Star Group LP (NYSE:SGU)

Q2 2025 Star Group LP Earnings Call Transcript

May 8, 2025 / 03:00 PM GMT

Release Date Price: $12.63 (+0.08%)

Transcript 10-K/A8-K10-Q

Key Points

Positve

Star Group LP (SGU) experienced a 23% increase in home heating oil and propane volume, driven by colder weather and recent acquisitions.
The company completed $126.5 million in acquisitions since February 2024, enhancing its market presence.
Star Group LP (SGU) raised its annual dividend by $0.05 to $0.74 per unit, benefiting shareholders.
The company's product gross profit increased by 25% to $258 million due to higher sales volumes and margins.
Adjusted EBITDA rose by $32 million to $128 million, reflecting improved profitability in service and installation.

Negative

Despite colder temperatures, the weather was still 4.5% warmer than normal, potentially impacting future demand.
Delivery, branch, and GNA expenses increased by $22 million year over year, partly due to the weather hedging program.
Recent acquisitions led to a $7 million increase in expenses, impacting overall cost structure.
The company anticipates losses from recent acquisitions during the non-heating season, which may temper profits.
There was no change in the buyback program, which remains on automatic pilot, potentially limiting flexibility in capital allocation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SGU.N - Star Group LP
Q2 2025 Star Group LP Earnings Call
May 08, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Star Group fiscal 2025 2nd quarter results conference call. All participants will be in the listen-only mode.

Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on your touch 10 phone. To withdraw your question, please press 2.

Please note this event is being recorded.

I would now like to turn the conference over to Chris Woody, investor relations advisor. Please go ahead.

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Unidentified_2 [2]
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