NYSE$PBA

Pembina Pipeline Corp · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Pembina Q1 2026: $2.1B revenue, adjusted EPS $0.81 as Alliance toll reset weighs on pipelines

Pembina Pipeline reported first-quarter 2026 results on May 7, 2026, with revenue of $2.11 billion, down from $2.28 billion a year earlier, while adjusted earnings rose to $505 million or $0.81 per share from $489 million or $0.78. Reported earnings were $498 million or $0.80 per share. Adjusted EBITDA declined to $1.13 billion as the new Alliance Pipeline toll structure reduced pipeline net revenue, and narrower NGL frac spreads weighed on marketing, partially offset by stronger facilities performance and volume growth. Facilities adjusted EBITDA increased on higher PGI volumes, and the company declared a quarterly dividend of $0.71 per common share.

  • Revenue was $2.11B while adjusted earnings rose to $505M, or $0.81 per share.
  • Adjusted EBITDA fell to $1.13B as Alliance toll changes reduced pipeline net revenue by $26M.
  • Facilities adjusted EBITDA increased to $363M on stronger PGI asset performance.
  • Marketing net revenue declined on narrower WCSB and U.S. NGL frac spreads.
  • Quarterly dividend remained $0.71 per common share.

Headline financials

Total Revenue

C$2.11B

Previous: C$1.59B+32.5%
EPS (adj)

C$0.81

Previous: C$0.56+44.6%
Pipeline volumes

2.8K

No prior period
Facilities volumes

899

No prior period
Quarterly dividend per common share

C$0.71

No prior period
Adjusted EBITDA

C$1.13B

No prior period
Net Income

C$498M

Previous: C$350M+42.5%

Revenue & EPS history

Pembina · Revenue · Quarterly

C$2.11B

Q1 2026+32.5%vs Q1 2025
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Pembina · C$2.37B total across 3 segments · Q1 2026

  • Marketing & New Ventures
    C$1.2B
  • Pipelines
    C$861M
  • Facilities
    C$308M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.3%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+1.3%

Avg return

30 days after

56%

33 / 59 earnings

Positive

+6.9%

Q4 2024

Best reaction

-9.8%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%+5.0%+8.6%
Q3 2025-2.9%-0.2%+3.6%
Q2 2025+0.2%-3.2%+3.1%
Q1 2025-6.1%-5.7%-4.7%
Q4 2024+6.9%+3.7%+9.8%
Q2 2024+1.0%-0.6%+5.6%
Q4 2023+1.3%+2.0%+1.5%
Q3 2023+4.0%+3.1%+9.4%
Q2 2023+0.6%+0.7%+2.0%
Q1 2023+3.2%+3.9%+1.6%
Q4 2022+0.7%-0.2%-7.1%
Q3 2022+4.1%+4.2%+9.8%
Q2 2022-5.0%-2.3%-5.0%
Q1 2022+0.8%-4.7%+6.1%
Q4 2021+1.6%+5.2%+15.8%
Q3 2021+3.0%+5.0%-10.6%
Q2 2021-1.6%-1.1%-4.5%
Q1 2021-1.5%-0.8%+0.0%
Q4 2020-9.8%-7.5%+2.6%
Q3 2020-4.7%+9.4%+23.4%
Q2 2020-1.7%+3.9%-3.8%
Q1 2020+3.8%+6.7%+25.8%
Q4 2019-4.7%-5.2%-54.6%
Q3 2019+1.2%+1.1%-0.5%
Q2 2019+2.3%+0.7%+1.0%
Q1 2019-0.2%-1.3%+0.5%
Q4 2018-0.8%-0.4%+0.7%
Q3 2018+2.3%+7.4%+4.2%
Q2 2018+2.1%-0.5%-4.8%
Q1 2018+6.6%+7.4%+8.8%
Q4 2017+3.0%+1.4%-5.5%
Q3 2017+3.4%+6.4%+4.4%
Q2 2017-0.7%-1.5%-5.5%
Q1 2017+1.0%+1.0%+3.0%
Q4 2016+0.2%-0.2%-2.1%
Q3 2016-0.9%+1.1%+1.4%
Q2 2016+0.7%+2.3%+4.8%
Q1 2016-2.3%
Q4 2015+3.0%
Q3 2015-2.3%
Q2 2015-1.6%
Q1 2015-1.7%
Q4 2014+0.9%
Q3 2014-0.1%
Q2 2014+2.8%
Q1 2014-0.1%
Q4 2013-0.8%
Q3 2013-0.4%
Q2 2013+1.2%
Q1 2013-0.4%
Q4 2012+2.9%
Q3 2012-0.0%
Q2 2012-1.2%
Q1 2012+2.3%
Q4 2011+1.5%
Q3 2011-4.4%
Q2 2011+1.2%
Q1 2011+1.9%
Q4 2010+0.0%
Q3 2010
Q2 2010
Q1 2010

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