Kinetik

KNTK

Market cap $3.02B

Kinetik Holdings Inc. (KNTK) Q4 2025 Earnings Call Transcript

Kinetik reported strong profits but weak sales in Q4 2025. Management forecasts decreased capital investment, implying more free cash flow in 2026.

HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) today reported financial results for the quarter ended December 31, 2025. Kinetik reported net income including noncontrolling interest of $416.7 million and $525.9 million for the three and twelve months ended December 31, 2025, respectively. Kinetik generated Adjusted EBITDA1 of $252.1 million and $987.7 million, Distributable Cash Flow1 of $151.7 million and $620.5 million, and Free Cas.

Kinetik stock advanced on Thursday following a Financial Times report it is considering takeover offers.

KINETIK HLDGS (KNTK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

This midstream operator has been punished over the past year. It's on the mend as highlighted by a 14% gain over the past month.

Oneok expects to increase its dividend by 3% to 4% each year. Kinetik Holdings recently delivered its second straight 4% annual dividend increase.

Cushing Asset added 855,000 shares of Kinetik Holdings. Quarter-end position value increased by $24.2 million.

Kinetik Holdings is reiterated as a Buy, with significant undervaluation and strategic importance in US oil and natural gas infrastructure. KNTK's growth is underpinned by high CAPEX, major projects like Kings Landing and ECCC, and robust long-term tailwinds despite recent operational setbacks. Management demonstrates strong alignment through substantial ownership and accountability while maintaining an ~8% dividend yield and active buybacks.

HOUSTON & MIDLAND, Texas--(BUSINESS WIRE)--Kinetik Holdings Inc. (NYSE: KNTK) (“Kinetik” or the “Company”) today announced that its Board of Directors has declared an increase to its quarterly cash dividend to $0.81 per share, or $3.24 per share on an annualized basis. The announced quarterly dividend represents an approximately 4% increase versus the prior quarterly dividend paid in October 2025. The dividend will be paid on Friday, February 13, 2026 to shareholders of record as of market clos.