HESM
Hess Midstream LP
Overview
Hess Midstream LP is a Energy company operating in Oil & Gas Midstream with a $7.60B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 28, 2026).
20 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0411 Q&A exchanges
- Q4 FY2025Earnings2026-02-027 Q&A exchanges
- Q3 FY2025Earnings2025-11-039 Q&A exchanges
- Q2 FY2025Earnings2025-07-3010 Q&A exchanges
- Q1 FY2025Earnings2025-04-3015 Q&A exchanges
- Q4 FY2024Earnings2025-01-2912 Q&A exchanges
- Q3 FY2024Earnings2024-10-3010 Q&A exchanges
- Q2 FY2024Earnings2024-07-3112 Q&A exchanges
- Q1 FY2024Earnings2024-04-254 Q&A exchanges
- Q4 FY2023Earnings2024-01-319 Q&A exchanges
- Q2 FY2023Earnings2023-07-2612 Q&A exchanges
- Q1 FY2023Earnings2023-04-262 Q&A exchanges
- Q4 FY2022Earnings2023-01-256 Q&A exchanges
- Q3 FY2022Earnings2022-10-268 Q&A exchanges
- Q2 FY2022Earnings2022-07-278 Q&A exchanges
- Q1 FY2022Earnings2022-04-276 Q&A exchanges
- Q4 FY2021Earnings2022-01-266 Q&A exchanges
- Q3 FY2021Earnings2021-10-2713 Q&A exchanges
- Q2 FY2021Earnings2021-07-2816 Q&A exchanges
- Q1 FY2021Earnings2021-04-288 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-28EPS— vs $0.67—Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$0.68 vs $0.64+6.2%Rev$390.1M vs ——EODHD
- Q4 FY20252026-02-01EPS$0.72 vs $0.720.0%Rev$404.2M vs ——EODHD
- Q3 FY20252025-10-28EPS$0.75 vs $0.70+7.1%Rev$420.9M vs ——EODHD
- Q2 FY20252025-07-29EPS$0.74 vs $0.73+1.4%Rev$413.5M vs ——EODHD
- Q1 FY20252025-04-29EPS$0.65 vs $0.69-5.8%Rev$381.0M vs ——EODHD
- Q4 FY20242025-01-28EPS$0.68 vs $0.62+9.7%Rev$395.0M vs ——EODHD
- Q3 FY20242024-10-29EPS$0.63 vs $0.66-4.5%Rev$377.6M vs ——EODHD
- Q2 FY20242024-07-30EPS$0.59 vs $0.63-6.3%Rev$364.6M vs ——EODHD
- Q1 FY20242024-04-24EPS$0.59 vs $0.63-6.3%Rev$354.7M vs ——EODHD
- Q4 FY20232024-01-30EPS$0.55 vs $0.63-12.7%Rev$359.5M vs ——EODHD
- Q3 FY20232023-10-24EPS$0.57 vs $0.55+3.6%Rev$362.5M vs ——EODHD
- Q2 FY20232023-07-25EPS$0.50 vs $0.48+4.2%Rev$323.5M vs ——EODHD
- Q1 FY20232023-04-25EPS$0.47 vs $0.470.0%Rev$304.3M vs ——EODHD
- Q4 FY20222023-01-24EPS$0.49 vs $0.54-9.3%Rev$313.9M vs ——EODHD
- Q3 FY20222022-10-25EPS$0.53 vs $0.530.0%Rev$334.2M vs ——EODHD
- Q2 FY20222022-07-26EPS$0.50 vs $0.52-3.9%Rev$313.0M vs ——EODHD
- Q1 FY20222022-04-26EPS$0.49 vs $0.52-5.8%Rev$312.1M vs ——EODHD
- Q4 FY20212022-01-25EPS$0.51 vs $0.59-13.6%Rev$316.3M vs ——EODHD
- Q3 FY20212021-10-26EPS$0.38 vs $0.380.0%Rev$303.9M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-28 | — | $0.67 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $0.68 | $0.64 | +6.2% | $390.1M | — | — | EODHD |
| Q4 FY2025 | 2026-02-01 | $0.72 | $0.72 | 0.0% | $404.2M | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $0.75 | $0.70 | +7.1% | $420.9M | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $0.74 | $0.73 | +1.4% | $413.5M | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.65 | $0.69 | -5.8% | $381.0M | — | — | EODHD |
| Q4 FY2024 | 2025-01-28 | $0.68 | $0.62 | +9.7% | $395.0M | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $0.63 | $0.66 | -4.5% | $377.6M | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $0.59 | $0.63 | -6.3% | $364.6M | — | — | EODHD |
