GEL Genesis Energy, L.P. Common Units
NYSE · Energy · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$14.05
· of 52w range
· above low
· to high
$13.5552w low
$18.6452w high
P/E (TTM)
73.9
EPS (TTM)
$0.19
Revenue (TTM)
$1.83B
your badges
52W Range
$14–$19
Analyst Rating
BUY
Price Target
$18
P/E
73.9
ROE
·
Net Profit Margin
4.3%
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GEL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$14.05
P/E (TTM)
73.9
EPS (TTM)
$0.19
Revenue (TTM)
$1.83B
52W Range
$14–$19
GEL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.63B2016-12-31 → 2025-12-31
EPS$-4.192019-12-31 → 2025-12-31
Free Cash Flow$66M2016-12-31 → 2025-12-31
Net margin4.3%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | GEL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 73.95Y avg ≈-44.0 | ≈-44.0 | 28.3 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | GEL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 19.1%5Y avg ≈9.6% | ≈9.6% | 16.1% | Top tier | |
| EBITDA Margin (TTM) | 32.3%5Y avg ≈21.6% | ≈21.6% | 21.4% | Weak | |
| Pretax Margin (TTM) | 7.3% | · | 7.8% | Top tier | |
| Net Profit Margin (TTM) | 4.3%5Y avg ≈-6.1% | ≈-6.1% | 8.0% | In line | |
| ROA (TTM) | 1.5%5Y avg ≈-1.6% | ≈-1.6% | 2.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | GEL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 0.95Y avg ≈1.1 | ≈1.1 | 1.0 | Low liquidity | |
| Quick Ratio | 0.95Y avg ≈0.9 | ≈0.9 | 0.4 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | GEL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -1.8%5Y avg ≈0.82% | ≈0.82% | · | · | |
| Revenue CAGR 3Y | -16.4%5Y avg ≈-8.7% | ≈-8.7% | · | · | |
| Revenue CAGR 5Y | -2.2% | · | · | · | |
| Net Income YoY | 56.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | GEL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.35Y avg ≈0.4 | ≈0.4 | 0.4 | Weak | |
| Receivables Turnover | 3.05Y avg ≈4.3 | ≈4.3 | 12.2 | Weak | |
| Revenue / Employee | ≈$1.6M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$0.80
5Y Div CAGR≈1.9%
Growth Streak≈2
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 31, 2026 | $0.20 | USD | ≈4.7% |
| Apr 30, 2026 | $0.18 | USD | ≈4.0% |
| Jan 30, 2026 | $0.18 | USD | ≈4.1% |
| Oct 31, 2025 | $0.17 | USD | ≈4.0% |
| Jul 31, 2025 | $0.17 | USD | ≈3.8% |
| Apr 30, 2025 | $0.17 | USD | ≈4.7% |
| Jan 31, 2025 | $0.17 | USD | ≈6.0% |
| Oct 31, 2024 | $0.17 | USD | ≈5.4% |
| Jul 31, 2024 | $0.15 | USD | ≈4.3% |
| Apr 29, 2024 | $0.15 | USD | ≈4.9% |
| Jan 30, 2024 | $0.15 | USD | ≈5.0% |
| Oct 30, 2023 | $0.15 | USD | ≈5.4% |
| Jul 28, 2023 | $0.15 | USD | ≈6.2% |
| Apr 27, 2023 | $0.15 | USD | ≈5.5% |
| Jan 30, 2023 | $0.15 | USD | ≈5.4% |
| Oct 28, 2022 | $0.15 | USD | ≈5.2% |
| Jul 28, 2022 | $0.15 | USD | ≈6.0% |
| Apr 28, 2022 | $0.15 | USD | ≈5.3% |
| Jan 28, 2022 | $0.15 | USD | ≈5.5% |
| Oct 28, 2021 | $0.15 | USD | ≈5.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-285.3%
Next Report
Oct 28, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.12 | $0.02 | 494.1% |
| March 31, 2026 | $-0.06 | $0.16 | -137.1% | |
| Dec. 31, 2025 | $0.04 | $0.28 | -85.9% | |
| Sept. 30, 2025 | $-0.05 | $0.13 | -138.1% | |
| June 30, 2025 | $-0.12 | $-0.04 | -197.0% | |
| March 31, 2025 | $-4.06 | $-0.23 | -1647.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.63B | $1.66B | $1.72B | $2.79B | $2.13B | $1.82B | $2.48B | $2.91B | $2.03B | $1.71B | $2.25B | $3.85B | |
| SG&A Expense | $86M | $58M | $65M | $67M | $61M | $57M | $53M | $67M | $66M | $46M | $65M | $51M | |
| Operating Expenses | $1.37B | $1.49B | $1.52B | $2.47B | $2.05B | $2.07B | $2.21B | $2.74B | $1.81B | $1.51B | $2.09B | $3.71B | |
| Operating Income | $258M | $170M | $205M | $315M | $76M | $-246M | $273M | $170M | $221M | $206M | $157M | $133M | |
| Other Non-op | $-10M | $-15M | $-5M | $-11M | $-36M | $-7M | $-9M | $5M | $-17M | $0 | $-18M | $0 | |
| Pretax Income | $31M | $-49M | $48M | · | · | $-399M | $101M | $-10M | $78M | $114M | $426M | $109M | |
| Income Tax | $806.0K | $2M | $456.0K | $3M | $2M | $1M | $655.0K | $1M | $-4M | $3M | $4M | $3M | |
