Summit Midstream Corporation

Report azionario NYSE:SMC

Capitalizzazione di mercato: US$411.5m

Summit Midstream Gestione

Criteri Gestione verificati 3/4

Summit Midstream Il CEO è J. Deneke, nominato in Sep2019, e ha un mandato di 6.67 anni. la retribuzione annua totale è $ 5.97M, composta da 12.8% di stipendio e 87.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.56% delle azioni della società, per un valore di $ 10.55M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.7 anni e 4.3 anni.

Informazioni chiave

J. Deneke

Amministratore delegato

US$6.0m

Compenso totale

Percentuale dello stipendio del CEO12.85%
Mandato del CEO6.7yrs
Proprietà del CEO2.6%
Durata media del management5.7yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Mar 26

Summit Midstream: One More Year Of Transition

Summary Summit Midstream Corp remains a strong buy, driven by undervalued natural gas assets and robust long-term demand fundamentals. SMC posted $60 million in Q4'25 adjusted EBITDA, $17 million FCF, and maintains a manageable 3.9x leverage ratio. The Double E pipeline, with new take-or-pay contracts and potential expansion, is poised to drive significant EBITDA growth. Balance sheet improvements, including debt reduction and Series A dividend repayment, position SMC for enhanced free cash flow. Read the full article on Seeking Alpha
Articolo di analisi • May 14

Here's What's Concerning About Summit Midstream's (NYSE:SMC) Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Articolo di analisi • Apr 07

Summit Midstream (NYSE:SMC) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Mar 28

Summit Midstream: Likely Common Dividend Resumption Could Pop The Stock

Summary Summit Midstream Corporation's Q4 results were decent, with adjusted EBITDA at $46.2M and free cash flow at $6.6M, aligning with expectations. 2025 guidance projects adjusted EBITDA between $245M-$280M, driven by well connections in the Rockies and the Moonrise Midstream acquisition. Free cash flow is expected to hit $100M, aiding deleveraging to a 3.5x leverage target and resumption of preferred dividends, potentially benefiting common shareholders. Despite trading like a small MLP, SMC's valuation suggests significant upside, with potential equity value appreciation over 70%, though risks include oil price sensitivity and weather impacts. Read the full article on Seeking Alpha
Seeking Alpha • Mar 08

Summit Midstream: Rough Ride Ahead

Summary Summit Midstream's recent financial reorganization introduces a new major shareholder. The troubled past of Summit Midstream may lead to market mispricing compared to future prospects. The stock's volatility is heightened by the lack of historical performance under the current structure. Investors should be aware of the risk of potential mispricing due to the company's recent turnaround efforts and new shareholder dynamics. The company has a large exposure to the coming natural gas pricing recovery. Read the full article on Seeking Alpha
Articolo di analisi • Mar 08

Summit Midstream Corporation's (NYSE:SMC) Price Is Right But Growth Is Lacking

You may think that with a price-to-sales (or "P/S") ratio of 0.9x Summit Midstream Corporation ( NYSE:SMC ) is a stock...
Articolo di analisi • Jan 20

Summit Midstream (NYSE:SMC) Has More To Do To Multiply In Value Going Forward

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Seeking Alpha • Dec 09

Summit Midstream Has A New Major Shareholder

Summary Summit Midstream's management avoided bankruptcy and turned the company from "fairly hopeless" to viable, with Tailwater Capital becoming a major shareholder. Tailwater Capital's involvement, with midstream experience, can be a big plus in the future. With a debt ratio under 4 and deferred preferred stock distributions gone, the company can now focus on sustainable growth. Conversion to a C-Corp will likely enhance future prospects. This idea has above-average risks. But not many managements accomplish what this management has done. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Summit Midstream Keeps Digging

Summary Summit Midstream's previous management's complacency led to severe financial troubles. New management has announced an acquisition, marking a significant step in the company's long recovery to becoming a competitive industry player. Long-term shareholders have suffered substantial losses that are unlikely to be recovered. The conversion to a corporation involved canceling preferred dividends in arrears, addressing one of the major financial issues. This is a tale of how shareholders need to avoid complacent management before the trouble becomes apparent. Read the full article on Seeking Alpha
Articolo di analisi • Oct 04

Benign Growth For Summit Midstream Corporation (NYSE:SMC) Underpins Its Share Price

When close to half the companies operating in the Oil and Gas industry in the United States have price-to-sales ratios...
Seeking Alpha • Oct 03

