| OKE |
Report |
Adjusted EBITDA |
BEAT |
pred ~$2.10B vs. cons $2.05B |
MEDIUM |
| OKE |
Report |
Diluted EPS |
IN-LINE |
pred ~$1.47 vs. cons $1.46 |
MEDIUM |
| OKE |
Report |
Revenue |
MISS |
pred ~$9.15B vs. cons $9.40B |
LOW |
| OKE |
Guide |
Adjusted EBITDA guidance |
UNCHANGED |
guide ~$8.25B midpoint vs. cons $8.34B (FY2026) |
MEDIUM |
| OKE |
Guide |
Diluted EPS guidance |
UNCHANGED |
guide ~$5.53 midpoint vs. cons $5.70 (FY2026) |
MEDIUM |
| OKE |
Guide |
Capital expenditures guidance |
UNCHANGED |
guide ~$2.95B midpoint vs. cons $2.95B (FY2026) |
MEDIUM |
| OKE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| OKE |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A ~$2.10B Q2 EBITDA beat versus ~$2.05B consensus supports the initial move, but unchanged FY2026 EBITDA guidance of ~$8.25B versus ~$8.34B consensus implies softer second-half/out-period estimates, fading the day-1 residual from +1.8% to +0.4% cumulatively by day 5. |
MEDIUM |