-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：TRGP公布2026年第一季度调整后EBITDA为14亿美元，高于2025年第一季度的11.8亿美元，超出市场预期4.1%。这主要得益于二叠纪盆地天然气产量创历史新高，达到67.3亿立方英尺/日（增长12%），以及液化天然气分馏产量创历史新高，达到114.5万桶/日（增长17%）。天然气和石油（G&P）以及液化天然气和天然气运输（L&T）业务板块均表现强劲，调整后营业利润率分别增长16%和18%，反映出更高的处理量和更佳的优化机会。稳健的运营业绩凸显了TRGP在二叠纪盆地的领先地位及其综合资产优势。管理层将2026年EBITDA预期上调至57亿至59亿美元，其中58亿美元的中值意味着较2025年增长17%。TRGP正在开发六座新的二叠纪盆地天然气处理厂，预计将于2027-2028年投产，2026年的增长资本支出预计约为45亿美元。特拉华快线天然气凝液管道扩建项目已于5月投入运营，增强了二叠纪盆地与蒙特贝尔维尤之间的连通性。TRGP通过股票回购向股东返还了5500万美元，并将股息提高25%至每年5美元，股息收益率为2.0%。
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