| Net Income | $-440M | $-64M | $118M | $75M | $-165M | $-417M | $96M | $-6M | $83M | $113M | $423M | $106M | |
| EPS (Basic) | $-4.19 | $-1.24 | $0.22 | $-0.04 | $-1.96 | $-4.01 | $0.18 | · | · | · | · | · | |
| EPS (Diluted) | $-4.19 | $-1.24 | $0.22 | $-0.04 | $-1.96 | $-4.01 | $0.18 | · | · | · | · | · | |
| Shares (Basic) | 122,464,000 | 122,464,000 | 122,535,000 | 122,579,000 | 122,579,000 | 122,579,000 | 122,579,000 | · | · | · | · | · | |
| Shares (Diluted) | 122,464,000 | 122,464,000 | 122,535,000 | 122,579,000 | 122,579,000 | 122,579,000 | 122,579,000 | · | · | · | · | · | |
| EBITDA | $509M | $526M | $610M | $611M | $385M | $49M | $593M | $483M | $473M | $429M | $307M | $223M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $7M | $9M | $8M | $20M | $21M | $29M | $10M | $9M | $7M | $11M | $9M | |
| Receivables | $608M | $480M | $760M | $722M | $400M | $392M | $417M | $323M | $495M | $225M | $220M | $272M | |
| Inventory | $55M | $38M | $135M | $78M | $78M | $100M | $65M | $74M | $89M | $99M | $44M | $47M | |
| Other Current Assets | $17M | $19M | $41M | $27M | $39M | $61M | $55M | $36M | $43M | $29M | $32M | $28M | |
| Current Assets | $687M | $912M | $964M | $853M | $542M | $580M | $593M | $443M | $636M | $360M | $306M | $355M | |
| PP&E (Net) | $3.47B | $3.54B | $4.53B | $4.10B | $3.91B | $3.85B | $4.29B | $4.42B | $4.87B | $4.21B | $3.93B | $1.63B | |
| PP&E (Gross) | $5.37B | $5.28B | $6.50B | $5.87B | $5.46B | $5.17B | $5.54B | $5.44B | $5.60B | $4.76B | $4.31B | $1.90B | |
| Accum. Depreciation | $1.91B | $1.74B | $1.97B | $1.77B | $1.55B | $1.32B | $1.25B | $1.02B | $735M | $549M | $378M | $268M | |
| Goodwill | $302M | $302M | $302M | $302M | $302M | $302M | $302M | $302M | $325M | $325M | $325M | $325M | |
| Intangibles | $76M | $85M | $142M | $127M | $127M | $129M | $139M | $163M | $182M | $205M | $223M | $83M | |
| Other Non-current Assets | $54M | $54M | $38M | $32M | $38M | $46M | $94M | $122M | $57M | $57M | $59M | $42M | |
| Total Assets | $4.86B | $7.04B | $7.02B | $6.37B | $5.91B | $5.93B | $6.60B | $6.48B | $7.14B | $5.70B | $5.46B | $3.21B | |
| Accounts Payable | $491M | $388M | $589M | $428M | $264M | $198M | $219M | $127M | $271M | $120M | $141M | $245M | |
| Accrued Liabilities | $209M | $254M | $379M | $281M | $233M | $185M | $197M | $206M | $185M | $141M | $161M | $118M | |
| Short-term Debt | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $700M | $859M | $967M | $709M | $497M | $383M | $415M | $333M | $456M | $261M | $302M | $363M | |
| Capital Leases | $62M | $70M | $215M | $114M | $122M | $132M | $145M | · | · | · | · | · | |
| Deferred Tax | $17M | $17M | $18M | $17M | $14M | $13M | $13M | $13M | $12M | $16M | $14M | $19M | |
| Other Non-current Liabilities | $389M | $389M | $570M | $401M | $435M | $393M | $394M | $259M | $257M | $204M | $192M | $18M | |
| Total Liabilities | $4.15B | $5.52B | $5.31B | $4.59B | $3.93B | $4.18B | $4.25B | $4.04B | $4.42B | $3.58B | $3.44B | $1.98B | |
| Long-term Debt | $3.05B | $3.73B | $3.76B | $3.46B | $2.98B | $3.39B | $3.43B | · | · | · | · | · | |
| Total Debt | · | · | · | · | · | · | $3.43B | $3.43B | $3.70B | $3.09B | $2.92B | $1.60B | |
| AOCI | $0 | $9M | $8M | $6M | $-6M | $-9M | $-8M | $939.0K | $-604.0K | $0 | · | · | |
| Liabilities + Equity | $4.86B | $7.04B | $7.02B | $6.37B | $5.91B | $5.93B | $6.60B | $6.48B | $7.14B | $5.70B | $5.46B | $3.21B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $251M | $313M | $280M | $296M | $310M | $295M | $320M | $313M | $252M | $222M | $150M | $91M | |
| Stock-based Comp | $15M | $5M | $25M | $18M | $9M | $-4M | $8M | $4M | $-6M | $7M | $5M | $4M | |
| Deferred Tax | $573.0K | $749.0K | $-380.0K | $2M | $980.0K | $677.0K | $64.0K | $688.0K | $-4M | $2M | $3M | $2M | |
| Amort. of Intangibles | $10M | $10M | $10M | $10M | $10M | $16M | $19M | $22M | $24M | $24M | $20M | $13M | |
| Other Non-cash | $337M | $168M | $103M | $-145M | $214M | $460M | $-113M | $76M | $24M | $-136M | $-286M | $166M | |
| Operating Cash Flow | $253M | $392M | $521M | $334M | $338M | $297M | $382M | $390M | $324M | $283M | $290M | $291M | |
