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ONEOK Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.30 |
| EPS actual | $1.23 |
| EPS Surprise | -5.38% |
| Revenue estimate | 8.234B |
| Revenue actual | 9.618B |
| Revenue Surprise | 16.80% |
| Release date | Feb 23, 2026 |
| EPS estimate | $1.50 |
| EPS actual | $1.55 |
| EPS Surprise | 3.33% |
| Revenue estimate | 8.747B |
| Revenue actual | 9.065B |
| Revenue Surprise | 3.64% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.44 |
| EPS actual | $1.49 |
| EPS Surprise | 3.47% |
| Revenue estimate | 8.782B |
| Revenue actual | 8.634B |
| Revenue Surprise | -1.68% |
| Release date | Aug 04, 2025 |
| EPS estimate | $1.33 |
| EPS actual | $1.34 |
| EPS Surprise | 0.752% |
| Revenue estimate | 7.688B |
| Revenue actual | 7.887B |
| Revenue Surprise | 2.59% |
Last 4 Quarters for ONEOK
Below you can see how OKE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $79.83 |
| EPS estimate | $1.33 |
| EPS actual | $1.34 |
| EPS surprise | 0.752% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $83.47 |
| Jul 30, 2025 | $82.19 |
| Jul 31, 2025 | $82.11 |
| Aug 01, 2025 | $78.99 |
| Aug 04, 2025 | $79.83 |
| Aug 05, 2025 | $75.70 |
| Aug 06, 2025 | $75.23 |
| Aug 07, 2025 | $75.48 |
| Aug 08, 2025 | $74.46 |
| 4 days before | -4.36% |
| 4 days after | -6.73% |
| On release day | -5.17% |
| Change in period | -10.79% |
| Release date | Oct 28, 2025 |
| Price on release | $69.10 |
| EPS estimate | $1.44 |
| EPS actual | $1.49 |
| EPS surprise | 3.47% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $69.59 |
| Oct 23, 2025 | $69.76 |
| Oct 24, 2025 | $68.61 |
| Oct 27, 2025 | $69.29 |
| Oct 28, 2025 | $69.10 |
| Oct 29, 2025 | $67.20 |
| Oct 30, 2025 | $66.72 |
| Oct 31, 2025 | $67.00 |
| Nov 03, 2025 | $65.36 |
| 4 days before | -0.704% |
| 4 days after | -5.41% |
| On release day | -2.75% |
| Change in period | -6.08% |
| Release date | Feb 23, 2026 |
| Price on release | $87.33 |
| EPS estimate | $1.50 |
| EPS actual | $1.55 |
| EPS surprise | 3.33% |
| Date | Price |
|---|---|
| Feb 17, 2026 | $85.61 |
| Feb 18, 2026 | $86.79 |
| Feb 19, 2026 | $86.88 |
| Feb 20, 2026 | $87.33 |
| Feb 23, 2026 | $87.33 |
| Feb 24, 2026 | $82.89 |
| Feb 25, 2026 | $82.28 |
| Feb 26, 2026 | $84.02 |
| Feb 27, 2026 | $82.77 |
| 4 days before | 2.01% |
| 4 days after | -5.22% |
| On release day | -5.08% |
| Change in period | -3.32% |
| Release date | Apr 28, 2026 |
| Price on release | $89.79 |
| EPS estimate | $1.30 |
| EPS actual | $1.23 |
| EPS surprise | -5.38% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $86.06 |
| Apr 23, 2026 | $87.21 |
| Apr 24, 2026 | $87.52 |
| Apr 27, 2026 | $87.75 |
| Apr 28, 2026 | $89.79 |
| Apr 29, 2026 | $89.32 |
| Apr 30, 2026 | $92.46 |
| May 01, 2026 | $90.36 |
| May 04, 2026 | $90.63 |
| 4 days before | 4.33% |
| 4 days after | 0.94% |
| On release day | -0.523% |
| Change in period | 5.31% |
ONEOK Earnings Call Transcript Summary of Q1 2026
ONEOK reported strong first-quarter 2026 results and raised full-year guidance, driven by higher volumes, completed and on-track capital projects, and a more constructive market environment that emerged late in the quarter. Management increased 2026 net income midpoint to about $3.5 billion, diluted EPS midpoint to $5.53, and adjusted EBITDA midpoint to $8.25 billion while keeping 2026 capex guidance unchanged at $2.7–$3.2 billion. Key operational highlights include volume growth across NGL, refined products & crude, gathering & processing, and natural gas pipeline segments; completion and ramp plans for multiple processing and fractionation projects (including Midland Basin relocations, Delaware Basin expansions, Bighorn, Powder River Basin plant, Medford fractionator and Denver pipeline expansion); and strong export demand momentum (LPG and refined products docks). ONEOK emphasized a largely fee-based, integrated, regionally diversified platform, disciplined capital allocation, strong balance sheet actions (note redemption and a $1.2 billion term loan), and opportunistic hedging (roughly a programmatic ~75% hedge posture into the year, with opportunistic hedges taken further out). Management expects Q1 to be the lowest EBITDA quarter seasonally, anticipates the back half of 2026 (and 2027) to show stronger results as volumes and completed projects ramp, and reiterated priorities of safety, execution of growth projects, balance sheet strength, and returning capital to shareholders once higher-return growth capital is complete.
