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Summit Midstream Corp (SMC) Fundamental Analysis & AI Grade 2026

SMC NYSE Natural Gas Transmission DE CIK: 0002024218
Updated This Month • Analysis: May 13, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
85% Confidence
N/A
C
85% Conf
Pending
Analysis scheduled

📊 SMC Key Takeaways

Revenue: $139.1M
Net Margin: -3.8%
Free Cash Flow: $-12.4M
Current Ratio: 1.20x
Debt/Equity: 2.12x
EPS: $-0.43
AI Grade: C with 85% confidence
Summit Midstream Corp (SMC) receives a C fundamental grade with 85% confidence from our AI analysis based on SEC 10-K filings. With revenue of $139.1M, net profit margin of -3.8%, and return on equity (ROE) of -0.9%, Summit Midstream Corp demonstrates mixed fundamentals in the Energy sector. Below is our complete SMC stock analysis for 2026.

Is Summit Midstream Corp (SMC) a Good Investment?

Claude

Summit Midstream exhibits critical financial distress despite 30.8% revenue growth: the company is unprofitable across all metrics with negative free cash flow (-$12.4M) and cannot cover debt service from operations (interest coverage: -0.2x). High leverage (2.12x Debt/Equity) combined with limited cash reserves ($43.4M) creates unsustainable financing requirements and refinancing risk.

Summit Midstream Corp Key Strengths (SMC)

Claude
  • + Strong YoY revenue growth of 30.8% indicates market demand and operational scaling
  • + Net income improving 98.3% YoY shows trajectory toward breakeven
  • + Positive operating cash flow ($6.9M) demonstrates underlying operations generate some cash

SMC Stock Risks: Summit Midstream Corp Investment Risks

Claude
  • ! Negative free cash flow (-$12.4M) unsustainable without external financing; CapEx ($19.3M) far exceeds operating cash generation
  • ! Negative interest coverage (-0.2x) means operating income insufficient to service $1.3B debt; acute refinancing risk
  • ! Revenue growth not converting to profitability: operating margin -3.0% and net margin -3.8% reveal structural margin compression despite scale

Key Metrics to Watch

Claude
  • * Path to positive free cash flow and operating profitability
  • * Debt refinancing activity and maturity schedule
  • * Operating margin trajectory and cost structure improvement

Summit Midstream Corp (SMC) Financial Metrics & Key Ratios

Revenue
$139.1M
Net Income
$-5.3M
EPS (Diluted)
$-0.43
Free Cash Flow
$-12.4M
Total Assets
$2.4B
Cash Position
$43.4M

💡 AI Analyst Insight

Summit Midstream Corp presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SMC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -3.0%
Net Margin -3.8%
ROE -0.9%
ROA -0.2%
FCF Margin -8.9%

SMC vs Energy Sector: How Summit Midstream Corp Compares

How Summit Midstream Corp compares to Energy sector averages

Net Margin
SMC -3.8%
vs
Sector Avg 12.0%
SMC Sector
ROE
SMC -0.9%
vs
Sector Avg 14.0%
SMC Sector
Current Ratio
SMC 1.2x
vs
Sector Avg 1.3x
SMC Sector
Debt/Equity
SMC 2.1x
vs
Sector Avg 0.6x
SMC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Summit Midstream Corp Stock Overvalued? SMC Valuation Analysis 2026

Based on fundamental analysis, Summit Midstream Corp shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
-0.9%
Sector avg: 14%
Net Profit Margin
-3.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.12x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Summit Midstream Corp Balance Sheet: SMC Debt, Cash & Liquidity

Current Ratio
1.20x
Quick Ratio
1.20x
Debt/Equity
2.12x
Debt/Assets
62.0%
Interest Coverage
-0.17x
Long-term Debt
$1.3B

SMC Revenue & Earnings Growth: 5-Year Financial Trend

SMC 5-year financial data: Year 2024: Revenue $458.9M, Net Income -$51.5M, EPS $-6.11. Year 2025: Revenue $562.1M, Net Income -$51.5M, EPS $-6.11.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Summit Midstream Corp's revenue has grown significantly by 22% over the 5-year period, indicating strong business expansion. The most recent EPS of $-6.11 indicates the company is currently unprofitable.

SMC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-8.9%
Free cash flow / Revenue

SMC Quarterly Earnings & Performance

Quarterly financial performance data for Summit Midstream Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $132.7M -$1.9M $-0.16
Q3 2025 $102.4M -$1.6M $-0.13
Q2 2025 $101.3M -$8.0M $-0.66
Q1 2025 $118.9M $2.0M $-0.16
Q3 2024 $102.4M $251.0K $-0.27

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Summit Midstream Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$6.9M
Cash generated from operations
Capital Expenditures
$19.3M
Investment in assets
Dividends
None
No dividend program

SMC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Summit Midstream Corp (CIK: 0002024218)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/wk-form4_1779407087.xml View →
May 12, 2026 8-K smc-20260507.htm View →
May 11, 2026 8-K smc-20260511.htm View →
May 11, 2026 10-Q smc-20260331.htm View →
Apr 21, 2026 4 xslF345X06/wk-form4_1776809044.xml View →

Frequently Asked Questions about SMC

What is the AI rating for SMC?

Summit Midstream Corp (SMC) has an AI grade of C with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SMC's key strengths?

Claude: Strong YoY revenue growth of 30.8% indicates market demand and operational scaling. Net income improving 98.3% YoY shows trajectory toward breakeven.

What are the risks of investing in SMC?

Claude: Negative free cash flow (-$12.4M) unsustainable without external financing; CapEx ($19.3M) far exceeds operating cash generation. Negative interest coverage (-0.2x) means operating income insufficient to service $1.3B debt; acute refinancing risk.

What is SMC's revenue and growth?

Summit Midstream Corp reported revenue of $139.1M.

Does SMC pay dividends?

Summit Midstream Corp does not currently pay dividends.

Where can I find SMC SEC filings?

Official SEC filings for Summit Midstream Corp (CIK: 0002024218) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SMC's EPS?

Summit Midstream Corp has a diluted EPS of $-0.43.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SMC's fundamental grade?

Based on our AI fundamental analysis in May 2026, Summit Midstream Corp has a C grade with 85% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SMC stock overvalued or undervalued?

Valuation metrics for SMC: ROE of -0.9% (sector avg: 14%), net margin of -3.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is SMC's AI grade for 2026?

Our dual AI analysis gives Summit Midstream Corp a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SMC's free cash flow?

Summit Midstream Corp's operating cash flow is $6.9M, with capital expenditures of $19.3M. FCF margin is -8.9%.

How does SMC compare to other Energy stocks?

Vs Energy sector averages: Net margin -3.8% (avg: 12%), ROE -0.9% (avg: 14%), current ratio 1.20 (avg: 1.3).

Is Summit Midstream Corp carrying too much debt?

SMC has a debt-to-equity ratio of 2.12x, which is above the Energy sector average of 0.6x. However, the current ratio of 1.20 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 13, 2026 | Data as of: 2026-03-31 | Powered by Claude AI