PITTSBURGH, July 1, 2024 /PRNewswire/ -- EQT Corporation (NYSE: EQT) plans to issue its second quarter financial and operating results news release after market close on Tuesday, July 23, 2024, and will host a conference call to review the results and other relevant matters on Wednesday, July 24, 2024, beginning at 10:00 a.m. ET. A brief Q&A session for securities analysts will immediately follow the discussion. To access the live audio webcast of the conference call, visit EQT's investor relations website ...

文章核心观点 - 夏季是投资市场表现较弱的时期,历史数据显示5-10月份的平均表现较差 [1] - 在夏季,投资者应避免投资一些表现较差的行业,如消费类周期性、能源和金融等行业 [2] 行业和公司总结 能源行业 - EQT公司是美国天然气行业的主要生产商之一,每日平均生产5.1亿立方英尺天然气 [3] - 夏季天然气需求大幅下降,2022年9月需求较1月下降超过35% [4] - EQT公司的业绩也会受到夏季需求下降的影响,预计第二、三季度的盈利将下降 [5] 消费类周期性行业 - VF公司是一家大型户外品牌公司,拥有The North Face和Timberland等知名品牌 [6] - 服装零售行业通常在冬季获得较多业务,VF公司的户外分部也是如此,第二季度销售额是第一季度的两倍 [7][8] - 户外分部占VF公司超过50%的年收入,当该分部表现不佳时,公司整体业绩也会受到影响 [8] 金融行融 - 高盛是全球最大的投资银行之一,主要从事投资银行、做市和资产管理业务 [9] - 夏季交易量通常会下降,这会对高盛依赖交易收入的业务产生负面影响 [10][11] - 去年高盛第三季度交易收入为21亿美元,仅为第四季度56.1亿美元的37% [12]

Company Continues to Play Leading Role in World's Energy Evolution PITTSBURGH, June 25, 2024 /PRNewswire/ -- EQT Corporation (NYSE: EQT), a leading independent natural gas production company, today announced the publication of its 2023 Environmental, Social and Governance (ESG) Report, titled "Unlimited Potential." The report highlights how EQT has significantly reduced its emissions and minimized its overall environmental impact, including reducing its Scope 1 methane emissions intensity to below 0.02% and ...

It has been about a month since the last earnings report for EQT Corporation (EQT) . Shares have added about 4.5% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is EQT due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. EQT Q1 Earnings Top Estimates on Higher Sales Vol ...

EQT Corporation (EQT) CEO Toby Rice expressed enthusiasm about the current trends in the natural gas market but voiced concerns over proposed regulatory changes by the Biden administration that could potentially hinder U.S. energy growth. Speaking in an interview with CNBC on Monday, Rice highlighted the potential impact of new regulations that would mandate carbon capture technology for more than 90% of coal and natural gas facilities by 2032. The Biden administration is proposing new regulations that woul ...

KEY TAKEAWAYS Video game maker Keywords Studios said it was "in advanced discussions" to be acquired by private equity firm EQT for 25.50 British pounds per share. Keywords Studios shares surged 60% in London trading following the news. The possible offer is about 73% over Keywords' closing share price on Friday. London-listed Keywords Studios surged 60% in intraday trading Monday after the video game maker said it was "in advanced discussions" to be acquired by private equity firm EQT for 25.50 British pou ...

BackyardProduction I last wrote about Marcellus gas producer EQT Corp. (NYSE:EQT) on February 16th in EQT: “The Low-Cost gas Producer is a Buy,” rating the stock a strong buy and calculating a target price of $51 for the stock based on a discounted cash flow model. The stock is up about 18.7% including dividends paid since that article was published. According to Bloomberg, EQT has outperformed the widely followed SPDR S&P Oil & Gas Exploration & Production ETF (XOP) by a little over 7 percentage points ove ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM__________ TO__________ COMMISSION FILE NUMBER: 001-03551 EQT CORPORATION (Exact name of registrant as specified in its charter) Pennsylvania 25-0464690 (State or other j ...

Investor Presentation First Quarter 2024 Results ...

