Q2 FY2026 EarningsFY26 Q2 beat consensus significantly across all major metrics: revenue of $34.33B exceeded the $28.86B expected by 18.96%, and diluted EPS of $0.59 was 60.41% above the $0.37 mean estimate. Growth was primarily fueled by the 'Investment in Sunoco LP' segment, where revenue jumped to $14.26B following strategic acquisitions, and 'Crude Oil Transportation' which saw volumes rise to 7.34M Bbls/d. Management reaffirmed a robust 2026 growth capital guidance of $5.75B, signaling continued infrastructure expansion and distribution capacity.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Energy Transfer LP(ET) the Revenue is 34.33 B (+78.43%), Beat estimate;the EBIT is 3.574 B (+54.79%), Beat estimate;the EPS is 0.59 (+84.38%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
34.33B78.43%
28.86B49.99%
+5.47B28.44%
EBITExceed expectations
3.57B54.79%
2.73B18.12%
+0.85B36.67%
EPSExceed expectations
0.5984.38%
0.367814.93%
+0.222269.45%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf