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Mar 31
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Enbridge Q1 2025 Earnings Report

Enbridge reported higher earnings and revenue in Q1 2025 compared to the prior year.

Key Takeaways

Enbridge delivered strong financial performance in Q1 2025, with net income and revenue significantly increasing year-over-year, supported by the full-quarter contribution of newly acquired U.S. gas utilities and higher throughput in its core pipeline operations.

Net income rose to 2.261 billion CAD from 1.419 billion CAD in Q1 2024.

EPS grew to 1.04 CAD, reflecting operational strength and successful acquisitions.

Revenue increased sharply to 18.502 billion CAD, up from 11.038 billion CAD in Q1 2024.

Gas Distribution and Storage EBITDA more than doubled due to newly acquired U.S. utilities and favorable weather in Ontario.

Total Revenue
CA$18.5B
Previous year: CA$11B
+67.7%
EPS
CA$1.03
Previous year: CA$0.923
+12.1%
Adjusted EBITDA
CA$5.89B
Previous year: CA$4.69B
+25.5%
EBITDA Liquids Pipelines
CA$2.59B
Previous year: CA$2.4B
+7.9%
EBITDA Gas Transmission
CA$1.47B
Previous year: CA$1.27B
+16.4%
Cash and Equivalents
CA$2.09B
Previous year: CA$1.39B
+50.3%
Total Assets
CA$220B
Previous year: CA$191B
+15.1%

Enbridge

Enbridge

Enbridge Revenue by Segment

Enbridge Revenue by Geographic Location

Forward Guidance

Enbridge expects to maintain strong liquidity and operational performance in 2025, driven by its diversified asset base and recent acquisitions.

Positive Outlook

  • Liquidity position remains robust at $13.4 billion.
  • Full-quarter contributions from U.S. gas utilities expected to strengthen cash flows.
  • Mainline system reliability and throughput remain strong.
  • Toll settlements and rate case approvals support predictable revenues.
  • Access to capital markets maintained via credit facilities and new debt issuances.

Challenges Ahead

  • Higher interest expenses due to increased debt levels.
  • Depreciation and amortization expected to rise from expanded asset base.
  • Ongoing legal disputes, including Line 5, pose regulatory risks.
  • Commodity price fluctuations continue to impact marketing and trading.
  • Weather variability could affect gas distribution earnings.