How does Kinetik's net income and EBITDA growth compare to the consensus estimates and prior quarters?

What the release tells us

*All figures are “adjusted” (i.e., non‑GAAP) as defined in Kinetik’s release.

1. How does the reported net‑income figure compare with consensus expectations?

The press‑release excerpt you provided does not include the analysts’ consensus estimates for Q2 2025 net income (or for the six‑month period). Consequently, a direct “beat” or “miss” assessment cannot be made from the information supplied.

What you would normally look for (when the data is available):

Because the consensus figures are not present in the provided excerpt, we cannot calculate the variance, nor can we say whether the company “beat”, “met” or “missed” consensus expectations.

2. How does the reported net‑income figure compare with the prior quarter?

The press‑release provides only the current quarter’s net‑income figure. It does not give the Q1 2025 net‑income number (or the prior‑quarter adjusted EBITDA). Without those historical values, we cannot compute a quarter‑over‑quarter (QoQ) growth rate.

What you would normally calculate:

[
\text{QoQ Net‑Income growth} = \frac{\text{Q2 2025 Net Income} - \text{Q1 2025 Net Income}}{\text{Q1 2025 Net Income}} \times 100\%
]

Because the Q1 2025 net‑income figure is missing, the growth rate cannot be derived from the current information.

3. How does the Adjusted EBITDA compare with consensus estimates and prior quarters?

Again, the excerpt does not include analysts’ consensus estimates for Adjusted EBITDA, nor does it include Adjusted EBITDA from the previous quarter (Q1 2025) or the same quarter a year ago (Q2 2024). Consequently:

• Against consensus: We cannot assess whether the $242.9 M (quarter) or $493.0 M (six‑month) Adjusted EBITDA “beats” or “misses” expectations.
• Quarter‑over‑quarter growth: Not calculable because the prior‑quarter Adjusted EBITDA figure is not provided.
• Year‑over‑year growth: Not calculable because the Q2 2024 Adjusted EBITDA figure is not included.

4. Bottom‑line take‑aways based on the available data

5. What you would need to complete the comparison

1. Consensus analyst estimates (e.g., Bloomberg, FactSet, Refinitiv) for:

   • Q2 2025 Net Income (incl. non‑controlling interest)
   • Q2 2025 Adjusted EBITDA
   • Possibly also for the six‑month period

2. Prior‑quarter data (Q1 2025):

   • Net Income (incl. non‑controlling interest)
   • Adjusted EBITDA

3. Prior‑year data (Q2 2024) (optional for year‑over‑year comparison):

   • Net Income (incl. non‑controlling interest)
   • Adjusted EBITDA

If those numbers become available (e.g., from Kinetik’s prior‑quarter earnings release, analyst consensus tables, or a more detailed press‑release), you could compute:

• % beat/miss: (Reported – Consensus) / Consensus * 100%
• Quarter‑over‑quarter growth: (Current Quarter – Prior Quarter) / Prior Quarter * 100%
• Year‑over‑year growth: (Current Quarter – Same Quarter Last Year) / Same Quarter Last Year * 100%

Bottom‑line answer

Based solely on the excerpt you supplied, Kinetik reported $74.4 million in net income (Q2) and $242.9 million in Adjusted EBITDA for the quarter, with $93.7 million and $493.0 million respectively for the six‑month period. However, the press release does not contain analysts’ consensus forecasts nor prior‑quarter numbers, so we cannot evaluate how those results compare to consensus estimates or how they stack up against the prior quarter’s performance. Additional data (analyst consensus and prior‑quarter/ prior‑year figures) would be needed to give a complete “beat/miss” and growth‑rate analysis.