NYSE$GLP

Global Partners LP · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Global Partners reported its financial results for the second quarter ended June 30, 2025, showing a decrease in net income and adjusted EBITDA compared to the same period last year, despite an increase in total sales and volume.

Global Partners experienced a decline in profitability in the second quarter of 2025, with net income falling to $25.2 million from $46.1 million in Q2 2024, and adjusted EBITDA decreasing to $98.2 million from $121.1 million. However, the company saw an increase in total sales to $4.6 billion and total volume to 2.0 billion gallons, driven primarily by growth in the wholesale segment.

  • Net income for Q2 2025 was $25.2 million, a significant decrease from $46.1 million in Q2 2024.
  • Adjusted EBITDA for the quarter was $98.2 million, down from $121.1 million in the prior year.
  • Total sales increased to $4.6 billion in Q2 2025 from $4.4 billion in Q2 2024, primarily due to higher wholesale segment sales.
  • Total volume grew to 2.0 billion gallons in Q2 2025, up from 1.6 billion gallons in the same period last year.

Headline financials

Total Revenue

$4.63B

Previous: $4.41B+4.9%
EPS (adj)

$0.55

Previous: $1.10-50.0%
EBITDA

$95.7M

No prior period
Adjusted EBITDA

$98.2M

No prior period
Distributable Cash Flow

$52M

No prior period
Adjusted DCF

$52.3M

No prior period
Combined Product Margin

$306M

No prior period
Wholesale Product Margin

$91.7M

No prior period
GDSO Product Margin

$208M

No prior period
Commercial Product Margin

$6.11M

No prior period
Total Volume (gallons)

2.0B

No prior period
Wholesale Volume

1.5B

No prior period
GDSO Volume

382.4M

No prior period
Commercial Volume

141.9M

No prior period
Cash Distribution per Unit

$0.75

No prior period
Free Cash Flow

$25.2M

Previous: $46.1M-45.4%
Net Income

$25.2M

Previous: $46.1M-45.4%
Operating Income

$60.1M

Previous: $83.9M-28.4%
Gross Profit

$272M

Previous: $288M-5.4%

Revenue & EPS history

Global Partners · Revenue · Quarterly

$4.63B

Q2 2025+4.9%vs Q2 2024
Beat estimate in 2 of 14 quarters(14%)
ActualEstimate

Forward guidance

The company did not provide specific forward-looking financial guidance for future quarters or the full year in this report. However, the CEO's commentary highlighted solid year-over-year growth in earnings and cash flow for the first half of 2025, and the strategic acquisition of key terminals is expected to strengthen the foundation for long-term value.

Tailwinds

  • Solid year-over-year growth in earnings and cash flow for the first half of 2025.
  • Effectiveness of the diversified asset base and disciplined execution.
  • Pleased with the second-quarter performance of retail, terminal, and wholesale liquid energy portfolio.
  • Strategic acquisition of key terminals expanded reach and enhanced market presence.
  • Strengthened foundation for delivering long-term value to unitholders.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • Uncertainty around the timing of an economic recovery in the United States.
  • Economic recovery will impact the demand for products sold and services provided.
  • Future performance is subject to a wide range of business risks, uncertainties, and factors.
  • No assurance that future developments affecting the Partnership will be those anticipated.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-1.5%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-0.9%

Avg return

30 days after

49%

32 / 65 earnings

Positive

+14.1%

Q3 2014

Best reaction

-26.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%+2.0%
Q4 2025-2.7%-0.3%-8.3%
Q3 2025-5.3%-6.9%+0.7%
Q2 2025+1.2%-0.6%+2.6%
Q1 2025-3.2%-2.9%+6.9%
Q4 2024+1.5%-3.6%-4.5%
Q3 2024+2.7%+2.0%+17.8%
Q2 2024+1.2%-4.8%+7.0%
Q1 2024-4.5%-14.0%-0.1%
Q4 2023+2.0%+2.5%-2.9%
Q3 2023+3.2%+5.2%+18.1%
Q2 2023-7.6%-8.8%-5.1%
Q1 2023+5.0%+5.0%+4.9%
Q4 2022+1.3%+1.1%-9.3%
Q3 2022-10.6%-12.3%-6.1%
Q2 2022-2.0%-4.2%+3.2%
Q1 2022-8.3%-7.6%+7.5%
Q4 2021+0.7%-0.1%+6.1%
Q3 2021-4.5%-4.5%-3.8%
Q2 2021-14.5%-18.3%-19.3%
Q1 2021-12.9%-13.1%-1.7%
Q4 2020+2.7%+5.7%+6.8%
Q3 2020-3.1%-2.9%+8.4%
Q2 2020+0.5%+1.8%-3.6%
Q1 2020-11.1%-15.8%-0.7%
Q4 2019-26.0%-21.8%-50.3%
Q3 2019-2.3%-1.5%-3.3%
Q2 2019-2.4%-1.7%-5.5%
Q1 2019-1.1%-0.2%+7.8%
Q4 2018+0.8%-1.5%+2.7%
Q3 2018-5.0%-2.1%-16.1%
Q2 2018+2.1%+4.6%-6.4%
Q1 2018+2.1%+5.0%+1.5%
Q4 2017+1.5%+7.1%-4.3%
Q3 2017+1.1%-1.4%-4.2%
Q2 2017-0.9%-2.6%-3.7%
Q1 2017+1.6%+7.5%+0.3%
Q4 2016+7.2%+4.1%+9.4%
Q3 2016-3.5%+6.1%+1.9%
Q2 2016+9.5%+12.1%+9.7%
Q1 2016-8.0%
Q4 2015-2.9%
Q3 2015-6.7%
Q2 2015-2.7%
Q1 2015-1.9%
Q4 2014-3.1%
Q3 2014+14.1%
Q2 2014+1.8%
Q1 2014+1.9%
Q4 2013+1.5%
Q3 2013-4.1%
Q2 2013-13.5%
Q1 2013+3.9%
Q4 2012+1.3%
Q3 2012-1.3%
Q2 2012+0.5%
Q1 2012-1.3%
Q4 2011-1.4%
Q3 2011-3.0%
Q2 2011-10.3%
Q1 2011+0.6%
Q4 2010+2.3%
Q3 2010+0.7%
Q2 2010+1.1%
Q1 2010+13.4%

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