The earnings call reflects a mixed sentiment with significant achievements in project commissioning and segment growth, but challenges in delayed start-ups, commodity price volatility, and increased operating costs impacting financial guidance.

Company Guidance

During Kinetik's Second Quarter 2025 Results Call, Jamie Welch, CEO, and Trevor Howard, CFO, provided updated guidance and insights into the company's performance and strategic initiatives. The company reported adjusted EBITDA of $243 million for the second quarter, with a projected fourth quarter 2025 annualized adjusted EBITDA of approximately $1.2 billion, reflecting a 24% growth year-over-year. Capital expenditures for the quarter were $126 million, and Kinetik revised its 2025 adjusted EBITDA guidance range to $1.03 billion to $1.09 billion, accounting for delays in producer activity and commodity price volatility. The company anticipates exiting 2025 with processed gas volumes at around 2 billion cubic feet per day. Key projects, such as the Kings Landing complex and ECCC pipeline, are expected to drive growth, with the Kings Landing facility anticipated to reach full commercial service by late September. The company also noted the potential need for additional processing capacity in the next 18 months due to fully utilized capacity in Delaware South. Kinetik remains focused on optimizing its cost structure, tackling inflationary pressures, and maintaining a robust hedging program.

Successful Commissioning of Kings Landing

Commissioning of Kings Landing commenced in June, with a full commercial in-service expected by late September. This project is a key part of the company's growth strategy.

Midstream Logistics Segment Growth

The Midstream Logistics segment generated an adjusted EBITDA of $151 million in the quarter, up 3% year-over-year due to increased processed gas volumes from Northern Delaware assets.

Pipeline Transportation Segment Performance

Generated adjusted EBITDA of $97 million, up 3% year-over-year, benefiting from increased ownership in EPIC and PHP outperformance.

Share Repurchase Program

Repurchased $173 million of Kinetik Class A common stock since May, representing nearly 2.5% of outstanding shares at an average share price of $43.

Adjusted EBITDA Growth Forecast

Expecting fourth quarter 2025 annualized adjusted EBITDA of approximately $1.2 billion, representing 24% growth year-over-year.

Kinetik (KNTK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KNTK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.37 / -	0.35	―	―	―
Aug 06, 2025	2025 (Q2)	0.22 / 0.33	0.54	-38.89% (-0.21)
May 07, 2025	2025 (Q1)	0.31 / 0.05	0.12	-58.33% (-0.07)
Feb 26, 2025	2024 (Q4)	0.38 / 0.01	1.7	-99.41% (-1.69)
Nov 06, 2024	2024 (Q3)	0.45 / 0.35	0.21	66.67% (+0.14)
Aug 07, 2024	2024 (Q2)	0.41 / 0.54	0.41	31.71% (+0.13)
May 08, 2024	2024 (Q1)	0.43 / 0.12	-0.06	300.00% (+0.18)
Feb 28, 2024	2023 (Q4)	0.47 / 1.70	0.25	580.00% (+1.45)
Nov 08, 2023	2023 (Q3)	0.47 / 0.21	0.357	-41.18% (-0.15)
Aug 07, 2023	2023 (Q2)	0.49 / 0.41	0.06	583.33% (+0.35)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KNTK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$41.54	$41.53	-0.02%
May 07, 2025	$39.61	$41.60	+5.02%
Feb 26, 2025	$56.34	$54.02	-4.12%
Nov 06, 2024	$49.99	$53.74	+7.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kinetik (KNTK) report earnings?

Kinetik (KNTK) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Kinetik (KNTK) earnings time?

Kinetik (KNTK) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is KNTK EPS forecast?

KNTK EPS forecast for the fiscal quarter 2025 (Q3) is 0.37.

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