Enbridge Inc(EBRZF)

$15.45—Earnings tomorrow

Chart

Enbridge Inc(EBRZF)

OTCMARKET

$15.45—Earnings tomorrow

Chart Studio

EBRZF(EBRZF)

EBRZF

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/30/26

ENBRIDGE (EBRZF)

Thursday

1:03 PM

Thesis: The market is increasingly optimistic about Enbridge's strategic pivot towards renewable energy and its ability to maintain strong cash flows amid rising oil prices.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$65.1B	$66.8B	$64.8B
Rev. Growth	+21.7%	+2.6%	-2.9%
EPS	$3.24	$2.90	$3.19
EPS Growth	+38.5%	-10.4%	+9.9%
P/E (fwd)	4.8×	5.3×	4.8×

★ Analysts see FY2026 revenue reaching $66.8B — +2.6% growth in a single year.

What’s Driving the Stock

1Enbridge's recent expansion of its renewable energy portfolio, projected to contribute an additional $1.5B in annual revenue by 2028.
2Operational efficiency initiatives have led to a 10% reduction in transportation costs over the past year, enhancing margins.
3Potential approval of the Line 3 replacement project could increase capacity by 370,000 bpd, significantly boosting revenue.
4Increased demand for Canadian crude from U.S. refiners, with volumes expected to rise by 15% in the next year.
5Transition to renewable energy sources
6Infrastructure investment in North American energy
7Fluctuations in WTI and Brent crude oil prices, impacting transportation revenues
8Changes in regulatory environment affecting pipeline approvals and operational costs

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: +37.6%
EPS: $3.24
1Y Return: +11.5%

EBRZF Chart

My Notes

"Management highlighted, 'Our commitment to renewable energy is not just a strategy; it's a pathway to sustainable growth.'"
Moat: Enbridge's extensive pipeline network and established customer relationships provide a strong competitive advantage that is difficult…
dividend - Enbridge offers a strong dividend yield, appealing to income-focused investors.
Higher interest rates can increase financing costs for Enbridge's capital projects, potentially impacting its ability to invest in growth.
Watch on earnings: WTI Crude Oil Price (DCOILWTICO), Brent Crude Oil Price (DCOILBRENTEU), Operating cash flow.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $66.8B to $64.8B as enbridge's recent expansion of its renewable energy portfolio, projected to contribute an additional $1.5b in annual.

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

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

4.8×

5.3×

4.8×

What’s Driving the Stock

1Enbridge's recent expansion of its renewable energy portfolio, projected to contribute an additional $1.5B in annual revenue by 2028.

2Operational efficiency initiatives have led to a 10% reduction in transportation costs over the past year, enhancing margins.

3Potential approval of the Line 3 replacement project could increase capacity by 370,000 bpd, significantly boosting revenue.

4Increased demand for Canadian crude from U.S. refiners, with volumes expected to rise by 15% in the next year.

5Transition to renewable energy sources

6Infrastructure investment in North American energy

7Fluctuations in WTI and Brent crude oil prices, impacting transportation revenues

8Changes in regulatory environment affecting pipeline approvals and operational costs

My Notes

"Management highlighted, 'Our commitment to renewable energy is not just a strategy; it's a pathway to sustainable growth.'"

Moat: Enbridge's extensive pipeline network and established customer relationships provide a strong competitive advantage that is difficult…

dividend - Enbridge offers a strong dividend yield, appealing to income-focused investors.

Higher interest rates can increase financing costs for Enbridge's capital projects, potentially impacting its ability to invest in growth.

Watch on earnings: WTI Crude Oil Price (DCOILWTICO), Brent Crude Oil Price (DCOILBRENTEU), Operating cash flow.