US · Energy · Oil & Gas Midstream
EPS came in at 0.24 against a street estimate of 0.22 — a beat of 9.1%.
Analysts rate NGL Energy Partners LP a hold (0 buy, 1 hold, 0 sell out of 1) with an average price target of $5.00.
CONFIDENT NGL posted record water volumes (+19.6% YoY) and raised FY2027 EBITDA guidance $10M to $725–$735M. Water Solutions drove 91% of EBITDA. Management plans to redeem ~50% of Class D preferreds this year and signal dividend reinstatement possible in 2027. Q1 FY27 No geographic segment breakdown provided. Analysts focused on organic growth runway in Delaware, emerging reuse/mineral extraction opportunities, and timing of dividend restoration. Management emphasized 500k barrels/day committed capacity expansion, early-stage talks on lithium/data center deals, and path to reinstatement contingent on Class D reduction. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| Amvescap Plc. | 15.68% |
| Morgan Stanley - Brokerage Accounts | 8.16% |
| The Goldman Sachs Group Inc | 6.84% |
| Bank of America Corp | 6.39% |
| TPG GP A, LLC | 4.63% |
| ING Groep NV | 4.34% |
| Citigroup Inc | 3.45% |
| JPMorgan Chase & Co | 2.27% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • For the three months ended September 30, 2026, total revenue was $986.553 million, up from $674.677 million in the same period of | 2026-11-05 |
| Quarterly report · Q1 FY2027 NGL ENERGY PARTNERS LP – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenue (Q1 FY2027): $989.992 million vs. $622. | 2026-08-04 |
| Annual report FY2026 NGL ENERGY PARTNERS LP – FORM 10-K SUMMARY Fiscal Year Ended March 31, 2026 --- HEADLINE NUMBERS • Market capitalization: $527.7 million as of Sept | 2026-05-28 |
| Material agreement · Q4 FY2026 NGL ENERGY PARTNERS LP - DOCUMENT SUMMARY HEADLINE NUMBERS • New term loan of $950.0 million secured on March 12, 2026 • Term loan matures March 11, | 2026-03-12 |
| Board / officer change · Q4 FY2026 NGL ENERGY PARTNERS LP - FORM 8-K SUMMARY Filed: February 9, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • NGL Energy Partners LP is a limited partnersh | 2026-02-09 |
| Quarterly report · Q3 FY2026 NGL ENERGY PARTNERS LP - FORM 10-Q SUMMARY For Quarter Ended December 31, 2025 --- HEADLINE NUMBERS • Total revenues (9 months): $2,206.6 million ( | 2026-02-03 |
| Proxy statement · Q3 FY2026 PROXY STATEMENT SUMMARY FOR NGL ENERGY PARTNERS LP --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Approve the NGL Energy Partners LP 2025 Long-T | 2025-12-29 |
| Quarterly report · Q2 FY2026 NGL ENERGY PARTNERS LP – Q2 2025 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6 months ended Sept 30, 2025): $1,296.8 million, down from $1,515.7 | 2025-11-04 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for NGL Energy Partners LP — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.