Energy Transfer LP

Informe acción NYSE:ET

Capitalización de mercado: US$68.6b

Energy Transfer Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Energy Transfer ha aumentado sus beneficios a una tasa media anual de 7.9%, mientras que los beneficios de la industria de Oil and Gas han experimentado un crecimiento de 17.1% anual. Los ingresos han ido creciendo a una tasa media de 8.9% al año. La rentabilidad financiera de Energy Transfer es de 11.6%, y sus márgenes netos son de 4.9%.

Información clave

7.91%

Tasa de crecimiento de los beneficios

2.61%

Tasa de crecimiento del BPA

Crecimiento de la industria Oil and Gas 33.67%
Tasa de crecimiento de los ingresos8.89%
Rentabilidad financiera11.59%
Margen neto4.88%
Próxima actualización de resultados05 May 2026

Actualizaciones de resultados anteriores recientes

Recent updates

ET: Gas Projects And Higher Distribution Will Drive Forward Return Potential

The analyst price target for Energy Transfer has been adjusted modestly higher to $22.26 from $22.07, as analysts highlight updated assumptions around revenue growth, profit margin, and a slightly lower discount rate, while also incorporating recent bullish coverage initiations, list additions, and higher price targets from major firms. Analyst Commentary Recent research coverage on Energy Transfer reflects a generally constructive tone on the company, with analysts focusing on valuation, execution on projects, and the balance between growth opportunities and existing risks.

Energy Transfer: American Molecules Are Headed East

Apr 22

ET: Gas Projects And Higher Distribution Will Support Forward Return Potential

Energy Transfer's updated analyst price target moves to $21, a $2 shift from the prior $19 level, as analysts point to recent natural gas project updates and broader midstream coverage. They view these developments as supportive of the partnership's risk and return profile.

ET: Gas Project Execution And Higher Distribution Are Expected To Support Returns

Analysts have increased their fair value estimate for Energy Transfer slightly to about $22.07, supported by a series of recent price target revisions around $20 to $22 that reflect updated views on its natural gas project progress, valuation discount and midstream outlook. Analyst Commentary Recent research on Energy Transfer points to a mix of optimism around project execution and income potential, alongside caution about contract risk and how quickly the current valuation gap might close.

ET: Gas Project Execution And Expansion Plans Will Support Future Cash Flows

Analysts have inched Energy Transfer's fair value estimate higher to $21.93 from $21.68 after a series of mixed but generally constructive price target updates, including raises to $21 and $20, along with adjusted expectations around project execution and valuation. Analyst Commentary Recent research updates present a mixed but generally constructive picture, with several firms lifting price targets while others trim expectations around certain contracts and projects.

ET: Gas Project Execution And Desert Southwest Expansion Will Support Future Cash Flows

Analysts have nudged their price expectations for Energy Transfer higher, with the average target moving by about $0.20 as recent research points to strong natural gas project updates while still cautioning that current gas exposure may not fully close the valuation gap. Analyst Commentary Recent research paints a mixed but generally constructive picture for Energy Transfer, with several firms adjusting their price targets and highlighting both strengths in execution and lingering questions around valuation and gas exposure.

ET: Contract Discipline And Desert Southwest Expansion Will Support Future Cash Flows

Narrative Update on Energy Transfer The updated analyst price target for Energy Transfer moves slightly higher to $21.45. Analysts attribute this to modestly stronger revenue growth assumptions, a slightly lower discount rate, and a small adjustment to future P/E and margin expectations following mixed recent target changes across the Street.

ET: Diversified Footprint And New Projects Will Support Future Cash Flows

Analysts have slightly reduced their average price target on Energy Transfer, reflecting updated assumptions for discount rates, revenue, profit margins, and future P/E multiples, while still indicating steady execution despite recent target revisions from several firms. Analyst Commentary Recent research on Energy Transfer highlights a mix of optimism about the business model and caution around contract renewals and valuation expectations.

