Global Partners (GLP) Aperçu de l'action
Global Partners LP se consacre à l'achat, à la vente, à la collecte, au mélange, au stockage et à la logistique du transport de l'essence et des mélanges d'essence, des distillats, des huiles résiduelles, des carburants renouvelables, du pétrole brut et du propane à destination des grossistes, des détaillants et des clients commerciaux. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 3/6 |
| Performances passées | 4/6 |
| Santé financière | 1/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
GLP Community Fair Values
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Analyst Price Targets
Global Partners LP Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$51.72 |
| Plus haut sur 52 semaines | US$56.51 |
| Plus bas sur 52 semaines | US$39.58 |
| Bêta | 1.04 |
| Variation sur 1 mois | 13.72% |
| Variation sur 3 mois | 6.66% |
| Variation sur 1 an | 3.81% |
| Variation sur 3 ans | 71.49% |
| Variation sur 5 ans | 101.01% |
| Évolution depuis l'introduction en bourse | 118.23% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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 AlphaRecent updates
Mise à jour du récit • 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 AlphaMise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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 AlphaSeeking 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 AlphaRendement pour les actionnaires
| GLP | US Oil and Gas | US Marché | |
|---|---|---|---|
| 7D | 5.8% | 3.1% | -0.3% |
| 1Y | 3.8% | 38.2% | 26.7% |
Rendement vs Industrie: GLP a sous-performé le secteur US Oil and Gas qui a rapporté 38.2 % au cours de l'année écoulée.
Rendement vs marché: GLP a sous-performé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.
Volatilité des prix
| GLP volatility | |
|---|---|
| GLP Average Weekly Movement | 4.0% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: GLP n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GLP ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2005 | 3,983 | Eric Slifka | www.globalp.com |
Global Partners LP se consacre à l'achat, à la vente, à la collecte, au mélange, au stockage et à la logistique du transport de l'essence et des mélanges d'essence, des distillats, des huiles résiduelles, des carburants renouvelables, du pétrole brut et du propane à destination des grossistes, des détaillants et des clients commerciaux. La société opère à travers trois segments : Le commerce de gros, la distribution d'essence et l'exploitation des stations-service (GDSO), et le commerce. Le segment Wholesale vend du fioul domestique, de l'essence et des mélanges d'essence de marque et sans marque, du diesel, du kérosène et de l'huile résiduelle aux détaillants et aux distributeurs en gros.
Global Partners LP Résumé des fondamentaux
| GLP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.70b |
| Bénéfices(TTM) | US$122.57m |
| Recettes(TTM) | US$19.29b |
14.2x
Ratio P/E0.1x
Ratio P/SLe site GLP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GLP compte de résultat (TTM) | |
|---|---|
| Recettes | US$19.29b |
| Coût des recettes | US$18.10b |
| Marge brute | US$1.19b |
| Autres dépenses | US$1.07b |
| Les revenus | US$122.57m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.63 |
| Marge brute | 6.19% |
| Marge bénéficiaire nette | 0.64% |
| Ratio dettes/capitaux propres | 263.1% |
Quelles ont été les performances à long terme de GLP?
Voir les performances historiques et les comparaisonsDividendes
5.9%
Rendement actuel des dividendes84%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 04:27 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Global Partners LP est couverte par 9 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Gross | Barclays |
| Gabriel Moreen | BofA Global Research |
| Michael Gyure | Brean Capital Historical (Janney Montgomery) |