NYSE$PBA

Pembina Pipeline Corp · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Pembina Pipeline Corp reported stronger Q2 2026 results with increased earnings, adjusted EBITDA, and volumes.

Pembina Pipeline reported Q2 2026 revenue of CAD 2.152 billion, net income of CAD 512 million (EPS CAD 0.83), and adjusted EBITDA of CAD 1.064 billion, up 5% year-over-year. Adjusted earnings reached CAD 415 million with volumes at 3.7 million boe/d. The company reaffirmed its 2026 adjusted EBITDA guidance of CAD 4.35-4.55 billion.

  • Q2 earnings rose 23% to CAD 512 million and adjusted EBITDA increased 5% to CAD 1.064 billion.
  • Total volumes grew 3% to 3.7 million boe/d, supported by higher activity in Facilities and Marketing & New Ventures.
  • Adjusted cash flow from operating activities was CAD 778 million (CAD 1.34 per share).
  • Reaffirmed full-year 2026 adjusted EBITDA guidance of CAD 4.35 billion to CAD 4.55 billion, trending to midpoint.

Headline financials

Total Revenue

C$1.54B

Previous: C$1.3B+17.9%
EPS (adj)

C$0.66

Previous: C$0.65+1.5%
Adjusted EBITDA

C$1.06B

No prior period
Q3 2026 Dividend

C$0.73

No prior period
Total Volumes

3.7M

No prior period
Free Cash Flow

C$485M

No prior period
Net Income

C$366M

Previous: C$303M+20.5%
Operating Income

C$667M

Previous: C$279M+138.6%
Gross Profit

C$667M

No prior period

Revenue & EPS history

Pembina · Revenue · Quarterly

C$1.54B

Q2 2026+17.9%vs Q2 2025
Beat estimate in 8 of 13 quarters(62%)
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

Forward guidance

Reaffirmed 2026 adjusted EBITDA guidance of CAD 4.35-4.55 billion, trending toward the midpoint.

Tailwinds

  • Strong execution on growth projects including RFS IV in service.
  • Sanctioned new projects and strategic agreements enhancing long-term visibility.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2026
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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