Genesis Energy Q3 2026 EPS Tops Estimates at -$0.05, but Revenue Misses at $449.3M

Genesis Energy (GEL) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $449.3 million, up 8.5% from a year earlier, below the $529.8 million estimate, and adjusted EPS was -$0.05, unchanged from a year earlier, above the -$0.18 estimate.

Q3 2026 scorecard

By our calculation, revenue was $80.6 million below the estimate and adjusted EPS was $0.13 above it. The QoQ column compares with the previous quarter's revenue of $532.0 million and adjusted EPS of $0.26. The YoY column compares with $414.0 million and -$0.05 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 2 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 0 of the last 4 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $414.0 million, $440.8 million, $446.6 million, $532.0 million and $449.3 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of -$0.04 and revenue of $527.6 million next quarter, based on 1 analyst.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 8.5% increase to $449.3 million.
• Estimate record. Whether Genesis Energy returns to beating EPS estimates, which it did in 2 of its last 8 reports.
• Related coverage. See our reports on Lincoln National, Ingredion, Lemonade and LifeStance Health.

Sources: Results are from Genesis Energy's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Genesis Energy's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.