| OKE |
Report |
Diluted EPS |
BEAT |
pred ~$1.50 vs. cons $1.46 |
MEDIUM |
| OKE |
Report |
Adjusted EBITDA |
BEAT |
pred ~$2.11B vs. cons $2.08B |
MEDIUM |
| OKE |
Report |
Natural Gas Pipelines adjusted EBITDA |
BEAT |
pred ~$0.36B vs. cons $0.35B |
MEDIUM |
| OKE |
Guide |
2026 adjusted EBITDA guidance |
LOWER |
guide ~$8.25B vs. cons $8.33B (FY2026) |
HIGH |
| OKE |
Guide |
2026 diluted EPS guidance |
LOWER |
guide ~$5.53 vs. cons $5.64 (FY2026) |
MEDIUM |
| OKE |
Guide |
2026 capital-expenditure guidance |
UNCHANGED |
guide ~$2.95B vs. cons $2.95B (FY2026) |
HIGH |
| OKE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| OKE |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Day-1 residual ~+1.5% vs. 0.0% baseline; 5-day residual ~+0.5% vs. 0.0% baseline. A modest EBITDA/EPS beat should initially reward sustained Waha-to-Katy optimization and broad volumes, but unchanged $8.25B FY2026 EBITDA guidance versus ~$8.33B consensus leaves out-period estimates vulnerable as investors continue to discount temporary spread earnings and normalize second-half pipeline optimization. |
MEDIUM |