Oneok Forecasts 5.1% EPS Drop with 35.6% Revenue Surge

OKEOKE

Oneok expects Q4 EPS of $1.49 per share, a 5.1% year-over-year decline, on projected revenues of $9.49 billion (+35.6%). The consensus EPS estimate was revised 2.62% lower in 30 days, yielding a negative Earnings ESP of –0.72% and a Zacks Rank #4.

1. Earnings and Revenue Forecast

Oneok is set to report Q4 2025 earnings of $1.49 per share, representing a 5.1% decline year-over-year, on revenues of $9.49 billion, up 35.6% from the prior-year quarter.

2. Estimate Revisions Trend

Analysts have trimmed the consensus EPS estimate by 2.62% over the past 30 days, reflecting lowered expectations ahead of the earnings release on February 23.

3. Earnings ESP and Zacks Rank

The Most Accurate Estimate falls below consensus, producing an Earnings ESP of –0.72% and assigning a Zacks Rank of #4, indicating decreased odds of an upside surprise.

4. Implications for Stock Performance

The combination of negative ESP and a midrange Zacks Rank may limit positive stock movement absent other catalysts, as the likelihood of an EPS beat appears reduced.

Sources

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