Spoken Alpha
NGL
NGL Energy Partners LP
Overview
NGL Energy Partners LP operates three business segments: Water Solutions, which transports, treats, recycles and disposes of produced water from oil and gas operations; Crude Oil Logistics, which purchases and transports crude oil to refineries and storage terminals; and Liquids Logistics, which supplies natural gas liquids to commercial and industrial customers across North America.
NGL Energy Partners LP is a Energy company operating in Oil & Gas Midstream with a $2.00B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
20 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-08-083 Q&A exchanges
- Q4 FY2025Earnings2025-05-2913 Q&A exchanges
- Q3 FY2025Earnings2025-02-1015 Q&A exchanges
- Q2 FY2025Earnings2024-11-126 Q&A exchanges
- Q4 FY2024Earnings2024-06-0622 Q&A exchanges
- Q3 FY2024Earnings2024-02-0819 Q&A exchanges
- Q2 FY2024Earnings2023-11-094 Q&A exchanges
- Q1 FY2024Earnings2023-08-207 Q&A exchanges
- Q4 FY2023Earnings2023-05-3123 Q&A exchanges
- Q3 FY2023Earnings2023-02-0925 Q&A exchanges
- Q2 FY2023Earnings2022-11-091 Q&A exchange
- Q1 FY2023Earnings2022-08-095 Q&A exchanges
- Q4 FY2022Earnings2022-06-0637 Q&A exchanges
- Q3 FY2022Earnings2022-02-0937 Q&A exchanges
- Q2 FY2022Earnings2021-11-0912 Q&A exchanges
- Q1 FY2022Earnings2021-08-0921 Q&A exchanges
- Q4 FY2021Earnings2021-06-0351 Q&A exchanges
- Q3 FY2021Earnings2021-02-0937 Q&A exchanges
- Q2 FY2021Earnings2020-11-0912 Q&A exchanges
- Q1 FY2021Earnings2020-08-1012 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $0.11—Rev— vs ——EODHD
- Q1 FY20262026-05-27EPS$-0.71 vs $0.18-100.0%Rev$949.5M vs ——EODHD
- Q4 FY20252026-02-02EPS$0.10 vs $0.16-37.5%Rev$909.8M vs ——EODHD
- Q3 FY20252025-11-03EPS$0.02 vs $0.04-50.0%Rev$674.7M vs ——EODHD
- Q2 FY20252024-11-11EPS$-0.21 vs $0.08-100.0%Rev$1.35B vs ——EODHD
- Q4 FY20242024-06-05EPS$-2.05 vs $0.19-100.0%Rev$1.55B vs ——EODHD
- Q3 FY20242024-02-07EPS$0.08 vs $0.03+100.0%Rev$1.35B vs ——EODHD
- Q2 FY20242024-08-07EPS$-0.14 vs $0.08-100.0%Rev$759.2M vs ——EODHD
- Q4 FY20232023-05-30EPS$-0.51 vs $0.15-100.0%Rev$2.05B vs ——EODHD
- Q3 FY20232023-02-08EPS$0.19 vs $0.20-5.0%Rev$2.14B vs ——EODHD
- Q2 FY20232023-08-08EPS$-0.11 vs $0.10-100.0%Rev$1.62B vs ——EODHD
- Q1 FY20232022-08-08EPS$-0.29 vs $0.01-100.0%Rev$2.50B vs ——EODHD
- Q4 FY20222022-06-05EPS$-0.43 vs $0.20-100.0%Rev$2.53B vs ——EODHD
- Q3 FY20222022-02-08EPS$-0.12 vs $0.10-100.0%Rev$2.17B vs ——EODHD
- Q2 FY20222021-11-08EPS$-0.15 vs $-0.18+16.7%Rev$1.75B vs ——EODHD
- Q1 FY20222021-08-08EPS$-0.66 vs $0.89-100.0%Rev$1.49B vs ——EODHD
- Q4 FY20212021-06-02EPS$-1.97 vs $-0.06-100.0%Rev$1.75B vs ——EODHD
- Q3 FY20212021-02-08EPS$-0.18 vs $-0.07-100.0%Rev$1.46B vs ——EODHD
- Q2 FY20212020-11-08EPS$-0.16 vs $-0.07-100.0%Rev$1.17B vs ——EODHD
- Q1 FY20212020-08-09EPS$-0.46 vs $-0.04-100.0%Rev$844.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $0.11 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-27 | $-0.71 | $0.18 | -100.0% | $949.5M | — | — | EODHD |
| Q4 FY2025 | 2026-02-02 | $0.10 | $0.16 | -37.5% | $909.8M | — | — | EODHD |
| Q3 FY2025 | 2025-11-03 | $0.02 | $0.04 | -50.0% | $674.7M | — | — | EODHD |
| Q2 FY2025 | 2024-11-11 | $-0.21 | $0.08 | -100.0% | $1.35B | — | — | EODHD |
| Q4 FY2024 | 2024-06-05 | $-2.05 | $0.19 | -100.0% | $1.55B | — | — | EODHD |
