Genesis Energy, L.P. Class A Common Units (GEL) Q3 2025 Earnings Call Transcript
Genesis Energy, L.P. Class A Common Units ( GEL ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Dwayne Morley - Vice President of Business Development & Investor Relations - Genesis Energy LLC Grant Sims - Chairman & CEO of Genesis Energy LLC Conference Call Participants Wade Suki - Capital One Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the Genesis Energy Third Quarter 2025 Earnings Conference Call.
Why I Recently Bought Energy Transfer Instead Of Genesis Energy
Midstream infrastructure offers high yields, strong cash flow, defensive contracts, and inflation protection, making it my top investment sector currently. I recently chose to buy Energy Transfer over Genesis Energy, despite GEL's strong distribution growth outlook. I detail why in this article.
Genesis Energy, L.P. Class A Common Units (GEL) Q2 2025 Earnings Call Transcript
Genesis Energy, L.P. Class A Common Units (NYSE:GEL ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Executives Dwayne R.
Genesis Energy: Momentum Builds In The Gulf Of Mexico
Genesis Energy is poised for upside as Gulf Coast offshore projects Shenandoah and Salamanca drive revenue growth starting mid-2025. The Alkali Business sale has significantly reduced debt, lowering GEL's cost of capital and enhancing financial flexibility for future growth. Despite high leverage and recent operational challenges, the company's focus on debt reduction and stable long-term contracts supports maintaining distributions.
Genesis Energy: Entering A Harvest Phase
Genesis Energy is poised for significant growth due to offshore pipeline expansions and increased soda ash capacity, transitioning from heavy capital spending to harvesting cash flows. The new deepwater Gulf of Mexico oil projects will add 200,000 barrels per day, boosting high-margin volumes and ensuring revenue growth. The soda ash business benefits from steady demand and recent capacity expansions, positioning Genesis for improved output and profitability as market conditions tighten.
Genesis Energy sells soda ash operations for $1.43 bln
Genesis Energy said on Monday it had sold its soda ash manufacturing and related operations to an indirect unit of WE Soda for $1.43 billion.
Genesis Energy: Reaching An Inflection Point
Genesis Energy is nearing an inflection point with major capital projects nearly complete, leading to reduced capex and increased free cash flow. Management's focus on cost-cutting and debt reduction positions the company for higher distributions and improved financial health. With a projected adjusted EBITDA of $700 million in 2025, management has a clear pathway to improve the balance sheet.
Genesis Energy, L.P. Class A Common Units (GEL) Q4 2024 Earnings Call Transcript
Genesis Energy, L.P. Class A Common Units (NYSE:GEL ) Q4 2024 Earnings Conference Call February 13, 2025 10:00 AM ET Company Participants Dwayne Morley - Vice President, Investor Relations Grant Sims - Chairman and Chief Executive Officer Conference Call Participants Michael Blum - Wells Fargo Wade Suki - Capital One Operator Greetings and welcome to Genesis Energy Fourth Quarter 2024 Earnings Conference Call.
Genesis Energy: Short-Term Headwinds, Long-Term Potential
Genesis Energy recently posted disappointing results for Q3 2024 as they faced various short-term headwinds. Despite hurting their unit price, they still have long-term potential for significant distribution growth. Based upon their guidance for 2025 and beyond, their distributions could potentially double or more once they complete their major spending program.
Genesis Energy, L.P. (GEL) Q3 2024 Earnings Call Transcript
Genesis Energy, L.P. (NYSE:GEL ) Q3 2024 Earnings Conference Call October 31, 2024 10:00 AM ET Company Participants Dwayne Morley - Vice President, Investor Relations Grant Sims - Chief Executive Officer Kristen Jesulaitis - Chief Financial Officer and CLO Ryan Sims - President and CCO Louie Nicol - Chief Accounting Officer Conference Call Participants Michael Blum - Wells Fargo Wade Suki - Capital One Elvira Scotto - RBC Capital Markets Operator Greetings and welcome to the Genesis Energy L.P.
3 Undervalued Gems Poised for 100% Gains in 18 Months
Finding undervalued growth stocks in the middle of a bull market is no easy task. By definition, they are investments rising in value over time.