| Q1 FY2024 | 2024-04-24 | $0.59 | $0.63 | -6.3% | $354.7M | — | — | EODHD |
| Q4 FY2023 | 2024-01-30 | $0.55 | $0.63 | -12.7% | $359.5M | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $0.57 | $0.55 | +3.6% | $362.5M | — | — | EODHD |
| Q2 FY2023 | 2023-07-25 | $0.50 | $0.48 | +4.2% | $323.5M | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $0.47 | $0.47 | 0.0% | $304.3M | — | — | EODHD |
| Q4 FY2022 | 2023-01-24 | $0.49 | $0.54 | -9.3% | $313.9M | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $0.53 | $0.53 | 0.0% | $334.2M | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $0.50 | $0.52 | -3.9% | $313.0M | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $0.49 | $0.52 | -5.8% | $312.1M | — | — | EODHD |
| Q4 FY2021 | 2022-01-25 | $0.51 | $0.59 | -13.6% | $316.3M | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $0.38 | $0.38 | 0.0% | $303.9M | — | — | EODHD |
Source: EODHD. HESM reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks HESM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 7/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 3 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.25 | $3.20 | +1.5% | -0.6% | +1.8% |
| Q4 FY2026 | $3.15 | $3.19 | -1.2% | +2.1% | +3.3% |
| Q3 FY2026 | $2.85 | $3.22 | -11.5% | +3.7% | +6.7% |
| Q2 FY2026 | $3.14 | $3.44 | -8.8% | +2.8% | +4.9% |
| Q1 FY2025 | $3.11 | $3.31 | -6.0% | -1.0% | -3.6% |
| Q4 FY2025 | $3.17 | $3.46 | -8.3% | +4.6% | +2.1% |
| Q3 FY2025 | $3.24 | $3.32 | -2.4% | -0.1% | -1.1% |
| Q2 FY2025 | $3.51 | $3.42 | +2.5% | 0.0% | -2.4% |
| Q1 FY2024 | $3.16 | $3.56 | -11.3% | +2.1% | +2.7% |
| Q4 FY2024 | $3.50 | $3.46 | +1.1% | +4.7% | +5.9% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Maintained2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Jonathan C SteinCEO3 mo20 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Michael James ChadwickCFO11 mono recorded callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Michael Scott BastCOO9 mono recorded callsCurrentSample
COO since 2025 • 3/4 beats (75%) • guidance suspended Q2 FY2026
- John A GatlingCOO1 yr 3 mo17 callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Noguera Gabriela Betsabe BoersnerGeneral Counsel and Secretary11 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
Peers
Other companies in Energy
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for HESM.
$ curl https://api.spokenalpha.com/v1/companies/HESMFAQ
Frequently asked about HESM
Where can I find Hess Midstream LP's (HESM) earnings call transcripts?
Spoken Alpha indexes HESM's earnings call transcripts at https://spokenalpha.com/companies/HESM. Each call links to attributed speakers and parsed analyst Q&A.
When was Hess Midstream LP's most recent earnings call?
Hess Midstream LP (HESM) held its most recent earnings call on 2026-05-04, covering fiscal Q1 2026.
What sector is HESM in?
Hess Midstream LP (HESM) operates in the Energy sector (Oil & Gas Midstream industry).