Q1 2024 Financial Results Presentation May 7, 2024 1 Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1955 (“PSLRA”) relating to, among other things, expected commercial and financial results; Rigel’s ability to earn and receive milestone payments; expectations related to the potential and market opportunity of REZLIDHIA® (olutasidenib) as therapeutics for relapsed or refractory acute myeloid leukemia (AML) ...

财务数据和关键指标变化 - 公司第一季度EBITDA为19.34亿美元,同比增长8%,尽管天然气价格同比下降25% [13][16] - 调整后每股收益(EPS)增长5%,自2018年以来5年复合年增长率为19% [17] - 可用运营现金流(AFFO)增长超过4%,股息覆盖率为2.6倍 [17] - 债务/EBITDA为3.79倍,符合公司预期 [18] - 公司预计2024年EBITDA将达到上半年指引范围的上限 [19] 各条业务线数据和关键指标变化 - 天然气输送和墨西哥湾业务EBITDA增长15%,主要受益于最近收购的天然气储存资产 [24] - 东北地区采集和加工业务EBITDA增长7%,主要受益于服务费率上涨 [25] - 西部地区采集和加工业务EBITDA增长15%,主要受益于2023年第四季度完成的DJ盆地交易 [25][26] - 天然气和NGL营销业务EBITDA下降18%,但仍保持强劲表现 [27] - 上游合资企业EBITDA下降15%,主要受到产量和价格下降的影响 [28] 各个市场数据和关键指标变化 - 东南和中大西洋地区天然气需求增长强劲,公司正在推进1.6 Bcf/d的Southeast Supply Enhancement项目 [7][62] - 公司预计未来几年内Transco系统将有3.1 Bcf/d的扩张,增加15%的长期合同运输能力 [9] - 公司正在密切关注数据中心和工业搬迁带来的增量天然气需求,认为这将是未来几年的主要增长动力 [39][40][41] 公司战略和发展方向及行业竞争 - 公司专注于天然气基础设施,是行业中最天然气主导的大型中游公司 [30][31] - 公司通过收购MountainWest管道、Hartree储气设施等资产,进一步巩固了在天然气基础设施领域的领先地位 [6][31] - 公司认为天然气需求正在加速增长,未来几年内将出现供需失衡,公司有能力通过扩张项目满足这一需求 [30][62] - 公司表示,在许可审批和基础设施建设方面存在挑战,但认为这将成为行业内的共同诉求,有望得到改善 [91][92][93][94][95][96] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管当前天然气价格偏低,但公司的基础设施业务仍保持强劲增长,体现了业务的抗风险能力 [13][14] - 管理层预计,即使天然气价格持续偏低,公司也能实现2024年EBITDA指引的上限 [13][19] - 管理层对未来天然气需求前景持乐观态度,认为天然气将成为未来电力和工业的主要清洁能源来源 [30][62] - 管理层表示,公司已做好准备,通过扩张项目满足未来几年内不断增长的天然气需求 [30][62] 问答环节重要的提问和回答 问题1 **Spiro Dounis 提问** 询问公司2024年和2025年业绩指引中对于未来天然气产量下降的预期 [35][36][37][38] **John Porter 和 Micheal Dunn 回答** 公司对干气区域的产量保持谨慎态度,但对富气区域和整体业务仍保持信心,将根据实际情况调整指引 [37][38] 问题2 **Jeremy Tonet 提问** 询问公司对未来天然气供需平衡的看法,以及对公司业务的影响 [45][46][47] **Alan Armstrong 回答** 公司认为当前市场存在供给过剩,但预计未来几年内天然气需求将大幅增加,公司已做好准备应对这一变化 [46][47] 问题3 **Manav Gupta 提问** 询问公司2025年的主要资本支出计划 [54][55][56][57] **John Porter 和 Alan Armstrong 回答** 主要包括路易斯安那能源走廊管道项目、碳捕集和封存项目、部分太阳能项目以及Transco和MountainWest管道的扩建项目 [55][56][57][62]

Williams Companies, Inc. (The) (WMB) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 20.41%. A quarter ago, it was expected that this pipeline operator would post earnings of $0.47 per share when it actually produced earnings of $0.48, delivering a surprise of 2.13%. Over the last fo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) 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 1-4174 THE WILLIAMS COMPANIES, INC. (Exact name of registrant as specified in its charter) Delaware 73-0 ...

Exhibit 99.1 Williams (NYSE: WMB) One Williams Center Tulsa, OK 74172 News Release 800-Williams www.williams.com DATE: Monday, May 6, 2024 MEDIA CONTACT: INVESTOR CONTACTS: media@williams.com Danilo Juvane Caroline Sardella (800) 945-8723 (918) 573-5075 (918) 230-9992 Williams Delivers Strong First-Quarter Results; Positioned to Hit Top Half of 2024 Financial Guidance Range TULSA, Okla. – Williams (NYSE: WMB) today announced its unaudited financial results for the three months ended March 31, 2024. Business ...

The market expects Williams Companies, Inc. (The) (WMB) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expecte ...

财联社4月19日讯（编辑 赵昊）当地时间周四（4月18日），纽约联储主席约翰·威廉姆斯（John Williams）表示，美联储并不急于降低央行利率，经济数据 将决定采取行动的时机。 威廉姆斯在媒体举办的一场活动中说道，货币政策正处于“有利的位置”，利率水平正在逐步推动美国通胀靠近央行的目标，“货币政策正在做我们希望看到 的事情，因此，我还感受不到有降息的紧迫性。” 近几周，市场接连向后调整美联储“首降”的预期时间点，因美国多项通胀指标都出现了反弹的迹象，美联储主席杰罗姆·鲍威尔也在周二的讲话中暗示，这 家央行按兵不动的时间可能会比原计划更长。 当谈及美联储有无进一步加息的可能性时，威廉姆斯称这并不是他的“基线情景”，但如果经济数据证明这一行动有必要，那就是可能的。讲话期间，与美联 储利率预期关联最为紧密的2年期美债收益率迅速走高，现报4.99%。 美国2年期国债收益率分时图 需要指出的是，威廉姆斯本周早些时候的说法还没有这么“鹰派”，他在周一接受采访时表示，如果美国通胀能继续逐步放缓，美联储很有可能会在年内开始 降息。与今天的言论相比明显温和得多。 纽约联储主席是美联储中最重要的职位之一，因为纽约联储位处美 ...

公司盈利表现 - Williams Companies, Inc. (The) (WMB) 在过去的财季中表现出了持续击败盈利预期的稳固历史[1] - 公司所属的石油和天然气生产以及管道行业显示出了潜力，有可能再次实现盈利超预期[2] - 过去两个财季中，Williams Companies 都有着超出盈利预期的表现，平均惊喜幅度达到了7.31%[3] - 公司上个财季的盈利为每股0.48美元，超出了Zacks Consensus Estimate的0.47美元，惊喜幅度为2.13%[4]

Williams (WMB -0.47%) has flown under the radar of many investors. It's not as big as some of its rivals in the energy midstream sector. It also doesn't offer quite as high a dividend yield as some of its more popular peers. However, Williams' 5.1%-yielding dividend is on a super safe foundation. Further, the company has a lot of fuel to grow its payout in the future. That's why income-focused investors won't want to overlook the pipeline stock. A financial fortress Williams produces over $5 billion in cash ...

A month has gone by since the last earnings report for Williams Companies, Inc. (The) (WMB) . Shares have added about 7.9% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Williams Companies, Inc. (The) 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. Williams Q4 Ear ...