ENBHIGH SIGNALFINANCIAL10-K

Enbridge delivered extraordinary financial performance with revenue surging 345% to $65.2B and net income skyrocketing 851% to $7.5B, while successfully integrating major utility acquisitions including East Ohio Gas Company, Public Service Company of North Carolina, and Questar Gas Company.

These dramatic increases likely reflect the successful completion and full-year consolidation of Enbridge's transformational utility acquisitions, fundamentally expanding the company's scale and diversifying its revenue base beyond traditional pipeline operations. The removal of specific litigation references (Bad River Band dispute) and court terminology suggests resolution of previous legal uncertainties that had been weighing on the stock.

Comparing 2026-02-13 vs 2025-02-14View on EDGAR →
FINANCIAL ANALYSIS

Enbridge's financial transformation is striking, with revenue growing 345% to $65.2B and net income surging 851% to $7.5B, primarily driven by major utility acquisitions that have fundamentally expanded the company's scale. The company maintained strong cash generation while significantly increasing dividends paid (up 84%) and capital expenditures (up 34%), though cash reserves declined 39% to $1.1B, likely reflecting deployment of capital for acquisitions and growth investments. Overall, the financial picture signals a successful transformation into a much larger, more diversified utility and pipeline company with substantially enhanced earnings power.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+850.6%
$788.0M$7.5B

Net income grew 850.6% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+382.5%
$2.3B$11.0B

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Revenue
P&L
+345.3%
$14.6B$65.2B

Strong top-line growth of 345.3% — accelerating demand or successful expansion into new markets.

Dividends Paid
Cash Flow
+84.2%
$1.9B$3.5B

Dividend payments increased 84.2% — management confidence in sustained cash generation.

Cash & Equivalents
Balance Sheet
-39.3%
$1.8B$1.1B

Cash declined 39.3% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Capital Expenditure
Cash Flow
+33.7%
$6.7B$9.0B

Capital expenditure jumped 33.7% — major investment cycle underway; assess returns on deployment.

Current Liabilities
Balance Sheet
-11.8%
$23.8B$21.0B

Current liabilities reduced — improved short-term financial position and working capital health.

LANGUAGE CHANGES
NEW — 2026-02-13
PRIOR — 2025-02-14
ADDED
As at February 6, 2026 , the registrant had 2,181,830,165 common shares outstanding .
Form 10-K Summary 188 Index of Exhibits 189 Signatures 197 3 GLOSSARY "we", "our", "us" and "Enbridge" Enbridge Inc.
acquisition of all of the outstanding shares of capital stock of The East Ohio Gas Company on March 6, 2024 the First Nations Partnership Stonlasec8 Indigenous Investments Limited Partnership the Guaranteed Enbridge Notes Enbridge's outstanding guaranteed notes the Partnerships Spectra Energy Partners, LP and Enbridge Energy Partners, L.P.
acquisition of all of the membership interests of Fall North Carolina Holdco LLC (now Enbridge PSNC Holdings II, LLC), which owns 100% of Public Service Company of North Carolina, Incorporated on September 30, 2024.
acquisition of all of the membership interests of Fall West Holdco LLC (now Enbridge Questar Holdings II, LLC), which owns 100% of Questar Gas Company and its related Wexpro companies on May 31, 2024.
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REMOVED
As at February 7, 2025, the registrant had 2,179,049,670 common shares outstanding.
Form 10-K Summary 201 Index of Exhibits 202 Signatures 210 3 GLOSSARY "we", "our", "us" and "Enbridge" Enbridge Inc.
the Band Bad River Band of the Lake Superior Tribe of Chippewa Indians the Board Board of Directors the Court The US District Court for the Western District of Wisconsin the EOG Acquisition Enbridge Inc.'s acquisition of all of the outstanding shares of capital stock of The East Ohio Gas Company on March 6, 2024 the Partnerships Spectra Energy Partners, LP and Enbridge Energy Partners, L.P.
VIEs Variable interest entities Wexpro Wexpro Company and its consolidated subsidiaries Wyoming Commission The Wyoming Public Service Commission 6 CONVENTIONS The terms "we", "our", "us" and "Enbridge" as used in this report refer collectively to Enbridge Inc.
Except to the extent required by applicable law, Enbridge assumes no obligation to publicly update or revise any forward-looking statement made in this Annual Report on Form 10-K or otherwise, whether as a result of new information, future events or otherwise.
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