Sunoco LP and SunocoCorp to Release Q4 2025 Results on February 17, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy SUN?
Source: Newsfilter
- Earnings Release Schedule: Sunoco LP and SunocoCorp LLC will announce their fourth quarter and full year 2025 financial and operating results before the market opens on February 17, 2026, reflecting the company's commitment to transparency and accountability in annual performance.
- Conference Call Timing: Management will hold a conference call on the same day at 9:00 a.m. Central Time (10:00 a.m. Eastern Time) to discuss the financial results, enhancing communication and engagement with investors.
- Webcast Access: The conference call will be broadcast live via an internet webcast, requiring investors to log in at least 10 minutes in advance on Sunoco LP's website to ensure smooth participation, demonstrating the company's focus on investor relations.
- Company Background: Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 32 countries and territories in North America, the Greater Caribbean, and Europe, distributing over 15 billion gallons of fuel annually, underscoring its significant position in the industry.
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Analyst Views on SUN
Wall Street analysts forecast SUN stock price to rise
6 Analyst Rating
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 58.900
Low
57.00
Averages
63.67
High
70.00
Current: 58.900
Low
57.00
Averages
63.67
High
70.00
About SUN
Sunoco LP is an energy infrastructure and fuel distribution master limited partnership operating in over 32 countries and territories in North America, the Greater Caribbean, and Europe. The Company's midstream operations include a network of approximately 14,000 miles of pipeline and over 160 terminals. Its segments include Fuel Distribution, Pipeline Systems and Terminals. The Fuel Distribution segment supplies motor fuel to independently operated dealer stations, distributors, commission agents and other consumers. The Pipeline Systems segment includes the operations of its refined products, crude oil and anhydrous ammonia pipelines, as well as other assets that are operated and managed on an integrated basis with its pipeline systems, including certain terminal and storage assets. Its Terminals segment is composed of facilities that provide storage, handling and other services on a fee basis for refined products, crude oil, specialty chemicals, renewable fuels and other liquids.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Announcement: Sunoco LP is set to release its Q4 earnings report on February 17 before market open, with consensus EPS estimate at $0.07 and revenue expected at $9.36 billion, reflecting a 77.6% year-over-year increase.
- Historical Performance: Over the past two years, Sunoco has exceeded EPS estimates 75% of the time and revenue estimates 88% of the time, indicating strong profitability and market adaptability.
- Estimate Revisions: In the last three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates also experienced no upward revisions and one downward revision, suggesting cautious market sentiment regarding future performance.
- Upgraded Investment Rating: Analysts have upgraded Sunoco LP to a 'Buy' rating, highlighting its attractive 7% dividend yield, which may further drive stock price appreciation.
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- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
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- Walmart Earnings Expectations: Analysts anticipate Walmart will report its fourth-quarter earnings on Thursday, with net sales expected to rise approximately 4% and operating income potentially increasing by 11%, further solidifying its status as a trillion-dollar company.
- Consumer Health Insights: Investors will closely monitor Walmart's commentary on consumer health and its 2026 financial guidance to assess future market trends and corporate strategy.
- FOMC Meeting Minutes Release: The minutes from the January FOMC meeting will be released on Wednesday, providing insights into policymakers' views on the path of interest rates, especially after holding rates steady at the start of the year, which has generated significant market interest.
- Personal Consumption Expenditures Data: On Friday, the Personal Consumption Expenditures (PCE) data will be released, which is the Fed's preferred inflation gauge, and the market will be keen to see if it confirms that inflation is steadily cooling or prompts the Fed to maintain a cautious stance.
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- Attractive Yield: Energy Transfer offers a 7.3% distribution yield, appealing to dividend investors aiming to maximize portfolio income, although the underlying business structure is somewhat complex.
- Business Complexity: As one of North America's largest midstream operators, Energy Transfer owns energy infrastructure and charges fees for usage, but also serves as the general partner for two publicly traded master limited partnerships, adding management complexity.
- Dividend History Comparison: Unlike Enterprise Products Partners, Energy Transfer cut its distribution in 2020, and while it now targets annual growth of 3% to 5%, past cuts may have disappointed income-dependent investors.
- Investment Considerations: Despite the attractive high yield, the associated risks and complexities of Energy Transfer may lead conservative dividend investors to prefer Enterprise Products Partners, which offers more stable dividend growth.
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- Security Review Requirement: The German government has mandated the sale of the unit operating a vital military fuel pipeline network as a condition for Sunoco LP's acquisition of TanQuid, indicating heightened vigilance against foreign control of critical infrastructure.
- State Ownership Context: The government currently owns 51% of the TanQuid unit in question and has requested the defense ministry to acquire the remaining shares, reflecting a stringent regulatory stance on foreign acquisitions to ensure national security.
- Transaction Progress: Sunoco's purchase of TanQuid was approved and completed earlier this month, indicating that despite regulatory challenges, the deal is advancing, which may impact the future investment landscape.
- Historical Intervention Reflection: This decision echoes past interventions aimed at blocking foreign control, particularly by Chinese firms, underscoring the German government's ongoing efforts to protect national security and critical infrastructure.
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- Stable Cash Flow: Energy Transfer's distributable cash flow covered its distribution by 1.8 times in the first nine months of 2025, indicating a solid income base that could attract conservative investors.
- Future Investment Plans: The company plans to invest $5.5 billion in capital projects in 2026, which is expected to support a distribution growth of 3% to 5%, demonstrating its commitment to becoming a more reliable income investment.
- Historical Trust Issues: Although the distribution has recovered and surpassed pre-pandemic levels, the cut during the 2020 pandemic still raises concerns among conservative investors, potentially affecting their investment decisions.
- Alternative Competitors: For investors wary of management decisions, alternatives like Enterprise Products Partners and Enbridge offer a more stable dividend history, albeit with slightly lower yields of 6.6% and 5.8%, respectively.
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