Earnings summaries and quarterly performance for Kinetik Holdings.
Executive leadership at Kinetik Holdings.
Jamie Welch
Detailed
Chief Executive Officer and President
CEO
LE
Lindsay Ellis
Detailed
General Counsel, Chief Compliance Officer and Secretary
MW
Matthew Wall
Detailed
EVP, Chief Operating Officer
SS
Steven Stellato
Detailed
EVP, Chief Accounting and Chief Administrative Officer
TH
Trevor Howard
Detailed
Senior Vice President and Chief Financial Officer
Board of directors at Kinetik Holdings.
DM
D. Mark Leland
Detailed
Director
DI
David I. Foley
Detailed
Chairman of the Board
DL
Deborah L. Byers
Detailed
Director
J(
John-Paul (JP) Munfa
Detailed
Director
KP
Karen Putterman
Detailed
Director
KS
Kevin S. McCarthy
Detailed
Director
LA
Laura A. Sugg
Detailed
Lead Independent Director
MK
Michael Kumar
Detailed
Director
WO
William Ordemann
Detailed
Director
Research analysts who have asked questions during Kinetik Holdings earnings calls.
JT
Jeremy Tonet
JPMorgan Chase & Co.
6 questions for KNTK
Also covers: AEE, AEP, AM +46 more
MB
Michael Blum
Wells Fargo & Company
6 questions for KNTK
Also covers: AROC, BE, CQP +15 more
Spiro Dounis
Citigroup Inc.
5 questions for KNTK
Also covers: ARIS, CQP, DTM +15 more
Theresa Chen
Barclays PLC
5 questions for KNTK
Also covers: CQP, DINO, DTM +20 more
JM
John Mackay
Goldman Sachs Group, Inc.
4 questions for KNTK
Also covers: AM, ARIS, CQP +17 more
GM
Gabriel Moreen
Mizuho Financial Group, Inc.
3 questions for KNTK
Also covers: AROC, ATO, DKL +16 more
Keith Stanley
Wolfe Research, LLC
3 questions for KNTK
Also covers: DK, DTM, ENB +13 more
MG
Manav Gupta
UBS Group
3 questions for KNTK
Also covers: ADM, AMTX, BE +35 more
RM
Robert Mosca
Mizuho Securities Co., Ltd.
3 questions for KNTK
Also covers: DTM, KGS, LNG +4 more
BB
Brandon Bingham
Scotiabank
2 questions for KNTK
Also covers: CQP, EPD, KMI +7 more
Burke Sansiviero
Wolfe Research, LLC
1 question for KNTK
Also covers: LNG, MPLX, SOBO +2 more
IM
Indraneel Mitra
Bank of America
1 question for KNTK
Also covers: MPLX, PAA, WMB
JK
Jackie Koletas
Goldman Sachs
1 question for KNTK
Also covers: ARIS, KMI, LB +1 more
JK
Jacqueline Koletas
The Goldman Sachs Group, Inc.
1 question for KNTK
Also covers: HESM, TRGP
NM
Neel Mitra
Bank of America
1 question for KNTK
Also covers: MPLX
SJ
Saumya Jain
UBS
1 question for KNTK
Also covers: AMTX, BLDP, CLMT +8 more
Recent press releases and 8-K filings for KNTK.
Kinetik Holdings Reports Q4 2025 Results and Provides 2026 Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetik reported Q4 2025 Adjusted EBITDA of $252 million and full-year 2025 Adjusted EBITDA of $988 million, slightly above revised guidance.
- For 2026, the company expects Adjusted EBITDA of $950 million to $1.05 billion (midpoint $1 billion), representing over 7% growth year-over-year when adjusting for the EPIC Crude sale, with capital expenditures projected at $450 million-$510 million.
- Strategic advancements in 2025 included the full commercial in-service of Kings Landing, reaching FID on the Kings Landing sour gas conversion project and a behind-the-meter gas-fired power generation project, and amending significant gas gathering and processing agreements to extend terms and enhance cash flow visibility.
- The company has adopted a growth-oriented capital allocation framework, targeting leverage between 3.5 and 4 times, and plans to increase the dividend annually by 3%-5%.
- Kinetik is managing Waha price volatility by utilizing Gulf Coast transport capacity, hedging 40% of its transport spread exposure, and restructuring contracts, which brought back online approximately 50 million cubic feet a day of curtailed volumes.
