Energy Transfer LP Announces Q1 2026 Earnings Release Schedule
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 07 2026
0mins
Should l Buy ET?
Source: Newsfilter
- Earnings Release Plan: Energy Transfer LP is set to release its Q1 2026 earnings on May 5, 2026, before market open, reflecting the company's commitment to transparency and investor communication.
- Conference Call Schedule: The company will hold a conference call on the same day at 8:00 AM Central Time/9:00 AM Eastern Time to discuss quarterly results and provide updates, aiming to enhance investor understanding of its operations.
- Webcast Availability: The conference call will be broadcast live via an internet webcast, accessible on Energy Transfer's website, ensuring broad dissemination of information and timely access for investors.
- Asset Portfolio Overview: Energy Transfer LP operates approximately 140,000 miles of pipeline and associated energy infrastructure across 44 states, showcasing its strong competitive position and market presence in the energy sector.
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Analyst Views on ET
Wall Street analysts forecast ET stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 18.860
Low
17.00
Averages
20.65
High
23.00
Current: 18.860
Low
17.00
Averages
20.65
High
23.00
About ET
Energy Transfer LP owns and operates a diversified portfolios of energy assets in the United States, with more than 140,000 miles of pipeline and associated energy infrastructure. The Company’s strategic network spans 44 states with assets in all of the major United States production basins. Its core operations include complementary natural gas midstream, intrastate and interstate transportation and storage assets; crude oil, natural gas liquids (NGL) and refined product transportation and terminalling assets; and NGL fractionation. The Company’s segments include intrastate transportation and storage, interstate transportation and storage, midstream, NGL and refined products transportation and services, crude oil transportation and services, investment in Sunoco LP, investment in USA Compression Partners, LP (USAC), and all other. It also owns Lake Charles LNG Company, LLC, its wholly owned subsidiary, which owns an LNG import terminal and regasification facility.
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.
Enbridge: Steady Cash Flow and High Credit Rating
- Stable Income Source: Over 98% of Enbridge's earnings come from regulated or take-or-pay contracts, resulting in highly predictable earnings that have met annual financial guidance for 20 consecutive years, showcasing its robust position in the energy infrastructure sector.
- Enhanced Financial Flexibility: Enbridge can borrow approximately CAD 5 billion (USD 3.6 billion) annually for expansion projects and acquisitions, boosting its total investment capacity to over CAD 10 billion (USD 7.3 billion) per year when including post-dividend free cash flow, providing ample funding for future growth.
- Consistent Dividend Growth: Enbridge has increased its dividend for 31 consecutive years, reflecting its low-risk business model and strong financial health, whereas Energy Transfer cut its distribution in half in 2020 due to the pandemic, indicating a higher risk profile.
- Market Leadership: As North America's energy infrastructure leader, Enbridge transports 30% of the continent's oil and 20% of the gas consumed in the U.S., and its leading position in renewable energy investments further enhances its competitive edge and long-term growth potential.
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Enbridge Outshines Energy Transfer as a Safer Investment
- Stable Income Source: Enbridge leads North America's energy infrastructure, transporting 30% of oil and 20% of gas, with over 98% of its earnings derived from regulated or take-or-pay contracts, ensuring income stability and predictability.
- Financial Comparison: While Energy Transfer is in its strongest financial position historically, its leverage ratio remains within the 4.0-4.5x target range, whereas Enbridge's is 4.5-5.0x, yet Enbridge boasts a higher credit rating, indicating greater financial flexibility.
- Enhanced Investment Capacity: Enbridge can borrow about CA$5 billion ($3.6 billion) annually for expansion projects, boosting its total investment capacity to over CA$10 billion ($7.3 billion) when including post-dividend free cash flow, compared to Energy Transfer's planned $5 billion to $5.5 billion investment.
- Dividend Reliability: Enbridge has increased its dividend for 31 consecutive years, reflecting its low-risk business model and strong financial position, while Energy Transfer cut its distribution in half in 2020, indicating a higher overall risk profile despite recent improvements.
See More
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- Chevron's Cash Flow Growth: Chevron anticipates generating an additional $12.5 billion in free cash flow this year at $70 oil, with expectations for this figure to rise significantly due to current prices, which will further enhance its stock buyback plan, targeting between $10 billion and $20 billion.
- Energy Transfer's Growth Potential: Energy Transfer plays a crucial role in oil and gas flow, benefiting from the U.S. Strategic Petroleum Reserve's release, which is expected to boost earnings as oil flows out and reserves are replenished, with plans to invest at least $5 billion in growth projects over the coming years.
