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Genesis Energy, L.P.(GEL)Earnings, Financials & Key Ratios
GEL•NYSE
$14.20
Price updated Jul 6, 2026
AboutGenesis Energy, L.P. operates in the midstream segment of the crude oil and natural gas industry. The company's Offshore Pipeline Transportation segment engages in offshore crude oil and natural gas pipeline transportation and handling operations; and in the deepwater pipeline servicing in the southern Keathley Canyon area of the Gulf of Mexico. This segment owns interests in approximately 1,422 miles of crude oil pipelines located offshore in the Gulf of Mexico. Its Sodium Minerals and Sulfur Services segment offers sulfur-extraction services to refining operations; and operates storage and transportation assets. This segment provides services to ten refining operations; and sells sodium hydrosulfide and caustic soda to industrial and commercial companies involved in the mining of base metals. Its Onshore Facilities and Transportation segment offers onshore facilities and transportation services to Gulf Coast crude oil refineries and producers by purchasing, transporting, storing, blending, and marketing crude oil and refined products. It operates trucks, trailers, railcars, and terminals and tankage with 4.2 million barrels of storage capacity in various locations along the Gulf Coast. This segment also transports crude oil. It owns four onshore crude oil pipeline systems with approximately 450 miles of pipe in Alabama, Florida, Louisiana, Mississippi, and Texas; and four operational crude oil rail unloading facilities in Baton Rouge, Raceland, and Louisiana, as well as Walnut Hill, Florida and Natchez, Mississippi. Its Marine Transportation segment offers waterborne transportation of petroleum and crude oil in North America. This segment owns a fleet of 91 barges with a combined transportation capacity of 3.2 million barrels; and 42 push/tow boats. In addition, the company produces natural soda ash. Genesis Energy, LLC serves as a general partner of the company. The company was incorporated in 1996 and is headquartered in Houston, Texas.Show more
- Revenue$1.63B-45.0%
- EBITDA$490M-6.8%
- Net Income-$8M+87.2%
- EPS (Diluted)-0.73+41.1%
- Gross Margin21.13%+98.7%
- EBITDA Margin30.07%+69.5%
- Operating Margin15.84%+120.4%
- Net Margin-0.5%+76.6%
- ROE-0.74%+81.4%
GEL Price & Volume
Genesis Energy, L.P. (GEL) stock price & volume — 10-year historical chart
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Genesis Energy Navigates Structural Downsizing Amid Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Vulnerable
Cash Flow:Improving
Primary Risk:High leverage and volatility
Key Thesis Takeaways
- Genesis Energy is currently undergoing a significant structural pivot, transitioning from an aggressive capital expansion phase to a maintenance-focused model as evidenced by the reduction in CapEx as a percentage of revenue from 40.1% in 2024Q1 to 5.8% in 2026Q1.
- While the company has achieved a positive free cash flow of $61.3M in 2026Q1, the long-term investment outlook remains clouded by a precarious balance sheet where equity has eroded to $68.4M.
- Investors should monitor the sustainability of distributions against a high debt-to-equity ratio of 5.93 and the potential for further operational volatility in its core midstream and mineral segments.
Verdict Logic
while the company has achieved a positive free cash flow of $61.3M, the extreme debt-to-equity ratio of 5.93 and the erosion of equity to $68.4M suggest significant solvency risks that outweigh current yield benefits.
GEL Growth Metrics
Genesis Energy, L.P. (GEL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-3.15%
5 Years-2.23%
3 Years-16.38%
TTM-26%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM106.52%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM96.53%
Return on Capital
10 Years3.15%
5 Years4.22%
3 Years4.69%
Last Year4.99%
GEL Recent Earnings
Genesis Energy, L.P. (GEL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (8%)●Beat Revenue 2/12 qtrs (40%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.06-137.5%
$0.16
Rev
$447M+0.0%
$447M
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$0.04-85.7%
$0.28
Rev
$441M+0.0%
$441M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.05-138.5%
$0.13
Rev
$414M
—
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.12-200.0%
$0.04
Rev
$377M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.06vs $0.16-137.5% | $447Mvs $447M+0.0% |
| Q1 2026 | Feb 12, 2026 | $0.04vs $0.28-85.7% | $441Mvs $441M+0.0% |
| Q4 2025 | Oct 30, 2025 | $0.05vs $0.13-138.5% | $414M |
| Q3 2025 | Jul 31, 2025 | $0.12vs $0.04-200.0% | $377M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Genesis Energy, L.P. (GEL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.20 | $1.74B | -19.45 | -45.03% | -0.5% | -0.74% | 4.65% | |
| $2.31 | $90.22M | -6.24 | 1.2% | -2.84% | — | — | |
| $22.48 | $857.28M | 20.62 | -10.63% | 2.03% | — | — | |
| $15.00 | $1.87B | -4.30 | -9.02% | -5.71% | -39.5% | — | |
| $36.47 | $78.9B | 13.71 | -6.44% | 11.42% | 19.49% | — | |
| $22.27 | $15.71B | 13.42 | -11.61% | 2.54% | 8.84% | — |
Compare GEL vs Peers
Genesis Energy, L.P. (GEL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GEL SEC Filings & Documents
Genesis Energy, L.P. (GEL) SEC filings — annual & quarterly reports (10-K, 10-Q)
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GEL Frequently Asked Questions
Genesis Energy, L.P. (GEL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Genesis Energy, L.P.'s revenue?
Genesis Energy, L.P. (GEL) reported $1.68B in revenue for fiscal year 2025. This represents a 351% increase from $372.0M in 1996.
How fast is Genesis Energy, L.P. growing?
Genesis Energy, L.P. (GEL) saw revenue decline by 45.0% over the past year.
Is GEL profitable?
Yes, Genesis Energy, L.P. (GEL) is profitable, generating $35.5M in net income for fiscal year 2025 (-0.5% net margin).
Dividend & Returns
Does GEL pay dividends?
Yes, Genesis Energy, L.P. (GEL) pays a dividend with a yield of 4.65%. This makes it attractive for income-focused investors.
What is GEL's return on equity?
Genesis Energy, L.P. (GEL) has a return on equity (ROE) of -0.7%. Negative ROE indicates the company is unprofitable.
What is Genesis Energy, L.P.'s free cash flow?
Genesis Energy, L.P. (GEL) generated $189.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.