NYSE$GEL

Genesis Energy LP · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Genesis Energy LP reported net income from continuing operations of $10.0 million for Q2 2025.

The company generated total revenues of $377.3 million in the second quarter, with operating income of $67.7 million. Performance was driven by growth in offshore pipeline transportation volumes and contractual minimum volume commitments, partially offset by lower onshore product sales. The quarter reflected the impact of the Alkali Business sale completed earlier in the year.

  • Total revenues declined 12% year-over-year to $377.3 million due to lower onshore product sales.
  • Offshore pipeline transportation revenue rose to $125.4 million on higher volumes and new MVCs from the Shenandoah development.
  • Net income from continuing operations improved to $10.0 million from a loss in the prior-year quarter.
  • Available Cash before Reserves totaled $32.2 million for the quarter.

Headline financials

Total Revenue

$377M

Previous: $756M-50.1%
EPS (adj)

-$0.12

Previous: -$0.25+52.0%
Net Income

-$406K

Previous: -$8.74M+95.4%
Operating Income

$67.7M

Previous: $58.7M+15.3%
Cash & Equivalents

$4.45M

Previous: $13.7M-67.5%

Revenue & EPS history

Genesis Energy · Revenue · Quarterly

$377M

Q2 2025-50.1%vs Q2 2024
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Revenue by segment

Genesis Energy · $377M total across 3 segments · Q2 2025

  • Onshore Transportation and Services
    $172M
  • Offshore Pipeline Transportation
    $125M
  • Marine Transportation
    $79.6M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+4.5%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+19.2%

Q1 2020

Best reaction

-14.3%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.5%-4.1%-5.0%
Q4 2025-1.7%+1.6%+2.1%
Q3 2025+1.1%-1.9%-2.4%
Q1 2025+0.3%+0.3%+9.3%
Q4 2024+14.1%+18.2%+27.3%
Q3 2024-14.3%-13.0%-7.1%
Q2 2024-4.2%-4.7%-0.6%
Q1 2024+8.5%+11.8%+6.4%
Q4 2023+2.3%+2.0%-3.8%
Q3 2023+3.8%+0.5%+10.9%
Q2 2023-11.8%-6.2%+10.3%
Q1 2023-4.8%-7.4%-4.8%
Q4 2022+4.2%+6.4%-1.7%
Q3 2022+7.5%+6.1%-5.6%
Q2 2022+14.8%+17.8%+40.9%
Q1 2022+6.2%-1.3%+9.1%
Q4 2021-3.2%-4.6%+1.9%
Q3 2021+6.2%+21.6%-0.7%
Q2 2021-12.8%-19.2%-19.7%
Q1 2021+0.9%+3.7%+11.9%
Q4 2020+3.7%+7.3%+30.0%
Q3 2020+6.5%+37.5%+87.8%
Q2 2020-9.4%-2.4%-20.8%
Q1 2020+19.2%+24.0%+112.8%
Q4 2019-13.7%-25.5%-76.2%
Q3 2019-3.2%-5.5%-9.4%
Q2 2019-6.3%-6.7%-3.4%
Q1 2019-1.1%-3.3%-0.5%
Q4 2018-3.4%+0.0%+2.9%
Q3 2018+0.6%+4.5%-0.3%
Q2 2018-5.6%-6.0%-2.4%
Q1 2018+2.5%+3.0%+10.4%
Q4 2017-2.1%-1.3%-3.9%
Q3 2017+0.5%-0.9%-4.3%
Q2 2017-1.2%-1.7%-11.8%
Q1 2017-0.7%-0.9%-0.9%
Q4 2016-7.5%-6.8%-13.6%
Q3 2016-3.9%-3.9%-1.2%
Q2 2016-2.9%-2.0%+1.1%
Q1 2016+1.1%
Q4 2015+0.9%
Q3 2015+1.8%
Q2 2015-2.0%
Q1 2015+0.1%
Q4 2014+2.1%
Q3 2014+7.5%
Q2 2014-1.1%
Q1 2014+0.4%
Q4 2013+1.9%
Q3 2013-0.8%
Q2 2013-1.2%
Q1 2013+0.4%
Q4 2012+2.8%
Q3 2012+3.0%
Q2 2012+1.7%
Q1 2012-0.3%
Q4 2011+0.6%
Q3 2011-2.2%
Q2 2011+3.8%
Q1 2011-3.6%
Q4 2010+2.6%
Q3 2010-4.3%
Q2 2010+0.9%
Q1 2010+5.5%

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