| CapEx | $187M | $587M | $620M | $424M | $301M | $144M | $163M | $195M | $251M | $463M | $496M | $443M | |
| Investing Cash Flow | $832M | $-552M | $-594M | $-375M | $-274M | $-104M | $-141M | $141M | $-1.46B | $-435M | $-1.99B | $-624M | |
| Stock Repurchased | $0 | $0 | $1M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $0 | $0 | $-1M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-1.11B | $162M | $74M | $42M | $-66M | $-222M | $-195M | $-529M | $1.14B | $148M | $1.70B | $334M | |
| Net Change in Cash | $-23M | $2M | $1M | $2M | $-2M | $-29M | $46M | $1M | $2M | $-4M | $1M | $596.0K | |
| Taxes Paid | $800.0K | $1M | $900.0K | $1M | $700.0K | $800.0K | $800.0K | $200.0K | $1M | $1M | $900.0K | $800.0K | |
| Free Cash Flow | $66M | $-195M | $-99M | $-90M | $37M | $153M | $219M | $195M | $88M | $-165M | $-206M | $-152M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 15.8% | 7.2% | 10.4% | 11.3% | 3.6% | -13.5% | 11.0% | 5.8% | 10.9% | 12.0% | 7.0% | 3.5% | |
| Net Margin | -27.0% | -2.2% | 3.7% | 2.7% | -7.8% | -22.8% | 3.9% | -0.21% | 4.1% | 6.6% | 18.8% | 2.8% | |
| Pretax Margin | 1.9% | · | · | · | · | -21.9% | 4.1% | -0.35% | 3.9% | 6.7% | 18.9% | 2.8% | |
| EBITDA Margin | 31.2% | 17.7% | 19.2% | 21.9% | 18.1% | 2.7% | 23.9% | 16.6% | 23.3% | 25.0% | 13.7% | 5.8% | |
| ROA | -7.4% | -0.91% | 1.8% | 1.2% | -2.8% | -6.7% | 1.5% | -0.09% | 1.3% | 2.0% | 9.8% | 3.5% | |
| ROIC | · | · | · | · | · | · | 7.9% | 5.7% | 6.3% | 6.5% | 5.3% | 8.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 1.0 | 1.2 | 1.1 | 1.5 | 1.4 | 1.3 | 1.4 | 1.4 | 1.0 | 1.0 | |
| Quick Ratio | 0.9 | 0.9 | 0.8 | 1.0 | 0.8 | 1.1 | 1.1 | 1.0 | 1.1 | 0.9 | 0.8 | 0.8 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.4 | 0.5 | 0.5 | 0.4 | 0.3 | 0.4 | 0.4 | 0.3 | 0.3 | 0.5 | 1.3 | |
| Receivables Turnover | 3.0 | 4.0 | 4.3 | 5.0 | 5.4 | 4.5 | 6.7 | 7.6 | 5.6 | 7.7 | 9.1 | 12.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $13.31 | $24.22 | $25.93 | $22.75 | $17.34 | · | · | · | · | · | · | · | |
| Cash Flow / Share | $2.06 | $3.20 | $4.25 | $2.73 | $2.76 | · | · | · | · | · | · | · | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | · | $2.23 | |
| EPS (TTM) | $-4.19 | $-1.24 | $0.22 | $-0.04 | $-1.96 | $-4.01 | $0.18 | · | · | · | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.8% | -3.5% | -38.3% | 31.2% | 16.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -16.4% | -7.9% | -1.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -2.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | 56.0% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.63B | $1.66B | $1.72B | $2.79B | $2.13B | $1.82B | $2.48B | $2.91B | $2.03B | $1.71B | $2.25B | $3.85B | |
| Net Income TTM | $-440M | $-64M | $118M | $75M | $-165M | $-417M | $96M | $-6M | $83M | $113M | $423M | $106M | |
| P/E | -3.7 | -8.2 | 52.6 | -255.2 | -5.5 | -1.5 | 113.8 | · | · | · | · | · | |
| Earnings Yield | -26.9% | -12.3% | 1.9% | -0.39% | -18.3% | -64.6% | 0.88% | · | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $532M | $447M | $441M | $414M | $377M | $398M | $399M | $397M | $430M | $434M | $-682M | $808M | $805M | $791M | $714M | $721M | |
| SG&A Expense | $19M | $18M | $16M | $15M | $15M | $41M | $11M | $15M | $18M | $15M | $16M | $17M | $17M | $15M | $14M | $17M | |
| Operating Expenses | $427M | $370M | $351M | $335M | $310M | $376M | $385M | $349M | $380M | $376M | $-623M | $696M | $702M | $741M | $622M | $646M | |
| Operating Income | $105M | $77M | $90M | $79M | $68M | $22M | $14M | $49M | $50M | $58M | $-59M | $112M | $103M | $49M | $92M | $75M | |
| Other Non-op | $-30.0K | $-4M | $0 | $0 | $-9M | $-844.0K | $-14M | $0 | $-1M | $0 | $-3M | $0 | $-4.0K | $-2M | $0 | $-21M | |
| Pretax Income | $57M | $19M | $34M | $23M | $10M | $-36M | $-52M | $-5M | $-4M | $12M | $-80M | $67M | $56M | $4M | · | $9M | |
| Income Tax | $209.0K | $112.0K | $64.0K | $253.0K | $345.0K | $144.0K | $2M | $-879.0K | $-11.0K | $809.0K | $-1M | $574.0K | $290.0K | $884.0K | $2M | $660.0K | |
