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ONEOK Q2 Earnings Meet Estimates, Revenues Rise Year Over Year

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Key Takeaways

  • {\"0\":\"OKE\'s Q2 EPS of $1.34 met estimates, while revenues rose 61.2% year over year to $7.89 billion.\",\"1\":\"Adjusted EBITDA climbed 22% to $1.98B, supported by a 139.6% jump in natural gas processing.\",\"2\":\"OKE narrowed 2025 net income guidance but reaffirmed its adjusted EBITDA outlook of $8-$8.45 billion.\"}

ONEOK Inc. (OKE - Free Report) reported second-quarter 2025 operating earnings per share (EPS) of $1.34, which came in line with the Zacks Consensus Estimate. The bottom line increased 0.8% from the year-ago quarter’s figure of $1.33.

OKE’s Total Revenues

Operating revenues for the quarter totaled $7.89 billion, which missed the Zacks Consensus Estimate of $8.57 billion by 7.9%. However, the top line improved 61.2% from $4.89 billion in the prior-year quarter.

ONEOK, Inc. Price, Consensus and EPS Surprise

ONEOK, Inc. Price, Consensus and EPS Surprise

ONEOK, Inc. price-consensus-eps-surprise-chart | ONEOK, Inc. Quote

Highlights of OKE’s Earnings Release

Adjusted EBITDA came in at $1.98 billion, up 22% year over year.

Operating income totaled $1.43 billion, up 16.4% from the prior-year level of $1.23 billion.

ONEOK incurred interest expenses of $438 million, up 47% from $298 million recorded in the year-ago period.

The total natural gas processed was 5,573 million cubic feet of gas per day (MMcf/d), up 139.6% year over year.

The company reported natural gas transportation capacity contracted of 4,650 million British thermal units per hour per day (MDth/d), which increased 4.3% year over year.

OKE’s Financial Highlights

As of June 30, 2025, ONEOK had cash and cash equivalents worth $97 million compared with $733 million as of Dec. 31, 2024.

As of June 30, 2025, long-term debt (excluding current maturities) totaled $29.63 billion compared with $31.02 billion as of Dec. 31, 2024.

Cash provided by operating activities for the first six months of 2025 amounted to $2.43 billion compared with $2.03 billion in the corresponding period of 2024.

OKE’s 2025 Guidance

ONEOK lowered its consolidated 2025 net income in the band of $3.17-$3.65 billion compared to the previous range of $3.21-$3.69 billion. It continues to expect adjusted EBITDA in the range of $8-$8.45 billion.

Interest expenses, net of capitalized interest, are still expected in the range of $1.77-$1.73 billion.

Diluted EPS is expected in the range of $4.97-$5.77. The Zacks Consensus Estimate for earnings is pegged at $5.49, which is higher than the midpoint of the company’s guided range.

OKE’s Zacks Rank

ONEOK currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Upcoming Releases

Energy Transfer (ET - Free Report) is slated to report second-quarter results on Aug. 6, after market close. The Zacks Consensus Estimate for earnings is pegged at 32 cents per unit, which indicates a year-over-year decline of 8.6%.

ET’s long-term (three to five years) earnings growth rate is 13.7%. The Zacks Consensus Estimate for second-quarter sales stands at $25.26 billion, which suggests year-over-year growth of 21.9%.

Delek Logistics Partners, LP (DKL - Free Report) is scheduled to release second-quarter results on Aug. 6, before market open. The Zacks Consensus Estimate for earnings is pegged at 79 cents per share, which indicates a year-over-year decrease of 9.2%.

DKL’s long-term earnings growth rate is 11.3%. The Zacks Consensus Estimate for second-quarter sales is pegged at $247 million, which calls for a year-over-year fall of 6.7%.

Plains All American Pipeline (PAA - Free Report) is slated to report second-quarter results on Aug. 8, before market open. The Zacks Consensus Estimate for earnings is pegged at 30 cents per share, which indicates a year-over-year plunge of 3.2%.

The Zacks Consensus Estimate for second-quarter sales stands at $12.05 billion, which suggests a year-over-year decline of 6.8%.

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