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Jun 30, 2024

Plains All American Q2 2024 Earnings Report

Reported strong second-quarter results and raised full-year 2024 Adjusted EBITDA guidance.

Key Takeaways

Plains All American Pipeline, L.P. reported strong second-quarter 2024 results, exceeding expectations in both the Crude Oil and NGL segments. The company is increasing its annual EBITDA guidance for 2024.

Reported net income attributable to PAA of $250 million and net cash provided by operating activities of $653 million.

Delivered Adjusted EBITDA attributable to PAA of $674 million.

Generated Adjusted Free Cash Flow of $421 million (excluding changes in Assets & Liabilities; including bolt-on acquisition capital).

Successfully priced public offering of $650 million of unsecured senior notes at 5.7% due 2034.

Total Revenue
$12.9B
Previous year: $11.6B
+11.5%
EPS
$0.31
Previous year: $0.25
+24.0%
Commercial crude oil storage capacity
72
Previous year: 72
+0.0%
Crude oil lease gathering purchases
1.57K
Previous year: 1.41K
+11.6%
NGL fractionation
129
Previous year: 83
+55.4%
Gross Profit
$529M
Cash and Equivalents
$553M
Free Cash Flow
$411M
Total Assets
$27.5B

Plains All American

Plains All American

Plains All American Revenue by Segment

Forward Guidance

Raising the mid-point of guidance for full-year 2024 Adjusted EBITDA attributable to PAA by $75 million to a new range of $2.725 - $2.775 billion. Reiterating full-year 2024 Adjusted Free Cash Flow guidance of $1.55 billion (excluding changes in Assets & Liabilities; including bolt-on acquisition capital)

Revenue & Expenses

Visualization of income flow from segment revenue to net income