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NGL ENERGY PARTNERS LP Earnings Calls
| Release date | May 28, 2026 |
| EPS estimate | $0.180 |
| EPS actual | -$0.710 |
| EPS Surprise | -494.44% |
| Revenue estimate | 941.519M |
| Revenue actual | 949.51M |
| Revenue Surprise | 0.85% |
| Release date | Feb 03, 2026 |
| EPS estimate | $0.160 |
| EPS actual | $0.100 |
| EPS Surprise | -37.50% |
| Revenue estimate | 804.38M |
| Revenue actual | 909.816M |
| Revenue Surprise | 13.11% |
| Release date | Nov 04, 2025 |
| EPS estimate | - |
| EPS actual | $0.0200 |
| Revenue estimate | 700.759M |
| Revenue actual | 674.677M |
| Revenue Surprise | -3.72% |
| Release date | Aug 07, 2025 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.270 |
| EPS Surprise | -145.45% |
| Revenue estimate | 512.373M |
| Revenue actual | 622.156M |
| Revenue Surprise | 21.43% |
Last 4 Quarters for NGL ENERGY PARTNERS LP
Below you can see how NGL 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 | $4.00 |
| EPS estimate | -$0.110 |
| EPS actual | -$0.270 |
| EPS surprise | -145.45% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $4.11 |
| Aug 04, 2025 | $4.08 |
| Aug 05, 2025 | $4.01 |
| Aug 06, 2025 | $4.05 |
| Aug 07, 2025 | $4.00 |
| Aug 08, 2025 | $4.50 |
| Aug 11, 2025 | $4.64 |
| Aug 12, 2025 | $4.86 |
| Aug 13, 2025 | $4.86 |
| 4 days before | -2.68% |
| 4 days after | 21.50% |
| On release day | 12.50% |
| Change in period | 18.25% |
| Release date | Nov 04, 2025 |
| Price on release | $6.78 |
| EPS estimate | - |
| EPS actual | $0.0200 |
| Date | Price |
|---|---|
| Oct 29, 2025 | $6.40 |
| Oct 30, 2025 | $6.45 |
| Oct 31, 2025 | $6.46 |
| Nov 03, 2025 | $6.77 |
| Nov 04, 2025 | $6.78 |
| Nov 05, 2025 | $8.57 |
| Nov 06, 2025 | $9.20 |
| Nov 07, 2025 | $9.52 |
| Nov 10, 2025 | $9.94 |
| 4 days before | 5.94% |
| 4 days after | 46.61% |
| On release day | 26.40% |
| Change in period | 55.31% |
| Release date | Feb 03, 2026 |
| Price on release | $11.89 |
| EPS estimate | $0.160 |
| EPS actual | $0.100 |
| EPS surprise | -37.50% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $11.20 |
| Jan 29, 2026 | $11.68 |
| Jan 30, 2026 | $11.75 |
| Feb 02, 2026 | $12.20 |
| Feb 03, 2026 | $11.89 |
| Feb 04, 2026 | $11.86 |
| Feb 05, 2026 | $11.57 |
| Feb 06, 2026 | $11.99 |
| Feb 09, 2026 | $12.13 |
| 4 days before | 6.16% |
| 4 days after | 2.02% |
| On release day | -0.252% |
| Change in period | 8.30% |
| Release date | May 28, 2026 |
| Price on release | $16.28 |
| EPS estimate | $0.180 |
| EPS actual | -$0.710 |
| EPS surprise | -494.44% |
| Date | Price |
|---|---|
| May 21, 2026 | $17.62 |
| May 22, 2026 | $18.11 |
| May 26, 2026 | $17.78 |
| May 27, 2026 | $16.78 |
| May 28, 2026 | $16.28 |
| May 29, 2026 | $17.10 |
| Jun 01, 2026 | $17.07 |
| Jun 02, 2026 | $16.53 |
| Jun 03, 2026 | $16.28 |
| 4 days before | -7.60% |
| 4 days after | 0% |
| On release day | 5.04% |
| Change in period | -7.60% |
NGL ENERGY PARTNERS LP Earnings Call Transcript Summary of Q1 2026
NGL reported a modest beat in 1Q26 with consolidated adjusted EBITDA of $144M (up ~4% y/y), driven primarily by strong performance in Water Solutions. Water Solutions EBITDA rose ~14% to $142.9M as disposal volumes and pipeline revenue increased (LEX II commenced operations); operating cost per barrel declined to $0.22. Management reaffirmed full-year adjusted EBITDA guidance of $615M–$625M and will reassess after Q2. The company completed several portfolio actions in the quarter: closed sales of Rack marketing, Limestone Ranch interest, and most of wholesale propane (17 terminals); began further Liquids asset divestitures; paid down its ABL (with a small residual expected during a butane build); repurchased ~$19M of 2032 notes, repurchased Class D preferred units (~70k) and ~4.7M common units under the buyback plan. Crude Logistics was weaker y/y (Grand Mesa volumes down) but is expected to strengthen as Grand Mesa volumes ramp. Liquids Logistics EBITDA is now small and seasonal (butane blending is the primary remaining contributor). Capital allocation will remain opportunistic, prioritizing balance-sheet improvement and actions that maximize return (debt repurchases, preferred/unit buybacks, and selective common repurchases).
