Global Partners Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 4/6
Global PartnersDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -4.6% zurückgegangen, während in der Branche Oil and Gas die Gewinne wachsen. Die Umsatzerlöse sind gewachsen mit einer durchschnittlichen Rate von 8.7% pro Jahr. Global Partners Die Eigenkapitalrendite des Unternehmens beträgt 21%, und die Nettomargen liegen bei 0.6%.
Wichtige Informationen
-4.56%
Wachstumsrate der Gewinne
-4.51%
EPS-Wachstumsrate
| Oil and Gas Wachstum der Industrie | 33.67% |
| Wachstumsrate der Einnahmen | 8.73% |
| Eigenkapitalrendite | 20.99% |
| Netto-Marge | 0.64% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • Jun 02
GLP: Stable Outlook Will Rely On Steady Distribution And Paused Buyback
Analysts have maintained their price target for Global Partners at $45.50. They cite only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, which do not materially change their overall valuation view.Narrativ-Update • May 11
GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook
Analysts are maintaining their $45.50 price target for Global Partners, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth expectations, a small improvement in profit margin, and a marginally higher future P/E estimate. What's in the News Global Partners reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares for US$0 under its existing buyback program (Key Developments).Seeking Alpha • May 11
Global Partners: Valuation Is Favorable (Rating Upgrade)
Summary Global Partners LP is upgraded from hold to buy as valuation and technicals turn favorable after a period of market-driven weakness. GLP's Q1 2026 revenue surged 16% YoY to $5.3B, with operating margin expanding to 2.0% amid successful acquisitions and rising oil prices. Despite high debt, GLP's liquidity and manageable maturity profile support its ability to sustain operations and dividends. Current price offers a reasonable entry point, with target prices ranging from $51.36 to $59.13 based on conservative valuation approaches. Read the full article on Seeking AlphaNarrativ-Update • Apr 22
GLP: Stable Distribution And Paused Buyback Will Support Balanced Outlook
Analysts now hold Global Partners' fair value steady at $45.50, with only fine tuning to inputs such as the discount rate, revenue growth, profit margin, and future P/E guiding this unchanged price target. What's in the News From October 1, 2025 to December 31, 2025, Global Partners repurchased 0 shares for $0 million under its June 24, 2020 buyback program, leaving total completed repurchases at 64,843 shares (0.19%) for $1.74 million (Key Developments).Narrativ-Update • Apr 04
GLP: Stable Payout And Completed Buyback Will Support Measured Outlook
Analysts now hold their price target for Global Partners at $45.50, with the slight adjustment in discount rate and future P/E assumptions reflecting updated views on the company’s risk profile and earnings valuation. What's in the News Global Partners reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0, completing a total repurchase of 64,843 units, or 0.19%, for $1.74 million under the buyback announced on June 24, 2020 (Key Developments).Narrativ-Update • Mar 21
GLP: Stable Distribution And Completed Buyback Tranche Will Support Fair Outlook
Analysts have maintained their price target for Global Partners at $45.50, citing largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin and future P/E estimates. What's in the News From October 1, 2025 to December 31, 2025, Global Partners repurchased 0 units for $0 under its existing buyback program, keeping total repurchases under the June 24, 2020 authorization at 64,843 units (0.19% of units) for $1.74 million (company filing).Narrativ-Update • Mar 07
GLP: Stable Distribution And Updated Assumptions Will Support Fair Outlook
Analysts now set their price target for Global Partners at $45.50, a $0.50 adjustment that reflects updated views on revenue, profit margins and a lower assumed future P/E multiple. What's in the News The Board of Directors of Global GP LLC declared a cash distribution of $0.7600 per unit on Global Partners LP common units for the period from October 1, 2025 through December 31, 2025 (Key Developments).Narrativ-Update • Feb 20
GLP: Stable Distribution And Assumption Tweaks Will Support Fair Outlook
Analysts have trimmed their price target on Global Partners from $49 to $45. Small updates to discount rate, margin and future P/E assumptions modestly reduce their estimated fair value, while broader growth expectations remain essentially unchanged.Narrativ-Update • Feb 06
GLP: Steady Distributions And Minor Assumption Shifts Will Support Fair Outlook
Analysts have kept their price target for Global Partners steady at $49.00 per unit, citing only minor tweaks to assumptions, such as a slightly lower discount rate and a marginally adjusted future P/E multiple, rather than any major shift in their view of the partnership. What's in the News The Board of Directors of Global GP LLC declared a cash distribution of $0.7600 per unit for Global Partners common units for the period from October 1, 2025 through December 31, 2025 (Key Developments).Narrativ-Update • Jan 23
GLP: Future Distributions And Stable Impairments Will Support Fairly Valued Outlook
