BREAKING: Tech Futures Rise; Tesla Deliveries Loom If you're trying to outgrow Nvidia (NVDA) and Palantir (PLTR) — that's a lofty goal. But some S&P 500 companies are likely to pull it off in the third quarter. Eight S&P 500 stocks, including Expand Energy (EXE), KeyCorp (KEY) and Robinhood Markets (HOOD), are expected to post more than 60% revenue growth in the upcoming third-quarter earnings reporting season, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and Market ...

PresentationKeith StanleyWolfe Research, LLC Hello again, everybody. For those who don't know me, I'm Keith Stanley. I run our Midstream group here at Wolfe Research. And I'm very happy to have ONEOK's senior management with us as well today. We have Pierce Norton, CEO; Sheridan Swords, Chief Commercial Officer, sorry, Sheridan; and Walter Hulse, CFO. So thank you all for joining us. As I said in the last one, please feel free to throw your questions in. Just raise your hand and we're happy to have you part ...

PresentationKeith StanleyWolfe Research, LLC Hello again, everybody. For those who don't know me, I'm Keith Stanley. I run our Midstream group here at Wolfe Research. And I'm very happy to have ONEOK's senior management with us as well today. We have Pierce Norton, CEO; Sheridan Swords, Chief Commercial Officer, sorry, Sheridan; and Walter Hulse, CFO. So thank you all for joining us. As I said in the last one, please feel free to throw your questions in. Just raise your hand and we're happy to have you part ...

ONEOK (NYSE:OKE) Fireside Chat September 30, 2025 01:25 PM ET Speaker0Everybody. For those who don't know me, I'm Keith Stanley. I run our midstream group here at Wolfe Research,Speaker1andSpeaker0very happy to have ONEOK's senior management with us, as well today. We have Pierce Norton, CEO, Sheridan Swords, Chief Commercial Officer. Sorry, Sheridan. And Walt Hulse, CFO. So thank you all for joining us.As I said in the last one, please feel free to throw your questions in. Just raise your hand and happy to ...

ONEOK, Inc. (NYSE:OKE) is one of the stocks Jim Cramer shared his take on. When a caller asked if they could buy more of the stock during the lightning round, Cramer said: “Absolutely. Walter Hulse, CFO there is doing an amazing job. So is Pierce Norton. I think that’s a buy. I can’t believe it’s this low.” ONEOK, Inc. (NYSE:OKE) is a midstream energy company providing gathering, processing, storage, transportation, and export services for natural gas, NGLs, refined products, and crude oil. The company ...

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业绩总结 - 2025年调整后的EBITDA指导为82.25亿美元，预计自然气液体占37%[14] - 2025年第二季度调整后的EBITDA约为20亿美元，较上季度增长12%[47] - 第二季度净收入为8.53亿美元，同比增长23%[48] - 2025年净收入预期为31.1亿至36.1亿美元，稀释后每股收益范围为4.97至5.77美元[91][92] - 2025年第一季度和第二季度的调整后EBITDA分别为1,775百万美元和1,981百万美元[94] 用户数据 - 2025年预计NGL（天然气液体）体积增长18%，精炼产品体积增长7%，自然气处理体积增长6%[48] - 2025年第一季度和第二季度，精炼产品总运输量分别为1,401,000桶/日和1,503,000桶/日，汽油和蒸馏油分别增长9%和7%[69][72] - 2025年第二季度，天然气处理量在中部地区增长9%，落基山地区和二叠纪地区均增长4%[75][79] 未来展望 - 2024年通过股息和股票回购向股东返还约25亿美元，目标是返还约75-85%的预测运营现金流[32] - 2025年每股股息为1.03美元，年化股息为4.12美元[48] - 2025年目标债务与EBITDA比率为3.5倍，保持强劲的资产负债表[31] - 预计2025年NGL运输收入将超过90%为费用基础收入[50] - 2025年预计实现250百万美元的年度协同效应，2026年将有额外协同效应[22] 新产品和新技术研发 - Medford Fractionator第一阶段预计在2026年第四季度完成，处理能力为100,000桶/日；第二阶段预计在2027年第一季度完成，处理能力为110,000桶/日[58] - 德克萨斯城LPG终端的处理能力为400,000桶/日，ONEOK持有50%股份，预计在2028年初完成[61] - ONEOK计划在2026年中期完成向丹佛地区扩展的精炼产品管道，系统容量将增加35,000桶/日[72] 市场扩张和并购 - 2025年将完成多个高回报的有机增长项目，包括德克萨斯城物流出口终端和Eiger Express管道等[33] 负面信息 - ONEOK计划到2030年减少220万吨（MMT）温室气体排放，目标是相较于2019年减少30%[121] - ONEOK的范围1排放主要包括甲烷排放和二氧化碳排放[121] 其他新策略和有价值的信息 - 截至2024年12月31日，ONEOK已实现的减排量相当于其总减排目标的77%[120] - ONEOK在2020年获得MSCI ESG评级为AAA[116] - ONEOK在2021年成立了可再生能源团队[116] - ONEOK在2022年增加了对TCFD的报告参考[116] - ONEOK计划通过电气化天然气压缩资产和最佳管理实践来减轻甲烷排放[122] - ONEOK的可持续发展小组于2019年成立，旨在推动环境、社会和治理（ESG）目标的实现[116]

近期股价表现 - 最新收盘价为73.10美元，较前一交易日下跌1.07% [1] - 过去一个月股价下跌3.26%，表现逊于同期上涨4.06%的油气能源行业和上涨2.87%的标普500指数 [1] - 当日表现落后于标普500指数（涨0.26%）、道琼斯指数（涨0.15%）和纳斯达克指数（涨0.48%） [1] 业绩预期 - 预计下一季度每股收益为1.48美元，较去年同期大幅增长25.42% [2] - 预计下一季度营收为93.1亿美元，较去年同期大幅增长85.4% [2] - 预计全年每股收益为5.44美元，较去年增长5.22% [2] - 预计全年营收为357.1亿美元，较去年增长64.58% [2] 估值指标 - 当前远期市盈率为13.58倍，高于其行业平均远期市盈率12.41倍 [6] - 当前市盈增长比率为1.81倍，高于其所属的油气生产管道MLB行业平均的1.42倍 [7] 行业概况 - 公司所属的油气生产管道MLB行业是油气能源板块的一部分 [8] - 该行业的Zacks行业排名为64，在所有250多个行业中位列前26% [8]

Jim Cramer, host of Mad Money, on Friday, talked about what he believes investors should pay close attention to this week, including the upcoming nonfarm payroll report and earnings announcements from various companies. “Thursday, we get a raft of data, aggregate car sales, weekly jobless claims, durable goods, all important, but everything pales in comparison to Friday’s non-farm payroll report. As I’ve told you from day one of this show, more than 20 years ago, I don’t pay much attention to any of these n ...

ONEOK (NYSE: OKE ) is an Oklahoma-based oil and gas midstream company with a fast-growing footprint in the pipeline business. ONEOK is heavily focused on the transportation of natural gas and NGLs which represent the majority ofAnalyst’s Disclosure:I/we have a beneficial long position in the shares of OKE, EPD, ENB, KMI, MPLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Se ...