NGL Energy Partners LP
NGL-PB
$23.85 0.00%
Exchange: NYSE | Sector: Energy | Industry: Oil Gas Midstream
Q1 2026
Published: Aug 7, 2025

Earnings Highlights

  • Revenue of $622.16M down 61.8% year-over-year
  • EPS of $0.04 increased by 102.3% from previous year
  • Gross margin of 88.6%
  • Net income of 68.92M
  • "Transcript not provided; quotes unavailable." -
NGL-PB
Company NGL-PB

Executive Summary

NGL Energy Partners LP reported QQ1 2026 revenue of $622.2 million, down 61.82% year over year and 59.84% quarter over quarter, reflecting a challenging macro backdrop for energy midstream volumes and pricing. Notwithstanding the revenue contraction, gross profit stood at $551.4 million, delivering an impressive gross margin of 88.6%, and EBITDA of $161.7 million (EBITDA margin about 26.0%). Net income was $68.9 million with earnings per share of $0.0403, underscoring earnings quality despite a weak top line. Operating income reached $87.1 million (operating margin ~14.0%). The company generated cash from operations of $33.2 million but recorded a negative free cash flow of approximately $4.9 million, reflecting ongoing capital spending and working capital dynamics.

Key Performance Indicators

Revenue
Decreasing
622.16M
QoQ: -59.84% | YoY: -61.82%
Gross Profit
Increasing
551.39M
88.63% margin
QoQ: 219.04% | YoY: 244.00%
Operating Income
Increasing
87.12M
QoQ: 15.39% | YoY: 205.89%
Net Income
Increasing
68.92M
QoQ: 410.27% | YoY: 129.11%
EPS
Increasing
0.04
QoQ: 133.58% | YoY: 102.25%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 622.16 0.04 -61.8% View
Q3 2025 1,549.07 -0.12 -17.2% View
Q2 2025 1,352.68 -0.21 -26.5% View
Q1 2025 1,387.26 -0.14 -14.2% View
Q4 2024 1,629.59 -1.79 -20.5% View