NYSE$PBA

Pembina Pipeline Corp · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Pembina reported a decline in revenue and net income in Q3 2025 compared to the prior year, but achieved modest growth in adjusted EBITDA.

Pembina Pipeline posted lower earnings and revenue in Q3 2025 amid decreased contributions from its Marketing & New Ventures segment. Adjusted EBITDA grew slightly, supported by strong performance in Pipelines and Facilities. The company updated its EBITDA guidance and continues to advance major infrastructure projects.

  • Revenue for Q3 2025 was CAD 1.791 billion, down from CAD 1.844 billion in Q3 2024.
  • Net income declined to CAD 286 million from CAD 385 million a year earlier.
  • Adjusted EBITDA rose slightly to CAD 1.034 billion, up from CAD 1.019 billion.
  • Adjusted cash flow from operating activities was CAD 648 million, or CAD 1.12 per share.

Headline financials

Total Revenue

$1.29B

No prior period
EPS (adj)

$0.31

No prior period
Net Income

$205M

No prior period
Operating Income

$473M

No prior period
Gross Profit

$473M

No prior period

Revenue & EPS history

Pembina · Revenue · Quarterly

$1.29B

Q3 2025
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Pembina updated its 2025 adjusted EBITDA guidance to a narrower range and highlighted strong commercial momentum and progress on major capital projects.

Tailwinds

  • Updated 2025 adjusted EBITDA guidance to $4.25B–$4.35B.
  • Signed 10-year pipeline contracts for ~50,000 bpd on Peace Pipeline.
  • 96% of Alliance Pipeline capacity secured under 10-year terms.
  • Cedar LNG construction and commercial progress on track.
  • Greenlight Electricity Centre progressing toward 2026 FID.

Headwinds

  • Q3 earnings declined by $99M YoY, primarily in Facilities and Marketing segments.
  • Marketing & New Ventures EBITDA fell 38% due to weaker NGL margins.
  • Adjusted cash flow from operations decreased by $76M YoY.
  • Net revenue decreased by $48M from Q3 2024.
  • Facilities earnings impacted by $146M impairment at PGI.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.3%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+1.1%

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%
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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