NGL Energy Partners LP NGL

15.10 (0.25) (1.63%) as of 25 Sep
Market cap
$1.9B
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 5.75
Total sells 5.10
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — 4 —
Sell — — — — — — — — — — 1 —
Insider Ownership 20.02%

Capital & Financial Ratios

Market Cap 1,920.00
Revenue 3,524.00
Net Income (128.73)
Free Cash Flow 101.88
Net Debt 3,270.60
Current Ratio 1.14
Debt/Equity (13.85)
P/E ratio 0.00
P/S ratio 0.53
P/B ratio 0.00
Past 5Y EPS Growth 33.51%
This Y EPS Growth 143.26%
Next Y EPS Growth 29.71%
Next 5Y EPS Growth 4.00%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 Powerpack
2025 Powerpack
2024 Powerpack
2020 0.89
0.39
0.20
0.20
0.10
2019 1.56
0.39
0.39
0.39
0.39
2018 1.56
0.39
0.39
0.39
0.39
2017 2.24
0.39
0.39
0.39
0.68
0.39
2016 1.81
0.64
0.39
0.39
0.39
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 39 6 9 5
Receivables 719 580 661 639
Inventory 107 70 67 68
Other 72 175 — —
1,181 962 774 738
2024 2025 2026 Q'26
Payables 639 462 495 450
ST’ Debt 7 9 11 11
Other 19 52 15 18
977 739 739 645
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (12.31%) (9.60%) (17.78%)
Cash Flow 0.40% 3.78% (6.32%)
Earnings 0.00% 0.00% 0.00%
Book Value 0.00% 0.00% 0.00%

Revenue

Jun Sep Dec Mar Year
’26 990 — — — —
’26 622 675 910 950 3,156
’25 759 756 982 971 3,469
’24 1,616 1,841 1,870 — 4,153
’23 2,497 2,009 2,139 (967) 5,679
’22 1,489 1,754 2,172 2,533 7,948
’21 844 1,168 1,462 1,752 5,227
in millions of $ · fiscal quarters ending in the months shown
value withheld pending a data check

Operating Cash Flow

Jun Sep Dec Mar Year
’26 77 — — — —
’26 33 40 182 110 366
’25 (18) 7 154 155 297
’24 55 76 93 152 376
’23 2 (34) 239 238 445
’22 (5) (3) 35 179 206
’21 80 63 42 118 304
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Jun Sep Dec Mar Year
’26 (32) — — — —
’26 11 10 46 78 145
’25 (78) (83) 95 117 52
’24 19 31 53 120 224
’23 (39) (87) 210 213 297
’22 (52) (34) 5 144 63
’21 (17) 29 23 83 117
in millions of $ · fiscal quarters ending in the months shown

EPS

Jun Sep Dec Mar Year
’26 0.48 — — — —
’26 0.04 0.02 0.10 (3.44) (3.19)
’25 (0.14) (0.21) (0.12) (0.12) (0.60)
’24 (0.11) (0.05) 0.08 (2.05) (2.14)
’23 (0.04) (0.21) 0.19 (0.51) (0.56)
’22 (1.23) (0.21) (0.35) (0.43) (2.22)
’21 (0.44) (0.14) (3.13) (1.96) (5.68)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
8.57 8.71 9.23 1.15 1.38 1.00 1.14 3.84 2.64 8.62

