US · Energy · Oil & Gas Midstream
EPS came in at 0.33 against a street estimate of 0.40 — a miss of 17.5%.
Analysts rate Energy Transfer LP a strong buy (20 buy, 3 hold, 0 sell out of 23) with an average price target of $24.70.
CONFIDENT Energy Transfer raised 2026 EBITDA guidance to $18.8–$19.1B (midpoint +$0.5B), driven by record volumes across midstream, NGL, crude, and natural gas. Hugh Brinson Phase 1 online early; projects ramping ahead of schedule. Q2 2026 Hugh Brinson now commercial; Desert Southwest on track for late 2029 in-service. Widespread power/data center demand across South and Texas. Analysts pressed volumetric outperformance drivers, Desert Southwest progress, commodity volatility duration, recontracting exposure, and data center/power plant competitive dynamics. Management emphasized underlying business strength, execution pace, multi-basin optionality, and return discipline despite strong opportunity set. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| ALPS Advisors Inc | 2.52% |
| Morgan Stanley - Brokerage Accounts | 2.49% |
| JPMorgan Chase & Co | 2.35% |
| The Goldman Sachs Group Inc | 1.82% |
| Amvescap Plc. | 1.60% |
| Tortoise Midstream Energy Fund, Inc. | 1.10% |
| Blackstone Inc | 1.04% |
| UBS Group AG | 0.89% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $37,103 million, up from $19,954 million in the same period of 2025. • | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to partners was $1.21 billion, versus $1.02 billion in the third quarter of 2025. • Ba | 2026-11-03 |
| Reg FD disclosure · Q3 2026 ENERGY TRANSFER LP – FORM 8-K SUMMARY Filed September 10, 2026 --- HEADLINE NUMBERS • Exchange Transfer Date: NYSE listing ends October 2, 2026; Te | 2026-09-10 |
| Quarterly report · Q2 2026 ENERGY TRANSFER LP - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6 months): $62,105 million vs. $40,262 million in prior year (+54%) • N | 2026-08-06 |
| Results announced · Q3 2026 ENERGY TRANSFER LP – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income attributable to partners: $2.09 billion (Q2 2026) vs. $1.16 billion (Q2 2 | 2026-08-04 |
| Material agreement · Q3 2026 ENERGY TRANSFER LP – 8-K SUMMARY HEADLINE NUMBERS • Completed underwritten public offering of $1,750,000,000 in junior subordinated notes on July 20 | 2026-07-21 |
| Material agreement · Q3 2026 ENERGY TRANSFER LP - 8-K SUMMARY HEADLINE NUMBERS • Company issuing $1.75 billion in new junior subordinated notes through public offering • Series | 2026-07-08 |
| Board / officer change · Q2 2026 ENERGY TRANSFER LP – FORM 8-K SUMMARY HEADLINE NUMBERS • Co-Chief Executive Officer Marshall S. "Mackie" McCrea III announcing retirement effective | 2026-06-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.34 / share ex-date Nov 6, 2026 · pay Nov 19, 2026 | 2026-11-06 |
| Dividend | $0.34 / share ex-date Aug 7, 2026 · pay Aug 19, 2026 | 2026-08-07 |
| Dividend | $0.34 / share ex-date May 8, 2026 · pay May 20, 2026 | 2026-05-08 |
| Dividend | $0.34 / share ex-date Feb 6, 2026 · pay Feb 19, 2026 | 2026-02-06 |
| Dividend | $0.33 / share ex-date Nov 7, 2025 · pay Nov 19, 2025 | 2025-11-07 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Energy Transfer LP — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.