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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 | $0.657 |
| EPS Surprise | -39.72% |
| Revenue estimate | 7.211B |
| Revenue actual | 4.694B |
| Revenue Surprise | -34.90% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.600 |
| EPS actual | $0.739 |
| EPS Surprise | 23.17% |
| Revenue estimate | 7.211B |
| Revenue actual | 4.627B |
| Revenue Surprise | -35.84% |
Last 4 Quarters for Global Partners Lp
Below you can see how GLP-PB 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 11, 2025 |
| Price on release | $25.69 |
| EPS estimate | $0.600 |
| EPS actual | $0.739 |
| EPS surprise | 23.17% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $25.77 |
| Aug 06, 2025 | $25.71 |
| Aug 07, 2025 | $25.61 |
| Aug 08, 2025 | $25.60 |
| Aug 11, 2025 | $25.69 |
| Aug 12, 2025 | $25.64 |
| Aug 13, 2025 | $25.65 |
| Aug 14, 2025 | $25.63 |
| Aug 15, 2025 | $25.81 |
| 4 days before | -0.292% |
| 4 days after | 0.467% |
| On release day | -0.176% |
| Change in period | 0.174% |
| Release date | Nov 07, 2025 |
| Price on release | $25.63 |
| EPS estimate | $1.09 |
| EPS actual | $0.657 |
| EPS surprise | -39.72% |
| Date | Price |
|---|---|
| Nov 03, 2025 | $25.70 |
| Nov 04, 2025 | $25.65 |
| Nov 05, 2025 | $25.62 |
| Nov 06, 2025 | $25.64 |
| Nov 07, 2025 | $25.63 |
| Nov 10, 2025 | $25.66 |
| Nov 11, 2025 | $25.69 |
| Nov 12, 2025 | $25.68 |
| Nov 13, 2025 | $25.69 |
| 4 days before | -0.272% |
| 4 days after | 0.234% |
| On release day | 0.127% |
| Change in period | -0.0393% |
| Release date | Feb 27, 2026 |
| Price on release | $25.43 |
| EPS estimate | $0.600 |
| EPS actual | $0.540 |
| EPS surprise | -10.00% |
| Date | Price |
|---|---|
| Feb 23, 2026 | $25.41 |
| Feb 24, 2026 | $25.41 |
| Feb 25, 2026 | $25.41 |
| Feb 26, 2026 | $25.44 |
| Feb 27, 2026 | $25.43 |
| Mar 02, 2026 | $25.44 |
| Mar 03, 2026 | $25.40 |
| Mar 04, 2026 | $25.44 |
| Mar 05, 2026 | $25.39 |
| 4 days before | 0.0909% |
| 4 days after | -0.144% |
| On release day | 0.0393% |
| Change in period | -0.0531% |
| Release date | May 08, 2026 |
| Price on release | $25.39 |
| EPS estimate | $0.330 |
| EPS actual | $1.85 |
| EPS surprise | 460.61% |
| Date | Price |
|---|---|
| May 04, 2026 | $25.36 |
| May 05, 2026 | $25.30 |
| May 06, 2026 | $25.34 |
| May 07, 2026 | $25.36 |
| May 08, 2026 | $25.39 |
| May 11, 2026 | $25.32 |
| May 12, 2026 | $25.32 |
| May 13, 2026 | $25.33 |
| May 14, 2026 | $25.38 |
| 4 days before | 0.104% |
| 4 days after | -0.0256% |
| On release day | -0.262% |
| Change in period | 0.0789% |
Global Partners Lp Earnings Call Transcript Summary of Q1 2026
Global Partners LP delivered a strong Q1 2026 driven by higher product margins across wholesale, GDSO (retail and station operations), and commercial segments. Key financials vs. Q1 2025: net income $70.1M (vs. $18.7M), EBITDA $142.1M (vs. $91.9M), adjusted EBITDA $140.4M (vs. $91.3M), distributable cash flow $96.4M (vs. $45.7M) and adjusted DCF $96.8M (vs. $46.5M). Management announced the eighteenth consecutive quarterly common unit distribution increase to $76.50 per quarter ($3.06 annualized) with healthy coverage of 1.96x (1.9x including preferred distributions). Segment highlights: GDSO product margin rose to $199.3M (gasoline margin 41¢/gal vs. 35¢/gal prior year); wholesale product margin increased to $154.1M driven by gasoline and distillates; commercial product margin improved modestly. Management noted that heightened commodity volatility (including steep backwardation) will raise the cost of carrying hedged inventory and they are actively managing and drawing down inventories where appropriate. Operating expenses rose (notably SG&A due to incentive compensation) but are expected to normalize. Q1 CapEx was $31.9M (maintenance $10.0M; expansion $21.9M); full-year 2026 guidance: maintenance CapEx $60–70M and expansion CapEx (ex-acquisitions) $75–85M. Balance sheet remains solid with leverage (funded debt / EBITDA) at 3.1x and ample borrowing capacity (total revolver borrowings $408.3M; $103.5M on revolver facility). Management is actively evaluating acquisition opportunities despite a competitive landscape, is monitoring consumer demand patterns (some decline in fill-ups and gallons-per-fill noted), and is planning for multiple scenarios given geopolitical-driven market volatility.
