Q2 FY2026 EarningsFY26 Q2 results significantly beat consensus across the board, with total revenue of $14.26B vs. $11.05B expected (+29.1%) and GAAP EPS of $0.94 vs. $0.33 last year. The variance was driven by the aggressive integration of the Parkland and TanQuid acquisitions, which propelled Fuel Distribution volumes and Terminal throughput. Cash from operations of $1.56B far exceeded the $0.61B consensus, while management maintained full-year maintenance CAPEX guidance of $400-450M.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Sunoco LP(SUN) the Revenue is 14.26 B (+164.6%), Beat estimate;the EBIT is 583 M (+187.2%), Beat estimate;the EPS is 0.94 (+184.9%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
14.26B164.55%
11.05B104.98%
+3.21B59.57%
EBITExceed expectations
0.58B187.19%
0.58B183.56%
+0.01B3.63%
EPSMiss expectations
0.94184.85%
2.7941746.70%
-1.8541561.85%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf