Kinetik Holdings misses Q4 estimates, shares slip

Published 26/02/2025, 23:16
Kinetik Holdings misses Q4 estimates, shares slip

HOUSTON - Kinetik Holdings Inc. (NYSE:KNTK) reported fourth-quarter earnings that fell short of analyst expectations, sending shares down 2.3% in after-hours trading.

The midstream energy company posted adjusted earnings per share of $0.01 for the quarter, missing the consensus estimate of $0.48. Revenue came in at $385.72 million, below analyst projections of $393.45 million.

Kinetik generated Adjusted EBITDA of $237.5 million in Q4, bringing its full-year 2024 Adjusted EBITDA to $971.1 million, up 16% YoY. The company processed natural gas volumes of 1.74 Bcf/d in the fourth quarter.

CEO Jamie Welch noted that results were temporarily impacted by unexpected events in November, creating a $15 million headwind. This included negative gas prices at Waha leading to production curtailments, as well as processing plants operating in ethane rejection mode.

For 2025, Kinetik forecasts Adjusted EBITDA between $1.09 billion and $1.15 billion, implying 15% YoY growth at the midpoint. The company expects approximately 20% growth in gas processed volumes.

"2024 was another transformational year for Kinetik," said Welch. "We substantially expanded our footprint and capabilities across the Delaware Basin and enhanced our growth profile through highly strategic and accretive transactions and commercial agreements."

Kinetik ended Q4 with a leverage ratio of 3.4x, below its target. The company also increased its cash dividend by 4% during the year.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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