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Financial Analysis

Filing-based analysis. Market pricing is not included. Fundamentals from SEC filings; economic data from FRED and the BLS. About our data

Fundamentals

ENBRIDGE INC ENB

· Other · Pipe Lines (No Natural Gas)

FY2025 10-K, filed 2026-02-13
SEC EDGAR

Filing evidence summary

Mixed evidenceCoverage 5/5 core metrics

Flagged areas: Solvency & liquidity.

Backward-looking filed evidence under visible rules - not a rating, forecast or investment advice. Missing data is never scored.

Evidence signals

  • 3 filing risk checks flagged

    Flagged areas: Solvency & liquidity.

    Why this surfaced

    The full financial analysis shows each value, threshold, and sector limitation.

  • Operating margin was stable

    Operating margin changed +0.1 percentage points from the prior annual period.

    Why this surfaced

    Direction threshold: more than +1 percentage point constructive; below -1 point caution. Period end 2025-12-31.

  • Revenue expanded

    Latest reported annual revenue changed +13.3% from the prior reported annual observation.

    Why this surfaced

    Direction threshold: above +2% constructive; below -2% caution; otherwise monitor. This is not labeled one-year growth when filing periods have a gap. Period end 2025-12-31.

  • Free cash flow was positive

    Latest reported free cash flow was $3.3B.

    Why this surfaced

    Free cash flow = operating cash flow minus capital expenditures; positive is supporting evidence, not a valuation conclusion. Period end 2025-12-31.

Core trend metrics

Latest annual revenue growth
+13.3%
as of 2025-12-31
Latest annual operating margin
37.4%
as of 2025-12-31
Free cash flow
$3.3B
as of 2025-12-31
Debt / equity
1.68x
as of 2025-12-31
ROIC snapshot
5.1%
period varies

Hover a tile for its exact definition; the Statements tab carries per-cell filing citations.

Where to look next

Risk checks

3of 8 rule-based checks flagged
  • Solvency & liquidity

Financial movement

  • Cash→ flat
  • Long-term debt→ flat
  • Inventory→ flat
  • Receivables→ flat
  • Current assets→ flat

Source & freshness

Source
SEC EDGAR XBRL
Fetched
2026-09-06
Latest period end
2025-12-31
Filings
EDGAR ↗

Reported segment mix

figures as filed · share of the filed sum · change vs the prior period in the same filing
Fiscal year ending 2025-12-3110-K filed 2026-02-13prior period 2024-12-31 from the same filingView filing
By business segment
Revenue
  • Liquids Pipelines Segment12.2B CAD
    41.6%
    0.0% yoy
  • Gas Distributionand Storage Segment10.5B CAD
    35.7%
    +40.1% yoy
  • Gas Transmission Segment6.41B CAD
    21.8%
    +6.6% yoy
  • Renewable Power Generation Segment232M CAD
    0.8%
    +22.8% yoy

Members sum to the consolidated $29.3B for this period.

By product or service
Revenue
  • Transportation Revenue17.8B CAD
    60.6%
    +1.8% yoy
  • Gas Distribution Sales9.61B CAD
    32.8%
    +42.5% yoy
  • Storageand Other Revenue1.54B CAD
    5.2%
    +16.4% yoy
  • Electricity Revenue232M CAD
    0.8%
    +22.8% yoy
  • Commodity Sales167M CAD
    0.6%
    +5.7% yoy

Members sum to the consolidated $29.3B for this period.

By geography
Revenue
  • United States42.1B CAD
    share n/a
    +33.8% yoy
  • Canada23.1B CAD
    share n/a
    +4.9% yoy

member sum exceeds the consolidated figure: this axis carries more than one breakdown, so shares are not computed.

Latest quarter
Quarter ending 2026-06-3010-Q filed 2026-07-31prior period 2025-06-30 from the same filingView filing
  • Liquids Pipelines Segment2.79B CAD
    42.3%
    -6.2% yoy
  • Gas Distributionand Storage Segment2.06B CAD
    31.2%
    +5.5% yoy
  • Gas Transmission Segment1.67B CAD
    25.3%
    +8.6% yoy
  • Renewable Power Generation Segment77M CAD
    1.2%
    +48.1% yoy

Change is against the same quarter a year earlier, as reported in the same 10-Q.

Source: SEC DERA Financial Statement and Notes data sets. Dimensional XBRL facts on the business-segment, product/service and geographic axes; the engine keeps the accession of every figure. Descriptive and educational, not advice.