- Williams Companies' Long-Term Growth: Williams is a leader in natural gas infrastructure, with U.S. gas demand projected to increase over 35% in the next decade, and the company has approved over $7 billion in gas-fired power solutions, positioning it for more than 10% annual earnings growth through 2030.
See More
Energy Stocks Benefit from Soaring Oil Prices
- Surging Oil Prices: Crude oil prices have skyrocketed due to the war with Iran, with Brent rising over 60% to around $100 per barrel and WTI up 65%, creating significant profit opportunities for companies like Chevron.
- Chevron's Cash Flow Growth: Chevron anticipates generating an additional $12.5 billion in free cash flow this year at $70 oil, and with current prices, this figure could be even higher, enhancing its capacity for shareholder returns.
- Energy Transfer Investments: Energy Transfer plans to invest at least $5 billion in growth capital projects in 2023, supporting its high 7.1% distribution yield and projecting annual growth of 3% to 5%, ensuring stable long-term earnings growth.
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See More
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- Energy Transfer Outlook: Energy Transfer (ET) offers a 7.2% yield and 8.5x forward EV/EBITDA, leveraging its strong presence in the Permian Basin to target mid-teens returns, thereby solidifying its competitive edge in the midstream energy sector.
- Enterprise Products Stability: Enterprise Products Partners (EPD) boasts a 5.9% yield and 11x forward EV/EBITDA, having raised its distribution for 27 consecutive years, showcasing its reputation as a shareholder-friendly company, with projected strong double-digit cash flow and EBITDA growth for 2027.
- MPLX Growth Potential: MPLX (MPLX) features a 7.8% yield and 11x forward EV/EBITDA, having increased its distribution by 12.5% over the past two years and planning similar growth ahead, indicating robust growth projects in the Permian and Gulf Coast regions.
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Energy Transfer Starts 2026 Strong with 13% Share Increase
- Share Price Surge: Energy Transfer's shares have risen by 13%, currently trading at $18.82, reflecting strong market confidence in its growth potential and likely attracting more investor interest.
- Growing Market Demand: According to the International Energy Agency, natural gas is the third-largest source of electricity for data centers globally, with the market projected to reach $902 billion by 2033, positioning Energy Transfer to benefit significantly.
- Key Partnership Agreements: The company has secured a major agreement with Oracle to supply natural gas for three of its data centers, along with a 20-year deal with Entergy Louisiana to support Meta Platforms' AI data center, further solidifying its market position.
- Future Outlook: The Q1 2026 earnings report is expected on May 5, and the market will closely monitor project developments; if Energy Transfer can maintain growth momentum, its stock price may exceed $20, enticing more investors to enter.
See More
Enbridge: Steady Cash Flow and High Credit Rating
- Stable Income Source: Over 98% of Enbridge's earnings come from regulated or take-or-pay contracts, resulting in highly predictable earnings that have met annual financial guidance for 20 consecutive years, showcasing its robust position in the energy infrastructure sector.
- Enhanced Financial Flexibility: Enbridge can borrow approximately CAD 5 billion (USD 3.6 billion) annually for expansion projects and acquisitions, boosting its total investment capacity to over CAD 10 billion (USD 7.3 billion) per year when including post-dividend free cash flow, providing ample funding for future growth.
- Consistent Dividend Growth: Enbridge has increased its dividend for 31 consecutive years, reflecting its low-risk business model and strong financial health, whereas Energy Transfer cut its distribution in half in 2020 due to the pandemic, indicating a higher risk profile.
- Market Leadership: As North America's energy infrastructure leader, Enbridge transports 30% of the continent's oil and 20% of the gas consumed in the U.S., and its leading position in renewable energy investments further enhances its competitive edge and long-term growth potential.
See More
Enbridge Outshines Energy Transfer as a Safer Investment
- Stable Income Source: Enbridge leads North America's energy infrastructure, transporting 30% of oil and 20% of gas, with over 98% of its earnings derived from regulated or take-or-pay contracts, ensuring income stability and predictability.
- Financial Comparison: While Energy Transfer is in its strongest financial position historically, its leverage ratio remains within the 4.0-4.5x target range, whereas Enbridge's is 4.5-5.0x, yet Enbridge boasts a higher credit rating, indicating greater financial flexibility.