1 day ago
Kinetik Holdings Announces Q4 2025 Results and 2026 Outlook
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetik Holdings reported that 2025 was a challenging year with financial results underperforming expectations, but still managed year-over-year EBITDA growth. The company projects $1 billion in adjusted EBITDA for the full year 2026, with capital expenditures between $450 million and $510 million.
- Key strategic project milestones include the full commercial in-service of Kings Landing with 99.8% runtime, reaching Final Investment Decision (FID) on the Kings Landing sour gas conversion project (expected in-service by year-end 2026), and the ECCC pipeline completion scheduled for Q1 2026.
- The company also reached FID on a 40-megawatt behind-the-meter gas-fired power generation project at the Diamond Cryo facility, requiring less than $25 million of capital and expected in-service late 2026.
- To manage Waha exposure, Kinetik amended gas gathering and processing agreements with its two largest legacy Durango Midstream customers, extending terms and enhancing cash flow visibility, and secured additional Gulf Coast capacity. Average shut-ins for Q4 2025 were 170 million cubic feet a day, with a forecast of 100 million cubic feet a day for the full year 2026.
1 day ago
Kinetik Holdings Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetik Holdings reported Q4 2025 Adjusted EBITDA of $252 million, Distributable Cash Flow of $152 million, and Free Cash Flow of -$12 million. For the full year 2025, Adjusted EBITDA was $988 million, with capital expenditures of $497 million, and the company repurchased $176 million of Class A common stock, exiting the year with 3.8 times leverage.
- The company issued 2026 Adjusted EBITDA guidance of $950 million to $1.05 billion, with a midpoint of $1 billion, representing over 7% year-over-year growth when adjusting for the EPIC Crude sale. Key assumptions include high single-digit growth in processed gas volumes and an average of 100 million cubic feet per day of Waha price-related production shut-ins.
- Strategic progress in 2025 included the Barilla Draw acquisition, achieving full commercial in-service at Kings Landing (which doubled processing capacity in Delaware North), and reaching FID on the Kings Landing sour gas conversion project (expected in-service by year-end 2026). The ECCC pipeline is on schedule for in-service next quarter.
- Kinetik also made significant commercial advancements, amending gas gathering and processing agreements with its two largest legacy Durango Midstream customers to extend terms and enhance cash flow visibility through fixed fee structures, which are expected to increase EBITDA beginning in 2026.
1 day ago
Kinetik Holdings Inc. Reports Q4 and Full Year 2025 Results and Provides 2026 Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetik Holdings Inc. reported net income of $416.7 million for the fourth quarter of 2025 and $525.9 million for the full year 2025, with Adjusted EBITDA reaching a record $987.7 million for the full year.
- The company issued 2026 financial guidance, projecting Adjusted EBITDA between $950 million and $1,050 million and Capital Expenditures between $450 million and $510 million.
- Strategic highlights for 2025 included amending gas gathering and processing agreements to extend terms and boost 2026 Adjusted EBITDA, reaching a final investment decision on a 40 MW power generation project, and repurchasing $176.0 million in Class A common stock during the year.
2 days ago
Kinetik Reports Q4 and Full Year 2025 Results and Provides 2026 Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetik Holdings reported net income of $416.7 million and Adjusted EBITDA of $252.1 million for the fourth quarter ended December 31, 2025, with full-year 2025 figures at $525.9 million net income and $987.7 million Adjusted EBITDA.
- The company issued 2026 financial guidance, projecting Adjusted EBITDA between $950 million and $1,050 million, representing a 7% increase year-over-year at the midpoint, and Capital Expenditures between $450 million and $510 million.
- Strategic progress in 2025 included achieving record full-year Adjusted EBITDA, amending gas gathering and processing agreements to extend terms into the mid-2030s, and reaching a final investment decision on a 40 MW power generation project at the Diamond Cryo facility.
- Kinetik updated its capital allocation framework to prioritize growth-oriented reinvestment, targeting 3% to 5% annual dividend increases and opportunistic share repurchases, having repurchased $176.0 million of Class A common stock in 2025.
2 days ago
Kinetik Increases Quarterly Dividend and Announces Q4 2025 Earnings Release Date
KNTK
Dividends
Earnings
- Kinetik Holdings Inc. has increased its quarterly cash dividend to $0.81 per share, or $3.24 per share on an annualized basis.
