ONEOK INC /NEW/ — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
ONEOK reported Q2 2026 net income of $967M (+13% YoY) and adjusted EBITDA of $2.12B (+7% YoY), driven by record NGL throughput volumes and higher refined products/natural gas volumes. The company raised full-year 2026 guidance: net income midpoint $3.6B (range $3.41–$3.79B) and adjusted EBITDA midpoint $8.35B (range $8.2–$8.5B), reflecting strong segment performance across NGL, Refined Products/Crude, Gathering/Processing, and Pipelines. Capital expenditure guidance held at $2.7–$3.2B. Q2 diluted EPS increased to $1.53 from $1.34; dividend raised to $1.07/quarter ($4.28 annualized).
Why this rating
Solid operational execution and raised guidance support near-term sentiment, but event is routine earnings beat for a $51B company; modest guidance lift is not transformational relative to scale.
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