- Enhanced Investment Capacity: Enbridge can borrow about CA$5 billion ($3.6 billion) annually for expansion projects, boosting its total investment capacity to over CA$10 billion ($7.3 billion) when including post-dividend free cash flow, compared to Energy Transfer's planned $5 billion to $5.5 billion investment.
- Dividend Reliability: Enbridge has increased its dividend for 31 consecutive years, reflecting its low-risk business model and strong financial position, while Energy Transfer cut its distribution in half in 2020, indicating a higher overall risk profile despite recent improvements.
See More
Energy Stocks Benefit from Soaring Oil Prices
- Surge in Oil Prices: The ongoing conflict with Iran has led to a more than 60% increase in Brent crude prices, reaching around $100 per barrel, while WTI prices have surged 65% to about $95, creating significant profit opportunities for energy companies amidst sustained high prices.
- Chevron's Cash Flow Growth: Chevron anticipates generating an additional $12.5 billion in free cash flow this year at $70 oil, with expectations for this figure to rise significantly due to current prices, which will further enhance its stock buyback plan, targeting between $10 billion and $20 billion.
- Energy Transfer's Growth Potential: Energy Transfer plays a crucial role in oil and gas flow, benefiting from the U.S. Strategic Petroleum Reserve's release, which is expected to boost earnings as oil flows out and reserves are replenished, with plans to invest at least $5 billion in growth projects over the coming years.
- Williams Companies' Long-Term Growth: Williams is a leader in natural gas infrastructure, with U.S. gas demand projected to increase over 35% in the next decade, and the company has approved over $7 billion in gas-fired power solutions, positioning it for more than 10% annual earnings growth through 2030.
See More
Energy Stocks Benefit from Soaring Oil Prices
- Surging Oil Prices: Crude oil prices have skyrocketed due to the war with Iran, with Brent rising over 60% to around $100 per barrel and WTI up 65%, creating significant profit opportunities for companies like Chevron.
- Chevron's Cash Flow Growth: Chevron anticipates generating an additional $12.5 billion in free cash flow this year at $70 oil, and with current prices, this figure could be even higher, enhancing its capacity for shareholder returns.
- Energy Transfer Investments: Energy Transfer plans to invest at least $5 billion in growth capital projects in 2023, supporting its high 7.1% distribution yield and projecting annual growth of 3% to 5%, ensuring stable long-term earnings growth.
- Rising Natural Gas Demand: Williams expects U.S. natural gas demand to increase by over 35% over the next decade, having approved over $7 billion in gas-fired power solutions, which is projected to drive its annual earnings growth above 10%.
See More
Midstream Energy Stocks: Best Picks for Steady Income
- Energy Transfer Outlook: Energy Transfer (ET) offers a 7.2% yield and 8.5x forward EV/EBITDA, leveraging its strong presence in the Permian Basin to target mid-teens returns, thereby solidifying its competitive edge in the midstream energy sector.
- Enterprise Products Stability: Enterprise Products Partners (EPD) boasts a 5.9% yield and 11x forward EV/EBITDA, having raised its distribution for 27 consecutive years, showcasing its reputation as a shareholder-friendly company, with projected strong double-digit cash flow and EBITDA growth for 2027.
- MPLX Growth Potential: MPLX (MPLX) features a 7.8% yield and 11x forward EV/EBITDA, having increased its distribution by 12.5% over the past two years and planning similar growth ahead, indicating robust growth projects in the Permian and Gulf Coast regions.
- Western Midstream High Yield: Western Midstream (WES) presents a 9% yield and 9.3x forward EV/EBITDA, targeting a 3% distribution increase this year, while enhancing its ties to oil production through acquisitions, demonstrating strong market adaptability amid fluctuating oil prices.
See More
Energy Transfer Starts 2026 Strong with 13% Share Increase
- Share Price Surge: Energy Transfer's shares have risen by 13%, currently trading at $18.82, reflecting strong market confidence in its growth potential and likely attracting more investor interest.
- Growing Market Demand: According to the International Energy Agency, natural gas is the third-largest source of electricity for data centers globally, with the market projected to reach $902 billion by 2033, positioning Energy Transfer to benefit significantly.
- Key Partnership Agreements: The company has secured a major agreement with Oracle to supply natural gas for three of its data centers, along with a 20-year deal with Entergy Louisiana to support Meta Platforms' AI data center, further solidifying its market position.
- Future Outlook: The Q1 2026 earnings report is expected on May 5, and the market will closely monitor project developments; if Energy Transfer can maintain growth momentum, its stock price may exceed $20, enticing more investors to enter.
See More
