Sunoco LP to Announce Q4 Earnings on February 17
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SUN?
Source: seekingalpha
- 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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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.
Sunoco LP to Announce Q4 Earnings on February 17
- 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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- 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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Germany Mandates Sale of Key Pipeline Unit for Sunoco's TanQuid Acquisition
- 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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- 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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- Capital Investment Plans: The company has $5.5 billion in capital investment projects planned for 2026, expected to support distribution growth of 3% to 5%, reflecting confidence in future revenue growth.
- Historical Issues Impact: Despite strong current cash flow, past distribution cuts in 2020 and 2016 may raise trust concerns among conservative investors, potentially affecting their investment decisions.
- Market Competition: Energy Transfer faces competition from other midstream companies like Enterprise Products Partners and Enbridge, which have demonstrated better distribution stability, potentially attracting more conservative investors.
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- Cash Flow Coverage: Energy Transfer's distributable cash flow covered its distribution by 1.8 times in the first nine months of 2025, demonstrating a reliable income source that supports its lofty 7.5% yield, thereby boosting investor confidence.
- Capital Investment Plans: The company plans to invest $5.5 billion in capital projects for 2026, which is expected to support distribution growth of 3% to 5%, indicating its commitment to becoming a more reliable income investment and enhancing long-term appeal.
- Historical Issues Impact: While the future outlook is positive, past events such as the distribution cut during the pandemic in 2020 and uncertainties surrounding the 2016 acquisition of Williams Companies may lower trust among conservative investors, affecting market performance.
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Sunoco LP to Announce Q4 Earnings on February 17
- 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.
See More
Energy Transfer's Attractive Yield and Associated Risks
- 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.
See More
Germany Mandates Sale of Key Pipeline Unit for Sunoco's TanQuid Acquisition
- 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.
See More
Energy Transfer Plans $5.5 Billion Investment for 2026, Targeting 3%-5% Distribution Growth
- 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.
See More
Energy Transfer's Cash Flow Covers 1.8x Distribution, Positive Growth Outlook
- Cash Flow Coverage: Energy Transfer's distributable cash flow covered its distribution by 1.8 times in the first nine months of 2025, indicating strong financial health that could attract income-seeking investors.
- Capital Investment Plans: The company has $5.5 billion in capital investment projects planned for 2026, expected to support distribution growth of 3% to 5%, reflecting confidence in future revenue growth.
- Historical Issues Impact: Despite strong current cash flow, past distribution cuts in 2020 and 2016 may raise trust concerns among conservative investors, potentially affecting their investment decisions.
- Market Competition: Energy Transfer faces competition from other midstream companies like Enterprise Products Partners and Enbridge, which have demonstrated better distribution stability, potentially attracting more conservative investors.
See More
Energy Transfer (ET) Distributable Cash Flow Covers 1.8x Yield, Solid Future Growth Prospects
- Cash Flow Coverage: Energy Transfer's distributable cash flow covered its distribution by 1.8 times in the first nine months of 2025, demonstrating a reliable income source that supports its lofty 7.5% yield, thereby boosting investor confidence.
- Capital Investment Plans: The company plans to invest $5.5 billion in capital projects for 2026, which is expected to support distribution growth of 3% to 5%, indicating its commitment to becoming a more reliable income investment and enhancing long-term appeal.
- Historical Issues Impact: While the future outlook is positive, past events such as the distribution cut during the pandemic in 2020 and uncertainties surrounding the 2016 acquisition of Williams Companies may lower trust among conservative investors, affecting market performance.
- Alternative Investment Options: Given Energy Transfer's historical decisions, investors may prefer alternatives like Enterprise Products Partners and Enbridge, which have more stable records of distribution growth, even though their yields are slightly lower.
See More
