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北京时间·🕒 发布 06:30:51时区推断·⟳ 抓取 06:33:51·⚡ 决策 08-04 06:54:05 +20m14s·84.6 天前
ONEOK二次上调2026年盈利预测，受益NGL吞吐量创纪录
ONEOK将2026年净利润指引下限从32.1亿美元上调至34.1亿美元，上限维持37.9亿美元。
📄 原文Reuters↗ 原文
U.S. pipeline operator ONEOK (OKE.N) on Monday raised its 2026 earnings forecast for the second time this year, bankin…
不做 ONEOK（OKE.US）
同一二季度业绩、NGL量创纪录及指引上调催化已在20:25/20:46 UTC处理；当前路透转述不重复开仓。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 high · price-in 风险 high ↗
关键理由
- ONEOK将2026年净利润指引下限从32.1亿美元上调至34.1亿美元，上限维持37.9亿美元。
- 2026年调整后EBITDA指引从80亿至85亿美元上调为82亿至85亿美元，二季度调整后EBITDA同比增7%至21.2亿美元。
- 同一二季度业绩及NGL量创纪录催化已在20:25和20:46 UTC被处理，当前路透转述不应重复推卡。
主要风险
- 指引上调主要抬高区间下限，幅度相对555.9亿美元市值有限；当前报价较前收跌2.83%，说明市场未把该新闻定价成强短线利好。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-08-03 · 影响 none
内部KB未命中直接针对ONEOK本次指引上调的新增反向证据；不做的主因是同一催化已处理及幅度有限。
检索:ONEOK 2026 forecast adjusted EBITDA NGL volumes counter risk debt dividend
工具调用 · 历史记录,结果未知(3 种)
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- kb_search · 结果未知
原文全文
展开原文 · 1,226 字
U.S. pipeline operator ONEOK (OKE.N) on Monday raised its 2026 earnings forecast for the second time this year, banking on record natural gas liquids raw feed throughput volumes.
Pipeline operators in the U.S. are gaining from increased oil and gas output in the Permian Basin and rising natural gas demand amid record LNG exports.
Here are more details:
ONEOK, which transports natural gas, natural gas liquids (NGL), refined products and crude oil through its 60,000-mile-long network of pipelines, expects net profit for 2026 to be between $3.41 billion and $3.79 billion from $3.21 billion to $3.79 billion previously.
For the April-June quarter, adjusted EBITDA jumped 7% to $2.12 billion, from $1.98 billion a year ago.
"Higher volumes across ONEOK's businesses, including record NGL volumes, drove another consecutive quarter of earnings growth," said ONEOK President and CEO Pierce H. Norton II.
Quarterly NGL raw feed throughput volumes rose 7% from last year, including a 15% increase in the Gulf Coast/Permian region.
The Tulsa, Oklahoma-based company also increased its annual adjusted EBITDA forecast to between $8.2 billion and $8.5 billion, from $8 billion to $8.5 billion previously.
Pipeline operators in the U.S. are gaining from increased oil and gas output in the Permian Basin and rising natural gas demand amid record LNG exports.
Here are more details:
ONEOK, which transports natural gas, natural gas liquids (NGL), refined products and crude oil through its 60,000-mile-long network of pipelines, expects net profit for 2026 to be between $3.41 billion and $3.79 billion from $3.21 billion to $3.79 billion previously.
For the April-June quarter, adjusted EBITDA jumped 7% to $2.12 billion, from $1.98 billion a year ago.
"Higher volumes across ONEOK's businesses, including record NGL volumes, drove another consecutive quarter of earnings growth," said ONEOK President and CEO Pierce H. Norton II.
Quarterly NGL raw feed throughput volumes rose 7% from last year, including a 15% increase in the Gulf Coast/Permian region.
The Tulsa, Oklahoma-based company also increased its annual adjusted EBITDA forecast to between $8.2 billion and $8.5 billion, from $8 billion to $8.5 billion previously.
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