财务数据和关键指标变化 - 第一季度销售量为534 Bcfe,由于应对低天然气价格环境而减产30-35 Bcfe [22][23] - 单位运营成本为1.36美元/Mcfe,处于指引区间中值,其中单位作业费用低于指引区间下限,体现了公司在水基础设施投资方面的持续成本优势 [24][25] - 公司在过去两个季度偿还了全部可转换票据,并出售了相关的有限期认购权,共减少4亿美元债务 [25] - 公司发行了7.5亿美元10年期债券,并将1.25亿美元的定期贷款余额降至5亿美元,同时将到期日延长12个月至2026年6月 [25][26] - 一季度末总债务约55亿美元,现金约6.5亿美元,净债务约49亿美元,较2023年末的57亿美元下降 [26][27] 各条业务线数据和关键指标变化 - 公司在第一季度继续保持高效的运营执行,推动了各项财务指标的超预期表现 [15] 各个市场数据和关键指标变化 - 公司预计未来10年内,数据中心和电力行业的增量天然气需求可能达到10-18 Bcf/d,将超过LNG出口成为天然气市场的主要增长动力 [10] - 公司已有1.2 Bcf/d的MVP管道运力,并与区域内大型公用事业公司签订了长期供气协议,将成为支持东南地区数据中心建设的重要供应商 [11][12] - 公司计划通过增加压缩设备将MVP管道运力从2 Bcf/d扩大至2.5 Bcf/d,以满足该地区不断增长的天然气需求 [12] - 公司预计PJM电网区域未来10年内由于数据中心建设和煤电退出,天然气发电需求可能增加6 Bcf/d [13] 公司战略和发展方向及行业竞争 - 公司宣布收购Equitrans Midstream,将成为美国首家大规模垂直整合的天然气企业,将大幅降低成本结构,提高抗周期能力和上行价格敞口 [8][9][36][37][38][39] - 公司出售了在宾夕法尼亚东北部的部分非运营资产给Equinor,获得超过11亿美元的交易对价,为公司的去杠杆计划奠定了良好开端 [16][17][18][19] - 公司正在积极寻求出售剩余的非运营资产,并有望通过出售Equitrans的部分监管或非核心管道资产来进一步推进去杠杆计划 [45][46][47][85][86] - 公司认为垂直整合和成本优势将使其在低价环境下保持自由现金流的可持续性,同时在高价环境下获得更大的上行空间 [8][9][38][39] 管理层对经营环境和未来前景的评论 - 公司预计未来天然气市场将更加波动,但公司的低成本结构和有限的套期保值需求将使其在低价环境下保持较强的自由现金流,同时在高价环境下获得更大的上行空间 [107][108][109][110][111][112][113] - 公司认为数据中心和电力行业的增量需求将成为未来天然气市场的主要增长动力,公司已做好充分准备去满足这一需求 [10][11][12][13][14] - 公司认为东南地区将成为未来最具吸引力的天然气市场,公司已通过MVP管道及与当地公用事业公司的长期供气协议占据了先发优势 [11][12] 问答环节重要的提问和回答 问题1 **Atidrip Modak 提问** 公司正在出售剩余的非运营资产,对于这部分资产的出售计划和预期交易结构如何? [45][46] **Jeremy Knop 回答** 公司正在与潜在买家进行积极沟通,预计未来的交易将主要以现金形式进行,而不会像Equinor交易那样包含资产互换。公司有信心能够按计划完成这部分资产的出售。 [46][47] 问题2 **Arun Jayaram 提问** 公司如何看待东南地区数据中心需求带来的机遇,以及公司在Transco 4和5区域的定价优势? [54][55][56][57] **Jeremy Knop 回答** 公司已经通过去年与当地大型公用事业公司签订的长期供气协议,锁定了该地区一部分需求,并获得了溢价定价。随着LNG出口和电力需求的增长,公司预计该地区将成为未来最具吸引力的天然气市场,公司将通过扩大MVP管道运力来满足这一需求增长。 [55][56][57] 问题3 **Jake Roberts 提问** 公司是否考虑进一步增加向东南地区输送天然气的能力,以及第三方客户在MVP管道的使用情况如何? [70][71] **Toby Rice 回答** 公司正在评估进一步扩大MVP管道运力的可能性,以满足该地区不断增长的需求。同时,公司也在寻求通过增加第三方客户使用公司管道系统来提高资产利用率,这与公司降低成本的战略目标一致。 [71][72][123][124]