NYSE$SOBO

South Bow Corp · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

South Bow reported Q1 2025 revenue of $498M with net income of $88M and diluted EPS of $0.42.

Revenue was $498M as highly contracted pipeline assets provided resilience despite market volatility. Net income was $88M ($0.42 per share); normalized net income was $98M ($0.47 per share) after adjusting for one-time items.

  • Q1 revenue $498M; net income $88M.
  • Normalized net income $98M; normalized EPS $0.47.
  • Distributable cash flow supports capital allocation.
  • Contracted cash flows underpin midstream stability.
  • Management highlights balance-sheet strength amid volatile markets.

Headline financials

Total Revenue

$498M

No prior period
EPS (adj)

$0.42

No prior period
Normalized EBITDA

$266M

No prior period
Distributable cash flow

$151M

No prior period
Dividends declared

$104M

No prior period
Capital expenditures

$32M

No prior period
Long-term debt

$5.72B

No prior period
Net debt

$4.91B

No prior period
Net debt to EBITDA

4.6

No prior period
Keystone throughput

613.0K

No prior period
Gulf Coast throughput

726.0K

No prior period
Marketlink throughput

549.0K

No prior period
SOF

98.0%

No prior period
Net Income

$88M

No prior period
Operating Income

$114M

No prior period

Revenue & EPS history

South Bow Corp · Revenue · Quarterly

$498M

Q1 2025

Forward guidance

Midstream operator emphasizes contracted cash flows, distributable cash flow, and capital allocation rather than EPS guidance.

Tailwinds

  • Highly contracted pipeline revenues.
  • Normalized earnings and distributable cash flow metrics.
  • Balance-sheet capacity for returns.

Headwinds

  • Commodity and spread volatility affecting volumes.
  • Regulatory and project execution risk on expansions.
  • Interest rates on debt refinancing.

Historical earnings impact

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

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.7%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+3.6%

Avg return

30 days after

80%

4 / 5 earnings

Positive

+5.2%

Q3 2025

Best reaction

-4.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.1%+4.3%+6.2%
Q4 2025+0.1%-0.8%-0.5%
Q3 2025+5.2%+7.2%+4.3%
Q2 2025+1.1%+1.7%+2.6%
Q1 2025-4.2%+0.0%+5.2%

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