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Jun 30, 2024

Williams Q2 2024 Earnings Report

Reported strong second-quarter results driven by the strong performance of the transmission and storage business.

Key Takeaways

Williams announced strong second-quarter results, driven primarily by the strong performance of its transmission and storage business. The company's record Adjusted EBITDA was $1.667 billion, up 3% compared to the same quarter last year. Williams is on track to achieve the top half of its 2024 financial guidance.

GAAP net income of $401 million, or $0.33 per diluted share (EPS)

Adjusted net income of $521 million, or $0.43 per diluted share (Adj. EPS)

Record 2Q Adjusted EBITDA of $1.667 billion – up $56 million or 3% vs. 2Q 2023

Cash flow from operations (CFFO) of $1.279 billion

Total Revenue
$2.47B
Previous year: $2.48B
-0.7%
EPS
$0.43
Previous year: $0.42
+2.4%
Adjusted EBITDA
$1.67B
Previous year: $1.61B
+3.5%
Cash Flow from Operations
$1.28B
Previous year: $1.38B
-7.1%
Dividend Coverage Ratio
2.16
Previous year: 2.23
-3.1%
Gross Profit
$949M
Previous year: $2.06B
-54.0%
Cash and Equivalents
$55M
Previous year: $551M
-90.0%
Free Cash Flow
$700M
Previous year: $767M
-8.7%
Total Assets
$52.4B
Previous year: $49B
+6.9%

Williams

Williams

Williams Revenue by Segment

Forward Guidance

Williams continues to expect Adjusted EBITDA at the top half of its 2024 guidance range of $6.8 billion and $7.1 billion.

Positive Outlook

  • Adjusted EBITDA at the top half of its 2024 guidance range of $6.8 billion and $7.1 billion.
  • 2024 growth capex between $1.45 billion and $1.75 billion
  • 2024 maintenance capex between $1.1 billion and $1.3 billion, which includes capital of $350 million for emissions reduction and modernization initiatives.
  • For 2025, the company continues to expect Adjusted EBITDA between $7.2 billion and $7.6 billion
  • Increased the dividend by 6.1% on an annualized basis to $1.90 in 2024 from $1.79 in 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income