EBBGF(EBBGF)

$25.38—

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EBBGF(EBBGF)

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$25.38—

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EBBGF(EBBGF)

EBBGF

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8/1/26

ENBRIDGE (EBBGF)

Saturday

4:15 AM

Thesis: Enbridge's strategic expansions and strong demand for its services are expected to drive revenue growth, enhancing investor sentiment.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$65.1B	$47.0B	$45.6B
Rev. Growth	+21.7%	-27.8%	-2.9%
EPS	$3.24	$2.04	$2.25
EPS Growth	+38.5%	-37.1%	+10.5%
P/E (fwd)	7.8×	12.4×	11.3×

★ Analysts see FY2027 revenue reaching $45.6B — -2.9% growth in a single year.

What’s Driving the Stock

1Enbridge's recent expansion of its Mainline system is expected to increase capacity by 15% by Q4 2026, potentially boosting revenue significantly.
2The company's renewable energy segment is projected to grow by 25% YoY, driven by new wind and solar projects coming online.
3Enbridge has secured long-term contracts for 80% of its pipeline capacity, providing revenue stability amid market fluctuations.
4The recent rise in North American natural gas prices has increased demand for Enbridge's gas distribution services, potentially enhancing margins.
5Transition to renewable energy infrastructure
6Increased demand for North American energy exports
7Fluctuations in WTI and Brent crude oil prices, impacting revenue from transportation fees
8Changes in regulatory environments affecting pipeline approvals and operations

FY2025 Snapshot

Revenue: $65.1B
Rev. Growth: +21.7%
Gross Margin: 32.6%
Op. Margin: 17.3%
Net Margin: 11.5%
Net Income: $7.5B
NI Growth: +37.5%
EPS: $3.24
1Y Return: +14.4%

EBBGF Chart

My Notes

"Management emphasized, 'Our commitment to expanding our infrastructure aligns with the growing energy demands across North America.'"
Moat: Enbridge's extensive pipeline network and long-term contracts create a significant barrier to entry for new competitors.
dividend - Enbridge's strong free cash flow generation supports a robust dividend policy, appealing to income-focused investors.
Higher interest rates can increase financing costs for capital projects, potentially impacting profitability and valuation multiples…
Watch on earnings: WTI crude oil price (DCOILWTICO), Brent crude oil price (DCOILBRENTEU), Free cash flow yield.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $47.0B to $45.6B as enbridge's recent expansion of its mainline system is expected to increase capacity by 15% by q4 2026.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

7.8×

12.4×

11.3×

What’s Driving the Stock

1Enbridge's recent expansion of its Mainline system is expected to increase capacity by 15% by Q4 2026, potentially boosting revenue significantly.

2The company's renewable energy segment is projected to grow by 25% YoY, driven by new wind and solar projects coming online.

3Enbridge has secured long-term contracts for 80% of its pipeline capacity, providing revenue stability amid market fluctuations.

4The recent rise in North American natural gas prices has increased demand for Enbridge's gas distribution services, potentially enhancing margins.

5Transition to renewable energy infrastructure

6Increased demand for North American energy exports

7Fluctuations in WTI and Brent crude oil prices, impacting revenue from transportation fees

8Changes in regulatory environments affecting pipeline approvals and operations

My Notes

"Management emphasized, 'Our commitment to expanding our infrastructure aligns with the growing energy demands across North America.'"

Moat: Enbridge's extensive pipeline network and long-term contracts create a significant barrier to entry for new competitors.

dividend - Enbridge's strong free cash flow generation supports a robust dividend policy, appealing to income-focused investors.

Higher interest rates can increase financing costs for capital projects, potentially impacting profitability and valuation multiples…

Watch on earnings: WTI crude oil price (DCOILWTICO), Brent crude oil price (DCOILBRENTEU), Free cash flow yield.