WES Earnings
Wednesday, May 06 2026
EPS Estimate
$0.78
$0.73 – $0.80
Revenue Estimate
$1.0B
Current Price
$40.69
Our Position
neutralQ4 earnings miss masks record cash generation
structured data
est. revisions rising
(+9.1pp / 30d)
The earnings miss stings in the near term, but the strong full-year cash flow and EBITDA expansion reveal a company still generating real value. A 40% EPS miss deserves scrutiny, but the company's ability to exceed EBITDA and FCF guidance suggests operational execution remains solid—this is a midstream operator delivering cash to shareholders even when headline numbers underwhelm.
Watch: Monitor FY 2026 execution against the guided $2.5B–$2.7B EBITDA range (5% growth expected) and whether CapEx discipline (reduced to $850M–$1.0B from $1.1B+) translates to improved distributions. Q1 2026 results will clarify if the Q4 miss was a one-off or signals weakening margins ahead.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Insider Activity
buying
Price Trend
downtrend
From 52w High
-1.8%
P/E Ratio
13.7
Est. Revisions (30d)
-0.5% 0up/1dn
Analyst Target (mean)
$42 $38–$49 +3%
Options P/C Ratio
0.52
Est. Dispersion
9% 4 analysts
Insider Cluster
buy cluster
Recent Activity
insider trades
27 transactions
Buy
·
PHILLIPS ROBERT G (Director)
·1,250 shares
·$50,238
Other
·
BROWN OSCAR K (Chief Executive Officer)
·24,022 shares
Other
·
GREEN CATHERINE A. (Officer)
·63,315 shares
Sell
·
DIAL CHRISTOPHER B (General Counsel)
·5,879 shares
·$248,976
Other
·
DIAL CHRISTOPHER B (General Counsel)
·91,788 shares
22 more
Other
·
SHULTS KRISTEN S.
·91,788 shr
Other
·
HOLDERMAN DANIEL P
·91,788 shr
Other
·
STEWART LISA A.
·3,843 shr
Other
·
PHILLIPS ROBERT G
·4,046 shr
Other
·
SCHULTE DAVID J
·3,843 shr
Other
·
OWEN KENNETH F
·3,843 shr
Other
·
BROWN OSCAR K
·52,660 shr
Other
·
GREEN CATHERINE A.
·21,085 shr
Other
·
DIAL CHRISTOPHER B
·29,196 shr
Other
·
SHULTS KRISTEN S.
·36,492 shr
Other
·
BOURNE ROBERT W
·31,540 shr
Other
·
BROWN OSCAR K
·5,199 shr
Other
·
GREEN CATHERINE A.
·23,145 shr
Other
·
DIAL CHRISTOPHER B
·31,540 shr
Other
·
HOLDERMAN DANIEL P
·32,814 shr
Other
·
FORSYTH MICHAEL S.
·28,548 shr
Other
·
STEWART LISA A.
·5,199 shr
Other
·
SCHULTE DAVID J
·5,199 shr
Other
·
OWEN KENNETH F
·5,199 shr
Sell
·
OCCIDENTAL PETROLEUM CORP
·19,500,000 shr
·$697,125,000
Other
·
URE MICHAEL P.
·22,000 shr
Buy
·
BOURNE ROBERT W
·1,353 shr
·$50,430
Explore more
