For the quarter ended December 2025, Plains All American Pipeline (PAA) reported revenue of $10.57 billion, down 14.8% over the same period last year. EPS came in at $0.40, compared to $0.42 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $11.55 billion, representing a surprise of -8.55%. The company delivered an EPS surprise of -14.29%, with the consensus EPS estimate being $0.47.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Plains All American performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Crude oil pipeline tariff volumes- Total: 10079 thousands of barrels of oil compared to the 10999.54 thousands of barrels of oil average estimate based on two analysts.
- Revenues- NGL: $59 million compared to the $353.72 million average estimate based on two analysts. The reported number represents a change of -89% year over year.
- Segment Adjusted EBITDA- NGL: $122 million versus $147.28 million estimated by two analysts on average.
- Segment Adjusted EBITDA- Crude oil: $611 million compared to the $608.7 million average estimate based on two analysts.
View all Key Company Metrics for Plains All American here>>>
Shares of Plains All American have returned +8.5% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Plains All American Pipeline, L.P. (PAA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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