NYSE$WES

Western Midstream Partners LP · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Western Midstream reported strong earnings in Q4 2024, with increased throughput and free cash flow.

Western Midstream Partners, LP reported Q4 2024 net income of $325.9 million and Adjusted EBITDA of $590.7 million. Natural gas, crude oil, and produced water throughput saw sequential growth. The company generated $309.3 million in free cash flow and maintained a strong balance sheet while executing its capital return strategy.

  • Net income of $325.9 million and Adjusted EBITDA of $590.7 million in Q4 2024.
  • Generated $309.3 million in free cash flow, supporting capital return strategy.
  • Natural gas throughput increased by 4% sequentially to 5.2 Bcf/d.
  • Announced Q4 base distribution of $0.875 per unit, consistent with prior quarters.

Headline financials

Total Revenue

$929M

Previous: $858M+8.2%
EPS (adj)

$0.85

Previous: $0.74+14.9%
Per-Mcf Adjusted Gross Margin for Natural Gas Assets

$1.30

No prior period
Per-Bbl Adjusted Gross Margin for Crude Oil and NGLs Assets

$2.94

No prior period
Per-Bbl Adjusted Gross Margin for Produced Water Assets

$0.96

No prior period
Total Throughput for Natural Gas Assets (MMcf/d)

5.2K

No prior period
Total Throughput for Crude Oil and NGLs Assets (MBbls/d)

541

No prior period
Total Throughput for Produced Water Assets (MBbls/d)

1.1K

No prior period
Capital Expenditures

-$238M

Previous: -$199M-20.0%
Net Income

$326M

Previous: $282M+15.7%
Operating Income

$426M

Previous: $362M+17.5%
Gross Profit

$726M

Previous: $452M+60.7%

Revenue & EPS history

Western Midstream · Revenue · Quarterly

$929M

Q4 2024+8.2%vs Q4 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Western Midstream expects continued volume growth across its core business segments, with infrastructure expansion projects supporting future revenue streams. The company remains focused on capital efficiency and stable distributions.

Tailwinds

  • Projected mid-to-low single-digit annual distribution growth rate.
  • Expected strong throughput growth in Delaware and DJ Basins.
  • Continued leverage reduction to maintain financial flexibility.
  • New long-term produced-water agreement with Occidental.
  • Expansion of natural gas processing infrastructure with Mentone III and North Loving projects.

Headwinds

  • Potential macroeconomic headwinds impacting energy demand.
  • Higher interest expenses due to rising rate environment.
  • Commodity price volatility affecting revenue stability.
  • Ongoing capital expenditure requirements for expansion projects.
  • Regulatory uncertainties in key operating regions.

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 Q4 2024

Historical avgQ4 2024

+0.8%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.1%

Avg return

30 days after

44%

24 / 54 earnings

Positive

+42.0%

Q3 2020

Best reaction

-11.9%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.1%+7.5%+7.3%
Q4 2025-6.0%-6.7%-5.1%
Q3 2025+2.5%+4.9%+7.1%
Q2 2025-5.0%-5.4%-5.7%
Q1 2025+2.2%+9.5%+6.2%
Q4 2024-1.2%-4.3%+2.5%
Q3 2024-1.2%-5.4%+6.6%
Q2 2024+1.5%-2.6%-3.0%
Q1 2024+2.3%+4.2%+7.3%
Q4 2023+9.1%+10.0%+12.4%
Q3 2023+6.7%+5.6%+11.3%
Q2 2023-2.1%+0.5%-7.5%
Q1 2023-0.8%+0.6%+2.9%
Q4 2022-3.5%-4.6%-10.1%
Q3 2022-1.6%-3.2%+0.3%
Q2 2022-6.2%-2.6%-1.1%
Q1 2022-0.5%+6.4%+16.9%
Q4 2021-2.6%+4.5%+0.6%
Q3 2021-1.5%+1.4%-7.6%
Q2 2021+2.8%+6.4%+6.9%
Q1 2021+0.8%+3.8%+4.8%
Q4 2020+11.3%+3.9%+12.6%
Q3 2020+42.0%+44.1%+93.1%
Q2 2020+2.1%-3.2%-15.1%
Q1 2020-5.5%-7.9%+24.8%
Q4 2019-2.6%-1.0%-75.2%
Q3 2019-3.9%-7.7%-17.1%
Q2 2019-11.9%-15.4%-22.5%
Q1 2019-6.0%-8.7%-11.4%
Q4 2018+3.7%+7.6%+1.5%
Q3 2018-1.7%+0.1%-0.8%
Q2 2018-3.9%-2.9%-9.8%
Q1 2018+1.7%+1.4%+8.3%
Q4 2017-2.2%-2.6%-11.3%
Q3 2017-0.4%-2.4%-8.5%
Q2 2017+0.7%-0.5%-3.2%
Q1 2017-1.6%-3.1%-5.0%
Q4 2016-1.0%-4.3%-4.8%
Q3 2016-0.8%-1.7%-0.0%
Q2 2016+1.9%-0.3%-2.7%
Q1 2016-0.5%
Q4 2015+14.9%
Q3 2015+1.5%
Q2 2015+1.0%
Q1 2015-0.6%
Q4 2014-3.8%
Q3 2014+1.9%
Q2 2014-1.7%
Q1 2014+0.4%
Q4 2013+4.1%
Q3 2013+2.2%
Q2 2013-0.9%
Q1 2013-3.5%
Q4 2012+3.6%
Q3 2012
Q2 2012
Q1 2012
Q4 2011

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