NYSE$SOBO

South Bow Corp · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

South Bow reported Q2 2025 revenue of $524M with net income of $96M and diluted EPS of $0.46.

The pipeline operator generated $524 million of revenue and $96 million of net income, or $0.46 per share, on stable Keystone throughput and contractual commitments. Normalized EBITDA was $250 million, down 6% sequentially on lower marketing contributions. The company declared a $0.50 quarterly dividend and progressed the Blackrod Connection Project toward early-2026 in-service.

  • Q2 revenue $524M; net income $96M; EPS $0.46.
  • Keystone throughput averaged ~544 Mbbl/d in the quarter.
  • Normalized EBITDA $250M; distributable cash flow $167M.
  • Quarterly dividend $0.50/share maintained.

Headline financials

Total Revenue

$524M

No prior period
EPS (adj)

$0.46

No prior period
Normalized EBITDA

$250M

No prior period
Distributable cash flow

$167M

No prior period
Dividends declared

$104M

No prior period
Capital expenditures

$34M

No prior period
Long-term debt

$5.77B

No prior period
Net debt

$4.9B

No prior period
Net debt to EBITDA

4.6

No prior period
Keystone throughput

544.0K

No prior period
Gulf Coast throughput

760.0K

No prior period
Marketlink throughput

625.0K

No prior period
SOF

93.0%

No prior period
Net Income

$96M

No prior period
Operating Income

$126M

No prior period

Revenue & EPS history

South Bow Corp · Revenue · Quarterly

$524M

Q2 2025

Forward guidance

Energy outlook ties to commodity prices, volumes, and capital allocation.

Tailwinds

  • Production or throughput growth and dividends.
  • Cost discipline and project execution.

Headwinds

  • Commodity price volatility and regulatory change.
  • Project timing and integration costs.

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 Q2 2025

Historical avgQ2 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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