-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：OKE第一季每股收益為1.23美元，高於去年同期的1.04美元，略低於市場預期0.07美元。調整後EBITDA為20億美元，較去年成長13%，主要得益於大多數業務部門的強勁銷售成長和優化活動的加強。天然氣管道業務板塊引領成長，EBITDA飆升60%至3.39億美元，主要得益於優化和行銷活動增加帶來的9200萬美元收益，其中包括Waha-Katy管道7000萬美元的有利價格差以及冬季風暴Fern帶來的1900萬美元收益。天然氣收集與加工業務部門受到大宗商品價格波動的影響，儘管銷售量普遍成長，但EBITDA仍下降5%至4.67億美元。天然氣液化業務板塊則實現了穩健的EBITDA成長，增幅達11%，達到7.06億美元。 OKE上調了2026年業績預期，淨利潤中位數上調至35億美元，調整後EBITDA中位數上調至82.5億美元，反映出各業務板塊的強勁表現和市場環境的改善。公司維持27億至32億美元的資本支出預期，同時推動包括二疊紀盆地工廠搬遷和4.91億美元債務贖回在內的戰略舉措。
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