Energy·Oil & Gas Storage & Transportation·$4.8B
Hess Midstream LP A (HESM) operates in the energy sector, focusing on oil and gas storage and transportation. With a market cap of $5 billion, the company plays a crucial role in the energy supply chain, which is vital as global energy demand continues to evolve.
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
Revenue reflects the total income generated, providing insight into the company's operational performance.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
88%
Avg EPS Surprise
+8.64%
Avg Stock Reaction
-0.12%
In Q4-2025, Hess Midstream reported an EPS of $0.72, slightly below the estimate of $0.73. The stock reacted negatively, declining by 1.41% the following day.
Management Promises & Guidance
Analysts expect Hess Midstream to report an EPS of $0.67 and revenue of $390 million for Q1-2026. The company has a strong history of beating EPS estimates, which could influence investor sentiment.
Bull Case
If Hess Midstream exceeds EPS expectations, it could indicate strong operational efficiency and demand for its services, potentially driving the stock higher.
Bear Case
A miss on EPS or revenue could raise concerns about the company's growth prospects and operational challenges, leading to a negative market reaction.
Earnings Per Share (EPS)
0.67EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
390MRevenue reflects the total income generated, providing insight into the company's operational performance.
The print will turn on these two things.
Q1
Will the EPS exceed the consensus estimate of $0.67?
A positive EPS surprise could reinforce investor confidence and lead to a stock price increase.
Q2
What factors are influencing revenue growth this quarter?
Understanding revenue drivers will help assess the company's operational performance and market position.
Why consensus could be wrong
The Street may be underestimating the potential for Hess Midstream to exceed EPS expectations due to recent operational efficiencies not fully reflected in consensus estimates.
Supporting Evidence
Hess Midstream has consistently beaten EPS estimates, with an 88% beat rate over the last eight quarters.
The company's recent operational improvements could lead to better-than-expected revenue growth.
Key Risk
If the company reports an EPS below $0.65, it could undermine the bullish sentiment.
Pre-commit to what would confirm each case.
The market is closely watching Hess Midstream's ability to maintain profitability amid fluctuating energy prices.
Bull Confirmed If
An EPS of $0.70 or higher would confirm strong operational performance and investor confidence.
Bear Confirmed If
An EPS below $0.65 would raise concerns about the company's growth trajectory.
Implied Move
±N/A
There is no available options market data to gauge investor sentiment ahead of the earnings report.
Cross-company pattern from 30 similar setups.
Prior-quarter miss setup in Energy
n=30Fade rate: 18 of 30 (60%)
This setup has occurred 30 times across Energy in the last 2 years. 18 of 30 faded and 12 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.8%, with a raw directional average of +1.3% (modestly positive historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Hess Midstream beats expectations, history suggests a modest positive reaction, potentially confirming strong operational health.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
A miss on EPS could lead to a decline of around 1.41% based on historical patterns, raising concerns about future performance.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
COLGATE PALMOLIVE CO
May 1, 2026