Peer percentiles

latest fiscal year ending 2025-12-31 · among 3,997 US-listed filers · 60 in Other
MetricValuevs all filersvs sector
Revenue
latest fiscal-year revenue as filed
$29.3B
96thof 3,301
top third
81stof 13
top third
Revenue growth
latest fiscal-year revenue vs the prior fiscal year
13.3%
68thof 3,137
top third
96thof 13
top third
Operating margin
operating income ÷ revenue
37.4%
96thof 2,819
top third
88thof 12
top third
Net margin
net income ÷ revenue
25.5%
88thof 3,263
top third
88thof 12
top third
Free-cash-flow margin
(operating cash flow − |capex|) ÷ revenue
11.2%
69thof 2,679
top third
88thof 12
top third
Return on equity
net income ÷ stockholders' equity (positive equity only)
12.0%
73rdof 3,576
top third
84thof 53
top third
Interest coverage
operating income ÷ interest expense (interest expense > 0)
2.2×
56thof 819
middle third
63rdof 4
middle third
Net debt ÷ operating cash flow
net debt ÷ operating cash flow (OCF > 0) · lower is ranked higher
8.4×
13thof 1,546
bottom third
33rdof 26
bottom third
Cash conversion
operating cash flow ÷ net income (net income > 0)
1.6×
51stof 1,444
middle third
61stof 19
middle third
Cash-flow accrual ratio
(net income − operating cash flow) ÷ average total assets · lower is ranked higher
-2.2%
28thof 1,869
bottom third
48thof 20
middle third
Balance-sheet accrual ratio
change in net operating assets ÷ average net operating assets · lower is ranked higher
0.2%
66thof 1,551
middle third
50thof 17
middle third

Each filer's latest fiscal year as stored by the nightly crawl; fiscal year ends differ across the universe. A metric ranks only filers for which it is computable from filed facts. Ties split; a rank reads "better than N% of filers" in the metric's own direction. Descriptive and educational, not a rating.

Earnings quality

latest fiscal year ending 2025-12-31 · accruals and cash conversion as filed
Cash conversion
1.64×
operating cash flow ÷ net income, latest fiscal year
Cash-flow accrual ratio
-2.2%
(net income − operating cash flow) ÷ average total assets
Balance-sheet accrual ratio
0.2%
change in net operating assets ÷ average net operating assets
Cash-backed years
5 of 5
fiscal years where operating cash flow met or exceeded net income
Mean cash conversion
2.30×
across the stored fiscal years with positive net income

Per fiscal year from filed facts: cash conversion = operating cash flow / net income (net income > 0); cash-flow accrual ratio = (net income - operating cash flow) / average total assets; balance-sheet accrual ratio = change in net operating assets / average net operating assets, NOA = (assets - cash) - (liabilities - debt). Descriptive; a missing input yields a missing ratio. High accrual ratios and cash conversion well below one are the measures the accruals literature associates with less persistent earnings; they are screens to read the cash-flow statement with, not conclusions. The per-year series is part of Pro risk analysis.

Point-in-time ledger

first-reported vs latest filing · periods since 2020-01-01 · 1 changed period
Line itemPeriodFirst reportedLatest filingChangeFilings
Revenue
RevenueFromContractWithCustomerExcludingAssessedTax
quarter 2021-03-315,441,000,000 CAD
10-Q 2021-05-07
5,391,000,000 CAD
10-Q 2022-05-06
-0.9%first · latest

First filing reporting each period vs the latest filing carrying it (10-K and 10-Q only, periods since 2020, the extractor's winning tag per concept); a change under 0.5% is treated as rounding. A change can be a restatement, a reclassification or a re-tagging in a later comparative column; the two filings are linked so the reader can see which. Descriptive, not a verdict.

Notes by disclosure type

debt, leases, revenue, segments, contingencies, taxes and more · the filer's own words
Latest quarterly report10-Q FY2026 Q2 · filed 20260731View filing
Debt · 4,127 characters as filed

