Equity Profile

EPD

Enterprise Products Partners L.P.

EnergyOil & Gas Storage & Transportation$79.6B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Enterprise Products Partners L.P. (EPD) is a major player 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 its costs and revenues.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its operations and capture market share in the energy sector.

N/A

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

EPD Q2-2026 Earnings Preview

Context

Company Snapshot

Enterprise Products Partners L.P. (EPD) is a major player in the energy sector, focusing on oil and gas storage and transportation. With a market cap of $80 billion, the company plays a crucial role in the energy supply chain, making it significant for both energy markets and investors.

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 Q1 2026, EPD reported an EPS of $0.68, which was slightly below the expected $0.71, resulting in a 0.65% increase in stock price the next day. The company has shown mixed performance in the past quarters, with a history of missing estimates.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for EPD's upcoming earnings are cautious due to recent misses and mixed performance. Investors will be closely watching for any signs of improvement in profitability and revenue growth.

Bull Case

If EPD can report better-than-expected EPS and show strong revenue growth, it could signal a turnaround in performance, boosting investor confidence.

Bear Case

Conversely, if the company continues to miss estimates, it may raise concerns about its operational efficiency and market position, leading to a negative reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could impact stock performance.

How is revenue growth trending in the current quarter?

Revenue growth will indicate the company's ability to expand and compete effectively in the energy market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating EPD's potential for a rebound in profitability, given recent operational adjustments that could lead to improved margins.

Supporting Evidence

Options are pricing a 7.78% move, indicating higher volatility expectations than historical averages.

The recent insider buy suggests confidence in the company's future performance.

EPD's operational adjustments could lead to better-than-expected results, contrary to the cautious consensus.

Key Risk

If EPS exceeds $0.71, it could significantly shift market sentiment toward a more positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on whether EPD can overcome recent earnings misses and show signs of growth.

Bull Confirmed If

A reported EPS above $0.71 would confirm the bull case and suggest improved profitability.

Bear Confirmed If

An EPS below $0.68 would confirm the bear case and raise concerns about the company's operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±7.78%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings report.

Options are pricing ±7.8% while EPD has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

21.1%

Calls (310K)P/C Ratio: 0.32Puts (398K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Energy

n=30

Fade rate: 17 of 29 (59%)

This setup has occurred 30 times across Energy in the last 2 years. 17 of 29 faded and 12 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.5%, with a raw directional average of -0.0% (roughly flat historical bias).

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 2.1%, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

A miss could lead to a decline of about 0.27%, reinforcing concerns about the company's performance.

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 operational efficiencies that could improve margins.
2Details on revenue growth trends in key segments.
3Management's outlook on market conditions and competitive positioning.
4Insights into capital expenditures and future investments.
5Any commentary on recent insider buying and its implications.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Enterprise Products Partners L.P. (EPD) is a major player 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 its costs and revenues.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its operations and capture market share in the energy sector.

N/A

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

EPD Q2-2026 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If EPD can report better-than-expected EPS and show strong revenue growth, it could signal a turnaround in performance, boosting investor confidence.

Bear Case

Conversely, if the company continues to miss estimates, it may raise concerns about its operational efficiency and market position, leading to a negative reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could impact stock performance.

How is revenue growth trending in the current quarter?

Revenue growth will indicate the company's ability to expand and compete effectively in the energy market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating EPD's potential for a rebound in profitability, given recent operational adjustments that could lead to improved margins.

Supporting Evidence

Options are pricing a 7.78% move, indicating higher volatility expectations than historical averages.

The recent insider buy suggests confidence in the company's future performance.

EPD's operational adjustments could lead to better-than-expected results, contrary to the cautious consensus.

Key Risk

If EPS exceeds $0.71, it could significantly shift market sentiment toward a more positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on whether EPD can overcome recent earnings misses and show signs of growth.

Bull Confirmed If

A reported EPS above $0.71 would confirm the bull case and suggest improved profitability.

Bear Confirmed If

An EPS below $0.68 would confirm the bear case and raise concerns about the company's operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±7.78%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings report.

Options are pricing ±7.8% while EPD has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

21.1%

Calls (310K)P/C Ratio: 0.32Puts (398K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Energy

n=30

Fade rate: 17 of 29 (59%)

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 2.1%, confirming a bullish outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

A miss could lead to a decline of about 0.27%, reinforcing concerns about the company's performance.

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 operational efficiencies that could improve margins.
2Details on revenue growth trends in key segments.
3Management's outlook on market conditions and competitive positioning.
4Insights into capital expenditures and future investments.
5Any commentary on recent insider buying and its implications.