TC Energy Reports Strong Fourth-Quarter Financial Results

TC Energy Corporation, a leading North American energy infrastructure provider, announced its fourth-quarter earnings and revenues for the period ended December 31, 2025, beating analyst expectations and raising its quarterly dividend. The results, released in mid-February 2026, reflect solid operational performance across the company’s natural gas and power segments.

Quarterly Earnings Beat Forecasts

For the fourth quarter, TC Energy reported adjusted earnings per share (EPS) of 70 cents on a per-share basis, surpassing the Zacks Consensus Estimate of 65 cents. This upside surprise in earnings demonstrates the company’s ability to control costs and generate strong returns even in a competitive energy market.

Revenue Outpaces Expectations

In addition to earnings, TC Energy’s quarterly revenues exceeded expectations. The company recorded revenue of approximately $2.99 billion for the quarter, beating the consensus forecast of $2.93 billion. This marks a meaningful achievement in revenue growth and underscores the robust demand for TC Energy’s services.

Segment Contributions

The revenue strength was supported by strong performance in key business segments, including:

• Natural Gas Pipelines: High deliveries across both U.S. and Canadian pipeline networks contributed significantly to top-line growth.
• Power and Energy Solutions: Increased demand for power generation services added stability to revenue streams.

Together, these segments helped TC Energy outpace market expectations in a period where energy infrastructure demand remained resilient.

Dividend Increase Reflects Shareholder Confidence

In tandem with its quarterly report, TC Energy’s Board of Directors approved a 3.2% increase in the quarterly dividend, raising it to 87.75 Canadian cents per common share. The increased payout is scheduled to be payable on March 31, 2026, to shareholders of record as of March 14.

This marks the 26th consecutive year that TC Energy has raised its dividend, further demonstrating the company’s commitment to returning value to investors and its confidence in long-term cash flow stability.

Operational Highlights for Q4

Beyond earnings and dividends, several operational achievements stood out during the quarter:

• Pipeline Deliveries: TC Energy delivered strong performance across its pipeline networks, helping generate stable revenue growth.
• Security of Energy Supply: The company continued to support energy delivery across North America, serving key utility and industrial customers.
• Project Execution: TC Energy advanced strategic projects and maintained high reliability across its infrastructure.

Market Reaction and Outlook

Following the earnings announcement, TC Energy’s stock price experienced positive movement as investors welcomed the stronger-than-expected results and dividend increase. The stock’s performance reflects growing confidence in the company’s ability to navigate market dynamics and capitalize on sustained energy demand.

Looking ahead, TC Energy continues to focus on operational efficiency while pursuing long-term growth opportunities in energy infrastructure. Management remains optimistic about future earnings potential, backed by increasing natural gas demand and strategic positioning across North America.

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