Group 1 - Kinder Morgan, Inc. (NYSE:KMI) is recognized as one of the 11 Best Pipeline and MLP Stocks to Buy in 2026 [1] - Freedom Capital upgraded Kinder Morgan's rating from Sell to Hold on January 28, 2026, with a price target of $32, citing limited upside potential but anticipating strong Q1 2026 due to rising seasonal gas demand [2] - Jefferies analyst Julien Dumoulin Smith reiterated a Hold rating on Kinder Morgan with a price target of $31 on January 26, 2026 [3] Group 2 - Kinder Morgan reported Q4 2025 earnings on January 21, 2026, showing a 10% year-over-year growth in adjusted EBITDA and a 22% growth in adjusted EPS, driven by natural gas expansions and the Outrigger acquisition [4] - The company operates an extensive network of approximately 82,000 miles of pipelines and 139 terminals, specializing in the transportation and storage of natural gas, crude oil, and CO2 [5]

Group 1: Deere (DE) - Deere's stock has increased over 16% year-to-date, driven by optimism regarding easing trade tensions [3] - The company reported a first-quarter net income of $869 million, with a full-year forecast of $5 billion to $5.5 billion, but faced a 30% revenue decline and a 50% drop in net income compared to the previous year [5] - Deere's supply chain is relatively protected against tariffs due to domestic manufacturing, and the company is expected to address supply chain adjustments in its upcoming earnings call [9] Group 2: Energy Transfer (ET) - Energy Transfer has a distribution yield of 7.5% and plans to invest $5 billion in growth capital expenditures in 2025, significantly higher than its maintenance capital expenditures of $1.1 billion [12] - The company is in discussions to develop a large LNG export facility in Lake Charles, Louisiana, which could enhance its position in the energy market [13] - The current administration's business-friendly policies are expected to support the development of U.S. energy assets, benefiting companies like Energy Transfer [11] Group 3: Huntington Ingalls Industries (HII) - Huntington Ingalls' shares have risen over 20% in 2025, contrasting with a nearly 4% dip in the S&P 500, and the company offers a forward yield of 2.3% [14] - The company reported first-quarter revenue of $2.7 billion, below expectations, but exceeded earnings estimates with an EPS of $3.79 [15] - Management reaffirmed a 2025 forecast of shipbuilding revenue between $8.9 billion and $9.1 billion, alongside a free cash flow projection of $300 million to $500 million [16]