NYSE$TRP

TC Energy Corporation · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

TC Energy lifts 2025 EBITDA outlook after Q2 comparable EPS of C$0.82 on C$2.6B EBITDA

TC Energy reported strong second-quarter 2025 results with comparable EBITDA from continuing operations of C$2.63 billion, up from C$2.35 billion in Q2 2024. Comparable earnings were C$848 million or C$0.82 per common share versus C$822 million or C$0.79 a year ago. Net income attributable to common shares was C$862 million or C$0.83 per share. Segmented earnings reached C$1.95 billion. Management raised its full-year 2025 comparable EBITDA outlook to C$10.8-C$11.0 billion from C$10.7-C$10.9 billion. The company announced C$4.5 billion of new growth projects over nine months, expects to place ~C$8.5 billion of capital projects in service in 2025, and declared a C$0.85 quarterly dividend. Operational highlights included record NGTL system receipts and Southeast Gateway pipeline entering service.

  • Q2 comparable EBITDA C$2.63B vs C$2.35B; comparable EPS C$0.82 vs C$0.79
  • Net income attributable to common shares C$862M (C$0.83/share)
  • 2025 comparable EBITDA outlook raised to C$10.8-C$11.0B
  • C$4.5B of new growth projects announced in past nine months
  • Q2 dividend C$0.85/share; ~C$8.5B of 2025 capital projects expected in service

Headline financials

EPS (adj)

C$0.82

Previous: C$0.69+18.8%
Comparable EBITDA (continuing ops)

C$2.63B

No prior period
Segmented Earnings

C$1.95B

No prior period
Comparable Earnings

C$848M

No prior period
Net Cash from Operations (Q2)

C$2.17B

No prior period
Net Income

C$862M

Previous: C$704M+22.5%

Revenue & EPS history

TC Energy · Revenue · Quarterly

C$2.81B

Q3 2024-4.5%vs Q3 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

TC Energy raised 2025 comparable EBITDA guidance to C$10.8-C$11.0 billion and expects capital expenditures of C$6.1-C$6.6 billion gross (C$5.5-C$6.0 billion net), with compelling fundamentals unlocking incremental capacity projects across North America.

Tailwinds

  • Raised full-year EBITDA outlook on strong asset reliability and execution
  • Southeast Gateway pipeline in service; multiple expansion projects advancing

Headwinds

  • Comparable EPS full-year outlook expected lower than 2024 per annual report
  • Mexico segmented earnings declined vs prior year on regulatory timing

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 Q2 2025

Historical avgQ2 2025

+0.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.5%

Avg return

30 days after

60%

29 / 48 earnings

Positive

+6.6%

Q4 2017

Best reaction

-7.8%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.9%-2.2%-0.5%
Q3 2025+0.3%+6.4%+8.4%
Q2 2025+1.8%+4.0%+10.7%
Q4 2024-3.1%+0.3%+0.5%
Q1 2025-0.9%+0.3%+0.5%
Q3 2024+0.9%+0.0%-0.2%
Q2 2024+0.9%+3.1%+11.5%
Q1 2024+3.3%+4.0%+5.9%
Q4 2023+2.8%+3.2%+4.2%
Q3 2023+0.2%-0.1%+5.8%
Q2 2023-7.8%-3.9%-4.7%
Q1 2023+2.5%+0.6%-2.1%
Q4 2022+1.4%+1.3%-10.0%
Q3 2022+5.8%+5.9%-5.5%
Q2 2022-3.2%-6.9%-8.4%
Q1 2022-5.5%-0.1%+2.6%
Q4 2021+0.3%+0.2%+4.4%
Q3 2021-5.4%-6.4%-14.0%
Q2 2021-1.3%-1.2%-4.0%
Q1 2021+0.8%-1.5%+3.4%
Q4 2020+0.3%-0.2%+2.5%
Q3 2020-1.7%-0.7%+12.8%
Q2 2020-1.0%+3.1%+3.1%
Q1 2020-0.9%+1.8%-2.9%
Q4 2019+1.2%+1.6%-23.9%
Q3 2019+0.4%+0.0%+1.2%
Q2 2019-0.8%-1.8%+4.7%
Q1 2019-0.1%-0.3%+3.6%
Q4 2018+1.9%+2.5%+7.5%
Q3 2018+2.6%+5.0%+8.5%
Q2 2018+0.8%-1.0%-5.1%
Q1 2018+0.1%+0.7%-1.9%
Q4 2017+6.6%+4.9%-0.5%
Q3 2017+1.5%+2.0%+0.7%
Q2 2017+1.1%+1.7%-0.4%
Q1 2017+3.4%+2.8%+3.1%
Q4 2016-0.1%-0.6%-3.5%
Q3 2016-5.0%-3.5%-2.3%
Q2 2016+2.8%+2.6%+2.5%
Q1 2016+0.5%
Q4 2015+1.3%
Q3 2015+1.7%
Q2 2015-2.5%
Q1 2015+0.8%
Q4 2014-1.5%
Q4 2011-0.9%
Q4 2013-0.9%
Q4 2012-1.3%

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