Summit Midstream Corporation: Many Tailwinds Are Now In Play

Summary Summit Midstream Partners' acquisition of Tall Oak Midstream for $450M is set to boost EBITDA and cash flow, enhancing shareholder returns. Tensions in the Middle East and potential oil & gas price increases make Summit's domestic focus and balanced oil-gas exposure attractive. Summit's favorable valuation, with P/E and cash flow ratios significantly lower than the sector average, presents a strong investment opportunity. Access to the Gulf of Mexico markets and limited capital expenditure needs position Summit for growth, and dividends or buybacks are on deck for 2025. Read the full article on Seeking Alpha
Seeking Alpha • Aug 27

Summit Midstream's Earnings Reaffirm It As A Great Small Cap

Summary Summit Midstream Corporation is a small-cap company worth almost $400 million that was heavily impacted by COVID-19. The company's non-premium assets have posed challenges, but efforts to clean up the balance sheet are underway. Summit Midstream is focused on generating long-term shareholder returns despite the difficult position it currently finds itself in. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di J. Deneke rispetto agli utili di Summit Midstream?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$6mUS$767k

-US$20m

Sep 30 2025n/an/a

-US$43m

Jun 30 2025n/an/a

-US$246m

Mar 31 2025n/an/a

-US$270m

Dec 31 2024US$7mUS$676k

-US$135m

Sep 30 2024n/an/a

-US$132m

Jun 30 2024n/an/a

US$70m

Mar 31 2024n/an/a

US$74m

Dec 31 2023US$5mUS$650k

-US$63m

Sep 30 2023n/an/a

-US$72m

Jun 30 2023n/an/a

-US$82m

Mar 31 2023n/an/a

-US$159m

Dec 31 2022US$4mUS$624k

-US$128m

Sep 30 2022n/an/a

-US$121m

Jun 30 2022n/an/a

-US$110m

Mar 31 2022n/an/a

-US$32m

Dec 31 2021US$4mUS$600k

-US$44m

Sep 30 2021n/an/a

US$129m

Jun 30 2021n/an/a

US$197m

Mar 31 2021n/an/a

US$266m

Dec 31 2020US$2mUS$600k

US$263m

Sep 30 2020n/an/a

-US$67m

Jun 30 2020n/an/a

-US$141m

Mar 31 2020n/an/a

-US$194m

Dec 31 2019US$5mUS$162k

-US$213m

Compensazione vs Mercato: La retribuzione totale di J. ($USD 5.97M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.55M ).

Compensazione vs guadagni: La retribuzione di J. è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

J. Deneke (51 yo)

6.7yrs
Mandato
US$5,970,824
Compensazione

Mr. J. Heath Deneke is Chairman of Summit Midstream Corporation from May 28, 2020. Mr. Deneke is President, CEO & Director of Summit Midstream Corporation from September 16, 2019. Mr. Deneke joined the Sum...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
J. Deneke
President6.7yrsUS$5.97m2.56%
$ 10.6m
William Mault
Executive VP & CFO4.3yrsUS$2.11m0.64%
$ 2.6m
James Johnston
Executive VP5.7yrsUS$2.17m0.56%
$ 2.3m
Louis Krannich
Senior Vice President of Engineering & Operationsless than a yearNessun datoNessun dato
Matthew Sicinski
Senior VP & Chief Accounting Officer6.3yrsNessun dato0.29%
$ 1.2m
Randall Burton
Director of Financeno dataNessun datoNessun dato
Christopher Tennant
Senior VP & Chief Commercial Officerless than a yearNessun datoNessun dato
Carrie Vruno
VP & Controller9.7yrsNessun datoNessun dato
5.7yrs
Durata media
49.5yo
Età media

Gestione esperta: Il team dirigenziale di SMC è esperto e expertise (durata media dell'incarico 5.7 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
J. Deneke
President6.7yrsUS$5.97m2.56%
$ 10.6m
Jason Downie
Independent Director1.4yrsNessun datoNessun dato
Edward Herring
Independent Director1.4yrsNessun datoNessun dato
Jerry Peters
Independent Director13.7yrsUS$234.64k0.20%
$ 803.5k
James Cleary
Independent Lead Director5.9yrsUS$234.64k0.27%
$ 1.1m
Robert McNally
Independent Director6yrsUS$221.64k0.27%
$ 1.1m
Carolyn Stone
Independent Directorless than a yearNessun dato0.027%
$ 111.2k
Stephen Lipscomb
Independent Director1.4yrsNessun datoNessun dato
Andrew Winston
Independent Director1.4yrsNessun datoNessun dato
James Jacobe
Independent Director7.1yrsUS$229.64k0.33%
$ 1.4m
Rommel Oates
Independent Director4.3yrsUS$214.64k0.19%
$ 779.3k
4.3yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SMC sono considerati esperti (durata media dell'incarico 4.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 20:16
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Summit Midstream Corporation è coperta da 13 analisti. 1 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.

AnalistaIstituzione
Ethan BellamyBaird
Heejung RyooBarclays
Gabriel MoreenBofA Global Research