US · Energy · Oil & Gas Midstream
EPS came in at 0.26 against a street estimate of 0.40 — a miss of 35.0%.
Analysts rate Kinetik Holdings Inc a buy (13 buy, 4 hold, 0 sell out of 17) with an average price target of $58.62.
CONFIDENT KNTK posted record Q2 EBITDA of $281M, raised FY26 guidance +7% to $1.04–1.1B. Volume growth accelerating; Kings Landing II upsized 50% to 300 MMcf/d, moving in-service to mid-2028. CapEx raised to ~$560M to fund customer pull-forwards. Q2 2026 Delaware South seeing large E&P pull-forwards into late 2026/early 2027. New Mexico remains most active; planning already underway for H2 2027. Analysts drilled on capacity constraints approaching Q4, sources of operational outperformance sustainability, and regional intensity of customer pull-forwards. Management outlined centerblock/residue recompression upside, flagged optimization plateau, emphasized Delaware South CapEx concentration while defending elevated $500–600M spend. 2026-08-06…
Full summary in the app.
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, total operating revenue was $569.401 million, up from $463.969 million in the same | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income, including noncontrolling interests, was $50.9 million; nine-month net income was $168.9 million. • | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Kinetik Holdings’ subsidiary, EagleClaw Midstream Ventures, LLC (ECMV), settled a dispute with Energy Transfer GC NGL Product Serv | 2026-10-26 |
| Quarterly report · Q2 2026 KINETIK HOLDINGS INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Operating Revenues (6M 2026): $991.4 million vs. $870.0 million (6M 2025) — up | 2026-08-06 |
| Results announced · Q3 2026 KINETIK HOLDINGS INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income including noncontrolling interest: $123.1 million (Q2 2026); $118.0 m | 2026-08-06 |
| Board / officer change · Q2 2026 KINETIK HOLDINGS INC. – FORM 8-K SUMMARY June 23, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Craig Harris appointed as new director of Kinetik Holdin | 2026-06-25 |
| Shareholder vote results · Q2 2026 KINETIK HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 19, 2026 • Total votes cast across all proposals: ap | 2026-05-20 |
| Quarterly report · Q1 2026 KINETIK HOLDINGS INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Operating Revenues: $409.98 million (Q1 2026) vs. $443.26 million (Q1 2025) — | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.81 / share ex-date Oct 23, 2026 · pay Oct 30, 2026 | 2026-10-23 |
| Dividend | $0.81 / share ex-date Jul 24, 2026 · pay Jul 31, 2026 | 2026-07-24 |
| Dividend | $0.81 / share ex-date Apr 24, 2026 · pay May 1, 2026 | 2026-04-24 |
| Dividend | $0.81 / share ex-date Feb 6, 2026 · pay Feb 13, 2026 | 2026-02-06 |
| Dividend | $0.78 / share ex-date Oct 27, 2025 · pay Oct 31, 2025 | 2025-10-27 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Kinetik Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.