Equity Profile

EPD

Enterprise Products Partners L.P.

EnergyOil & Gas Storage & Transportation$82.1B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

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. Investors will closely watch this figure to gauge the company's financial health.

$0.68

Revenue

Revenue figures help assess the company's ability to generate sales and maintain market share in a competitive environment.

$13.3B

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) operates in the energy sector, focusing on oil and gas storage and transportation. With a market cap of $82 billion, the company plays a crucial role in the energy supply chain, providing essential services that support the flow of energy resources across North America.

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 -4.76% surprise. The stock reacted positively, gaining 0.65% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect EPD to report an EPS of $0.68 and revenue of $13.3 billion for Q2-2026. The market is looking for signs of recovery after a mixed performance in previous quarters.

Bull Case

If EPD can exceed the EPS estimate and show strong revenue growth, it could signal a robust operational recovery, boosting investor confidence.

Bear Case

On the other hand, if the company misses expectations again, it could raise concerns about its ability to navigate current market challenges, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$0.68

Earnings per share (EPS) is a key indicator of profitability. Investors will closely watch this figure to gauge the company's financial health.

Revenue

$13.3B

Revenue figures help assess the company's ability to generate sales and maintain market share in a competitive environment.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPD's EPS exceed the consensus estimate of $0.68?

A beat on EPS would indicate stronger profitability and could boost investor sentiment.

What revenue figure will EPD report, and how does it compare to the expected $13.3 billion?

Revenue performance is critical for assessing the company's growth and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating EPD's ability to rebound, as the company has historically shown resilience in challenging environments.

Supporting Evidence

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Despite recent earnings misses, EPD has a track record of bouncing back in subsequent quarters.

Key Risk

If EPD reports an EPS above $0.70, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether EPD can recover from recent earnings misses and deliver solid financial performance.

Bull Confirmed If

An EPS of $0.70 or higher would confirm the bull case, indicating stronger-than-expected profitability.

Bear Confirmed If

An EPS below $0.64 would confirm the bear case, raising concerns about ongoing operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±7.78%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders are anticipating volatility.

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 +2.10%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting cautious investor sentiment.

Miss

A miss on earnings could lead to a decline of about -0.27%, indicating ongoing 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 impact profitability.
2Details on pipeline utilization rates and their effect on revenue.
3Insights into market demand for oil and gas storage and transportation services.
4Management's outlook on future capital expenditures and growth initiatives.
5Responses to questions about competitive pressures in the energy sector.

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) 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. Investors will closely watch this figure to gauge the company's financial health.

$0.68

Revenue

Revenue figures help assess the company's ability to generate sales and maintain market share in a competitive environment.

$13.3B

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

In Q1-2026, EPD reported an EPS of $0.68, which was slightly below the expected $0.71, resulting in a -4.76% surprise. The stock reacted positively, gaining 0.65% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect EPD to report an EPS of $0.68 and revenue of $13.3 billion for Q2-2026. The market is looking for signs of recovery after a mixed performance in previous quarters.

Bull Case

If EPD can exceed the EPS estimate and show strong revenue growth, it could signal a robust operational recovery, boosting investor confidence.

Bear Case

On the other hand, if the company misses expectations again, it could raise concerns about its ability to navigate current market challenges, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$0.68

Earnings per share (EPS) is a key indicator of profitability. Investors will closely watch this figure to gauge the company's financial health.

Revenue

$13.3B

Revenue figures help assess the company's ability to generate sales and maintain market share in a competitive environment.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPD's EPS exceed the consensus estimate of $0.68?

A beat on EPS would indicate stronger profitability and could boost investor sentiment.

What revenue figure will EPD report, and how does it compare to the expected $13.3 billion?

Revenue performance is critical for assessing the company's growth and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating EPD's ability to rebound, as the company has historically shown resilience in challenging environments.

Supporting Evidence

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Despite recent earnings misses, EPD has a track record of bouncing back in subsequent quarters.

Key Risk

If EPD reports an EPS above $0.70, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether EPD can recover from recent earnings misses and deliver solid financial performance.

Bull Confirmed If

An EPS of $0.70 or higher would confirm the bull case, indicating stronger-than-expected profitability.

Bear Confirmed If

An EPS below $0.64 would confirm the bear case, raising concerns about ongoing operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±7.78%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that traders are anticipating volatility.

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 +2.10%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting cautious investor sentiment.

Miss

A miss on earnings could lead to a decline of about -0.27%, indicating ongoing 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 impact profitability.
2Details on pipeline utilization rates and their effect on revenue.
3Insights into market demand for oil and gas storage and transportation services.
4Management's outlook on future capital expenditures and growth initiatives.
5Responses to questions about competitive pressures in the energy sector.