ETEnergy Transfer LP
The schedule
- Thu4Feb
Focus turns to Q3 results and throughput volumes as the market gauges export capacity heading into peak winter heating demand.
- Sat10Apr
Sector-wide reassessment of global LNG pricing contracts and forward demand from European and Asian markets.
- Thu6May
Year-end earnings paired with critical guidance on 2027 distribution hikes and potential unit buyback allocations.
- Thu5Aug
First quarter results will test ET's operational leverage and validate its long-term DCF assumptions.
Past
- Sun20Sep
Key regulatory permitting decisions for ET's ongoing pipeline expansions, heavily influenced by federal policy under the current administration.
- Thu6Aug
Actual outcome: Bull · $20.94 at outcome
Energy Transfer met EPS estimates of $0.35 but delivered a standout Q2 featuring 78% year-over-year revenue growth, record volumes, and a second consecutive guidance raise. The stock rallied to hit the bull target as investors cheered the company's strong operational momentum and strategic positioning to capture natural gas demand from the AI-driven data center buildout.
Shares are trading within 5% of their 52-week high, setting a high bar for the upcoming Q2 print. Despite 32% YoY revenue growth, recent net income contracted slightly, creating risk of near-term consolidation.
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