- This represents an approximately 4% increase compared to the prior quarterly dividend paid in October 2025.
- The dividend will be paid on Friday, February 13, 2026, to shareholders of record as of Friday, February 6, 2026.
- Kinetik will issue its fourth quarter 2025 earnings release after market close on Wednesday, February 25, 2026, and host a conference call on Thursday, February 26, 2026.
Jan 22, 2026, 9:15 PM
Kinetik Announces Q3 2025 Results and Updates 2025 Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- For Q3 2025, Kinetik reported an Adjusted EBITDA of $243 million and Free Cash Flow of $51 million.
- The company revised its FY 2025 Adjusted EBITDA guidance to a range of $965 million to $1.005 billion and tightened its Capital Guidance to $485 million to $515 million.
- Operationally, Kinetik achieved full commercial in-service at Kings Landing in late September 2025 and reached Final Investment Decision (FID) on the AGI project at Kings Landing, with expected in-service by year-end 2026.
- Kinetik repurchased $176 million of Class A common stock year-to-date, including $100 million in Q3 2025, and closed the sale of a 27.5% equity interest in EPIC Crude for up to ~$600 million.
Nov 6, 2025, 2:00 PM
Kinetic (KNTK) Reports Q3 2025 Results and Updates Full-Year Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetic (KNTK) reported Q3 2025 adjusted EBITDA of $243 million, distributable cash flow of $158 million, and free cash flow of $51 million.
- The company updated its full-year 2025 adjusted EBITDA guidance range to $965 million to $1,005 million, with the midpoint at $985 million, attributing the revision to delays in King's Landing startup, commodity price volatility, producer curtailments, and the EPIC Crude sale.
- Strategic advancements include bringing King's Landing to full commercial service in September and reaching FID on an acid gas injection project at King's Landing, expected in-service late 2026.
- KNTK also announced a new agreement with Competitive Power Ventures (CPV) to connect its residue gas pipeline network to the 1350 megawatt CPV Basin Ranch Energy Center and a five-year European LNG pricing agreement with INEOS starting early 2027.
Nov 6, 2025, 2:00 PM
Kinetic Reports Q3 2025 Results and Updates Full-Year Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetic reported Q3 2025 adjusted EBITDA of $243 million, with distributable cash flow of $158 million and free cash flow of $51 million.
- The company revised its full-year 2025 adjusted EBITDA guidance range to $965 million to $1.005 billion (midpoint $985 million), citing a slower King's Landing startup, sustained commodity price volatility, production curtailments, and the divestiture of Epic Crude as contributing factors.
- Key strategic projects include bringing King's Landing to full commercial in-service in September, reaching Final Investment Decision (FID) on an acid gas injection project at King's Landing (expected in-service late 2026), and progressing the ECCC pipeline (expected in-service Q2 2026).
- Kinetic also secured a five-year European LNG pricing agreement with INEOS starting in early 2027 and additional firm transport capacity to the U.S. Gulf Coast commencing in 2028, alongside an agreement with Competitive Power Ventures (CPV) for residue gas supply.
Nov 6, 2025, 2:00 PM
Kinetik Reports Third Quarter 2025 Results and Revises 2025 Financial Guidance
KNTK
Earnings
Guidance Update
New Projects/Investments
- Kinetik reported net income of $15.5 million and Adjusted EBITDA of $242.6 million for the third quarter of 2025.
- The company revised its 2025 Adjusted EBITDA guidance range to $965 million to $1.005 billion and tightened its 2025 Capital Guidance range to $485 million to $515 million.
- Key operational highlights include the full commercial in-service of the Kings Landing Complex in late September 2025, adding over 200 Mmcf/d of gas processing capacity, and the divestiture of its 27.5% non-operated equity interest in EPIC Crude.
- Kinetik also executed a new five-year LNG pricing agreement with INEOS Energy for 0.5 million tonnes per annum (MTPA) at Port Arthur LNG and finalized an agreement for a residue natural gas pipeline connection for a new 1,350 MW gas-fired power generation facility.
- The company repurchased $100 million of Class A common stock during the third quarter of 2025, contributing to a year-to-date total of $176 million.
Nov 5, 2025, 11:08 PM
Quarterly earnings call transcripts for Kinetik Holdings.
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