HESM Earnings

HESM reported its FY2025Q4 earnings on 2026-02-02, showcasing a revenue of 0.00 against an estimate of 423.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.73 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following HESM's FY2025Q4 earnings announcement on 2026-02-02, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, HESM's stock price tends to shift by an average of -1.82% in the 10 days leading up to earnings and -2.32% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate HESM’s annual revenue to reach 420.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.03% and EPS estimates Revise Upward by 0.68% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between HESM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.03%, while EPS estimates moved Revise Upward by 0.68% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HESM's stock price typically moves by -1.82% in the 10 days before its earnings and -2.32% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 420.00M.

The earnings call presents a mixed outlook. Financial performance shows slight improvements in EBITDA and revenues, but net income decreased slightly. The Q&A section reveals uncertainties about future rig activity and flat EBITDA in 2026 despite higher gas volumes, which tempers optimism. Positive aspects include strong operating leverage, cash flow, and shareholder returns. However, the lack of detailed guidance and potential rig reductions introduce caution. Given the company's market cap, the stock is likely to remain stable, with a neutral prediction for stock price movement over the next two weeks.