Sunoco LP

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.