The EPS miss of >10% is material and will likely pressure the stock near-term. Monitor the Aug 3 earnings release for full Q2 details and any guidance updates — the Jun 2026 consensus of $1.41 sets the bar. Watch for management commentary on NGL/refined product volume trends and operating cost inflation.
Price Chart
Executive Summary
ONEOK reported Q1 2026 EPS of $1.32, a -10.1% miss vs. the $1.47 consensus estimate, while revenue was $9.04B. The EPS miss is the primary headline, contrasting with a modest sequential improvement from $1.26 in the prior quarter but below the previous four-quarter average near $1.42.
Key Financial Metrics
Key Facts
- EPS $1.32 vs consensus $1.47 (-10.1% miss)
- Revenue $9.04B vs consensus $9.04B (in line)
- Year-ago Q1 EPS was $1.30 (reported) — current $1.32 is a +1.5% YoY increase but below Street expectations
- Next-quarter Jun 2026 Street consensus is $1.41
Financial Impact
EPS miss of $0.15 (10.1%) below consensus on $9.04B revenue; no guidance change provided in this press release.
Risk Factors
- EPS surprise magnitude may drive negative price reaction if consensus forecasts are revised downward
- No revenue or guidance detail in this announcement — full Q2 report on Aug 3 is the next catalyst
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3325215 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 3, 2026 8w ago | Press Release | $87.65 $95.69 | ▲ +9.17% | ▲ +10.41% | $87.78 (+0.14%) |
Jul 9, 2026 12w ago | Press Release | $89.92 $86.42 | ▲ +3.89% | ▲ +6.32% | $87.78 (+2.39%) |
May 6, 2026 21w ago | DEFA14A | $85.39 $86.75 | ▲ +1.60% | ▼ −1.18% | $87.78 (+2.80%) |
Apr 23, 2026 23w ago | Press Release | $87.46 $92.62 | ▲ +5.90% | ▲ +1.88% | $87.78 (+0.36%) |
Apr 1, 2026 26w ago | Press Release | $88.30 $92.46 | ▲ +4.72% | ▼ −5.16% | $87.78 (−0.59%) |
Mar 25, 2026 27w ago | Press Release | $93.56 $87.46 | ▼ −6.52% | ▼ −17.19% | $87.78 (−6.18%) |
Mar 3, 2026 30w ago | Press Release | $84.62 $87.33 | ▲ +3.20% | ▲ +7.62% | $87.78 (+3.73%) |
Feb 28, 2026 30w ago | Institutional Cluster | $86.05 $92.88 | ▲ +7.94% | ▲ +15.88% | $87.78 (+2.01%) |
US Market Status
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