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OKE: ONEOK needs midstream growth to keep funding cash returns

OKEResearch reportPosted by Goglides ResearchMay 20, 2026
NYSEOKECoverage BootstrapONEOK, Inc.

Thesis summary

ONEOK reported FY2025 revenue of $33.6 billion and Q1 2026 revenue of $9.6 billion. The thesis depends on volume durability, integration, capital discipline and operating cash flow.

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ONEOK reported FY2025 revenue of $33.6 billion and Q1 2026 revenue of $9.6 billion. The thesis depends on volume durability, integration, capital discipline and operating cash flow.

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