| Net Income | $43M | $7M | $20M | $9M | $-406.0K | $-469M | $-49M | $-17M | $-9M | $11M | $12M | $58M | $49M | $-2M | $42M | $3M | |
| EPS (Basic) | $0.26 | $-0.06 | $0.04 | $-0.05 | $-0.12 | $-4.06 | $-0.58 | $-0.32 | $-0.25 | $-0.09 | $-0.08 | $0.29 | $0.22 | $-0.21 | $0.14 | $-0.12 | |
| EPS (Diluted) | $0.26 | $-0.06 | $0.04 | $-0.05 | $-0.12 | $-4.06 | $-0.58 | $-0.32 | $-0.25 | $-0.09 | $-0.08 | $0.29 | $0.22 | $-0.21 | $0.14 | $-0.12 | |
| Shares (Basic) | 122,428,000 | 122,464,000 | · | 122,464,000 | 122,464,000 | 122,464,000 | · | 122,464,000 | 122,464,000 | 122,464,000 | · | 122,521,000 | 122,579,000 | 122,579,000 | · | 122,579,000 | |
| Shares (Diluted) | 122,428,000 | 122,464,000 | · | 122,464,000 | 122,464,000 | 122,464,000 | · | 122,464,000 | 122,464,000 | 122,464,000 | · | 122,521,000 | 122,579,000 | 122,579,000 | · | 122,579,000 | |
| EBITDA | $105M | $136M | · | $79M | $68M | $97M | · | $132M | $136M | $146M | · | $180M | $171M | $123M | · | $149M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $39M | $4M | $6M | $5M | $4M | $377M | $7M | $13M | $14M | $7M | · | $21M | $12M | $18M | · | $6M | |
| Receivables | $1.19B | $629M | $608M | $577M | $500M | $498M | $480M | $746M | $688M | $669M | · | $871M | $774M | $749M | · | $576M | |
| Inventory | $39M | $39M | $55M | $49M | $58M | $38M | $38M | $111M | $106M | $127M | · | $127M | $118M | $121M | · | $93M | |
| Other Current Assets | $27M | $31M | $17M | $20M | $25M | $24M | $19M | $37M | $39M | $50M | · | $53M | $43M | $46M | · | $33M | |
| Current Assets | $1.30B | $703M | $687M | $652M | $587M | $937M | $912M | $925M | $866M | $880M | · | $1.09B | $966M | $953M | · | $726M | |
| PP&E (Net) | $3.40B | $3.43B | $3.47B | $3.50B | $3.53B | $3.54B | $3.54B | $4.63B | $4.58B | $4.55B | · | $4.32B | $4.18B | $4.12B | · | $4.02B | |
| PP&E (Gross) | $5.39B | $5.38B | $5.37B | $5.36B | $5.34B | $5.32B | $5.28B | $6.78B | $6.67B | $6.58B | · | $6.25B | $6.06B | $5.93B | · | $5.73B | |
| Accum. Depreciation | $1.99B | $1.95B | $1.91B | $1.86B | $1.82B | $1.78B | $1.74B | $2.14B | $2.09B | $2.03B | · | $1.93B | $1.88B | $1.82B | · | $1.71B | |
| Goodwill | $302M | $302M | $302M | $302M | $302M | $302M | $302M | $302M | $302M | $302M | · | $302M | $302M | $302M | · | $302M | |
| Intangibles | $71M | $73M | $76M | $78M | $80M | $83M | $85M | $142M | $142M | $142M | · | $142M | $138M | $127M | · | $127M | |
| Other Non-current Assets | $59M | $55M | $54M | $55M | $56M | $55M | $54M | $49M | $45M | $39M | · | $39M | $39M | $51M | · | $34M | |
| Total Assets | $5.41B | $4.84B | $4.86B | $4.87B | $4.84B | $5.21B | $7.04B | $7.06B | $6.95B | $6.95B | · | $6.94B | $6.67B | $6.59B | · | $6.17B | |
| Accounts Payable | $1.10B | $508M | $491M | $449M | $414M | $402M | $388M | $539M | $419M | $473M | · | $661M | $524M | $519M | · | $378M | |
| Accrued Liabilities | $203M | $212M | $209M | $225M | $207M | $231M | $254M | $358M | $375M | $362M | · | $363M | $334M | $286M | · | $267M | |
| Short-term Debt | $100M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.40B | $721M | $700M | $673M | $622M | $633M | $859M | $897M | $794M | $835M | · | $1.02B | $858M | $805M | · | $645M | |
| Capital Leases | · | · | $62M | · | · | · | $70M | · | · | · | · | · | · | · | · | · | |
| Deferred Tax | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $16M | $17M | $18M | · | $18M | $17M | $17M | · | $15M | |
| Other Non-current Liabilities | $439M | $387M | $389M | $375M | $375M | $383M | $389M | $542M | $558M | $567M | · | $541M | $516M | $491M | · | $373M | |
| Total Liabilities | $4.96B | $4.30B | $4.15B | $4.16B | $4.12B | $4.47B | $5.52B | $5.46B | $5.31B | $5.26B | · | $5.19B | $4.93B | $4.85B | · | $4.41B | |
| Long-term Debt | $3.10B | $3.18B | $3.05B | $3.10B | $3.11B | $3.44B | $3.73B | $4.02B | $3.95B | $3.85B | · | $3.61B | $3.55B | $3.54B | · | $3.38B | |
| Total Debt | $100M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $0 | $0 | $0 | $0 | $9M | $8M | $8M | $8M | · | $6M | $6M | $6M | · | $-5M | |