Analyst estimates 2027–2029

Powerpack
Low Price
25.80 17.65 15.71 12.08 4.09 2.80 5.68 6.20 10.29 19.06
High Price
2,700 2,400 1,300 1,400 1,400 842 638 607 569 449
Employees
5 3 7 5 4 9 9 7 6 7
Revenue/Emp
12,707 6,954 8,689 7,584 5,227 7,948 5,679 4,153 3,469 3,156
Revenue
3.77% 9.93% 8.13% 12.92% 14.03% 10.17% 17.43% 23.30% 27.73% 30.86%
Gross Margin
97 (21) (78) (180) (641) (183) 9 (156) 60 (179)
EBT
0.76% (0.30%) (0.90%) (2.38%) (12.26%) (2.30%) 0.16% (3.76%) 1.73% (5.66%)
EBT Margin
144 (70) 339 (399) (639) (184) 52 (143) 43 (139)
Net Income
195 220 222 277 331 306 290 282 267 269
Depreciation
117.56 57.47 70.63 59.52 40.53 61.21 43.35 31.43 26.24 24.85
Revenue/Sh
0.99 (1.08) 2.01 (4.59) (5.68) (2.22) (0.56) (2.14) (0.60) (3.19)
Earnings/Sh
(0.23) 1.14 2.74 3.64 2.36 1.59 3.40 2.85 2.25 2.88
Cash Flow/Sh
(3.19) (1.11) (3.70) (4.36) (1.45) (1.10) (1.13) (1.15) (1.86) (1.74)
Capex/Sh
(3.42) 0.03 (0.96) (0.72) 0.91 0.49 2.27 1.69 0.39 1.14
Free CF/Sh
20.05 17.24 18.52 13.62 7.35 5.50 5.86 3.39 1.10 (2.33)
Book Value/Sh
108 121 123 127 129 130 131 132 132 127
Shares
22.16 0.00 7.04 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PE Ratio
0.19 0.08 0.11 0.04 0.05 0.04 0.07 0.18 0.17 0.50
PS Ratio
1.13 0.69 0.84 0.24 0.44 0.79 0.91 7.69 0.00 0.00
PB Ratio
0.43 0.23 0.25 0.46 0.68 0.46 0.62 0.86 1.03 1.52
EV/Sales
(14.66) 939.10 (32.88) (37.76) 30.54 57.29 11.89 15.98 69.03 33.12
EV/FCF
(25) 138 337 464 304 206 445 376 297 366
Op' Cash Flow
(345) (134) (456) (556) (187) (142) (148) (152) (246) (221)
Capex
(370) 4 (118) (92) 117 63 297 224 52 145
FCF
546 1,165 562 (72) 97 269 182 203 223 34
Working Cap'
2,993 2,680 2,161 3,150 3,321 3,353 2,858 2,851 2,971 3,235
Total Debt
2,981 2,658 2,142 3,127 3,316 3,349 2,852 2,812 2,965 3,226
Net Debt
2,167 2,086 2,278 1,736 948 714 767 448 146 (297)
Sh' Equity
1.80% (2.10%) 4.11% (9.44%) (11.77%) (4.80%) (1.27%) (5.40%) (1.64%) (9.23%)
ROA
2.50% 2.47% 1.79% (0.04%) (5.73%) 1.28% 4.21% 3.10% 6.62% 2.02%
ROIC
5.53% (6.47%) 12.52% (33.81%) (73.72%) (59.76%) (18.65%) (109.15%) 153.50% 95.71%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026

NGL Energy Partners LP peers in Oil & Gas Midstream

All 58 Oil & Gas Midstream stocks →

NGL Energy Partners LP (NGL) key facts

  • NGL Energy Partners LP (NGL) is an Oil & Gas Midstream company in the Energy sector, listed on the New York Stock Exchange.
  • As of September 25, 2026, NGL traded at $15.10, a market capitalization of $1.9 billion.
  • Return on equity was 95.7% and debt-to-equity -13.85.

Source: company filings (standardised) and stockrow calculations.

NGL Energy Partners LP (NGL) Latest News

News by impact score

Fine-tune

15 Aug

3

NGL Energy Partners LP stock rose 6.5% after reporting positive EPS driven by strong Q1 2026 results. Positive quarterly EPS and earnings beat lifted stock price with moderate effect on near-term sentiment and performance.

11 Aug

3

Surging earnings estimates signal upside potential for NGL Energy Partners LP stock. Surging earnings estimates point to improved financial outlook and investor sentiment for NGL Energy Partners LP.

5 Aug

3

NGL Energy Partners LP reported Q1 financial results and operational updates during its earnings call, covering revenue, volumes, and strategic initiatives. Q1 earnings call highlights deliver performance data that may shift short-term market views but rarely alter long-term company trajectory.

3 transcript

NGL Energy Partners LP reported record water volumes in its Q1 2027 earnings call. Record water volumes signal stronger operational results in the water solutions business.

4 Aug

3

NGL Energy Partners LP announced first quarter fiscal 2027 financial results. Quarterly earnings updates directly affect views of financial performance and near-term valuation.

