NYSE$TRP

TC Energy Corporation · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

TC Energy Q3 2025: C$2.65B comparable EBITDA (+10% YoY), extends 5-7% growth outlook through 2028

TC Energy Corporation reported Q3 2025 results for the period ended September 30, 2025, with comparable EBITDA from continuing operations of C$2.65 billion, up from C$2.41 billion in Q3 2024. Comparable earnings were C$805 million or C$0.77 per share, versus C$894 million or C$0.86 per share a year ago. Net income attributable to common shares was C$813 million or C$0.78 per share, compared to C$1.34 billion or C$1.29 per share in Q3 2024 (prior year included liquids pipelines). The company extended its five-to-seven percent annual comparable EBITDA growth outlook through 2028, targeting C$11.6-C$11.8B in 2026 and C$12.6-C$13.1B in 2028. It sanctioned C$0.7B of new in-corridor pipeline projects in Q3 and placed ~C$8B of assets into service year-to-date on time and under budget. A C$0.85 quarterly dividend was declared.

  • Comparable EBITDA C$2.65B (+10% YoY); comparable earnings C$0.77/share vs C$0.86 prior year
  • Net income C$813M (C$0.78/share); segmented earnings C$1.93B from continuing operations
  • 2025 comparable EBITDA outlook C$10.8-C$11.0B; 2026 target C$11.6-C$11.8B (+6-8% YoY)
  • Extended growth outlook to 2028 at C$12.6-C$13.1B comparable EBITDA (5-7% CAGR from 2025)
  • Sanctioned C$0.7B new projects in Q3; placed ~C$8B assets in service YTD; C$0.85 dividend declared

Headline financials

EPS (adj)

C$0.77

Previous: C$0.76+1.3%
Comparable funds generated from operations

C$1.79B

No prior period
Comparable EBITDA

C$2.65B

No prior period
Canadian natural gas pipeline deliveries

23

No prior period
Net Income

C$813M

Previous: C$1.07B-23.9%

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

2025 comparable EBITDA C$10.8-C$11.0B; 2026 C$11.6-C$11.8B (+6-8%); 2028 C$12.6-C$13.1B (5-7% CAGR); capex on lower end of C$5.5-C$6.0B net range

Tailwinds

  • Over C$5B new growth projects sanctioned in past 12 months at ~5.9x build multiple
  • Strong North American natural gas and power demand fundamentals

Headwinds

  • Comparable EPS expected lower than 2024 per annual report outlook

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 Q3 2025

Historical avgQ3 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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