| Liabilities + Equity | $5.41B | $4.84B | $4.86B | $4.87B | $4.84B | $5.21B | $7.04B | $7.06B | $6.95B | $6.95B | · | $6.94B | $6.67B | $6.59B | · | $6.17B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $63M | $59M | $63M | $57M | $56M | $75M | $80M | $82M | $78M | $74M | $70M | $68M | $68M | $73M | $79M | $74M | |
| Stock-based Comp | $3M | $-137.0K | $5M | $4M | $3M | $2M | $-3M | $-2M | $5M | $4M | $10M | $6M | $5M | $5M | $7M | $4M | |
| Deferred Tax | $-91.0K | $-188.0K | $688.0K | $-47.0K | $45.0K | $-113.0K | $2M | $-1M | $-522.0K | $509.0K | $-1M | $374.0K | $131.0K | $420.0K | $1M | $410.0K | |
| Amort. of Intangibles | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $1M | $3M | $3M | $3M | $3M | $3M | |
| Other Non-cash | · | $10M | · | · | · | $384M | · | · | · | $64M | · | · | · | $3M | · | · | |
| Operating Cash Flow | $181M | $82M | $111M | $70M | $47M | $25M | $74M | $87M | $105M | $126M | $125M | $141M | $158M | $98M | $82M | $94M | |
| CapEx | $27M | $26M | $24M | $27M | $55M | $82M | $121M | $120M | $172M | $174M | $224M | $148M | $116M | $132M | $120M | $122M | |
| Investing Cash Flow | $-22M | $-23M | $-20M | $-21M | $-48M | $921M | $-116M | $-112M | $-157M | $-167M | $-218M | $-144M | $-110M | $-122M | $-120M | $-120M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $500M | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $500M | · | · | |
| Stock Repurchased | · | · | · | · | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | |
| Financing Cash Flow | $-119M | $-61M | $-90M | $-48M | $-372M | $-598M | $40M | $24M | $50M | $48M | $81M | $13M | $-54M | $34M | $41M | $22M | |
| Net Change in Cash | $40M | $-2M | $2M | $463.0K | $-373M | $348M | $-2M | $-731.0K | $-2M | $7M | $-12M | $10M | $-6M | $10M | $2M | $-4M | |
| Free Cash Flow | · | $56M | · | · | · | $-57M | · | · | · | $-48M | · | · | · | $-34M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 19.8% | 17.2% | · | 19.0% | 17.9% | 5.5% | · | 7.0% | 7.8% | 9.4% | · | 13.8% | 12.8% | 6.2% | · | 10.4% | |
| Net Margin | 8.1% | 1.5% | · | 2.2% | -0.11% | -117.8% | · | -2.4% | -1.2% | 1.5% | · | 7.2% | 6.1% | -0.21% | · | 0.47% | |
| Pretax Margin | 10.7% | 4.3% | · | 5.6% | 2.7% | -9.1% | · | -1.4% | -0.18% | 2.6% | · | 8.3% | 7.0% | 0.54% | · | 1.3% | |
| EBITDA Margin | 19.8% | 30.3% | · | 19.0% | 17.9% | 24.3% | · | 18.5% | 18.0% | 18.9% | · | 22.3% | 21.3% | 15.5% | · | 20.7% | |
| ROA | 0.84% | 0.14% | · | 0.15% | -0.01% | -7.7% | · | -0.25% | -0.13% | 0.17% | · | 0.89% | 0.78% | -0.03% | · | 0.06% | |
| ROIC | 105.6% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.0 | · | 1.0 | 0.9 | 1.5 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.2 | · | 1.1 | |
| Quick Ratio | 0.9 | 0.9 | · | 0.9 | 0.8 | 1.4 | · | 0.8 | 0.9 | 0.8 | · | 0.9 | 0.9 | 1.0 | · | 0.9 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.6 | 0.8 | · | 0.6 | 0.6 | 0.7 | · | 0.9 | 1.0 | 1.1 | · | 1.1 | 1.3 | 1.2 | · | 1.6 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $4.35 | $3.65 | · | $3.38 | $3.08 | $3.25 | · | $5.83 | $6.18 | $6.29 | · | $6.59 | $6.56 | $6.45 | · | $5.88 | |
| Cash Flow / Share | · | $0.67 | · | · | · | $0.20 | · | · | · | $1.03 | · | · | · | $0.80 | · | · | |
| EPS (TTM) | $0.19 | $-0.19 | · | $-4.81 | $-5.08 | $-5.21 | · | $-0.74 | $-0.13 | $0.34 | · | $0.44 | $0.03 | $-0.05 | · | $-0.90 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.83B | $1.68B | · | $1.59B | $1.57B | $1.62B | · | $580M | $991M | $1.37B | · | $3.12B | $3.03B | $2.95B | · | $2.66B | |
| Net Income TTM | $79M | $35M | · | $-510M | $-536M | $-544M | · | $-3M | $73M | $131M | · | $148M | $93M | $79M | · | $-35M | |
| P/E | 74.6 | -93.8 | · | -3.5 | -3.4 | -3.0 | · | -18.1 | -110.1 | 32.7 | · | 23.5 | 318.3 | -225.2 | · | -10.2 | |
| Earnings Yield | 1.3% | -1.1% | · | -28.8% | -29.5% | -33.2% | · | -5.5% | -0.91% | 3.1% | · | 4.3% | 0.31% | -0.44% | · | -9.8% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.63B | $1.66B | $1.72B | $2.79B | $2.13B |
| Operating Margin % | 15.8% | 7.2% | 10.4% | 11.3% | 3.6% |
| Net Income | $-440M | $-64M | $118M | $75M | $-165M |
| Diluted EPS | $-4.19 | $-1.24 | $0.22 | $-0.04 | $-1.96 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 1.0 | 1.2 | 1.1 |