2 Jun

3

NGL Energy Partners LP's Q4 earnings call focused on water solutions as the primary driver of future growth and operational strategy. Water-led growth emphasis in earnings call signals moderate operational shifts with noticeable but limited long-term effects.

29 May

4 transcript

NGL Energy Partners LP reported record Water Solutions segment results in its Q4 2026 earnings call. Record water solutions performance signals strong operational growth and improved financial trajectory.

3

NGL Energy Partners LP discussed its Q4 2026 financial results and operational outlook during the earnings call. Earnings call details can shift short-term market sentiment and valuation without major strategic overhauls.

28 May

3

NGL Energy Partners LP Q4 earnings call covered financial results, operational updates and forward outlook for the partnership. Quarterly earnings details and guidance can shift near-term investor views on financial performance.

3

NGL Energy Partners LP reported fourth quarter and full year fiscal 2026 financial results and issued guidance for fiscal 2027. Quarterly results plus forward guidance typically move near-term investor sentiment and valuation for the company.

12 May

4

NGL Energy Partners LP expands Produced Water Network, prompting valuation review amid positive outlook for water logistics growth. Produced Water Network expansion bolsters NGL's strategic position in high-growth energy water services, potentially driving significant revenue and valuation uplift.

7 May

4

NGL Energy Partners LP announces extension of its LEX II Pipeline to Eddy County, New Mexico. LEX II Pipeline extension to Eddy County provides NGL expanded access to Permian Basin production, driving significant growth in throughput and revenues.

15 Apr

4

NGL Energy Partners LP (NGL) authorized a $100 million share repurchase program. A $100 million share repurchase program signals management confidence and can enhance earnings per share while supporting stock price.

9 Apr

4

NGL Energy Partners LP announced a $100 million repurchase program for its LP common units, authorizing the buyback over the next 12 months to enhance shareholder value. $100 million repurchase program signals strong management confidence and supports unit price, significantly influencing investor sentiment and financial trajectory.

13 Mar

4

NGL Energy Partners LP secures new loan and launches share buyback to reshape its balance sheet. New loan and buyback program represent major strategic financial moves that strengthen balance sheet and could significantly boost investor sentiment and stock performance.

12 Mar

4

NGL Energy Partners LP closed a $950 million term loan, amended its asset-based revolving credit facility, and plans to redeem approximately 195,000 Class D Preferred Units. Securing a $950 million term loan, amending the credit facility, and redeeming preferred units significantly strengthens NGL's capital structure and financial position.

4 Feb

4

NGL Energy Partners LP reported strong earnings and record water volumes, indicating robust operational performance. The company has seen significant growth in its water solutions segment, contributing positively to its financial results. Analysts are now reassessing the valuation of NGL Energy Partners in light of these developments, suggesting potential for continued growth and improved market sentiment. Strong earnings and record water volumes indicate significant operational improvements that could alter the company's trajectory.

4 transcript

NGL Energy Partners LP reported strong EBITDA growth in its Q3 2026 earnings call, highlighting improved financial performance and operational efficiencies. The company emphasized its strategic initiatives aimed at enhancing profitability and market position, while also addressing challenges in the current economic landscape. Overall, the results indicate a positive trajectory for NGL Energy Partners, bolstered by effective management and a focus on core business areas. Strong EBITDA growth and strategic initiatives are likely to significantly impact future performance and investor sentiment.

3 transcript

NGL Energy Partners LP reported its Q3 earnings, highlighting key financial metrics and operational updates. The company experienced fluctuations in revenue and adjusted EBITDA, influenced by market conditions and strategic initiatives. Management provided insights into future growth prospects and ongoing projects aimed at enhancing operational efficiency. The call emphasized the importance of navigating regulatory challenges and market dynamics to sustain performance. Moderate fluctuations in revenue and strategic initiatives may influence financial performance and market positioning.

3 Feb

4

Natura Resources has partnered with NGL Energy Partners LP to implement large-scale produced water treatment using small modular nuclear reactors in the Permian Basin. This collaboration aims to enhance water management in the region, addressing environmental concerns while promoting sustainable practices in oil and gas operations. The partnership represents a significant strategic move that could transform water treatment processes and enhance NGL's competitive positioning in the energy sector.

