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.
Kinetik Holdings Inc. ( KNTK ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Alex Durkee - Director of Investor Relations Jamie Welch - President, CEO & Director Trevor Howard - Senior VP & CFO Kris Kindrick - Senior Vice President, Commercial Conference Call Participants Brandon Bingham - Scotiabank Global Banking and Markets, Research Division Gabriel Moreen - Mizuho Securities USA LLC, Research Division Jacqueline Koletas - Goldman Sachs Group, Inc., Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division Keith Stanley - Wolfe Research, LLC Michael Blum - Wells Fargo Securities, LLC, Research Division Presentation Operator Good morning, and thank you for attending the Kinetik Third Quarter 2025 Results Call. My name is Elissa, and I will be your moderator today.
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.
Kinetik Holdings (KNTK) is undervalued, offering key US oil and especially gas infrastructure with strong long-term growth prospects and strategic assets. KNTK targets 10% Adjusted EBITDA CAGR, significant investments, and expects to reach $2 billion Adjusted EBITDA by 2030 while maintaining manageable leverage. The stock offers a ~7.7% dividend yield, plans annual increases, and benefits from potential asset sales and acquisition interest amid industry consolidation.
Kinetik Holdings offers a 7.6% yield and trades near $41, presenting attractive value despite recent commodity price headwinds and project delays. EBITDA guidance was trimmed by 5% due to lower commodity prices and delayed growth projects, but long-term growth projects like Kings Landing and ECCC remain on track. The company is 84% fee-based, limiting commodity exposure, and targets 10% annual EBITDA growth over five years, with potential for a sale at a premium valuation.
Kinetik Holdings Inc. (NYSE:KNTK ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Alex Durkee - Corporate Participant Jamie W. Welch - President, CEO & Director Kris Kindrick - Senior Vice President, Commercial Trevor Howard - Senior VP & CFO Conference Call Participants Brandon B.
Kinetik Holdings Inc. (KNTK) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.54 per share a year ago.
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.
KNTK is deeply undervalued versus peers, despite strong fundamentals and a 7.3% yield, creating a compelling Strong Buy opportunity. The company is set for double-digit EBITDA growth through 2026, driven by new processing plants and robust customer demand in the Delaware basin. KNTK's stock price dislocation is unjustified, as peer midstream stocks have rebounded and technicals suggest a potential near-term rally.
Kinetik Holdings offers a 7% dividend yield, robust cash flow growth, and sector-leading EBITDA, supported by strategic Permian Basin assets and expansion projects. The company's integrated midstream model, long-term contracts, and strategic pipeline partnerships position it as a potential M&A target and sector outperformer. Kinetik's stock is highly sensitive to oil prices and sector momentum, making it a tactical choice for investors bullish on energy and commodity trends.
Kinetik Holdings Inc. (NYSE:KNTK ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Alex Durkee – Investor Relations Jamie Welch – President and Chief Executive Officer Trevor Howard – Senior Vice President and Chief Financial Officer Kris Kindrick – Senior Vice President-Commercial Conference Call Participants Spiro Dounis – Citi Jeremy Tonet – JPMorgan John Mackay – Goldman Sachs Michael Blum – Wells Fargo Theresa Chen – Barclays Robert Mosca – Mizuho Securities Keith Stanley – Wolfe Research Manav Gupta – UBS Operator Good morning. Thank you for attending today's Kinetik First Quarter 2025 Results Conference Call.
Kinetik Holdings Inc. (KNTK) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.12 per share a year ago.