| Quick Ratio | 0.9 | 0.9 | 0.8 | 1.0 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $66M | $-195M | $-99M | $-90M | $37M |
Institutional owners (13F) 130 filers · $1.3B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
130
Value held
$1.3B
New positions
13
Exited positions
12
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 13 (0 vs prior Q) | 12 (+1 vs prior Q) | 34 (-3 vs prior Q) | 38 (+1 vs prior Q) | +19.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ALPS ADVISORS INC | $351,985,266 | 24,840,174 | 26.78% | Shares |
| Invesco Ltd. | $267,444,155 | 18,873,970 | 20.35% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $109,413,598 | 7,721,496 | 8.32% | Shares |
| MORGAN STANLEY | $68,837,218 | 4,857,954 | 5.24% | Shares |
| GOLDMAN SACHS GROUP INC | $61,405,155 | 4,333,462 | 4.67% | Shares |
| JPMORGAN CHASE & CO | $57,128,255 | 4,063,176 | 4.35% | Shares |
| Creative Planning | $44,001,152 | 3,105,233 | 3.35% | Shares |
| Clearbridge Investments, LLC | $41,063,002 | 2,897,883 | 3.12% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $30,119,420 | 2,125,577 | 2.29% | Shares |
| ING GROEP NV | $23,943,049 | 1,689,700 | 1.82% | Shares |
| Jefferies Financial Group Inc. | $20,424,043 | 1,441,358 | 1.55% | Shares |
| MILLER HOWARD INVESTMENTS INC /NY | $20,169,421 | 1,423,389 | 1.53% | Shares |
| UBS Group AG | $17,039,566 | 1,202,510 | 1.30% | Shares |
| RR Advisors, LLC | $12,304,406 | 868,342 | 0.94% | Shares |
| NATIXIS | $12,213,123 | 861,900 | 0.93% | Shares |
| CIBC Bancorp USA Inc. | $11,313,498 | 798,412 | 0.86% | Shares |
| CITIGROUP INC | $10,973,503 | 774,418 | 0.83% | Shares |
| BARCLAYS PLC | $10,477,667 | 739,426 | 0.80% | Shares |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $9,117,488 | 643,436 | 0.69% | Shares |
| BANK OF AMERICA CORP /DE/ | $8,669,547 | 611,824 | 0.66% | Shares |
| NEOS Investment Management LLC | $8,510,743 | 600,617 | 0.65% | Shares |
| Blackstone Inc. | $8,158,165 | 575,735 | 0.62% | Shares |
| Callodine Capital Management, LP | $6,871,926 | 484,963 | 0.52% | Shares |
| MANNING & NAPIER ADVISORS LLC | $6,871,926 | 484,963 | 0.52% | Shares |
| Fractal Investments LLC | $4,863,753 | 343,243 | 0.37% | Shares |
| Argent Trust Co | $4,666,533 | 329,325 | 0.35% | Shares |
| Occam Crest Management LP | $4,648,800 | 312,000 | 0.35% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,328,666 | 305,481 | 0.33% | Shares |
| Advisors Asset Management, Inc. | $3,830,315 | 245,533 | 0.29% | Shares |
| ROYAL BANK OF CANADA | $3,393,000 | 239,465 | 0.26% | Shares |
| Pinnacle Holdings, LLC | $3,345,353 | 236,087 | 0.25% | Shares |
| TEXAS CAPITAL BANCSHARES INC/TX | $3,342,000 | 200,000 | 0.25% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,290,274 | 232,200 | 0.25% | Call option |
| CITADEL ADVISORS LLC | $3,279,831 | 231,463 | 0.25% | Shares |
| Summit Financial, LLC | $2,982,742 | 210,497 | 0.23% | Shares |
| Texas Capital Bank Wealth Management Services Inc | $2,834,000 | 200,000 | 0.22% | Shares |
| JANE STREET GROUP, LLC | $2,649,393 | 186,972 | 0.20% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,567,604 | 181,200 | 0.20% | Put option |
| ELCO Management Co., LLC | $2,397,592 | 169,202 | 0.18% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,133,800 | 150,586 | 0.16% | Shares |
| DG Capital Management, LLC | $2,114,164 | 149,200 | 0.16% | Call option |
| BNP PARIBAS FINANCIAL MARKETS | $2,067,658 | 145,918 | 0.16% | Shares |
| DG Capital Management, LLC | $1,914,934 | 135,140 | 0.15% | Shares |
| JANE STREET GROUP, LLC | $1,795,339 | 126,700 | 0.14% | Call option |
| HighTower Advisors, LLC | $1,704,218 | 120,269 | 0.13% | Shares |
| EXCHANGE TRADED CONCEPTS, LLC | $1,551,388 | 109,484 | 0.12% | Shares |
| JANE STREET GROUP, LLC | $1,547,364 | 109,200 | 0.12% | Put option |
| Maryland State Retirement & Pension System | $1,486,589 | 104,911 | 0.11% | Shares |
| Cresset Asset Management, LLC | $1,421,818 | 100,340 | 0.11% | Shares |
| Sowell Financial Services LLC | $1,297,804 | 91,588 | 0.10% | Shares |
