Equity Profile

EPD

Enterprise Products Partners L.P.

EnergyOil & Gas Storage & Transportation$79.6B

Apr28Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:00 AM EDT

Enterprise Products Partners L.P. Misses on EPS, Stock Up 0.58%

Metric	Actual	Expected	Surprise
EPS	$0.68	$0.73	-4.76%
Revenue	N/A	$13.6B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Enterprise Products Partners L.P. Misses on EPS, Stock Up 0.58%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.68	$0.73	-4.76%
Revenue	N/A	$13.6B	N/A

Management Commentary

Tone: Cautiously Optimistic

Management expressed confidence in the company's long-term strategy while acknowledging current market pressures. They emphasized the importance of operational efficiency.

We are focused on maintaining operational efficiency and cost management.

Our long-term strategy remains intact despite short-term challenges.

What It Means

The earnings report indicates that Enterprise Products Partners L.P. fell short of EPS expectations, which may raise concerns among investors. However, the stock reacted positively, gaining 0.58%, likely due to management's confident tone about long-term strategies. The lack of revenue data and guidance leaves some uncertainty for future performance.

Company Snapshot

Enterprise Products Partners L.P. (EPD) operates in the energy sector, focusing on oil and gas storage and transportation....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.73

Revenue

Revenue figures provide insight into the overall business performance and demand for energy transportation services.

13.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Enterprise Products Partners L.P. (EPD) operates in the energy sector, focusing on oil and gas storage and transportation. As a major player in this industry, it plays a crucial role in the supply chain of energy resources, which are vital for both domestic and global markets.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-1.25%

Avg Stock Reaction

+0.33%

Last Quarter Recap

In Q4-2025, EPD reported an EPS of $0.75, exceeding estimates by nearly 8%. The stock responded positively, gaining 4.62% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect EPD to report solid earnings, with a consensus EPS of $0.73 and revenue of $13.6 billion. The market is closely watching these figures for signs of growth.

Bull Case

If EPD beats EPS and revenue estimates, it could indicate strong operational performance and increased demand for its services, potentially driving the stock higher.

Bear Case

Conversely, if EPD misses expectations, it may raise concerns about demand in the energy sector and operational challenges, leading to a negative market reaction.

Key Metrics to Watch

EPS

0.73

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

13.6B

Revenue figures provide insight into the overall business performance and demand for energy transportation services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPD's EPS exceed the consensus estimate of $0.73?

A beat on EPS could signal strong operational efficiency and demand, which would be viewed positively by investors.

What will management say about revenue trends and demand for energy transportation?

Insights into revenue trends will help investors gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate EPD's ability to capitalize on rising energy demand, as recent trends in oil and gas suggest a rebound.

Supporting Evidence

The options market is pricing a 2.83% move, while historical averages show smaller fluctuations, indicating potential for a larger surprise.

Recent positive earnings from peers in the energy sector could signal a broader recovery that EPD may benefit from.

Key Risk

If EPD's revenue exceeds $14 billion, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether EPD can maintain its profitability amid fluctuating energy prices and demand.

Bull Confirmed If

An EPS of $0.76 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.72 would confirm the bear case, suggesting potential operational issues.

Pre-Earnings Positioning

Options Market

Implied Move

±2.83%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a move of approximately 2.83%, suggesting that traders expect some volatility around the earnings report.

Options are pricing ±2.8% while EPD has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

17.4%

Calls (634K)P/C Ratio: 0.56Puts (355K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If EPD beats expectations, history suggests a potential stock increase of around 0.81%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

Should EPD miss estimates, the average reaction has been a decline of approximately 0.45%, indicating market disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$15,001.00–$50,000.00

disclosed dollar ranges

Most Active Members

R-TXAugust Lee Pfluger IIRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could boost revenue.
2Management's outlook on energy demand in the coming quarters.
3Details on cost management strategies and operational efficiencies.
4Insights into the impact of geopolitical factors on energy transportation.
5Any commentary on capital expenditures and future growth plans.

See the full picture

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Company Snapshot

Enterprise Products Partners L.P. (EPD) operates in the energy sector, focusing on oil and gas storage and transportation....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing costs and generating income.

0.73

Revenue

Revenue figures provide insight into the overall business performance and demand for energy transportation services.

13.6B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-1.25%

Avg Stock Reaction

+0.33%

Last Quarter Recap

In Q4-2025, EPD reported an EPS of $0.75, exceeding estimates by nearly 8%. The stock responded positively, gaining 4.62% the next day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect EPD to report solid earnings, with a consensus EPS of $0.73 and revenue of $13.6 billion. The market is closely watching these figures for signs of growth.

Bull Case

If EPD beats EPS and revenue estimates, it could indicate strong operational performance and increased demand for its services, potentially driving the stock higher.

Bear Case

Conversely, if EPD misses expectations, it may raise concerns about demand in the energy sector and operational challenges, leading to a negative market reaction.

Key Metrics to Watch

EPS

0.73

Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

13.6B

Revenue figures provide insight into the overall business performance and demand for energy transportation services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPD's EPS exceed the consensus estimate of $0.73?

A beat on EPS could signal strong operational efficiency and demand, which would be viewed positively by investors.

What will management say about revenue trends and demand for energy transportation?

Insights into revenue trends will help investors gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate EPD's ability to capitalize on rising energy demand, as recent trends in oil and gas suggest a rebound.

Supporting Evidence

The options market is pricing a 2.83% move, while historical averages show smaller fluctuations, indicating potential for a larger surprise.

Recent positive earnings from peers in the energy sector could signal a broader recovery that EPD may benefit from.

Key Risk

If EPD's revenue exceeds $14 billion, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether EPD can maintain its profitability amid fluctuating energy prices and demand.

Bull Confirmed If

An EPS of $0.76 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.72 would confirm the bear case, suggesting potential operational issues.

Pre-Earnings Positioning

Options Market

Implied Move

±2.83%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a move of approximately 2.83%, suggesting that traders expect some volatility around the earnings report.

Options are pricing ±2.8% while EPD has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

17.4%

Calls (634K)P/C Ratio: 0.56Puts (355K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If EPD beats expectations, history suggests a potential stock increase of around 0.81%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

Should EPD miss estimates, the average reaction has been a decline of approximately 0.45%, indicating market disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$15,001.00–$50,000.00

disclosed dollar ranges

Most Active Members

R-TXAugust Lee Pfluger IIRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could boost revenue.
2Management's outlook on energy demand in the coming quarters.
3Details on cost management strategies and operational efficiencies.
4Insights into the impact of geopolitical factors on energy transportation.
5Any commentary on capital expenditures and future growth plans.