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Genesis Energy, L.P. Class A Common Units (GEL) Q3 2026 Earnings Call TranscriptGenesis Energy, L.P. Class A Common Units (GEL) Q3 2026 Earnings Call Transcript
Genesis Energy's recent operational rebound, with gross margins expanding to 32.1% and FCF turning positive at $148.0M in 2026Q2, suggests a cyclical recovery driven by improved pricing power and disciplined capex.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | -$0.05+72.2% vs -$0.18 | $449M+0.0% vs $449M |
Q3 2026 Aug 6, 2026 | $0.26+1200.0% vs $0.02 | $532M+0.0% vs $532M |
Q2 2026 May 7, 2026 | -$0.06-137.5% vs $0.16 | $447M+0.0% vs $447M |
Q1 2026 Feb 12, 2026 | $0.04-85.7% vs $0.28 | $441M+0.0% vs $441M |
Genesis Energy, L.P. Class A Common Units (GEL) Q3 2026 Earnings Call Transcript
Genesis Energy NYSE: GEL expects full-year 2026 adjusted EBITDA to land near or possibly below the low end of its original guidance, as lower-than-anticipated offshore pipeline volumes and delays in new Gulf of Mexico wells offset a third quarter without weather-related disruptions.
HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) today announced its third quarter results. We generated the following financial results for the third quarter of 2026: Net Income Attributable to Genesis Energy, L.P. of $2.4 million for the third quarter of 2026 compared to Net Income Attributable to Genesis Energy, L.P. of $9.2 million for the same period in 2025. Cash Flows from Operating Activities of $78.4 million for the third quarter of 2026 compared to $70.3 million for the same.
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Benchmark GEL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Genesis Energy, L.P. (GEL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $12.86 | $1.57B | 21.84 | -45.03% | 3.85% | 16.08% | 5.13% | |
| $2.03 | $79.42M | -11.33 | 1.2% | -0.86% | — | 1.01% | |
| $19.77 | $754.31M | 15.88 | -10.63% | 1.17% | — | 10.62% | |
| $14.95 | $1.87B | -7.65 | -9.02% | -6.36% | -287.12% | 5.98% | |
| $37.03 | $80.12B | 12.25 | -6.44% | 10.24% | 21.41% | 5.77% | |
| $23.92 | $16.88B | 6.29 | -11.61% | 4.81% | 20.34% | 6.35% |
Genesis Energy, L.P. (GEL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Genesis Energy, L.P. (GEL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 26, 2026·SEC
May 7, 2026·SEC
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Genesis Energy, L.P. (GEL) stock FAQ — growth, dividends, profitability & financials explained
Genesis Energy, L.P. (GEL) reported $1.87B in revenue over the trailing twelve months. Revenue was $1.63B in fiscal year 2025. That is 338% more than the $372.0M of fiscal year 1996.
Genesis Energy, L.P. (GEL) revenue fell by 2.4% over the trailing twelve months, compared with the twelve months before.
Yes. Genesis Energy, L.P. (GEL) earned $71.9M in net income over the trailing twelve months (a 3.9% net margin).
Yes. Genesis Energy, L.P. (GEL) pays a dividend that yields 5.13% at the current price, a high yield.
Genesis Energy, L.P. (GEL) had a return on equity (ROE) of 16.1% over the trailing twelve months. That is above the market's typical 10-15%.
Genesis Energy, L.P. (GEL) generated $347.9M in free cash flow over the trailing twelve months.