Analysts have reaffirmed their fair value estimate for Global Partners at US$49.00 per unit, pointing to slightly revised discount rate and future P/E assumptions as the key drivers behind the updated price target framework. What's in the News From July 1, 2025 to September 30, 2025, Global Partners LP reported no share repurchases under its ongoing buyback.Narrativ-Update • Jan 08
GLP: Future Cash Distributions Will Support Upside As Asset Impairments Stay Low
Analysts have left their price target for Global Partners unchanged at US$49.00, as small tweaks to assumptions like discount rate, profit margin, and forward P/E were not enough to shift their overall view of the stock’s valuation. What's in the News From July 1, 2025 to September 30, 2025, Global Partners reported no share repurchases, while confirming completion of 64,843 units repurchased for US$1.74 million under the buyback program announced on June 24, 2020 (company filing).Narrativ-Update • Dec 25
GLP: Future Distributions Will Support Upside As Asset Impairments Remain Low
Narrative Update on Global Partners Analysts have raised their price target on Global Partners by a modest amount to reflect slightly higher long term earnings expectations and a marginally richer forward valuation multiple. What's in the News Third quarter 2025 unaudited results showed long lived asset impairment of $20,000, sharply lower than $492,000 in the prior year period, signaling reduced write downs and potentially more stable asset performance (company filing).Narrativ-Update • Dec 11
GLP: Future Cash Distributions And Stable Margins Will Support Upside Potential
Analysts have modestly reaffirmed their outlook on Global Partners, keeping the fair value estimate effectively unchanged at about 49 dollars. Slightly lower discount rate assumptions and stable long term growth and margin expectations continue to support the current price target.Narrativ-Update • Nov 27
GLP: Higher Revenue Growth Will Drive Future Earnings Momentum
Analysts have raised their price target for Global Partners, increasing it from $49.00 to $49.00. This change is based on expectations for slightly stronger revenue growth, despite a reduced profit margin and higher projected future P/E multiple.Narrativ-Update • Nov 11
GLP: Net Profit Margin Improvement Will Drive Stronger Earnings Ahead
Narrative Update on Global Partners Analysts have revised their price target for Global Partners downward from $53 to $49. This reflects adjustments for a lower discount rate and improved profit margin expectations, which are offset by changes in valuation.
Neues Narrativ • Sep 13
Decisive Acquisitions And Innovative Merchandising Propel Company Into A New Era Of Profitability
Strategic acquisitions and a long-term agreement from the Motiva transaction are set to significantly enhance revenue and stabilize cash flows.Seeking Alpha • Aug 11
Global Partners LP: Slightly Speculative For Income Investors
Summary Global Partners LP is a master limited partnership operating in the midstream and downstream energy industry with a large terminal network and gasoline stations in the USA. The company operates three segments: Wholesale, GDSO, and Commercial, with GDSO contributing the majority of gross margin. Global Partners has been growing primarily through debt-funded acquisitions, leading to a highly leveraged capital structure. The senior notes are slightly speculative, the preferred shares are priced correctly, and the common shares are slightly overpriced right now. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
GLP: Attractive Yield And Business If Traditional Energy Production Increases
Summary The 2024 U.S. election will impact oil and gasoline prices, affecting economic conditions and inflation. Global Partners LP focuses on traditional hydrocarbons, but has initiatives for low carbon solutions. A potential shift in U.S. energy policy post-2024 election could impact GLP's performance and the energy market. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Global Partners LP: 9 Straight Dividend Hikes, 6%-Plus Yield
Summary Global Partners LP offers high-yield investments, including preferred shares and senior notes, with attractive returns for investors. GLP is a major player in fuel distribution in the Northeastern US, with a strong presence in retail, wholesale, and transportation of petroleum products. Despite concerns about the future of fossil fuel distribution, GLP's long-term assets and earnings indicate stability and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
Global Partners: Consider Long-Term Trends
Summary Global Partners' business relies on managing oil transport and supply. Its 12-month performance is flat and there are hints of decreasing oil demand. Business risk includes a significant reduction in oil consumption due to the adoption of zero-emissions energy solutions. Rapid BEV uptake is a reality check. Global Partners is staying with fossil fuels as it grows its business, with $570 million spent recently on acquisitions. While Global Partners has an exceptional dividend, the threat of reduced oil consumption is real. Investors might consider this long-term trend. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Global Partners: Preferreds Up To 12% Yield, Is It Worth The Risk?
