| OKE |
Report |
Adjusted EBITDA (Q2 2026) |
BEAT |
pred ~$2.13B vs. cons $2.091B |
MEDIUM |
| OKE |
Report |
NGL Fractionation Volume (Q2 2026) |
BEAT |
pred ~945,000 Mbpd vs. cons 934,564 Mbpd |
MEDIUM |
| OKE |
Report |
Nat Gas Pipeline Volume (Q2 2026) |
BEAT |
pred ~6,800 Bbtu/d vs. cons ~6,638 Bbtu/d |
MEDIUM |
| OKE |
Guide |
FY 2026 Adj. EBITDA (FY 2026) |
BETTER |
guide ~$8.40B vs. cons $8.361B |
MEDIUM |
| OKE |
Guide |
FY 2026 EPS Diluted (FY 2026) |
UNCHANGED |
guide ~$5.70 vs. cons $5.676 |
MEDIUM |
| OKE |
Guide |
Data Center Projects (Forward) |
BETTER |
signed agreement/FID vs. UNVERIFIED baseline |
LOW |
| OKE |
Guide |
Waha-to-Katy H2 Outlook (H2 2026) |
UNCHANGED |
reaffirm normalization vs. already in guidance |
HIGH |
| OKE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.8% |
— |
MEDIUM |
| OKE |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE — short covering exhausts in 1-2 days; neutral H2 implied math limits estimate revisions; warm setup removes the 'better than feared' bid |
MEDIUM |