Company Performance - DT Midstream reported quarterly earnings of $1.04 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, and showing an increase from $0.98 per share a year ago, representing an earnings surprise of +6.12% [1] - The company posted revenues of $309 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.34%, compared to year-ago revenues of $244 million [2] - Over the last four quarters, DT Midstream has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Future Outlook - The immediate price movement of DT Midstream's stock will depend on management's commentary during the earnings call and the earnings outlook for the coming quarters [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.09 on revenues of $308.72 million, and for the current fiscal year, it is $4.19 on revenues of $1.24 billion [7] - The estimate revisions trend for DT Midstream was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Oil and Gas - Integrated - United States industry, to which DT Midstream belongs, is currently in the bottom 16% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Core Viewpoint - Wall Street anticipates flat earnings for DT Midstream in the upcoming quarter, with earnings expected to be $0.98 per share, unchanged from the previous year, while revenues are projected to increase by 22.6% to $299.03 million [3][11]. Earnings Expectations - The earnings report is set to be released on July 31, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 1.14% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +0.41% for DT Midstream, suggesting a likelihood of beating the consensus EPS estimate [11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [9]. Historical Performance - In the last reported quarter, DT Midstream was expected to earn $1.07 per share but reported $1.06, resulting in a surprise of -0.93% [12]. - Over the past four quarters, the company has surpassed consensus EPS estimates two times [13]. Industry Context - National Fuel Gas, another player in the oil and gas sector, is expected to report earnings of $1.5 per share, reflecting a year-over-year increase of 51.5%, with revenues projected to rise by 47.8% to $617.15 million [17][18].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for DT Midstream, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - DT Midstream is expected to report quarterly earnings of $1.07 per share, reflecting an 8.1% increase year-over-year [3]. - Revenue projections stand at $283.86 million, indicating an 18.3% rise from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 1.67% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for DT Midstream is higher than the Zacks Consensus Estimate, suggesting a bullish outlook from analysts [10]. Earnings Surprise Prediction - The Earnings ESP for DT Midstream is +0.84%, indicating a likelihood of beating the consensus EPS estimate [11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [8]. Historical Performance - In the last reported quarter, DT Midstream exceeded the expected earnings of $0.91 per share, achieving $0.94, resulting in a surprise of +3.30% [12]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [13]. Conclusion - DT Midstream is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors before making investment decisions [16].