0 | 0 |
Guadagni di qualità: AM ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di AM (31.9%) sono inferiori rispetto allo scorso anno (35.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di AM sono cresciuti del 6.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: AM ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: AM ha avuto una crescita negativa degli utili ( -1.7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Oil and Gas ( -1.7% ).
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 21.21% ) di AM sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 11:31 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Antero Midstream Corporation è coperta da 20 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ethan Bellamy | Baird |
| Marc Solecitto | Barclays |
| Akil Marsh | Brean Capital Historical (Janney Montgomery) |