NYSE$MPLX

MPLX LP · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

MPLX reported Q1 2026 total revenues and other income of $3.04B (-3% YoY) and net income attributable to MPLX of $912M, with diluted LP EPS of $0.90.

For the quarter ended March 31, 2026, MPLX LP posted total revenues and other income of $3.04 billion versus $3.12 billion from logistics and storage assets tied to Marathon Petroleum. Net income attributable to MPLX was $912 million, or $0.90 diluted per LP unit, compared with $1.13 billion and $1.10 a year ago. Distributable cash flow and pipeline throughput remain key metrics for the MLP.

  • Total revenues and other income $3.04B; net income attributable to MPLX $912M.
  • Diluted LP EPS $0.90 versus $1.10 prior year.
  • Midstream logistics and gathering for MPC system.
  • Distribution coverage supported by fee-based contracts.
  • Pipeline and terminal volumes linked to refining throughput.

Headline financials

Total Revenue

$3.04B

Previous: $3.12B-2.8%
EPS (adj)

$0.90

Previous: $1.10-18.2%
Capital Expenditures

-$575M

Previous: $267M-315.4%
Free Cash Flow

$772M

Previous: $979M-21.1%
Net Income

$922M

Previous: $1.14B-18.8%
Operating Income

$1.21B

Previous: $1.37B-11.1%
Gross Profit

$1.78B

Previous: $1.95B-8.7%
Cash & Equivalents

$1.51B

Previous: $2.53B-40.6%
Total Assets

$42.9B

Previous: $39B+10.2%

Revenue & EPS history

MPLX · Revenue · Quarterly

$3.04B

Q1 2026-2.8%vs Q1 2025
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

MPLX discusses distribution policy, growth capex, and MPC sponsor volumes without traditional corporate EPS guidance.

Tailwinds

  • Fee-based midstream cash flows.
  • Strong distributable cash flow coverage.
  • Integration with Marathon refining system.

Headwinds

  • Net income down YoY on lower throughput/revenue.
  • Commodity volume sensitivity.
  • Regulatory and environmental capex requirements.

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 Q1 2026

Historical avgQ1 2026

+0.0%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+1.0%

Avg return

30 days after

47%

22 / 47 earnings

Positive

+10.2%

Q3 2015

Best reaction

-25.5%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%-5.5%-1.5%
Q4 2025-0.1%+1.2%+6.0%
Q3 2025+0.7%+0.8%+9.9%
Q2 2025-3.5%-4.4%-3.6%
Q1 2025-1.7%-3.0%+1.3%
Q4 2024+2.4%+3.4%+1.8%
Q3 2024+4.8%+3.7%+12.1%
Q2 2024+0.7%-0.9%+4.4%
Q1 2024-0.9%-2.0%-4.2%
Q4 2023+1.3%-1.6%+1.0%
Q3 2023+0.3%+0.3%+1.4%
Q2 2023-0.5%-2.1%-1.7%
Q1 2023+0.2%-2.6%-4.4%
Q4 2022+0.4%-1.7%+0.4%
Q3 2022+1.6%+1.6%+0.9%
Q2 2022-0.3%-6.8%+0.1%
Q1 2022+5.3%+0.4%+1.9%
Q4 2021-1.7%-2.8%-4.0%
Q3 2021+1.0%+1.9%-4.3%
Q2 2021-2.9%-4.3%+3.2%
Q1 2021+4.9%+3.7%+6.3%
Q4 2020+3.2%+1.2%+9.4%
Q3 2020+7.3%+2.2%+26.7%
Q2 2020+7.5%+0.7%-2.2%
Q1 2020-1.8%+1.5%+15.4%
Q4 2019-1.1%-4.4%-15.8%
Q3 2019-1.7%-1.2%-10.2%
Q2 2019-1.6%-7.1%-4.9%
Q1 2019-4.6%-4.9%-3.5%
Q4 2018-5.6%-4.0%-4.1%
Q3 2018-1.8%+1.2%-1.4%
Q2 2018+0.1%+1.8%+1.6%
Q1 2018+4.0%+1.9%+5.0%
Q4 2017-2.3%-2.7%-7.0%
Q3 2017+8.8%+8.6%+9.2%
Q2 2017-0.7%+0.6%-6.7%
Q1 2017-3.2%-2.4%-6.5%
Q4 2016-0.6%+1.1%+0.3%
Q3 2016+5.0%+8.1%+5.3%
Q2 2016-1.0%-4.5%+2.1%
Q1 2016-0.7%
Q4 2015-25.5%
Q3 2015+10.2%
Q2 2015-1.5%
Q1 2015-3.0%
Q4 2014+0.3%
Q3 2012+2.7%
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011

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