NGL Earnings Prediction
The chart below shows how NGL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NGL sees a -5.08% change in stock price 10 days leading up to the earnings, and a +2.19% change 10 days following the report. On the earnings day itself, the stock moves by +0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
NGL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.55B
-17.15%
14.52%
Gross Margin
--
--
--
Operating Margin
95.78%
1700.38%
1557.09%
Net Margin
0.94%
-61.63%
276.00%
EPS
--
--
--
No Data Available
NGL Earnings Analysis
NGL Energy Partners LP Corporation (NGL.N) Earnings Conference Call
Positive
Increased Crude Oil Volume: New long-term contracts with Prairie Operating are expected to increase Grand Mesa's crude oil volume to 100,000 barrels per day, enhancing future revenue potential.
Terminal Sale Proceeds: Proceeds from the sale of 17 natural gas liquids terminals and one terminal in Green Bay, Wisconsin, are projected to be approximately $95 million, contributing positively to cash flow and balance sheet strength.
Biodiesel Business Wind Down: The winding down of the biodiesel marketing business is expected to reduce working capital needs by $30 million to $40 million annually, streamlining operations and improving financial efficiency.
Water Solutions EBITDA Growth: Adjusted EBITDA for Water Solutions increased to $132.7 million in the third quarter, up from $121.3 million in the prior year, reflecting a 12% increase in total disposal volumes.
LEX II Project Performance: The LEX II project commenced operations in October and is performing as expected, contributing positively to the overall operational performance of the company.
Negative
EBITDA Decline Analysis: Consolidated adjusted EBITDA for the quarter decreased to $147,700,000 from $151,700,000 in the prior year, indicating a decline of approximately 2% year-over-year.
Biodiesel Business Decline: The biodiesel business generated negative adjusted EBITDA of $12,100,000 in the third quarter, contributing to the overall decline in adjusted EBITDA for the quarter.
Crude Oil Volume Decline: Crude oil logistics segment saw a drop in fiscal volumes on Grand Mesa, averaging 61,000 barrels per day compared to 70,000 barrels per day in the same quarter last year, reflecting a decrease of about 13% in volume.
EBITDA Decline Analysis: Liquids Logistics adjusted EBITDA plummeted to $8,200,000 from $26,300,000 in the prior third quarter, marking a significant decline of approximately 69% year-over-year.
EBITDA Guidance Update: The full year EBITDA guidance was updated to $620,000,000, indicating additional weakness in the Liquids segment compared to previous expectations.
NGL FAQs
How does NGL typically perform around its earnings report dates?
Is NGL Energy Partners LP (NGL) Q3 2025 Earnings Call Summary positive or negative?
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NGL Earning Call Sentiment
Earnings call transcript: NGL Energy Q3 2025 misses earnings forecast
NGL.N
-20.55%Positive
The earnings call presents a mixed picture: while the company has successfully executed strategic initiatives like warrant purchase and asset sales, and improved cost efficiency, there's a slight reduction in EBITDA guidance and significant decline in liquids logistics EBITDA. The Q&A section reveals management's reluctance to provide clear future guidance, which may concern investors. The winding down of the biodiesel business and a slight reduction in EBITDA guidance are offset by positive moves like debt reduction and buyback programs. Overall, the sentiment is neutral, with no strong catalysts for significant stock movement.
