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Global Partners LP Earnings Calls
| Release date | May 08, 2026 |
| EPS estimate | $0.330 |
| EPS actual | $1.85 |
| EPS Surprise | 460.61% |
| Revenue estimate | 6.976B |
| Revenue actual | 5.322B |
| Revenue Surprise | -23.72% |
| Release date | Feb 27, 2026 |
| EPS estimate | $0.600 |
| EPS actual | $0.540 |
| EPS Surprise | -10.00% |
| Revenue estimate | 6.938B |
| Revenue actual | 4.648B |
| Revenue Surprise | -33.00% |
| Release date | Nov 07, 2025 |
| EPS estimate | $1.09 |
| EPS actual | $0.660 |
| EPS Surprise | -39.45% |
| Revenue estimate | 6.938B |
| Revenue actual | 4.694B |
| Revenue Surprise | -32.33% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.600 |
| EPS actual | $0.550 |
| EPS Surprise | -8.33% |
| Revenue estimate | 6.46B |
| Revenue actual | 4.627B |
| Revenue Surprise | -28.37% |
Last 4 Quarters for Global Partners LP
Below you can see how GLP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $50.25 |
| EPS estimate | $0.600 |
| EPS actual | $0.550 |
| EPS surprise | -8.33% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $51.58 |
| Aug 04, 2025 | $52.16 |
| Aug 05, 2025 | $50.92 |
| Aug 06, 2025 | $50.16 |
| Aug 07, 2025 | $50.25 |
| Aug 08, 2025 | $50.21 |
| Aug 11, 2025 | $49.00 |
| Aug 12, 2025 | $49.85 |
| Aug 13, 2025 | $50.98 |
| 4 days before | -2.58% |
| 4 days after | 1.45% |
| On release day | -0.0796% |
| Change in period | -1.16% |
| Release date | Nov 07, 2025 |
| Price on release | $42.17 |
| EPS estimate | $1.09 |
| EPS actual | $0.660 |
| EPS surprise | -39.45% |
| Date | Price |
|---|---|
| Nov 03, 2025 | $44.77 |
| Nov 04, 2025 | $44.40 |
| Nov 05, 2025 | $45.19 |
| Nov 06, 2025 | $44.51 |
| Nov 07, 2025 | $42.17 |
| Nov 10, 2025 | $40.76 |
| Nov 11, 2025 | $41.98 |
| Nov 12, 2025 | $41.42 |
| Nov 13, 2025 | $42.36 |
| 4 days before | -5.81% |
| 4 days after | 0.451% |
| On release day | -3.34% |
| Change in period | -5.38% |
| Release date | Feb 27, 2026 |
| Price on release | $46.98 |
| EPS estimate | $0.600 |
| EPS actual | $0.540 |
| EPS surprise | -10.00% |
| Date | Price |
|---|---|
| Feb 23, 2026 | $48.73 |
| Feb 24, 2026 | $48.19 |
| Feb 25, 2026 | $48.06 |
| Feb 26, 2026 | $48.37 |
| Feb 27, 2026 | $46.98 |
| Mar 02, 2026 | $48.74 |
| Mar 03, 2026 | $49.04 |
| Mar 04, 2026 | $48.24 |
| Mar 05, 2026 | $48.50 |
| 4 days before | -3.59% |
| 4 days after | 3.24% |
| On release day | 3.75% |
| Change in period | -0.472% |
| Release date | May 08, 2026 |
| Price on release | $48.75 |
| EPS estimate | $0.330 |
| EPS actual | $1.85 |
| EPS surprise | 460.61% |
| Date | Price |
|---|---|
| May 04, 2026 | $47.85 |
| May 05, 2026 | $48.51 |
| May 06, 2026 | $47.84 |
| May 07, 2026 | $47.75 |
| May 08, 2026 | $48.75 |
| May 11, 2026 | $47.81 |
| May 12, 2026 | $48.74 |
| May 13, 2026 | $48.90 |
| May 14, 2026 | $49.49 |
| 4 days before | 1.88% |
| 4 days after | 1.52% |
| On release day | -1.93% |
| Change in period | 3.43% |
Global Partners LP Earnings Call Transcript Summary of Q1 2026
Global Partners LP reported a strong Q1 2026 driven by higher product margins across all segments and robust wholesale performance amid volatile commodity markets. Key financials versus Q1 2025: net income rose to $70.1M (from $18.7M), EBITDA to $142.1M (from $91.9M), adjusted EBITDA $140.4M (from $91.3M), and distributable cash flow roughly doubled to $96.4M (from $45.7M). Fuel margins improved by ~6¢/gallon to 41¢. The board approved the 18th consecutive quarterly cash distribution ($76.50 per common unit, $3.06 annualized), with distribution coverage healthy at ~1.96x (1.9x including preferred distributions). The company flagged higher carrying costs for hedged inventory due to steep backwardation but says it is actively managing inventories (has been drawing them down) and can tailor levels using storage capacity. Operating expenses and SG&A were higher (the latter driven by incentive compensation) but expected to normalize; interest expense was roughly flat. Q1 CapEx was $31.9M (maintenance $10.0M, expansion $21.9M); full-year guidance: maintenance $60–70M and expansion (ex-acquisitions) $75–85M. Balance sheet remains solid with leverage (funded debt/EBITDA) at 3.1x and ample revolver capacity. Management noted continued market uncertainty tied to the ongoing conflict, is pursuing acquisition opportunities selectively in a competitive landscape, and is planning for multiple scenarios.
