The earnings call presented a mixed sentiment. While there were significant achievements in commissioning projects and shareholder value initiatives, challenges such as adjusted EBITDA guidance revision, commodity price volatility, and increased operating costs balanced the overall outlook.

Company Guidance -

Q3 2025

In the Kinetik Second Quarter 2025 Earnings Call, the company provided guidance indicating a strong focus on future growth and operational resilience despite macroeconomic and geopolitical challenges. The company announced a revised 2025 adjusted EBITDA guidance range of $1.03 billion to $1.09 billion, down approximately 5% from previous guidance, due to delays in project timelines and commodity price volatility. However, Kinetik expects a significant acceleration in adjusted EBITDA growth, aiming for a fourth quarter 2025 annualized adjusted EBITDA of approximately $1.2 billion, reflecting a 24% year-over-year increase. Key growth drivers include the commissioning and start-up of the Kings Landing complex, anticipated to be fully operational by late September, and contributions from the Barilla Draw and Lea County developments. The company also highlighted its strategic focus on managing operating costs, particularly through behind-the-meter power generation and owned compression solutions, and remains committed to shareholder value through capital investments, dividend increases, and opportunistic share repurchases.

Kings Landing Commissioning Progress

Commissioning of the Kings Landing complex commenced in June and is expected to reach full commercial in-service by late September, signaling significant progress in capital growth projects.

Earnings Growth and Guidance

Kinetik anticipates exiting 2025 with processed gas volumes at approximately 2 billion cubic feet per day and expects fourth quarter 2025 annualized adjusted EBITDA of approximately $1.2 billion, representing 24% growth year-over-year.

Share Repurchase Program

Kinetik repurchased $173 million of Class A common stock since May, representing nearly 2.5% of outstanding shares, reflecting a commitment to delivering shareholder value.

Epic Distribution

Epic is performing well with the first distribution to partners expected this month, marking a positive development in the Pipeline Transportation segment.

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)	0.40 / -	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 0.4.

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