NYSE$EPD

Enterprise Products Partners LP · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Enterprise reported an increase in net income and distributable cash flow, driven by record pipeline volumes and improved natural gas processing margins.

Enterprise Products Partners L.P. reported a strong third quarter in 2024, with an 8% increase in earnings per common unit and a 5% increase in distributable cash flow. The company achieved record pipeline volumes and benefited from improved natural gas processing margins. The acquisition of Piñon Midstream was completed in October, expanding the company's Permian processing footprint.

  • Net income attributable to common unitholders increased by 8% to $1.4 billion, or $0.65 per unit.
  • Distributable Cash Flow (DCF) rose by 5% to $2.0 billion.
  • The company repurchased approximately $76 million of its common units on the open market.
  • Total capital investments were $1.2 billion, including $1.1 billion for growth capital projects.

Headline financials

Total Revenue

$13.8B

Previous: $12B+14.8%
EPS (adj)

$0.65

Previous: $0.60+8.3%
Equivalent pipeline vols

13.0M

No prior period
Liquids pipeline vols

7.8M

No prior period
Marine terminal vols

2.1M

No prior period
Natural gas pipeline vols

19517.0B

No prior period
NGL fractionation vols

1.7M

No prior period
Propylene production

124.0K

No prior period
NG processing inlet vols

7.6B

No prior period
Fee-based NG processing

6.8B

No prior period
Equity NGL-equivalent

204.0K

No prior period
Capital Expenditures

-$3.49B

Previous: -$2.25B-54.6%
Net Income

$1.43B

Previous: $1.32B+8.6%
Operating Income

$1.78B

Previous: $1.7B+5.0%
Gross Profit

$1.74B

Previous: $3.21B-45.8%

Revenue & EPS history

Enterprise Products · Revenue · Quarterly

$13.8B

Q3 2024+14.8%vs Q3 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Enterprise expects to complete construction on several projects in 2025, providing visibility to new sources of cash flow and enhancing the NGL value chain.

Tailwinds

  • Completing construction on two Permian processing plants.
  • Completing the Bahia pipeline.
  • Completing Fractionator 14.
  • Completing Phase 1 of our Neches River NGL Export Terminal.
  • Completing the last phase of our Morgan’s Point Terminal Flex Expansion.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.1%

Avg return

Earnings day

-1.4%

Avg return

5 days after

+0.6%

Avg return

30 days after

49%

35 / 71 earnings

Positive

+12.2%

Q2 2011

Best reaction

-5.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%+0.1%-0.1%
Q4 2025+4.8%+5.5%+12.7%
Q3 2025+1.6%-2.9%+5.2%
Q2 2025-1.2%-2.6%+0.2%
Q1 2025-1.8%-2.9%-0.4%
Q4 2024-0.4%-0.6%-1.1%
Q3 2024+0.4%-1.1%+15.5%
Q2 2024-2.8%-4.1%-1.5%
Q1 2024-3.0%-1.7%-1.7%
Q4 2023-0.4%-2.0%+3.7%
Q3 2023-1.8%+0.8%+1.3%
Q2 2023+0.2%+0.0%+0.4%
Q1 2023-2.6%-2.7%-2.4%
Q4 2022+0.8%+0.9%+1.9%
Q3 2022-1.8%-1.2%-1.7%
Q2 2022-2.4%-1.5%-0.2%
Q1 2022+0.9%+4.0%+7.9%
Q4 2021+1.3%+1.5%+5.9%
Q3 2021-2.4%-1.0%-6.5%
Q2 2021-3.3%-5.5%-5.1%
Q1 2021+0.7%+1.0%+5.6%
Q4 2020-1.5%+1.3%+9.8%
Q3 2020-2.5%-5.0%+15.5%
Q2 2020-3.7%-3.9%-3.3%
Q1 2020+1.9%-1.1%+10.8%
Q4 2019-5.5%-4.3%-14.4%
Q3 2019-2.6%-4.7%-2.8%
Q2 2019+1.7%-1.3%-3.0%
Q1 2019-0.1%-0.3%-2.6%
Q4 2018+1.8%+3.3%+0.4%
Q3 2018+1.9%+2.1%-0.9%
Q2 2018+0.7%+0.8%-1.4%
Q1 2018+1.0%+0.9%+8.1%
Q4 2017-0.8%-7.2%-11.3%
Q3 2017-0.1%+0.0%+0.1%
Q2 2017-2.4%-4.1%-4.2%
Q1 2017-1.4%-1.9%-2.7%
Q4 2016-2.6%-1.4%-2.7%
Q3 2016-4.8%-7.8%-4.1%
Q2 2016-0.1%-5.6%-6.7%
Q1 2016-1.6%
Q4 2015+7.6%
Q3 2015+3.6%
Q2 2015-3.7%
Q1 2015+2.0%
Q4 2014+3.3%
Q3 2014+0.3%
Q2 2014-4.6%
Q1 2014+0.4%
Q4 2013+3.5%
Q3 2013-0.3%
Q2 2013+0.1%
Q1 2013-2.2%
Q4 2012+1.1%
Q3 2012-4.0%
Q2 2012-0.4%
Q1 2012+0.8%
Q4 2011+0.7%
Q3 2011-0.4%
Q2 2011+12.2%
Q1 2011+0.2%
Q4 2010-0.6%
Q3 2010+0.5%
Q2 2010-2.0%
Q4 2009-2.0%
Q1 2009+5.1%
Q1 2010+3.5%
Q4 2007+1.1%
Q3 2009+0.4%
Q4 2008+0.4%
Q2 2009+0.1%

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