Summary Global Partners offers investors dividends, dividend growth, and exposure to an irreplaceable asset base on the U.S. East Coast and Texas. The company has a strong growth strategy and has outperformed major oil giants in terms of total returns. Recent acquisitions and expansion efforts position Global Partners for future growth, but there are risks to consider such as its debt profile and potential impact of higher interest rates. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Global Partners Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 19,291 | 123 | 909 | 0 |
| 31 Dec 25 | 18,561 | 72 | 880 | 0 |
| 30 Sep 25 | 18,100 | 72 | 871 | 0 |
| 30 Jun 25 | 17,828 | 89 | 870 | 0 |
| 31 Mar 25 | 17,610 | 108 | 862 | 0 |
| 31 Dec 24 | 17,164 | 83 | 851 | 0 |
| 30 Sep 24 | 17,386 | 113 | 842 | 0 |
| 30 Jun 24 | 17,185 | 94 | 814 | 0 |
| 31 Mar 24 | 16,607 | 92 | 789 | 0 |
| 31 Dec 23 | 16,492 | 128 | 769 | 0 |
| 30 Sep 23 | 16,510 | 132 | 768 | 0 |
| 30 Jun 23 | 16,916 | 218 | 773 | 0 |
| 31 Mar 23 | 18,408 | 339 | 766 | 0 |
| 31 Dec 22 | 18,878 | 341 | 751 | 0 |
| 30 Sep 22 | 18,543 | 304 | 703 | 0 |
| 30 Jun 22 | 17,240 | 227 | 665 | 0 |
| 31 Mar 22 | 15,195 | 78 | 638 | 0 |
| 31 Dec 21 | 13,248 | 45 | 609 | 0 |
| 30 Sep 21 | 11,352 | 32 | 595 | 0 |
| 30 Jun 21 | 10,089 | 19 | 573 | 0 |
| 31 Mar 21 | 8,280 | 86 | 567 | 0 |
| 31 Dec 20 | 8,322 | 94 | 564 | 0 |
| 30 Sep 20 | 9,475 | 89 | 571 | 0 |
| 30 Jun 20 | 10,659 | 86 | 578 | 0 |
| 31 Mar 20 | 12,697 | 24 | 570 | 0 |
| 31 Dec 19 | 13,082 | 28 | 571 | 0 |
| 30 Sep 19 | 13,007 | 81 | 521 | 0 |
| 30 Jun 19 | 13,230 | 53 | 510 | 0 |
| 31 Mar 19 | 12,849 | 47 | 499 | 0 |
| 31 Dec 18 | 12,673 | 100 | 488 | 0 |
| 30 Sep 18 | 11,799 | 68 | 467 | 0 |
| 30 Jun 18 | 10,490 | 98 | 456 | 0 |
| 31 Mar 18 | 9,453 | 94 | 445 | 0 |
| 31 Dec 17 | 8,921 | 58 | 438 | 0 |
| 30 Sep 17 | 8,832 | -25 | 447 | 0 |
| 30 Jun 17 | 8,703 | -159 | 446 | 0 |
| 31 Mar 17 | 8,760 | -168 | 452 | 0 |
| 31 Dec 16 | 8,240 | -198 | 438 | 0 |
| 30 Sep 16 | 8,097 | -135 | 462 | 0 |
| 30 Jun 16 | 8,553 | -11 | 472 | 0 |
| 31 Mar 16 | 9,087 | 1 | 474 | 0 |
| 31 Dec 15 | 10,315 | 36 | 479 | 0 |
| 30 Sep 15 | 11,678 | 64 | 469 | 0 |
| 30 Jun 15 | 13,243 | 100 | 444 | 0 |
Qualität der Erträge: GLP hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: GLPDie aktuellen Gewinnspannen (0.6%) sind höher als im letzten Jahr (0.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: GLPDie Erträge des Unternehmens sind in den letzten 5 Jahren um 4.6% pro Jahr zurückgegangen.
Beschleunigtes Wachstum: GLPDas Gewinnwachstum des Unternehmens im letzten Jahr (13.6%) übertrifft seinen 5-Jahres-Durchschnitt (-4.6% pro Jahr).
Erträge im Vergleich zur Industrie: GLP Das Gewinnwachstum im vergangenen Jahr (13.6%) übertraf das der Branche Oil and Gas 6% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite (20.99%) von GLP ist zwar hoch, aber aufgrund der hohen Verschuldung des Unternehmens ist diese Kennzahl verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/09 06:52 |
| Aktienkurs zum Tagesende | 2026/06/09 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Global Partners LP wird von 9 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Richard Gross | Barclays |
| Gabriel Moreen | BofA Global Research |
| Michael Gyure | Brean Capital Historical (Janney Montgomery) |