Western Midstream Partners

WES Q1 2025 Earnings

Reported May 7, 2025 at 4:21 PM ET · SEC Source

Q1 25 EPS

$0.79

MISS 3.89%

Est. $0.82

Q1 25 Revenue

$917.1M

MISS 1.02%

Est. $926.6M

vs S&P Since Q1 25

-1.5%

TRAILING MARKET

WES +26.0% vs S&P +27.5%

Market Reaction

Did WES Beat Earnings? Q1 2025 Results

Western Midstream Partners fell short of Wall Street expectations in the first quarter of 2025, posting earnings of $0.79 per diluted common unit against a consensus estimate of $0.82, a miss of 3.89%, while revenue of $917.12 million trailed the $92… Read more Western Midstream Partners fell short of Wall Street expectations in the first quarter of 2025, posting earnings of $0.79 per diluted common unit against a consensus estimate of $0.82, a miss of 3.89%, while revenue of $917.12 million trailed the $926.55 million estimate by 1.02%, even as the top line grew 3.3% year over year. The shortfall was shaped in part by modest sequential throughput declines across all product categories, with total natural-gas volumes dipping 2% to 5.1 Bcf/d and crude-oil and NGLs throughput falling 6% to 503 MBbls/d. Offsetting those headwinds, the early completion of the North Loving natural-gas processing plant added 250 MMcf/d of capacity and helped drive record Delaware Basin gas throughput of 2.0 Bcf/d, while free cash flow climbed to $399.40 million from $309.28 million the prior quarter. Management raised the quarterly distribution 4% to $0.91 per unit and kept full-year capital expenditure guidance unchanged at $625 million to $775 million, citing stable customer activity and contract structures that support predictable cash flows through commodity price volatility.

Key Takeaways

  • Record natural-gas throughput in the Delaware Basin of 2.0 Bcf/d
  • Increased NGLs recoveries combined with higher commodity pricing
  • Increased margin contribution from the Delaware Basin
  • Lower operating expenses
  • Fee-based contract structures providing predictable cash flows
24/7 Wall St

WES YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

WES Revenue by Segment

Business unit performance breakdown

“I am pleased to report another successful quarter for WES marked by strong financial performance and stability. We also successfully commenced operations at the North Loving plant in the Delaware Basin ahead of schedule and under budget in late February. This significant milestone positions WES for continued growth within the basin and demonstrates our commitment to operational excellence.”

— Oscar Brown, Q1 2025 Earnings Press Release