Global Partners LP

Informe acción NYSE:GLP

Capitalización de mercado: US$1.7b

Global Partners Dirección

Dirección controles de criterios 3/4

El CEO de Global Partners es Eric Slifka , nombrado en Mar 2005, tiene una permanencia de 21.17 años. compensación anual total es $11.17M, compuesta por 9.8% salario y 90.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 5.71% de las acciones de la empresa, por valor de $98.18M. La antigüedad media del equipo directivo y de la junta directiva es de 6.5 años y 5.1 años, respectivamente.

Información clave

Eric Slifka

Chief Executive Officer (CEO)

US$11.2m

Compensación total

Porcentaje del salario del CEO9.85%
Permanencia del CEO21.2yrs
Participación del CEO5.7%
Permanencia media de la dirección6.5yrs
Promedio de permanencia en la Junta Directiva5.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa 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 Alpha
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
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Nueva narrativa 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Aug 14

Global Partners LP: Gas Fuels The Potential For Future Distribution Increases

Summary The last five years have shown significant stock growth and increasing distributions. The company's recent focus on expansion and its cyclical nature presents an opportunity to benefit from increases in energy costs. With expected revenue growth and strong financial performance, GLP has the potential for further distribution growth and share price appreciation. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Eric Slifka en comparación con los beneficios de Global Partners?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$123m

Dec 31 2025US$11mUS$1m

US$72m

Sep 30 2025n/an/a

US$72m

Jun 30 2025n/an/a

US$89m

Mar 31 2025n/an/a

US$108m

Dec 31 2024US$14mUS$1m

US$83m

Sep 30 2024n/an/a

US$113m

Jun 30 2024n/an/a

US$94m

Mar 31 2024n/an/a

US$92m

Dec 31 2023US$11mUS$1m

US$128m

Sep 30 2023n/an/a

US$132m

Jun 30 2023n/an/a

US$218m

Mar 31 2023n/an/a

US$339m

Dec 31 2022US$11mUS$1m

US$341m

Sep 30 2022n/an/a

US$304m

Jun 30 2022n/an/a

US$227m

Mar 31 2022n/an/a

US$78m

Dec 31 2021US$7mUS$1m

US$45m

Sep 30 2021n/an/a

US$32m

Jun 30 2021n/an/a

US$19m

Mar 31 2021n/an/a

US$86m

Dec 31 2020US$6mUS$1m

US$94m

Sep 30 2020n/an/a

US$89m

Jun 30 2020n/an/a

US$86m

Mar 31 2020n/an/a

US$24m

Dec 31 2019US$2mUS$1m

US$28m

Compensación vs. Mercado: La compensación total de Eric($USD11.17M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.45M).

Compensación vs. Ingresos: La compensación de Eric ha sido consistente con los resultados de la empresa en el último año.


CEO

Eric Slifka (59 yo)

21.2yrs
Permanencia
US$11,170,193
Compensación

Mr. Eric S. Slifka has been President, Chief Executive Officer and Director of Global GP LLC, General Partner of Global Partners LP since March 2005. He has been employed with Global Companies LLC or its p...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Eric Slifka
President21.2yrsUS$11.17m5.71%
$ 98.2m
Gregory Hanson
Chief Financial Officer4.7yrsUS$3.37m0.26%
$ 4.4m
Mark Romaine
Chief Operating Officer12.8yrsUS$4.54m0.41%
$ 7.1m
Matthew Spencer
Chief Accounting Officer8.3yrsUS$1.75m0.16%
$ 2.8m
Lorraine Spadaro
Chief Information Officerno datasin datossin datos
Scott Solomon
Senior Vice President of Investor Relationsno datasin datossin datos
Kristin Seabrook
Chief Legal Officer & Secretaryless than a yearsin datossin datos
Maura McDonough
Chief People Officer4.3yrssin datossin datos
Catie Kerns
Chief Strategy & Transformation Officerno datasin datossin datos
Philip Segaloff
Senior Associate General Counselno datasin datossin datos
6.5yrs
Permanencia media
48yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de GLP es experimentado (6.5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Eric Slifka
President21.2yrsUS$11.17m5.71%
$ 98.2m
John Hailer
Independent Director of Global GP LLC7.8yrsUS$420.01k0.039%
$ 678.3k
Robert Owens
Independent Director of Global GP LLC5.6yrsUS$420.01k0.039%
$ 678.3k
Thomas Jalkut
Vice Chairman of Global GP LLC1yrUS$145.60ksin datos
Clare Kelly
Director of Global GP LLC3.2yrsUS$410.01k0.026%
$ 449.0k
Jaime Pereira
Independent Director of Global GP LLC4.6yrsUS$420.01k0.047%
$ 805.7k
5.1yrs
Permanencia media
65yo
Promedio de edad

Junta con experiencia: La junta directiva de GLP se considera experimentada (5.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 08:26
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
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

Global Partners LP está cubierta por 9 analistas. 1 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
Richard GrossBarclays
Gabriel MoreenBofA Global Research
Michael GyureBrean Capital Historical (Janney Montgomery)