AM posts higher revenues on stronger gathering volumes, but rising operating costs weigh on quarterly earnings.
Antero Midstream met expectations with its Q3 2025 results. These results were similar to its Q2 2025 results, with gather volumes down 1% to 2% quarter-over-quarter but up 4% to 5% versus last year. The expectations are for similar Q4 2025 results as well.
Although the revenue and EPS for Antero Midstream (AM) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Here is a look at what to expect from energy stocks AM, AR, CVI, EQNR, and PSX ahead of their quarterly earnings reports, which are set to be released on Oct. 29.
My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.
I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in the biggest market disruptions in decades. My strategy targets mission-critical companies poised for long-term growth without chasing fleeting trends.
AM, PFS and SFD made it to the Zacks Rank #1 (Strong Buy) income stocks list on September 2, 2025.
AM, BZ and TLN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 22, 2025.
CION, AM and KGS made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 22, 2025.
Here is how Antero Midstream Corporation (AM) and Shoals Technologies Group (SHLS) have performed compared to their sector so far this year.
Antero Midstream's robust free cash flow, disciplined capital spending, and strong balance sheet support both growth and income for investors. Structural tailwinds from rising natural gas demand, data center expansion, and LNG exports position AM for sustained growth. AM offers a compelling mix of income stability, growth potential, and attractive valuation in the midstream sector.
I seek stocks with consistent dividend growth, stable cash flows, a sustainable payout ratio, a strong balance sheet, a resilient industry, and competitive advantages. Realty Income remains my high-conviction pick for its reliability, but I'm now highlighting a higher-yielding stock I personally own and recommend. This stock is misunderstood, offers a yield above 5%, a stellar balance sheet, and hidden advantages for significant total return potential.