| Q3 FY2024 | 2024-02-07 | $0.08 | $0.03 | +100.0% | $1.35B | — | — | EODHD |
| Q2 FY2024 | 2024-08-07 | $-0.14 | $0.08 | -100.0% | $759.2M | — | — | EODHD |
| Q4 FY2023 | 2023-05-30 | $-0.51 | $0.15 | -100.0% | $2.05B | — | — | EODHD |
| Q3 FY2023 | 2023-02-08 | $0.19 | $0.20 | -5.0% | $2.14B | — | — | EODHD |
| Q2 FY2023 | 2023-08-08 | $-0.11 | $0.10 | -100.0% | $1.62B | — | — | EODHD |
| Q1 FY2023 | 2022-08-08 | $-0.29 | $0.01 | -100.0% | $2.50B | — | — | EODHD |
| Q4 FY2022 | 2022-06-05 | $-0.43 | $0.20 | -100.0% | $2.53B | — | — | EODHD |
| Q3 FY2022 | 2022-02-08 | $-0.12 | $0.10 | -100.0% | $2.17B | — | — | EODHD |
| Q2 FY2022 | 2021-11-08 | $-0.15 | $-0.18 | +16.7% | $1.75B | — | — | EODHD |
| Q1 FY2022 | 2021-08-08 | $-0.66 | $0.89 | -100.0% | $1.49B | — | — | EODHD |
| Q4 FY2021 | 2021-06-02 | $-1.97 | $-0.06 | -100.0% | $1.75B | — | — | EODHD |
| Q3 FY2021 | 2021-02-08 | $-0.18 | $-0.07 | -100.0% | $1.46B | — | — | EODHD |
| Q2 FY2021 | 2020-11-08 | $-0.16 | $-0.07 | -100.0% | $1.17B | — | — | EODHD |
| Q1 FY2021 | 2020-08-09 | $-0.46 | $-0.04 | -100.0% | $844.4M | — | — | EODHD |
Source: EODHD. NGL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks NGL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.88 | $3.42 | +42.7% | -0.4% | +0.2% |
| Q4 FY2026 | $4.91 | $3.47 | +41.5% | +3.6% | +4.6% |
| Q3 FY2026 | $4.69 | $3.46 | +35.5% | -1.3% | +0.5% |
| Q2 FY2026 | $4.57 | $3.42 | +33.5% | +3.8% | +3.7% |
| Q1 FY2025 | $5.01 | $3.54 | +41.6% | +4.6% | +6.7% |
| Q4 FY2025 | $5.39 | $3.70 | +45.8% | +4.5% | +3.4% |
| Q3 FY2025 | $4.97 | $3.69 | +34.7% | -4.7% | -2.2% |
| Q2 FY2025 | $4.64 | $3.54 | +31.0% | +0.6% | +2.9% |
| Q1 FY2024 | $4.85 | $3.65 | +33.0% | -3.8% | -3.7% |
| Q4 FY2024 | $5.40 | $3.68 | +46.8% | -3.3% | -5.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Lorenzo Ryan CollinsSVP, GC and Secretary1 yr 1 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- H Michael KrimbillCEO2 yr 11 mo1 callFormerSample
CEO since 2022 • 13/16 beats (81%) • last guidance cut Q3 FY2026
- Bradley P CooperCFO1 mo1 callFormerSample
CFO since 2023 • 7/12 beats (58%) • last guidance raise Q2 FY2026
- Linda J BridgesCFO0 mo5 callsFormerSample
CFO since 2022 • 10/16 beats (63%) • guidance suspended Q1 FY2026
- Lawrence J ThuillierChief Accounting Officer1 yr 9 mono recorded callsFormerSample
OTHER_C_SUITE since 2022 • 10/16 beats (63%) • last call held guidance Q3 FY2026
- Jennifer L KinghamExecutive Vice President0 mono recorded callsFormerSample
OTHER since 2024 • 5/8 beats (63%) • guidance suspended Q3 FY2026
Peers
Other companies in Energy
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NGL.
$ curl https://api.spokenalpha.com/v1/companies/NGLFAQ
Frequently asked about NGL
Where can I find NGL Energy Partners LP's (NGL) earnings call transcripts?
Spoken Alpha indexes NGL's earnings call transcripts at https://spokenalpha.com/companies/NGL. Each call links to attributed speakers and parsed analyst Q&A. NGL Energy Partners LP's own investor relations page is at https://investors.nglenergypartners.com/.
When was NGL Energy Partners LP's most recent earnings call?
NGL Energy Partners LP (NGL) held its most recent earnings call on 2025-08-08, covering fiscal Q1 2026.
What sector is NGL in?
NGL Energy Partners LP (NGL) operates in the Energy sector (Oil & Gas Midstream industry).