US · Energy · Oil & Gas Midstream
EPS came in at 0.50 against a street estimate of 0.45 — a beat of 11.1%.
Analysts rate South Bow Corporation a hold (5 buy, 10 hold, 5 sell out of 20) with an average price target of $34.76.
CONFIDENT South Bow secured 465k bbl/day commitments for Prairie Connector via open season. Raised 2026 EBITDA and FCF guidance. Pursuing mid-2027 FID with focus on permit durability as key enabler. Q2 2026 Gulf Coast segment drove strong Q2 via global trade disruptions. Western Canadian production expected to exceed current egress capacity mid-2027. Analysts pressed permit durability mechanics and funding sources. Management stressed risk allocation framework and multiple paths without specifics, citing ongoing talks. Expansion optionality and West Coast coexistence resonated as differentiators. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 10.50% |
| Royal Bank of Canada | 6.98% |
| ClearBridge Advisors, LLC | 4.25% |
| Vanguard Capital Management, LLC | 2.90% |
| Bank of Montreal | 2.66% |
| BMO Capital Markets Corp. | 2.66% |
| T. Rowe Price Associates, Inc. | 2.51% |
| Thornburg Investment Management Inc | 1.78% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • South Bow Corporation filed a Form 6-K with the U.S. Securities and Exchange Commission for the month of October 2026. • The | 2026-10-07 |
| Current report (6-K) · Q2 2026 HEADLINE NUMBERS • South Bow Canadian Infrastructure Holdings Ltd. relies on South Bow Corporation’s continuous disclosure documents under Section 13 | 2026-08-05 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $546 million, up from $524 million in Q2 2025; six-month revenue was $1,037 million versus $1,022 million. • | 2026-08-05 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $546 million, compared with $524 million in Q2 2025 and $491 million in Q1 2026. • Net income was $134 millio | 2026-08-05 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • South Bow Corporation filed a Form 6-K with the SEC for July 2026. • The filing reports that the company issued a press relea | 2026-07-08 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • Q1 2026 revenue was $491 million, down from $498 million in Q1 2025. • Net income was $77 million, or $0.37 per diluted share, ver | 2026-05-07 |
| Annual report FY2025 (40-F) HEADLINE NUMBERS • 2025 revenue was $1,986 million, down from $2,120 million in 2024. • Net income increased to $433 million from $316 million. • B | 2026-03-16 |
| Quarterly results (6-K) · Q3 2025 HEADLINE NUMBERS • Third-quarter 2025 revenue was $461 million, down from $534 million in third-quarter 2024. Nine-month revenue was $1,483 million, | 2025-11-14 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Sep 29, 2026 · pay Oct 15, 2026 | 2026-09-29 |
| Dividend | $0.50 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.50 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.50 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.50 / share ex-date Sep 29, 2025 · pay Oct 15, 2025 | 2025-09-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for South Bow Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.