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01/09 09:31
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Energy Transfer LP (ET) is set to release its FY2025Q3 earnings performance on 11/05 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 21.81B and an earnings per share (EPS) of 0.33 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The analysis predicts a "Beat" for Energy Transfer LP's FY2025Q3 earnings, supported by infrastructure expansions and cash flow improvements.
Fact Data supports a "Beat" scenario for FY2025Q3 earnings:
Doubling export capacity for Uinta Basin crude directly addresses "Crude Oil Adjusted EBITDA" recovery. Increased transportation volumes and pipeline utilization align with the consensus rationale for Crude Oil EBITDA growth.
Likely to drive revenue upside via higher midstream volumes.
A 3% distribution hike signals confidence in Distributable Cash Flow (DCF) sustainability, implying operational efficiency improvements.
Supports bullish sentiment on cash generation despite weaker macro conditions.
Wells Fargo highlights upside from the Desert Southwest pipeline expansion (to 3 Bcf/d) and Lake Charles FID, which could accelerate Midstream Adjusted EBITDA growth.
Scotiabank notes "sizeable" earnings growth from thematic demand-pull sources.
While Jefferies cites Permian NGL competition, the VoltaGrid-Oracle partnership (2,300 MW infrastructure) creates long-term demand for hydrocarbon-based energy, potentially stabilizing blending margins.
Key Risks:
Natural gas demand stagnation (Jefferies’ Hold thesis).
Delays in project execution (e.g., Lake Charles FID).
The earnings call summary highlights a robust strategic plan with significant organic growth projects, including the Desert Southwest Pipeline and Hugh Brinson Pipeline expansion, indicating potential for long-term revenue growth. The Q&A section reveals strong demand for data center deals and pipeline expansions, with positive analyst sentiment. While guidance is slightly lowered, optimistic future project impacts and strong partnerships suggest a positive outlook. No market cap is provided, but the overall sentiment leans towards a positive stock price movement in the short term.
The earnings call reflects a positive outlook with strong financial metrics and strategic initiatives. The company is making significant progress on key projects like Lake Charles LNG and Hugh Brinson, with optimistic guidance for future cash flows. The Q&A session highlighted management's confidence in project execution and market opportunities, despite some uncertainties in specific project contributions. The focus on customer needs and strong engineering capabilities further supports a positive sentiment. Overall, the strategic plans and financial health position the company well for growth, indicating a likely positive stock price movement.
The earnings call highlights strong financial performance with increased adjusted EBITDA in key segments like midstream and interstate natural gas. The Q&A section reveals positive sentiment towards future growth, with new contracts and expansion plans in place. However, there are some concerns regarding vague responses on C Corp presence and production outlook. Overall, the strong financial metrics, optimistic guidance, and strategic expansions indicate a positive stock price movement in the next two weeks.
The earnings call highlights both positive and negative aspects. Positives include strong adjusted EBITDA growth in certain segments and optimism about future projects. However, concerns about commodity price volatility, competition, litigation risks, and absence of a shareholder return plan weigh negatively. The Q&A session further reveals competitive pressures and uncertainties, with some unclear management responses. Overall, the mixed signals and uncertainties suggest a neutral outlook for the stock price over the next two weeks.
Energy Transfer LP (ET) is scheduled to release its FY2025Q3 earnings report onNov 5, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 21.81B in revenue and an EPS of 0.33 for Energy Transfer LP's FY2025Q3.
Intellectia's exclusive AI algorithms forecast a Beat forEnergy Transfer LP's FY2025Q3 earnings, with a prediction date of Nov 5, 2025. Energy Transfer LP The analysis predicts a "Beat" for Energy Transfer LP's FY2025Q3 earnings, supported by infrastructure expansions and cash flow improvements.
Leverage Intellectia's AI forecast to position trades ahead of theNov 5, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
