GEL · Genesis Energy LP
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Consolidated EBITDA non-GAAP | $610.1M | the trailing twelve months ended June 30, 2026 | +3.7% |
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| Adjusted EBITDA non-GAAP | $312.4M | Six Months Ended June 30, 2026 | — |
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| Available Cash before Reserves non-GAAP | $122.09M | Six Months Ended June 30, 2026 | — |
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| Available Cash before Reserves to common unitholders non-GAAP | $78.3M | the second quarter of 2026 | — |
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| Cash Flows from Operating Activities | $180.75M | Three Months Ended June 30, 2026 | — |
| CHOPS crude oil pipeline volumes (100% basis) | 396,708 | Three Months Ended June 30, 2026 filing | — |
| CHOPS crude oil pipeline volumes (net to ownership interest) | 253,893 | Three Months Ended June 30, 2026 filing | — |
| CHOPS Crude oil pipelines (average Bbls/day) | 396,708 | Three Months Ended June 30, 2026 | — |
| Crude oil product sales (average Bbls/day) | 21,450 | Three Months Ended June 30, 2026 | — |
| GOPL crude oil pipeline volumes (100% basis) | 1,454 | Three Months Ended June 30, 2026 filing | — |
| GOPL crude oil pipeline volumes (net to ownership interest) | 1,454 | Three Months Ended June 30, 2026 filing | — |
| GOPL Crude oil pipelines (average Bbls/day) | 1,454 | Three Months Ended June 30, 2026 | — |
| Inland Barge Utilization Percentage | 97.4% | Three Months Ended June 30, 2026 | — |
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| Jay Crude oil pipelines (average Bbls/day) | 9,032 | Three Months Ended June 30, 2026 | — |
| Louisiana Crude oil pipelines (average Bbls/day) | 62,748 | Three Months Ended June 30, 2026 | — |
| Maintenance capital utilized non-GAAP | -$15.45M | Three Months Ended June 30, 2026 | — |
| Marine transportation Segment Margin non-GAAP | $25.65M | Three Months Ended June 30, 2026 filing | — |
| Mississippi Crude oil pipelines (average Bbls/day) | 1,069 | Three Months Ended June 30, 2026 | — |
| NaHS volumes (Dry short tons "DST" sold) | 22,555 | Three Months Ended June 30, 2026 | — |
| NaOH (caustic soda) volumes (DST sold) | 9,322 | Three Months Ended June 30, 2026 | — |
| Natural gas transportation volumes (100% basis) | 372,312 | Three Months Ended June 30, 2026 filing | — |
| Natural gas transportation volumes (MMBtus/day) | 372,312 | Three Months Ended June 30, 2026 | — |
| Natural gas transportation volumes (net to ownership interest) | 107,582 | Three Months Ended June 30, 2026 filing | — |
| Odyssey crude oil pipeline volumes (100% basis) | 61,963 | Three Months Ended June 30, 2026 filing | — |
| Odyssey crude oil pipeline volumes (net to ownership interest) | 17,969 | Three Months Ended June 30, 2026 filing | — |
| Odyssey Crude oil pipelines (average Bbls/day) | 61,963 | Three Months Ended June 30, 2026 | — |
| Offshore Barge Utilization Percentage | 92.4% | Three Months Ended June 30, 2026 | — |
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| Offshore crude oil pipelines total (average Bbls/day) | 773,055 | Three Months Ended June 30, 2026 | — |
| Offshore pipeline transportation Segment Margin non-GAAP | $115.63M | Three Months Ended June 30, 2026 filing | — |
| Onshore crude oil pipelines total (average Bbls/day) | 192,981 | Three Months Ended June 30, 2026 | — |
| Onshore transportation and services Segment Margin non-GAAP | $28.21M | Three Months Ended June 30, 2026 filing | — |
| Poseidon crude oil pipeline volumes (100% basis) | 312,930 | Three Months Ended June 30, 2026 filing | — |
| Poseidon crude oil pipeline volumes (net to ownership interest) | 200,275 | Three Months Ended June 30, 2026 filing | — |
| Poseidon Crude oil pipelines (average Bbls/day) | 312,930 | Three Months Ended June 30, 2026 | — |
| Rail unload volumes (average Bbls/day) | 18,626 | Three Months Ended June 30, 2026 | — |
| Texas Crude oil pipelines (average Bbls/day) | 120,132 | Three Months Ended June 30, 2026 | — |
| Total common units outstanding | 122,214,318 | June 30, 2026 | — |
| Total crude oil offshore pipelines volumes (100% basis) | 773,055 | Three Months Ended June 30, 2026 filing | — |
| Total crude oil offshore pipelines volumes (net to ownership interest) | 473,591 | Three Months Ended June 30, 2026 filing | — |
| Total Segment Margin non-GAAP | $325.92M | Six Months Ended June 30, 2026 | — |
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| Adjusted Consolidated EBITDA (per our senior secured credit facility) non-GAAP | $586.98M | Pro Forma LTM March 31, 2026 | — |
| Adjusted Debt non-GAAP | $3.16B | March 31, 2026 | — |
| Crude oil product sales | 22,158 | Three Months Ended March 31, 2026 | — |
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| NaHS volumes | 19,783 | Three Months Ended March 31, 2026 | — |
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| NaOH (caustic soda) volumes | 8,609 | Three Months Ended March 31, 2026 | — |
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| Natural gas transportation volumes | 391,922 | Three Months Ended March 31, 2026 | — |
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| Offshore crude oil pipelines total | 762,226 | Three Months Ended March 31, 2026 | — |
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| Onshore crude oil pipelines total | 190,245 | Three Months Ended March 31, 2026 | — |
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| Rail unload volumes | 20,214 | Three Months Ended March 31, 2026 | — |
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| CHOPS | 357,207 | Year Ended December 31 | — |
| Consolidated EBITDA (per our senior secured credit facility) non-GAAP | $544.32M | Pro Forma LTM December 31, 2025 | — |
| Corporate preferred units repurchased | $25M | Q4 FY2025 | — |
| GOPL | 1,629 | Year Ended December 31 | — |
| Jay | 5,847 | Year Ended December 31 | — |
| Louisiana | 49,851 | Year Ended December 31 | — |
| Maintenance capital expenditures | $71.5M | Year Ended December 31 | — |
| Mississippi | 1,099 | Year Ended December 31 | — |
| Net proceeds from Alkali business sale | $1B | FY2025 | — |
| Normalized annual cash cost of operating business | $475M | FY2025 | — |
| Odyssey | 66,906 | Year Ended December 31 | — |
| Outstanding borrowings under senior secured revolving credit facility | $6.4M | FY2025 | — |
| Poseidon | 256,777 | Year Ended December 31 | — |
| Quarterly distribution per common unit | $0.18 | Q4 FY2025 | — |
| Texas | 99,322 | Year Ended December 31 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas Midstream — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GEL
this stock
Genesis Energy LP
|
$1.96B | +2.9% | +43.6% | — | 2.5% |
|
ENB
Enbridge Inc
|
$109.64B | +5.0% | — | — | 3.2% |
|
WMB
Williams Companies, Inc.
|
$90.18B | +22.7% | +13.8% | 29.4 | 2.0% |
|
EPD
Enterprise Products Partners L.P.
|
$84.26B | +21.7% | -6.4% | — | 0.9% |
|
ET
Energy Transfer LP
|
$73.38B | +29.2% | +3.5% | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GEL | -0.9% | +4.9% | -10.5% | +4.9% | +3.0% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | -1.3% | +1.9% | -24.0% | +1.9% | -9.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.