Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus on both top and bottom lines: revenue $12.05B vs. $8.95B expected (+34.6%), and GAAP EPS $1.53 vs. $1.45 expected (+5.5%). Performance was driven by a massive revenue beat in the Refined Products and Crude segment ($7.13B vs $2.91B YoY) and strong optimization activity in Natural Gas Pipelines. Adjusted EBITDA of $2.12B exceeded the implied quarterly pace required to meet annual targets, supported by a 4% YoY dividend increase to $1.07/share.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Oneok(OKE) the Revenue is 12.05 B (+52.77%), Beat estimate;the EBIT is 1.593 B (+11.32%), Beat estimate;the EPS is 1.53 (+14.18%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
12.05B52.77%
8.95B13.48%
+3.10B39.29%
EBITExceed expectations
1.59B11.32%
1.58B10.09%
+0.02B1.23%
EPSExceed expectations
1.5314.18%
1.44848.09%
+0.08166.09%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf