GLOBAL PARTNERS LP (GLP) Earnings History

GLOBAL PARTNERS LP - Q3 FY2025 Earnings

Filed at: Nov 7, 2025, 7:10 AM EST|Read from source

EXECUTIVE SUMMARY

Global Partners LP reported a mixed third quarter with strong performance in its Wholesale segment, offset by lower fuel margins in its Gasoline Distribution and Station Operations segment.

POSITIVE HIGHLIGHTS

  • •

    Wholesale segment product margin increased to $78.0 million from $71.1 million in the prior year period.

    positive
  • •

    Total sales increased to $4.7 billion from $4.4 billion in the prior year period.

    positive
  • •

    Total volume increased to 1.9 billion gallons from 1.7 billion gallons in the prior year period.

    positive
  • •

    Station operations product margin increased slightly to $74.1 million from $73.6 million in the prior year period.

    neutral

CONCERNS & RISKS

  • •

    Net income decreased to $29.0 million from $45.9 million in the prior year period.

    negative
  • •

    Diluted EPS decreased to $0.66 from $1.17 in the prior year period.

    negative
  • •

    EBITDA decreased to $97.1 million from $119.1 million in the prior year period.

    negative
  • •

    Gasoline Distribution and Station Operations (GDSO) segment product margin decreased to $218.9 million from $237.7 million due to lower fuel margins.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$4.69B
+6.2%
Prior year: $4.42B
Net Income
Quarterly
$29.02M
-36.8%
Prior year: $45.92M
EPS (Diluted)
Quarterly
$0.66
-43.6%
Prior year: $1.17
Operating Income
Quarterly
$61.41M
-26.4%
Prior year: $83.45M
EPS (Basic)
Quarterly
$0.66
-44.1%
Prior year: $1.18

MARGIN ANALYSIS

Gross Margin
Current Quarter
5.8%
Prior Year
6.5%
YoY Change
-69 bps
Operating Margin
Current Quarter
1.3%
Prior Year
1.9%
YoY Change
-58 bps
Net Margin
Current Quarter
0.6%
Prior Year
1.0%
YoY Change
-42 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT COMMENTARY

CEO highlighted strong performance in Wholesale segment driven by terminal network growth.

— GLOBAL PARTNERS LP, Q3 FY2025 2025 Earnings Call

Acknowledged lower fuel margins in Gasoline Distribution and Station Operations segment compared to Q3 2024.

— GLOBAL PARTNERS LP, Q3 FY2025 2025 Earnings Call

Emphasized focus on operational discipline, wise investment, and asset optimization.

— GLOBAL PARTNERS LP, Q3 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Commercial Volume
149.2M
+21.7% YoY
Prior year: 122.6M
gallons
Gdso Volume
390.8M
-5.3% YoY
Prior year: 412.7M
gallons
Wholesale Volume
1400.0M
+16.7% YoY
Prior year: 1200.0M
gallons

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.