The earnings call highlighted the successful commissioning of the Shenandoah project and the expected growth in the Offshore Pipeline Transportation segment. Despite delays in production from key projects and challenges in the Marine Transportation segment, Genesis Energy is optimistic about future cash flow and financial flexibility.

Company Guidance

During the Genesis Energy L.P. second-quarter 2025 earnings call, the company provided guidance emphasizing the successful commissioning of the Shenandoah production facility, which boasts a nameplate capacity of 120,000 barrels per day. Despite initial production delays, the project is expected to meet or exceed predrill expectations, with projections of 100,000 barrels per day from the first four wells by September's end. Additionally, the Shenandoah facility is slated for debottlenecking to expand its capacity to 140,000 barrels per day by mid-2026, coinciding with the development of additional wells. The Salamanca development remains on track for first oil by the end of the third quarter, with an initial peak design of 40,000 to 50,000 barrels per day. Genesis anticipates significant increases in its Offshore Pipeline Transportation segment margin, driven by these developments, and expects to generate growing free cash flow starting in the third quarter. Consequently, they aim to reduce their bank leverage ratio closer to the long-term target of around four times, while also exploring capital return opportunities for stakeholders. Despite delays, Genesis expects to meet the low end of its adjusted EBITDA guidance for 2025, with no material impact on 2026 and beyond.

Success in Shenandoah Project

Successful commissioning and start-up of the Shenandoah production facility with 120,000 barrels per day capacity, and initial production expected to reach 100,000 barrels per day from the first four wells by the end of September 2025.

Offshore Pipeline Transportation Growth

Increased volumes in the Offshore Pipeline Transportation segment due to previously impacted wells coming back online, with expectations of further volume growth from new developments.

Marine Transportation Segment Stability

Continued high utilization rates in the Marine Transportation segment, with inland barge utilization over 98% and blue water fleet utilization at 97%.

Financial Positioning

Genesis Energy expects to begin generating free cash flow in Q3 2025, with plans to pay down revolving balance to zero by year-end and potentially increase distributions to common unitholders.

Genesis Energy (GEL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GEL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.13 / -	-0.32	―	―	―
Jul 31, 2025	2025 (Q2)	-0.04 / -0.12	-0.25	52.00% (+0.13)
May 08, 2025	2025 (Q1)	-0.23 / -0.60	-0.09	-566.67% (-0.51)
Feb 13, 2025	2024 (Q4)	-0.31 / -0.58	-0.08	-625.00% (-0.50)
Oct 31, 2024	2024 (Q3)	-0.10 / -0.32	0.29	-210.34% (-0.61)
Aug 01, 2024	2024 (Q2)	-0.03 / -0.25	0.22	-213.64% (-0.47)
May 02, 2024	2024 (Q1)	0.01 / -0.09	-0.21	57.14% (+0.12)
Feb 15, 2024	2023 (Q4)	0.23 / -0.08	0.15	-153.33% (-0.23)
Nov 02, 2023	2023 (Q3)	0.25 / 0.29	-0.12	341.67% (+0.41)
Aug 03, 2023	2023 (Q2)	0.27 / 0.22	0.14	57.14% (+0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GEL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$16.50	$17.36	+5.21%
May 08, 2025	$14.22	$13.81	-2.88%
Feb 13, 2025	$10.18	$11.62	+14.15%
Oct 31, 2024	$12.26	$10.90	-11.09%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Genesis Energy LP (GEL) report earnings?

Genesis Energy LP (GEL) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Genesis Energy LP (GEL) earnings time?

Genesis Energy LP (GEL) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GEL EPS forecast?

GEL EPS forecast for the fiscal quarter 2025 (Q3) is 0.13.

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