6. DEBT CREDIT FACILITIES The following table provides details of our committed credit facilities as at June 30, 2026: Maturity 1 Total Facility Draws 2 Available (millions of Canadian dollars) Enbridge Inc. 2027 - 2049 8,045 6,866 1,179 Enbridge (U.S.) Inc. 2027 - 2030 10,667 3,916 6,751 Enbridge Pipelines Inc. 2027 2,000 1,996 4 Enbridge Gas Inc. 2027 2,500 1,570 930 Total committed credit facilities 23,212 14,348 8,864 1 Maturity date is inclusive of the one-year term out option for certain credit facilities. 2 Includes facility draws and commercial paper issuances that are back-stopped by credit facilities. In July 2026, we renewed our 364 -day extendible credit facilities, extending the maturity dates to July 2028 , which includes a one -year term out provision from July 2027. We also renewed our five -year credit facilities, extending the maturity dates to July 2031 . Further, we extended the maturity dates of our three -year credit facilities to July 2029 . In addition to the committed credit facilities noted above, we maintain $ 1.6 billion of uncommitted demand letter of credit facilities, of which $ 885 million was unutilized as at June 30, 2026. As at December 31, 2025, we had $ 1.6 billion of uncommitted demand letter of credit facilities, of which $ 932 million was unutilized. Our credit facilities carry a weighted average standby fee of 0.1 % per annum on the unused portion and draws bear interest at market rates. Certain credit facilities serve as a back-stop t

DebtDisclosureTextBlock · excerpt; the full note is in the filing

Revenue disaggregation · 4,900 characters as filed

Major Products and Services Three months ended June 30, 2026 Liquids Pipelines Gas Transmission Gas Distribution and Storage Renewable Power Generation Eliminations and Other Consolidated (millions of Canadian dollars) Transportation revenue 2,720 1,462 73 4,255 Storage and other revenue 66 173 147 386 Gas distribution sales 1,830 1,830 Electricity revenue 77 77 Commodity sales 36 8 44 Total revenue from contracts with customers 2,786 1,671 2,058 77 6,592 Commodity sales 22,361 44 136 22,541 Other revenue 1,2 74 24 87 185 Intersegment revenue 5 ( 1 ) ( 4 ) Total revenue 25,221 1,720 2,081 164 132 29,318 Three months ended June 30, 2025 Liquids Pipelines Gas Transmission Gas Distribution and Storage Renewable Power Generation Eliminations and Other Consolidated (millions of Canadian dollars) Transportation revenue 2,895 1,349 63 4,307 Storage and other revenue 75 162 152 389 Gas distribution sales 1,735 1,735 Electricity revenue 52 52 Commodity sales 28 28 Total revenue from contracts with customers 2,970 1,539 1,950 52 6,511 Commodity sales 7,787 29 280 8,096 Other revenue 1,2 80 32 67 90 269 Intersegment revenue 4 ( 1 ) 3 ( 6 ) Total revenue 10,837 1,604 2,016 145 274 14,876 Six months ended June 30, 2026 Liquids Pipelines Gas Transmission Gas Distribution and Storage Renewable Power Generation Eliminations and Other Consolidated (millions of Canadian dollars) Transportation revenue 5,515 2,933 136 8,584 Storage and other revenue 128 360 302 790 Gas distribution sales 5,943

DisaggregationOfRevenueTableTextBlock · excerpt; the full note is in the filing

Income taxes · 652 characters as filed

9. INCOME TAXES The effective income tax rates for the three months ended June 30, 2026 and 2025 were 22.0 % and 22.3 % , respectively, and for the six months ended June 30, 2026 and 2025 were 23.5 % and 22.1 % , respectively. The period-over-period changes in the effective income tax rates are due to higher US minimum tax, the absence of US investment tax credits in 2026, and the effects of rate-regulated accounting for income taxes, mainly driven by the Reaccelerated Investment Incentive Property rules enacted in March 2026 as part of Bill C-15 (45-1), Budget Implementation Act, No. 1 , relative to lower earnings over the comparative periods.

IncomeTaxDisclosureTextBlock

New accounting pronouncements · 1,197 characters as filed

FUTURE ACCOUNTING POLICY CHANGES Disaggregation of Income Statement Expenses Accounting Standards Update (ASU) 2024-03 was issued in November 2024 to improve financial reporting by requiring entities to disclose additional information about specific expense categories in the notes to financial statements at interim and annual reporting periods. The ASU requires entities to disclose 1) the amounts of (a) purchases of inventory, (b) employee compensation, (c) depreciation, (d) intangible asset amortization, (e) depreciation, depletion and amortization recognized as part of oil and gas producing activities, (f) expense reimbursements included in a relevant expense caption, and (g) selling expenses, and 2) a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively. ASU 2024-03 is effective January 1, 2027, with interim period disclosure requirements effective after January 1, 2028 and can be applied either prospectively or retrospectively. The additional note disclosures will be included in our December 31, 2027 annual consolidated financial statements and in our interim financial statements beginning in 2028.