3

NGL Energy Partners LP reported its financial results for the third quarter of fiscal 2026, highlighting key metrics such as revenue, net income, and operational performance. The company experienced fluctuations in its financial performance compared to previous quarters, reflecting ongoing market conditions and operational challenges. Management provided insights into strategic initiatives aimed at improving efficiency and addressing market demands. The results indicate a focus on enhancing shareholder value and navigating industry dynamics. Financial results show moderate fluctuations that may influence operational performance and market sentiment.

27 Jan

3

NGL Energy Partners LP (NGL) experienced an 8.8% increase in its stock price, raising questions about the sustainability of this upward trend. Analysts are evaluating the factors contributing to this rise, including market conditions and company performance. Investors are keen to understand whether this momentum can be maintained in the coming weeks. The stock price increase indicates moderate investor interest, but it is unclear if this trend will have lasting effects on the company's overall performance.

17 Jan

3

NGL Energy Partners LP has experienced an 85% rally over the past year, prompting discussions about whether it's too late to reassess the company's potential. Analysts are evaluating the sustainability of this growth amidst market dynamics and operational strategies. Investors are urged to consider both the recent performance and future prospects as they weigh their options. The significant rally indicates a shift in market sentiment, but future performance will depend on various external factors.

15 Jan

3

NGL Energy Partners LP is currently being evaluated for its stock valuation, with analysts suggesting it may be undervalued based on recent market trends and financial performance indicators. The company has faced challenges but shows potential for recovery and growth, prompting discussions about its investment appeal. Investors are encouraged to consider various factors, including market conditions and company fundamentals, before making decisions. Current evaluations indicate a moderate potential for influence on financial performance and market sentiment.

14 Jan

3

NGL Energy Partners LP announced an upcoming earnings call, providing investors and analysts an opportunity to discuss the company's financial performance and strategic initiatives. The call is expected to cover key metrics and insights into the company's operations, reflecting its current market position and future outlook. The earnings call may provide insights that could moderately influence investor sentiment and financial performance.

30 Dec

3

NGL Energy Partners LP is under scrutiny as value investors consider its stock. The company has faced challenges, including financial instability and market volatility, raising questions about its long-term viability. Analysts are divided on whether the current stock price presents a buying opportunity or if further declines are imminent. Investors are advised to weigh the risks against potential rewards before making decisions. Financial instability and market volatility may moderately influence investor sentiment and the company's performance.

22 Dec

4

NGL Energy Partners LP (NGL) has shown strong performance in the oils-energy sector this year, outperforming many of its peers. The company has benefited from favorable market conditions and strategic initiatives that have positively impacted its financial metrics. Analysts are optimistic about NGL's growth potential, citing its ability to adapt to changing market dynamics and enhance operational efficiency. As the energy sector continues to evolve, NGL's positioning may lead to sustained competitive advantages. NGL's strong performance and strategic initiatives are likely to significantly impact its future market trajectory.

21 Dec

3

NGL Energy Partners LP has experienced a remarkable 100% return over the past year, but recent share price pullbacks have raised questions about its valuation. Analysts are assessing the sustainability of this growth amid market fluctuations and potential challenges ahead. The company's performance is under scrutiny as investors weigh the implications of these developments on future profitability and market positioning. Recent share price fluctuations and valuation assessments indicate a moderately noticeable influence on the company's financial performance and market sentiment.

16 Dec

3

NGL Energy Partners LP has announced its quarterly cash distribution for Class B, Class C, and Class D preferred units, reflecting the company's ongoing commitment to providing returns to its preferred unit holders. The distribution details include the amount per unit and the payment date, which is set for the upcoming month. This announcement underscores NGL's financial stability and operational performance in the current market environment. The cash distribution indicates financial stability but does not significantly alter the company's overall trajectory.

10 Dec

3

NGL Energy Partners LP is currently being evaluated by investors for potential undervaluation. Analysts suggest that the company's financial metrics and market position may not fully reflect its growth prospects. Factors such as recent performance trends and market conditions are influencing investor sentiment, leading to discussions about the company's future trajectory and potential for recovery. The overall outlook remains cautiously optimistic as stakeholders assess the implications of current valuations. Current market conditions and performance trends may moderately influence NGL's financial outlook and investor sentiment.

stockrow.com/NGL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com