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Plains GP vs South Bow: revenue, profit, margins and growth compared

Plains GP brought in $44.3B of revenue in fiscal 2025, South Bow $2B in fiscal 2025. Revenue changed by -9.5% at Plains GP and -6.3% at South Bow on the year before, so South Bow grew faster. Plains GP kept 0.6% of its revenue as net profit, South Bow 21.8%.

Side by side, latest fiscal year

PAGPSOBO
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$44.3B$2B
Revenue growth-9.5%-6.3%
Net income$260M$433M
Net margin0.6%21.8%
Free cash flow$2.3Bn/a
Free cash flow margin5.2%n/a
Earnings per share (diluted)n/a$2.07
Cash$329M$549M
Debt$1.1Bn/a
Price to earningsn/an/a
Market value$5.3B$7.1B
Dividend yieldn/an/a
Rank by revenue in sector#8 of 129 · Energy#58 of 129 · Energy

Over the years

Revenue
PAGP FY2018: $34.1BPAGP FY2019: $33.7BPAGP FY2020: $23.3BPAGP FY2021: $42.1BPAGP FY2022: $57.3BPAGP FY2023: $47.3BPAGP FY2024: $48.9BPAGP FY2025: $44.3BSOBO FY2024: $2BSOBO FY2024: $2.1BSOBO FY2025: $2BFY18FY19FY20FY21FY22FY23FY24FY25
PAGP $44.3BSOBO $2B
Net income
PAGP FY2018: $334MPAGP FY2019: $331MPAGP FY2020: -$568MPAGP FY2021: $60MPAGP FY2022: $168MPAGP FY2023: $198MPAGP FY2024: $103MPAGP FY2025: $260MSOBO FY2024: $442MSOBO FY2024: $316MSOBO FY2025: $433MFY18FY19FY20FY21FY22FY23FY24FY25
PAGP $260MSOBO $433M
Net margin
PAGP FY2018: 1.0%PAGP FY2019: 1.0%PAGP FY2020: -2.4%PAGP FY2021: 0.1%PAGP FY2022: 0.3%PAGP FY2023: 0.4%PAGP FY2024: 0.2%PAGP FY2025: 0.6%SOBO FY2024: 22.0%SOBO FY2024: 14.9%SOBO FY2025: 21.8%FY18FY19FY20FY21FY22FY23FY24FY25
PAGP 0.6%SOBO 21.8%
Revenue growth
PAGP FY2019: -1.1%PAGP FY2020: -30.8%PAGP FY2021: +80.7%PAGP FY2022: +36.3%PAGP FY2023: -17.4%PAGP FY2024: +3.3%PAGP FY2025: -9.5%SOBO FY2024: +5.7%SOBO FY2025: -6.3%FY19FY20FY21FY22FY23FY24FY25
PAGP -9.5%SOBO -6.3%
Free cash flow
PAGP FY2018: $970MPAGP FY2019: $1.3BPAGP FY2020: $772MPAGP FY2021: $1.7BPAGP FY2022: $1.9BPAGP FY2023: $2.3BPAGP FY2024: $2BPAGP FY2025: $2.3BSOBO FY2024: $732MSOBO FY2024: $388MFY18FY19FY20FY21FY22FY23FY24FY25
PAGP $2.3BSOBO $388M

Fiscal years as each company reports them; the two may end in different months.

Questions about Plains GP and South Bow

Which is bigger by revenue, Plains GP or South Bow?

Plains GP is bigger by revenue: $44.3B in fiscal 2025, against $2B for South Bow in fiscal 2025.

Which keeps more of its revenue as profit, Plains GP or South Bow?

Plains GP had a net margin of 0.6% in fiscal 2025; South Bow had 21.8% in fiscal 2025.

Which grew revenue faster, Plains GP or South Bow?

In their latest fiscal years revenue changed by -9.5% at Plains GP and -6.3% at South Bow.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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