NYSE$HES

Hess Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Hess Midstream reported higher Q2 2025 earnings, driven by volume growth across all systems and an increase in tariff rates.

Hess Midstream delivered strong Q2 2025 results with net income of $179.7 million, boosted by higher throughput and improved margins, while reaffirming its 2025 EBITDA guidance.

  • Revenue rose to $414.2 million, reflecting higher volumes and tariff rates
  • Net income attributable to Hess Midstream LP was $90.3 million
  • EPS increased to $0.74 from $0.59 in Q2 2024
  • Operating cash flow reached $276.9 million, with $193.8 million in free cash flow

Headline financials

Total Revenue

$414M

Previous: $3.2B-87.1%
EPS (adj)

$0.74

Previous: $2.62-71.8%
Cash Flow from Ops

$277M

No prior period
Capital Expenditures

$70M

No prior period
Gas Processing Volume

449.0K

No prior period
Crude Terminaling Volume

137.0K

No prior period
Water Gathering Volume

138.0K

No prior period
Free Cash Flow

$194M

No prior period
Net Income

$180M

Previous: $757M-76.3%
Operating Income

$260M

Previous: $1.2B-78.3%

Revenue & EPS history

Hess · Revenue · Quarterly

$414M

Q2 2025-87.1%vs Q2 2024
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Hess · $414M total across 3 segments · Q2 2025

  • Gathering
    $222M
  • Processing & Storage
    $158M
  • Terminaling & Export
    $33.9M

Forward guidance

Hess Midstream reaffirmed its 2025 throughput and Adjusted EBITDA guidance, while updating net income and free cash flow projections due to ownership and interest expense changes.

Tailwinds

  • Full-year Adjusted EBITDA guidance reaffirmed at $1.235–$1.285 billion
  • Targeting at least 5% annual distribution growth through 2027
  • Expecting >10% growth in net income and EBITDA in 2026
  • Guiding >10% growth in Adjusted Free Cash Flow in 2026
  • Organic throughput growth expected through 2027 across all systems

Headwinds

  • Higher expected interest expense due to increased debt
  • Increased income tax expense due to ownership structure changes
  • No international diversification—fully reliant on U.S. operations
  • Dependent on Chevron for significant volume
  • Capital expenditures forecasted at $300 million for 2025

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports

Historical avg

+0.2%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+0.6%

Avg return

30 days after

52%

36 / 69 earnings

Positive

+15.9%

Q4 2015

Best reaction

-12.6%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025-2.6%-2.8%-0.2%
Q4 2024+0.1%-4.3%+2.8%
Q3 2024-0.1%+3.1%+8.9%
Q2 2024-6.9%-12.7%-9.0%
Q1 2024+2.1%-1.2%-5.6%
Q4 2023-1.4%+1.3%+3.1%
Q3 2023-1.3%-6.3%-6.2%
Q2 2023+0.4%+2.9%+2.2%
Q1 2023+0.2%+1.5%-7.8%
Q4 2022+4.3%-1.4%-9.7%
Q3 2022+4.4%+4.0%+6.7%
Q2 2022+3.7%+3.3%+18.2%
Q1 2022+3.6%+1.0%+19.2%
Q4 2021-2.0%-1.5%+6.6%
Q3 2021-6.2%-5.0%-14.6%
Q2 2021+4.9%-0.4%-5.7%
Q1 2021+8.9%
Q4 2020-2.3%
Q3 2020-0.6%
Q2 2020-1.2%
Q1 2020+7.7%
Q4 2019-5.7%
Q3 2019-3.0%
Q2 2019+2.7%
Q1 2019-3.0%
Q4 2018+4.1%
Q3 2018+1.3%
Q2 2018-1.1%
Q1 2018+1.4%
Q4 2017-3.8%
Q3 2017-6.3%
Q2 2017-3.1%
Q1 2017+2.3%
Q4 2016-2.3%
Q3 2016-0.9%
Q2 2016-2.8%
Q1 2016-6.4%
Q4 2015+15.9%
Q3 2015-1.4%
Q2 2015+1.1%
Q1 2015+0.2%
Q4 2014-8.3%
Q3 2014+1.5%
Q2 2014-0.4%
Q1 2014+1.0%
Q4 2013-0.4%
Q3 2013-2.8%
Q2 2013+3.9%
Q1 2013+4.3%
Q4 2012-1.4%
Q3 2012+4.3%
Q2 2012+8.3%
Q1 2012-6.0%
Q4 2011-1.7%
Q3 2011+0.8%
Q2 2011-12.6%
Q1 2011+4.5%
Q4 2010+3.9%
Q3 2010+1.8%
Q2 2010+0.4%
Q1 2010+3.0%
Q1 2009+3.0%
Q4 2007+2.3%
Q4 2009+2.3%
Q3 2008+2.4%
Q3 2009+2.4%
Q2 2008-2.2%
Q4 2008-2.2%
Q2 2009-2.2%

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