Enterprise Products Partners L.P. (EPD) Earnings Call Transcripts
Enterprise Products Partners L.P.'s Latest Earnings Call - April 14, 2026
In the April 14, 2026 earnings call, Enterprise Products Partners L.P. (EPD:US) focused on its annual supply appraisal forecast, signaling a stable outlook for U.S. production despite geopolitical tensions. Management highlighted that U.S. production is expected to remain disciplined, with the Permian Basin contributing 85% of liquid hydrocarbon growth. Revenue and earnings details will be discussed in the upcoming earnings call on April 28, 2026, but management noted strong demand for petrochemicals and natural gas, driven by global market dynamics. No specific guidance changes were provided during this call.
Reported metrics
| Metric | Value |
|---|---|
| Permian Basin Growth Contribution | 85% (neutral) |
| Natural Gas Demand Growth | 4-9 Bcf per day (positive) |
| NGL Growth Potential | 450,000 barrels per day (positive) |
| Crude Oil Production Forecast | 14.4 million barrels per day by 2030 (positive) |
| Wet Natural Gas Production Forecast | 132.5 Bcf per day by 2030 (positive) |
| NGL Production Forecast | 9 million barrels per day by 2030 (neutral) |
Guidance from management
Management did not provide specific guidance changes during this call, indicating stability in their forecasts despite geopolitical tensions.
What management said
Yes. Thank you, Joe. We've got Corey Johnson here that, as Joe said, heads up our fundamentals group as well as our financial desk. And Corey has been around for a long time. He's been in virtually every business at Enterprise. And he's put a lot of work into this along with his fundamental thing. Corey?
Yes. And John, this is Chris. I think with respect to your question about how this plays into our outlook for the remainder of 2026, our forecast for 2027, I think we'll address that certainly a great question, but we'll certainly address that as we -- in 2 weeks when we have our first quarter earnings call.
What analysts pressed on
Analysts expressed concerns regarding the impact of the Middle East conflict on supply chains and whether demand for U.S. LPGs would shift post-conflict. They were particularly interested in how quickly curtailed gas could return to market with new pipeline expansions.
Main topics on the call
- U.S. Production Discipline — Management expects U.S. producers to remain disciplined in their output, with the Permian Basin projected to account for 85% of liquid hydrocarbon growth. Corey Johnson stated, "We expect that to continue into 2026," ind...
- Impact of Geopolitical Events — The ongoing conflict in the Middle East has created supply constraints, but management believes it has not significantly altered their long-term forecasts. Johnson mentioned, "I really don't think our forecast... has cha...
- Natural Gas Demand Growth — Management anticipates strong demand for natural gas, driven by LNG and data centers. They expect domestic growth to be between 4 and 9 Bcf per day through 2030, with exports adding another 7 to 17 Bcf per day.
- NGL and Petrochemical Demand — NGL demand is expected to remain robust, with management noting that "the longer this goes on, the longer that runway gets for people replenishing things that basically are consumed or destocked." This indicates a favora...
Read the full Enterprise Products Partners L.P. transcript (April 14, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Enterprise Products Partners L.P.
Enterprise Products Partners L.P. (EPD) is a publicly listed company in the Oil, Gas and Consumable Fuels industry, within the Energy sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 37 calls on record spanning January 30, 2020 to July 30, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 37 Enterprise Products Partners L.P. earnings call transcripts on record, spanning January 30, 2020 to July 30, 2026. Based on this history, Enterprise Products Partners L.P. reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- EPD
- Exchange
- NYSE
- Country
- US
- Sector
- Energy
- Industry
- Oil, Gas and Consumable Fuels
- Calls on record
- 37
- First call
- January 30, 2020
- Most recent
- July 30, 2026
- Reporting cadence
- quarterly