Activists & 5%+ owners 10 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| James E. Davison, Jr. ×2 filings | May 22, 2026 | 4.43% | Amendment | · | SEC |
| GSO Rodeo Holdings LP, GSO Rodeo Holdings Associates LLC, GSO Holdings I L.L.C., Blackstone Holdings II L.P., Blackstone Holdings I/II GP L.L.C., Blackstone Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×4 filings | Feb. 5, 2026 | 4.90% | Amendment | · | SEC |
| KKR Rodeo Aggregator L.P., KKR Rodeo Aggregator GP LLC, KKR Global Infrastructure Investors II (Rodeo) L.P., KKR Associates Infrastructure II AIV L.P., KKR Infrastructure II AIV GP LLC, KKR Financial Holdings LLC, KKR Group Partnership L.P., KKR Group Holdings Corp., KKR Group Co. Inc., KKR & Co. Inc., KKR Management LLP, Henry R. Kravis, George R. Roberts | March 10, 2025 | 6.00% | Amendment | · | SEC |
| Rodeo Finance Aggregator LLC, KKR Rodeo Aggregator L.P., KKR Rodeo Aggregator GP LLC, KKR Global Infrastructure Investors II (Rodeo) L.P., KKR Associates Infrastructure II AIV L.P., KKR Infrastructure II AIV GP LLC, KKR Financial Holdings LLC, KKR Fund Holdings L.P., KKR Fund Holdings GP Limited, KKR Group Holdings Corp., KKR & Co. Inc., KKR Management LLC, Henry R. Kravis, George R. Roberts | July 15, 2019 | · | Initial filing | Passive investment | SEC |
| Q GEI Holdings, LLC, Quintana Energy Partners II, L.P., QEP II Genesis TE Holdco, LP, QEP Management Co., L.P., QEP Management Co. GP, LLC, Quintana Capital Group II, L.P., Quintana Capital Group GP, Ltd. ×3 filings | Aug. 17, 2011 | · | Initial filing | · | SEC |
| Terminal Service, Inc., James E. Davison, Sr., James E. Davison, Jr., Steven K. Davison, Todd A. Davison | March 26, 2010 | · | Initial filing | Passive investment | SEC |
| Arkansas Transport Company, Inc., Terminal Service, Inc., James E. Davison, Sr., James E. Davison, Jr., Steven K. Davison, Todd A. Davison | Oct. 22, 2008 | · | Initial filing | Passive investment | SEC |
| Fargo Petroleum, L.L.C., Fargo Transport, Inc., Arkansas Transport Company, Inc., Terminal Service, Inc., Ouachita Oil and Storage, Inc., James E. Davison, Sr., James E. Davison, Jr., Steven K. Davison, Todd A. Davison | July 18, 2008 | · | Initial filing | Passive investment | SEC |
| Davison Petroleum Products, L.L.C., Davison Transport, Inc., Transport Company, Davison Terminal Service, Inc., Sunshine Oil and Storage, Inc., James E. Davison, Sr. ×2 filings | Jan. 4, 2008 | · | Initial filing | Passive investment | SEC |
| Swank Group, L.L.C., Swank Energy Income Advisors, L.P., Jerry V. Swank | June 7, 2005 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 43 insiders · 19 officers · 21 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| SIMS GRANT E | Chief Executive Officer | April 14, 2026 A | 3,002,913 | 0 | 0 | $0 |
| Kristen O Jesulaitis | CFO & CLO | April 14, 2026 A | 55,000 | 0 | 0 | $0 |
| Robert V Deere | Chief Financial Officer | Nov. 21, 2017 P | 828,935 | 0 | 0 | $0 |
| Ryan S Sims | President & Chief Comm Officer | April 14, 2026 A | 23,500 | 0 | 0 | $0 |
| Edward T Flynn | President, Genesis Alkali, LLC | Aug. 11, 2023 P | 130,000 | 0 | 0 | $0 |
| Steven R Nathanson | President & COO | April 29, 2014 M | 617,043 | 0 | 0 | $0 |
| Garland G Gaspard | Senior Vice President | May 18, 2026 P | 36,881 | 1 | 0 | $201,636 |
| Frederick Michael Thompson | SVP and GM | April 14, 2026 A | · | 0 | 0 | $0 |
| Louis V Nicol | SVP & Chief Accounting Officer | April 14, 2026 A | · | 0 | 0 | $0 |
| William W Rainsberger | SVP - Offshore | April 14, 2026 A | 3,500 | 0 | 0 | $0 |
| Richard R Alexander | Vice President | April 14, 2026 A | 15,500 | 0 | 0 | $0 |
| Jeffrey J Rasmussen | VP & GM - Refinery Services | Aug. 14, 2023 P | 23,500 | 0 | 0 | $0 |
| William Stanton Goloway | Vice President | Nov. 10, 2020 S | 10,000 | 0 | 0 | $0 |
| Chad Anthony Landry | Vice President | Feb. 26, 2020 P | 30,000 | 0 | 0 | $0 |
| Karen N Pape | SVP & Controller | Feb. 14, 2018 M | 152,131 | 0 | 0 | $0 |
| Stephen M Smith | Vice President | April 11, 2017 A | 416,144 | 0 | 0 | $0 |
