Schaeffers Research·1d ago
3 Stocks Put Traders Are Targeting Today: EXE, APH, WMBExpand Energy Corp (NASDAQ:EXE) is seeing unusually heavy put activity today.
Williams Companies is executing a growth strategy centered on Transco expansions and LNG export demand, driving revenue acceleration to 10.2% YoY in 2026Q2 and operating leverage that lifted operating income 35.3% YoY. However, this expansion is debt-funded, w...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 10.2% YoY in 2026Q2, with gross margin expanding to 83.3% and operating margin reaching 38.7%, though EPS of $0.68 missed expectations, warranting scrutiny of cost pressures.
Williams is seen as a structural beneficiary of growing U.S. natural gas infrastructure demand, driven by electricity load growth and data center buildout.
A recent 5% dividend increase and strong dividend coverage make WMB attractive to income-focused investors.
Expanding LNG demand is expected to support Williams' steady earnings growth through 2026.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $0.50-0.4% vs $0.50 | $3.1B+7.9% vs $2.8B |
Q2 2026 May 4, 2026 | $0.73+15.1% vs $0.63 | $3.0B-7.6% vs $3.3B |
Q1 2026 Feb 10, 2026 | $0.55-4.0% vs $0.57 | $3.2B+6.0% vs $3.0B |
Q4 2025 Nov 3, 2025 | $0.49-5.0% vs $0.52 | $2.9B+1.4% vs $2.9B |
Expand Energy Corp (NASDAQ:EXE) is seeing unusually heavy put activity today.
Late-season heat, tighter storage and LNG demand are reshaping the gas setup, putting WMB, RRC and EXE in focus as winter approaches.
The bottleneck in artificial intelligence stopped being chips a while ago. It is electricity, and the companies closing that gap fastest are not the ones getting the most airtime.
Energy Transfer and Williams both transport massive amounts of natural gas for powering data centers. But Williams is more of a “pure play” on natural gas than Energy Transfer.
Benchmark WMB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Williams Companies, Inc. (WMB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $71.11 | $86.97B | 33.23 | 13.78% | 21.91% | 17.55% | 2.81% | |
| $31.37 | $69.85B | 22.90 | 12.45% | 19.31% | 10.67% | — | |
| $20.49 | $70.51B | 15.18 | -0.05% | 5.57% | 11.82% | — | |
| $37.57 | $81.28B | 14.12 | -6.44% | 10.77% | 20.63% | — | |
| $283.01 | $60.75B | 33.22 | 3.06% | 13.49% | 69.17% | — | |
| $90.54 | $57.04B | 16.70 | 55.42% | 9.29% | 16.21% | — |
The Williams Companies, Inc. (WMB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Williams Companies, Inc. (WMB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jul 13, 2026·SEC
Jul 1, 2026·SEC
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The Williams Companies, Inc. (WMB) stock FAQ — growth, dividends, profitability & financials explained
The Williams Companies, Inc. (WMB) reported $12.20B in revenue for fiscal year 2025. This represents a 78% increase from $6.85B in 1996.
The Williams Companies, Inc. (WMB) grew revenue by 13.8% over the past year. This is steady growth.
Yes, The Williams Companies, Inc. (WMB) is profitable, generating $3.07B in net income for fiscal year 2025 (21.9% net margin).
Yes, The Williams Companies, Inc. (WMB) pays a dividend with a yield of 2.81%. This makes it attractive for income-focused investors.
The Williams Companies, Inc. (WMB) has a return on equity (ROE) of 17.5%. This is reasonable for most industries.
The Williams Companies, Inc. (WMB) had negative free cash flow of $214.0M in fiscal year 2025, likely due to heavy capital investments.
