Core Viewpoint - MPLX LP is expected to report quarterly earnings of $1.06 per share, reflecting an 8.2% increase year-over-year, with revenues projected at $3.21 billion, a 12.9% increase compared to the previous year [1]. Earnings Estimates - Analysts have collectively revised the consensus EPS estimate downward by 0.9% over the past 30 days, indicating a reassessment of initial projections [1][2]. Revenue and Income Projections - The combined assessment suggests 'Revenues and Other Income- L&S- Income from equity method investments' will likely reach $98.69 million, marking a year-over-year change of +10.9% [4]. - The consensus estimate for 'Revenues and other income- L&S' stands at $1.65 billion, indicating a change of +6% from the prior-year quarter [4]. Pipeline and Processing Metrics - Analysts forecast 'Pipeline throughput - Crude oil pipelines' to reach 3,698.43 million barrels of oil per day, up from 3,462 million barrels per day a year ago [5]. - 'Natural Gas Processed - Southwest operations' is expected to come in at 2,318.02 million cubic feet per day, compared to 1,629 million cubic feet per day in the previous year [5]. - 'Gathering throughput - Southwest Operations' is projected to reach 2,242.36 million cubic feet per day, up from 1,601 million cubic feet per day in the same quarter last year [6]. - 'Pipeline throughput - Total pipelines' is expected to reach 5,599.47 million barrels of oil per day, compared to 5,293 million barrels per day in the same quarter last year [6]. EBITDA Estimates - 'Adjusted EBITDA- Gathering and Processing' is expected to be $642.66 million, compared to $537 million in the same quarter of the previous year [7]. - The estimated 'Adjusted EBITDA- Logistics and Storage' is projected at $1.12 billion, slightly up from $1.10 billion a year ago [7]. Stock Performance - Over the past month, MPLX LP shares have recorded returns of -2.5%, while the Zacks S&P 500 composite has changed by -0.5% [7].

MPLX LP (MPLX) closed the most recent trading day at $52.07, moving -0.69% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.58%. Elsewhere, the Dow saw an upswing of 0.75%, while the tech-heavy Nasdaq appreciated by 0.55%.Coming into today, shares of the company had lost 2.04% in the past month. In that same time, the Oils-Energy sector lost 8.92%, while the S&P 500 lost 0.84%.The investment community will be paying close attention to the earnings performance ...

Core Insights - Mr. Mavroudis is a professional portfolio manager with a focus on risk management and financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic and the PSI [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company [1] Professional Background - Mr. Mavroudis holds multiple degrees: MSc in Financial and Banking Management, LLM in Law, and BSc in Economics, graduating as valedictorian [1] - He is a certified portfolio manager and analyst for financial instruments, as well as a specialist in derivatives and securities market-making [1] - He is also a licensed Class A accountant-tax consultant and a member of the Economic Chamber of Greece [1] Contributions and Engagement - Mr. Mavroudis writes daily articles for reputable financial media and appears as a guest commentator on various platforms [1] - He has published three books on investments and teaches in educational seminars [1] - By writing on Seeking Alpha, he aims to engage with a community of investors and market enthusiasts, fostering mutual growth and knowledge sharing [1]

Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about MPLX LP (MPLX) .MPLX LP currently has an average brokerage recommendation ...

Company Performance - MPLX LP's stock closed at $50.22, reflecting a +0.18% change, outperforming the S&P 500's daily loss of 2.24% [1] - Over the past month, MPLX shares have decreased by 7.93%, which is better than the Oils-Energy sector's decline of 10.3% and worse than the S&P 500's loss of 4.17% [1] Upcoming Earnings - The earnings report for MPLX LP is scheduled for May 6, 2025, with projected earnings per share (EPS) of $1.07, representing a 9.18% increase year-over-year [2] - Revenue is anticipated to be $3.18 billion, indicating an 11.79% increase from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $4.39 per share and revenue at $13.09 billion, reflecting increases of +4.28% and +9.66% respectively from the previous year [3] Analyst Estimates - Recent changes in analyst estimates for MPLX LP suggest a positive outlook on the company's business operations and profit generation capabilities [4] - The Zacks Consensus EPS estimate has seen a 1.66% decrease over the last 30 days, and MPLX currently holds a Zacks Rank of 3 (Hold) [6] Valuation Metrics - MPLX LP has a Forward P/E ratio of 11.43, which is lower than the industry's average Forward P/E of 15.88 [7] - The company has a PEG ratio of 1.58, compared to the industry's average PEG ratio of 2.73 [7] Industry Context - The Oil and Gas - Production and Pipelines industry, part of the Oils-Energy sector, ranks in the bottom 36% of all industries according to the Zacks Industry Rank [8]

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Investment Rating - The report suggests a positive outlook for the aerospace and defense sectors, highlighting potential investment opportunities in companies like Howmet Aerospace, Loar Holdings, and Raytheon Technologies [6][7]. Core Insights - The AI data center sector is experiencing significant investment, with major companies like Microsoft and Meta planning to invest over $345 billion in AI infrastructure by 2025, indicating a potential bubble in the market [2][23]. - The aerospace industry is showing signs of recovery, with Airbus delivering approximately 70 aircraft in March, reflecting an 11% year-on-year increase [29]. - The defense sector is witnessing substantial contracts, such as Lockheed Martin receiving a $4.94 billion contract for precision strike missiles, indicating strong government spending in defense [35]. Summary by Sections Global Market Review - The U.S. stock market has shown a cautious sentiment, with the S&P 500 index declining over 1% recently, reflecting a risk-off attitude among investors [13]. Infrastructure - The AI data center sector is facing risks of overheating, with significant investments planned by major tech companies [23]. - The PJM Interconnection has released a reliability resource plan to ensure new power plants can connect to the grid efficiently [26]. - Poland is advised to delay the closure of coal plants to avoid a power shortage by 2030 [27]. Industrial Equipment - The price index for electric motors and generators in the U.S. has shown a year-on-year increase of 26% [20]. - China's transformer exports in early 2025 saw a significant increase of 48% year-on-year, indicating strong demand [57]. Energy - U.S. electricity prices have decreased by 35.5% recently, while the market for natural gas is showing mixed signals [5]. - The average spot price for uranium in the global market has decreased by 7.9% month-on-month [4]. Aerospace - The price index for aircraft engines and components has remained stable, with a year-on-year increase of 6.2% [31]. - The aerospace sector is actively pursuing sustainable development, facing challenges in achieving net-zero emissions [29]. Defense - The U.S. government defense spending price index has shown a year-on-year increase of 2.1% [36]. - The defense industry is experiencing a surge in contract awards, particularly in precision strike and unmanned systems [35].

Three reasons stand out why MPLX (NYSE: MPLX ) is a solid midstream investment for dividend investors, in my opinion: 1) Solid EBITDA and distributable cash flow growth (supported by the firm's NGL strategy and recent pipeline acquisitions, 2) An above-average distribution growth rate, and 3) Excess distributionAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MPLX, ET, EPD, KMI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expre ...