| Paul A Davis | Sr VP - Business Development | April 12, 2016 A | 15,152 | 0 | 0 | $0 |
| Ross A Benavides | General Counsel | Feb. 5, 2010 M | 22,173 | 0 | 0 | $0 |
| Kerry W Mazoch | Vice President | Sept. 12, 2007 S | 8,169 | 0 | 0 | $0 |
| Jack T Taylor | Director | Oct. 1, 2026 A | 32,865 | 0 | 0 | $0 |
| James E. Davison, Jr. | Director | Oct. 1, 2026 A | 3,883,045 | 0 | 0 | $0 |
| Sharilyn S Gasaway | Director | Oct. 1, 2026 A | 288,364 | 0 | 0 | $0 |
| Kenneth M Jastrow II | Director | Oct. 1, 2026 A | 150,000 | 0 | 0 | $0 |
| Conrad P Albert | Director | Oct. 1, 2026 A | 15,000 | 0 | 0 | $0 |
| James E Davison | Director | April 1, 2026 A | 2,717,890 | 0 | 0 | $0 |
| Corbin J Robertson III | Director | July 3, 2017 A | 1,590,039 | 0 | 0 | $0 |
| Donald L Evans | Director | Jan. 2, 2014 A | 49,826 | 0 | 0 | $0 |
| Robert C Sturdivant | Director | Oct. 5, 2012 S | 0 | 0 | 0 | $0 |
| William Keen Robertson | Director | Oct. 5, 2012 S | 0 | 0 | 0 | $0 |
| Carl A Thomason | Director | July 2, 2012 A | · | 0 | 0 | $0 |
| James S Nelson | Director | July 2, 2012 A | · | 0 | 0 | $0 |
| David C Baggett | Director | Feb. 5, 2010 M | 5,800 | 0 | 0 | $0 |
| Martin G White | Director | Feb. 5, 2010 M | 7,900 | 0 | 0 | $0 |
| Susan Rheney | Director | Feb. 5, 2010 M | 6,500 | 0 | 0 | $0 |
| Ronald Tracy Evans | Director | June 3, 2009 M | 15,300 | 0 | 0 | $0 |
| ALLEN MARK C | Director | June 3, 2009 M | 7,300 | 0 | 0 | $0 |
| Phil Rykhoek | Director | June 3, 2009 M | 12,300 | 0 | 0 | $0 |
| Gareth Roberts | Director | June 3, 2009 M | 12,300 | 0 | 0 | $0 |
| Herbert I Goodman | Director | Dec. 29, 2006 A | · | 0 | 0 | $0 |
| Davison Petroleum Products, L.L.C. | 10% owner | July 8, 2008 J | 1,327,007 | 0 | 0 | $0 |
| Conley J Stone | · | June 28, 2010 S | 5,300 | 0 | 0 | $0 |
| Mark J Gorman | · | Sept. 8, 2006 M | · | 0 | 0 | $0 |
| Mark Worthey | · | June 19, 2006 M | 500 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 16 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| AMZA · ETFis Series Trust I | 2.09% | 643,436 NS | July 31, 2026 | N-PORT |
| BSJR · Invesco Exchange-Traded Self-Indexe… | 0.87% | 7,521,000 | Oct. 2, 2026 | Daily |
| GYLD · ARROW ETF TRUST | 0.62% | 15,134 NS | July 31, 2026 | N-PORT |
| USAI · Pacer Funds Trust | 0.57% | 49,534 NS | July 31, 2026 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0.01% | 593,000 SH | Sept. 9, 2026 | Daily |
| EWUS · iShares Trust | 0.01% | 9,845 SH | Sept. 11, 2026 | Daily |
| ISVL · iShares Trust | 0.01% | 52,027 SH | Sept. 11, 2026 | Daily |
| IEUS · iShares Trust | 0.00% | 11,947 SH | Sept. 11, 2026 | Daily |
| ISCF · iShares Trust | 0.00% | 39,638 SH | Sept. 11, 2026 | Daily |
| SCZ · iShares Trust | 0.00% | 374,845 SH | Sept. 11, 2026 | Daily |
| INTF · iShares Trust | 0.00% | 64,620 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.00% | 6,481 SH | Sept. 11, 2026 | Daily |
| IEUR · iShares Trust | 0.00% | 61,265 SH | Sept. 11, 2026 | Daily |
| IEFA · iShares Trust | 0.00% | 807,225 SH | Sept. 11, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 166,801 SH | Sept. 11, 2026 | Daily |
| IDEV · iShares Trust | 0.00% | 122,351 SH | Sept. 11, 2026 | Daily |
GEL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 7 analysts
BUY
Median target
$18.00
+28.1%
1 14.3%
Strong Buy
5 71.4%
Buy
1 14.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
3 analysts · 2026-10-03Mean target $18.33 +30.5%
← Below all targets
Current price $14.05
Low$18.00
Mean$18.33
High$19.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| GEL | · | -3.7 | -1.8% | -27.0% | · | · |
| PAGP | · | 38.3 | -9.5% | 0.59% | · | · |
| EE | · | 21.9 | 44.3% | · | · | · |
| DKL | · | · | 7.7% | 17.4% | · | · |
| LPG | $1.46B | 7.5 | 36.3% | 40.2% | 17.6% | · |
| NGL | · | · | -9.0% | -4.5% | · | · |
| NEXT | · | -4.5 | · | · | -181.7% | · |
| GLP | · | · | 8.1% | 0.53% | · | 5.7% |
| CAPL | · | 20.2 | -10.6% | 1.1% | · | 11.0% |
| SMC | $327M | -16.6 | 30.8% | -1.1% | -1.2% | · |
| OSG | $350M | -1.3 | 6.5% | -103.1% | -34.2% | · |
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Source: SEC 10-Q filed Aug 6, 2026