ET: Diversified Footprint And New Projects Will Support Future Resilience

Our analyst price target for Energy Transfer has adjusted slightly. This reflects a mix of Street research that includes lower targets from Barclays and Scotiabank, both citing contract and macro risks, alongside generally constructive views on the partnership's diversified footprint and commercial discipline.

ET: Diversified Assets And Cash Returns Will Support Future Resilience

Energy Transfer's updated fair value estimate edges to $21.62 from $21.55 as analysts factor in a lower Street price target of $21 from Scotiabank and a $17 target from Jefferies, reflecting mixed views on growth drivers and business diversification. Analyst Commentary Recent research highlights a split view on Energy Transfer, with some focusing on the benefits of its diversified footprint and others concentrating on potential growth constraints and limited near term catalysts for a higher valuation.

ET: Diversified Footprint And Cash Returns Will Support Future Upside

Analysts have modestly reduced their fair value estimate for Energy Transfer to approximately $21.55 from about $21.67, reflecting slightly higher discount rate assumptions, offset by somewhat stronger long term revenue growth and margin expectations, as well as a marginally lower future P/E multiple amid mixed but generally constructive revisions to Street price targets. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Energy Transfer, with modest adjustments to price targets reflecting both confidence in the business model and recognition of macro and competitive headwinds.

ET: Diversification And Cash Return Initiatives Will Support Resilient Performance

Analysts have slightly reduced their fair value estimate for Energy Transfer, lowering the projected price target by $0.20 to $21.67. This adjustment is due to softer growth assumptions and headwinds in key business segments.

ET: Diversified Model And Capital Return May Drive Stronger Performance Ahead

Analysts have lowered their consensus price target for Energy Transfer LP by $2.00. They cite ongoing macroeconomic uncertainty, sector-wide price target adjustments, and a shifting investor focus toward capital return and resilience against commodity price volatility.

ET: Cash Returns And Upcoming Distribution Growth Will Drive Future Upside

Analysts have slightly lowered their average price target for Energy Transfer, reducing it by approximately $0.41 to $21.87. They cite moderated growth expectations, increased competition in key segments, and a growing preference among investors for cash returns over expansion.

Expanding Natural Gas Infrastructure Will Capture Future Demand

Analysts have slightly lowered their price target for Energy Transfer, reducing it from about $22.55 to $22.29. They cite a greater focus on returning cash to shareholders and shifting industry priorities as key factors behind the adjustment.

Energy Transfer: Low Valuation, 1.8x Coverage, 7% Yield

Mar 25

Energy Transfer Stock: Is This High-Yielding Blue-Chip A Buy After A 16% Drop

Mar 09

Energy Transfer: An Undervalued Cash Cow With More To Offer

Feb 26

Energy Transfer: The Power Story Starting To Play Out

Feb 18

Energy Transfer CapEx Deja Vu? It May Be Different This Time

Feb 12

Energy Transfer: Buy Baby Buy, The Investment Case Has Never Been Stronger

Jan 30

Energy Transfer: Our Favorite Energy Stock For 2025

Jan 19

Why You're Not Bullish Enough On 7%-Yielding Energy Transfer

Jan 08

Energy Transfer: Trump Administration Tailwinds May Not Be Fully Priced In

Dec 30

Energy Transfer Is Only A Hold For Now (Technical Analysis)

Dec 12

Energy Transfer: This Is Going To Hurt As Williams Already Won Once

Dec 05

Energy Transfer: Scoop Up This High-Yielding Deal Now

Nov 28

Energy Transfer Will Benefit From The Trump Trade And Drill Baby Drill

Nov 18

Energy Transfer: Strong Earnings And Vast Potential Upside

Nov 08

Energy Transfer: Value Hiding In Plain Sight

Oct 04

Energy Transfer: Put New Money To Work

Sep 17

Energy Transfer: Financial Strength, Value, And Distribution Safety

Sep 09

Energy Transfer: Rare Insider Buys

Aug 29

8%-Yielding Energy Transfer Has Become An Ideal Retiree Investment

Aug 21
User avatar

Calculated Acquisitions And Expansions Poised To Boost Growth And Margins In Energy Sector

Energy Transfer's strategic acquisitions and joint ventures, like the WTG acquisition and the partnership with Sunoco LP, aim to boost Permian operations and efficiency.

