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OneOak reported third-quarter net income of $1.35 billion and adjusted EBITDA of $2.24 billion, raised 2026 adjusted EBITDA guidance to approximately $8.55 billion, and completed a $9 billion minority equity investment and the Brazos Midstream Permian Midland Basin Assets acquisition.
Oneok Inc closed the ONEOK Holdings Transaction, used $5 billion to repay debt, and completed the $4.6 billion Brazos Midland Acquisition; S&P and Fitch upgraded its ratings to BBB+ from BBB. Third-quarter net income was $1,384 million.
ONEOK reported third-quarter 2026 net income attributable to ONEOK of $1.35 billion, $2.13 per diluted share and adjusted EBITDA of $2.24 billion, and raised 2026 net income guidance to $4.09 billion to $4.27 billion.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. ONEOK reported higher third-quarter results, increased 2026 guidance for the third time this year and achieved record Permian Basin volumes while strengthening its balance sheet; Brazos is performing above expectations and supports its mid- to high-single-digit adjusted EBITDA growth target. NGL and gathering-and-processing adjusted EBITDA declined, crude-oil shipments fell, Waha-Decady economics are expected to decline further, and unfractionated NGL inventory is deferring associated earnings.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $2.12B | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 967M
+434M Interest expense, net of capitalized interest
+387M Depreciation and amortization
+299M Income taxes
+134M Adjusted EBITDA from unconsolidated affiliates
-103M Equity in net earnings from investments
+0M Impairment of equity investments
+3M Noncash compensation expense and other
= Adjusted EBITDA 2.12B
|
|||
| Average Conway-to-Mont Belvieu Oil Price Information Service price differential - ethane in etha | $0.03 | the three months ended June 30, 2026 filing | — |
| Capital expenditures - total segments | $593M | the three months ended June 30, 2026 filing | — |
| Crude oil volumes shipped (MBbl/d) | 1,766 | the three months ended June 30, 2026 filing | — |
| Natural gas processed (MMcf/d) | 5,707 | the three months ended June 30, 2026 filing | — |
| Natural gas transportation capacity contracted (MDth/d) | 7,735 | the three months ended June 30, 2026 filing | — |
| Raw feed throughput (MBbl/d) | 1,630 | the three months ended June 30, 2026 filing | — |
| Refined Products volumes shipped (MBbl/d) | 1,629 | the three months ended June 30, 2026 filing | — |
| Segment adjusted EBITDA - Natural Gas Gathering and Processing non-GAAP | $546M | the three months ended June 30, 2026 filing | — |
| Segment adjusted EBITDA - Natural Gas Liquids non-GAAP | $659M | the three months ended June 30, 2026 filing | — |
| Segment adjusted EBITDA - Natural Gas Pipelines non-GAAP | $297M | the three months ended June 30, 2026 filing | — |
| Segment adjusted EBITDA - Refined Products and Crude non-GAAP | $627M | the three months ended June 30, 2026 filing | — |
| Total segment adjusted EBITDA non-GAAP | $2.13B | the three months ended June 30, 2026 filing | — |
| Transportation capacity contracted | 92% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OKE
this stock
Oneok Inc
|
$56.58B | +22.1% | +35.3% | 13.9 | 4.3% |
|
ENB
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$106.25B | -0.3% | — | — | 2.5% |
|
WMB
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|
$84.51B | +14.9% | +13.8% | 27.2 | 2.4% |
|
EPD
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$82.55B | +19.4% | -6.4% | 12.7 | 0.8% |
|
KMI
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$71.11B | +16.1% | +12.2% | 19.7 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Oneok Inc closed the ONEOK Holdings Transaction, used $5 billion to repay debt, and completed the $4.6 billion Brazos Midland Acquisition; S&P and Fitch upgraded its ratings to BBB+ from BBB. Third-quarter net income was $1,384 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OKE | +5.4% | -3.8% | -0.8% | -7.5% | +22.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.8% | -2.7% | -1.3% | -7.4% | +11.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