NewAccountingPronouncementsPolicyPolicyTextBlock

Revenue recognition · 8,498 characters as filed

3. REVENUE REVENUE FROM CONTRACTS WITH CUSTOMERS Major Products and Services Three months ended June 30, 2026 Liquids Pipelines Gas Transmission Gas Distribution and Storage Renewable Power Generation Eliminations and Other Consolidated (millions of Canadian dollars) Transportation revenue 2,720 1,462 73 4,255 Storage and other revenue 66 173 147 386 Gas distribution sales 1,830 1,830 Electricity revenue 77 77 Commodity sales 36 8 44 Total revenue from contracts with customers 2,786 1,671 2,058 77 6,592 Commodity sales 22,361 44 136 22,541 Other revenue 1,2 74 24 87 185 Intersegment revenue 5 ( 1 ) ( 4 ) Total revenue 25,221 1,720 2,081 164 132 29,318 Three months ended June 30, 2025 Liquids Pipelines Gas Transmission Gas Distribution and Storage Renewable Power Generation Eliminations and Other Consolidated (millions of Canadian dollars) Transportation revenue 2,895 1,349 63 4,307 Storage and other revenue 75 162 152 389 Gas distribution sales 1,735 1,735 Electricity revenue 52 52 Commodity sales 28 28 Total revenue from contracts with customers 2,970 1,539 1,950 52 6,511 Commodity sales 7,787 29 280 8,096 Other revenue 1,2 80 32 67 90 269 Intersegment revenue 4 ( 1 ) 3 ( 6 ) Total revenue 10,837 1,604 2,016 145 274 14,876 Six months ended June 30, 2026 Liquids Pipelines Gas Transmission Gas Distribution and Storage Renewable Power Generation Eliminations and Other Consolidated (millions of Canadian dollars) Transportation revenue 5,515 2,933 136 8,584 Storage and other reve

RevenueFromContractWithCustomerTextBlock · excerpt; the full note is in the filing

Segment reporting · 4,144 characters as filed

4. SEGMENTED INFORMATION Three months ended June 30, 2026 Liquids Pipelines Gas Transmission Gas Distribution and Storage 1 Renewable Power Generation Total Reportable Segments (millions of Canadian dollars) Operating revenues 2 25,221 1,720 2,081 164 29,186 Commodity and gas distribution costs ( 21,924 ) ( 33 ) ( 547 ) ( 22,504 ) Operating and administrative ( 985 ) ( 564 ) ( 710 ) ( 87 ) ( 2,346 ) Income from equity investments 283 227 26 536 Other income 28 83 54 15 180 Earnings before interest, income taxes and depreciation and amortization 2,623 1,433 878 118 5,052 Eliminations and Other ( 216 ) Depreciation and amortization ( 1,429 ) Interest expense ( 1,395 ) Earnings before income taxes 2,012 Three months ended June 30, 2025 Liquids Pipelines Gas Transmission Gas Distribution and Storage 1 Renewable Power Generation Total Reportable Segments (millions of Canadian dollars) Operating revenues 2 10,837 1,604 2,016 145 14,602 Commodity and gas distribution costs ( 7,741 ) ( 16 ) ( 553 ) 1 ( 8,309 ) Operating and administrative ( 1,032 ) ( 514 ) ( 688 ) ( 72 ) ( 2,306 ) Impairment of long-lived assets 3 ( 330 ) ( 330 ) Income from equity investments 245 241 27 513 Other income 22 127 65 8 222 Earnings before interest, income taxes and depreciation and amortization 2,331 1,442 510 109 4,392 Eliminations and Other 1,167 Depreciation and amortization ( 1,391 ) Interest expense ( 1,181 ) Earnings before income taxes 2,987 Six months ended June 30, 2026 Liquids Pipelines Gas Tr

SegmentReportingDisclosureTextBlock · excerpt; the full note is in the filing

Source: SEC DERA Financial Statement and Notes data sets (txt.tsv), excerpts of the filer's own note text; the full note is in the linked filing. Excerpts are the first part of each note exactly as tagged in the filing; open the filing for the full text and the tables. Descriptive and educational, not advice.

Fundamentals from SEC EDGAR. Scores, the DCF, and every model shown are educational analysis, not investment advice or price predictions.

Educational content only. Not financial advice. TrendNalysis provides educational and informational financial analysis built from public SEC filings and economic data (FRED, BLS). It is not financial, investment, tax, or legal advice and is not a recommendation to buy or sell any security. Market pricing is not currently included. Past performance does not guarantee future results. Always do your own research and consult a licensed financial professional before investing.