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Global Partners (GLP)
NYSE:GLP
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.36Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Feb 27, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call highlighted several clear strengths: stronger fuel margins and GDSO product margin gains, successful integration of recent terminal acquisitions (Providence), continued distribution increases with healthy coverage, and investments in analytics and terminal capabilities poised to drive future efficiency. Offsetting these positives were meaningful declines in wholesale margins and distributable cash flow (both down roughly mid-teens to high-20s percentages in key metrics), a drop in adjusted EBITDA, and elevated near-term CapEx and revolver borrowings. Overall, positives around margin recovery in GDSO and strategic execution are balanced by significant cash flow and wholesale challenges, leading to a balanced/neutral view.Company Guidance
GDSO Product Margin Strength
GDSO product margin increased by $17.7M (approximately +8.3%) to $231.3M in Q4 2025, driven largely by stronger fuel margins and higher gasoline product margins.
Gasoline Distribution Margin Improvement
Product margin from gasoline distribution rose $19.9M (≈+13.7%) to $165.0M in Q4 2025, reflecting a favorable fuel margin environment.
Per-Gallon Fuel Margin Expansion
Fuel margins improved by $0.09/gal, rising to $0.45/gal from $0.36/gal (≈+25%), supporting higher product margins in GDSO.
Net Income and Distribution Increase
Net income increased to $25.1M from $23.9M (≈+5.0%). The Board approved a quarterly cash distribution of $0.76 per common unit (the 17th consecutive increase), supported by a distribution coverage of 1.56x (1.5x including preferred).
Strategic Acquisitions and Network Expansion
Providence terminal completed its first full year and exceeded expectations, expanding storage, marine, and truck rack capabilities. The company also expanded bunkering into the Houston market via a lease at the Texas City terminal and grew terminal capabilities and third-party volumes.
Investment in Analytics and Capabilities
Investments in data/analytics and terminal capabilities were highlighted as drivers of improved operational visibility and future cost savings; Q4 CapEx was $38.8M (maintenance $22.6M, expansion $16.2M) and full-year expansion CapEx was $37.5M with guidance for 2026 expansion CapEx of $75–85M (excluding acquisitions).
GLP Earnings History
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
GLP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 07, 2025 | $43.01 | $40.74 | -5.26% |
Jun 30, 2025 | $50.02 | $50.19 | +0.34% |
May 08, 2025 | $47.02 | $45.02 | -4.25% |
Feb 28, 2025 | $53.01 | $53.81 | +1.52% |
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 Global Partners (GLP) report earnings?
Global Partners (GLP) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Global Partners (GLP) earnings time?
Global Partners (GLP) earnings time is at May 01, 2026, 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 GLP EPS forecast?
Currently, no data Available