Energy Transfer: An Indirect Beneficiary From AI That's Undervalued And Yielding 8.23%

Aug 14

Energy Transfer: With Earnings On Tap, Prepare For Clarity Regarding Recent Big Moves

Aug 05

Energy Transfer: A Gem We Uncovered Outside Our Regular Lane, Too Good To Pass Up

Jul 23

Energy Transfer: Favorable Industry And Political Trends

Jul 15

Energy Transfer: AI Boom Supports Midstream As Well

Jul 04

Energy Transfer: An Even Stronger Buy Now

Jun 25

Energy Transfer: Strong Cash Flow Machine With 8.2% Dividend Yield

Jun 11

Energy Transfer: 8% Yielder With An Enhanced Growth Profile

Jun 01

Energy Transfer: Surging Profits Meet Discounted Valuation

May 22

Energy Transfer Q1: One Of My Favorite High-Yielding Investments (Rating Downgrade)

May 12

Energy Transfer: Why There Is Still A Decent Upside

Apr 14

Energy Transfer: Moving America's Energy At ~40% Discount To Peers

Apr 02

Energy Transfer: Still Discounted According To Graham

Mar 22

Energy Transfer: Debunking Investor Pessimism

Mar 13

Energy Transfer: Where Strong Momentum And Attractive Value Meets

Mar 06

Energy Transfer: Tale Of The Tape Offers Surprising Results

Feb 27

Why Energy Transfer's Q4 Makes It My Favorite 9%-Yielding Equity

Feb 20

Energy Transfer: Steady As It Goes, Even At 9% Yield

Feb 13

Desglose de ingresos y gastos

Cómo gana y gasta dinero Energy Transfer. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:ET Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 2585,5364,1731,4130
30 Sep 2579,7574,3131,2610
30 Jun 2580,5754,4691,2900
31 Mar 2582,0624,5601,3650
31 Dec 2482,6714,3941,3370
30 Sep 2483,6624,5891,2980
30 Jun 2483,6293,9401,2350
31 Mar 2481,2203,5551,1310
31 Dec 2378,5863,4699850
30 Sep 2378,5553,3151,0280
30 Jun 2380,7553,7481,1550
31 Mar 2388,3804,1711,1380
31 Dec 2289,8764,3301,0180
30 Sep 2288,0324,1011,1740
30 Jun 2281,7573,7371,0110
31 Mar 2270,9133,0569840
31 Dec 2167,4175,1798180
30 Sep 2158,7944,8688750
30 Jun 2152,0853,6788530
31 Mar 2144,3223,4928440
31 Dec 2038,954-6477110
30 Sep 2042,640-1849100
30 Jun 2046,1801,3289070
31 Mar 2052,7191,8539110
31 Dec 1954,2133,5146940
30 Sep 1954,0663,1596860
30 Jun 1955,0852,6746970
31 Mar 1955,3262,1527010
31 Dec 1854,0871,9787020
30 Sep 1851,9651,5356690
30 Jun 1847,4351,3866690
31 Mar 1842,7441,4276940
31 Dec 1740,5231,0915990
30 Sep 1739,6371,5768540
30 Jun 1737,3581,5489040
31 Mar 1735,3461,3758730
31 Dec 1631,7921,4457910
30 Sep 1630,7631,0458130
30 Jun 1633,6741,1417730
31 Mar 1637,8531,2158290
31 Dec 1536,0961,1458030
30 Sep 1546,0719838670
30 Jun 1550,4428818630

Ingresos de calidad: ET tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(4.9%) de ET son inferiores a los del año pasado (5.3%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: ET ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 7.9% al año.

Acelerando crecimiento: ET ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: ET tuvo un crecimiento negativo de los beneficios (-5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Oil and Gas (-0.3%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de ET (11.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/04 03:54
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Energy Transfer LP está cubierta por 35 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays