Energy·Oil & Gas Storage & Transportation·$55.1B
ONEOK Inc. is a major player in the energy sector, focusing on the storage and transportation of oil and gas....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will show how well the company has performed relative to expectations.
Revenue Growth
While specific revenue estimates are not available, growth in revenue is critical for assessing the company's operational performance.
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EPS Beat Streak
3Q
EPS Beat Rate
63%
Avg EPS Surprise
+0.31%
Avg Stock Reaction
-0.56%
In Q4 2025, ONEOK reported an EPS of $1.55, beating estimates by 3.54%. The stock remained stable the following day, reflecting cautious investor sentiment.
Management Promises & Guidance
Overall, investors are cautiously optimistic about ONEOK's upcoming earnings, given the company's recent performance and the energy sector's dynamics.
Bull Case
If ONEOK can deliver strong EPS and demonstrate effective cost management, it could signal robust operational health and attract more investor interest.
Bear Case
Conversely, if the company fails to meet earnings expectations or shows signs of rising costs, it could lead to negative sentiment and a decline in stock price.
Earnings Per Share (EPS)
N/AEPS is a key indicator of profitability and will show how well the company has performed relative to expectations.
Revenue Growth
N/AWhile specific revenue estimates are not available, growth in revenue is critical for assessing the company's operational performance.
Operational Efficiency
N/AMetrics related to operational efficiency can indicate how well the company is managing costs in a fluctuating energy market.
The print will turn on these two things.
Q1
What will the EPS be for Q1 2026?
EPS is a critical measure of profitability, and a significant deviation from expectations could impact investor sentiment.
Q2
How is ONEOK managing operational costs in the current energy market?
Understanding cost management strategies will be key to assessing the company's ability to maintain profitability amid fluctuating energy prices.
Why consensus could be wrong
The Street may underestimate ONEOK's ability to manage costs effectively in a volatile energy market, leading to stronger-than-expected EPS.
Supporting Evidence
Historical performance shows a 63% beat rate, suggesting the potential for positive surprises.
Recent trends in energy prices may not fully reflect ONEOK's operational efficiencies.
The company's commitment to infrastructure investment could yield better-than-expected results.
Key Risk
If operational costs are reported significantly lower than expected, it could challenge the current consensus view.
Pre-commit to what would confirm each case.
The market is weighing ONEOK's ability to navigate a challenging energy landscape, making earnings performance critical this quarter.
Bull Confirmed If
An EPS of $1.60 or higher would confirm strong operational performance and cost management.
Bear Confirmed If
An EPS below $1.40 would raise concerns about profitability and operational efficiency.
Implied Move
±N/A
There is currently no options market data available to gauge investor sentiment leading into the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If ONEOK beats expectations, history suggests the stock could rise by around 0.93%, confirming a positive outlook for the company.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement, reflecting ongoing investor caution.
Miss
A miss on earnings could lead to a decline of about 1.11%, indicating potential concerns about the company's operational challenges.
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VERIZON COMMUNICATIO
Apr 27, 2026