Kinetik Holdings Inc (NYSE:KNTK)

Q4 2025 Kinetik Holdings Inc Earnings Call Transcript

Feb 26, 2026 / 02:00 PM GMT

Release Date Price: $47 (+8.02%)

Transcript 10-K8-K

Key Points

Positve

Kinetik Holdings Inc (KNTK) achieved year-over-year EBITDA growth despite challenging market conditions.
The company successfully closed the acquisition of Bearilla Drawer gathering assets, enhancing its Delaware South footprint.
King's Landing, a strategic build, doubled processing capacity in Delaware North and is performing exceptionally well with a 99.8% run time.
Kinetik Holdings Inc (KNTK) reached FID on the King's Landing sour gas conversion project, expected to increase acid gas injection capacity significantly.
The company executed long-term agreements with CPV and INEOS, showcasing its ability to create differentiated pricing solutions.

Negative

Kinetik Holdings Inc (KNTK) faced financial underperformance due to commodity price volatility and macroeconomic uncertainty.
The company experienced significant production shut-ins related to Waha price volatility.
Pipeline transportation EBITDA decreased year-over-year due to the Epic crude divestiture.
Distributions from PHP were down approximately $31 million in the fourth quarter due to a change in distribution policy.
The company anticipates continued Waha gas price volatility during pipeline maintenance seasons.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KNTK.N - Kinetik Holdings Inc
Q4 2025 Kinetik Holdings Inc Earnings Call
Feb 26, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone, and thank you for joining the kinetic 4th quarter, Ms.

Claire, coordinating your call today.

During the presentation, you can register a question by pressing stop followed by one on your telephone keypad.

If you change your mind, please press star followed by 2 on your telephone keypad.

I will now hand over to Alex Durkey from Connectic Holdings to begin.

Please go ahead.

Good morning and welcome tonetic's 4th quarter and full year 2025, the earnings conference call.

Our speakers today are Jamie Welch, President and Chief Executive Officer, and Trevor Howard, senior Vice President and Chief Financial Officer.

Other members of our senior

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