Plains GP Holdings Performance degli utili passati
Criteri Il passato verificati 3/6
Gli utili di Plains GP Holdings sono diminuiti a un tasso medio annuo di -36%, mentre il settore Oil and Gas ha visto gli utili crescere a un tasso medio annuo di 8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 4.1%. Il ritorno sul capitale proprio di Plains GP Holdings è 9.1% e ha margini netti di 0.1%.
Informazioni chiave
-35.96%
Tasso di crescita degli utili
-35.91%
Tasso di crescita dell'EPS
| Oil and Gas Crescita del settore | 33.67% |
| Tasso di crescita dei ricavi | 4.14% |
| Rendimento del capitale proprio | 9.12% |
| Margine netto | 0.11% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • Apr 21
PAGP: Updated Cash Flow Outlook And Diverging Ratings Will Shape Future Risk Reward
Narrative Update: Plains GP Holdings The analyst price target for Plains GP Holdings has shifted higher, with fair value moving by about $0.50 as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, while incorporating a slightly higher discount rate. Analyst Commentary Recent Street research on Plains GP Holdings shows a mix of upbeat and cautious views, with several firms adjusting price targets and ratings after fresh estimates and recent share performance.Aggiornamento della narrazione • Apr 06
PAGP: Updated Cash Flow Assumptions And Mixed Ratings Will Shape Future Risk Reward
Narrative Update The analyst price target for Plains GP Holdings has moved higher by about $1.23 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analysts point to a recent wave of fresh and higher targets, new coverage and estimate updates following Q4 results as key supports for this change.
Aggiornamento della narrazione • Mar 23
PAGP: Future Distribution Increase Will Be Challenged By Oil Price Volatility
The analyst price target for Plains GP Holdings has increased by several dollars to around the mid $20s, as analysts update their views following recent Q4 results and factor in revisions to key assumptions such as profitability, discount rate and expected valuation multiples. Analyst Commentary Recent Street research around Plains GP Holdings shows a mix of price target increases and more cautious views, with some firms revisiting their stance after recent share price strength and Q4 results.Aggiornamento della narrazione • Mar 08
PAGP: Future Distribution Hike Will Be Offset By Oil Price And Margin Risks
Analysts have raised their average price target on Plains GP Holdings by a few dollars to the mid-$20 range, citing updated post-Q4 estimates, higher oil price assumptions, and slightly stronger long-term margin and P/E expectations as the main factors behind the adjustment. Analyst Commentary Recent Street research on Plains GP Holdings shows a mix of optimism around the raised price targets and some pushback from bearish analysts who see more limited upside after the stock's recent performance.Aggiornamento della narrazione • Feb 22
PAGP: Future Distribution Hike Will Be Undermined By Compressed P/E Assumptions
The analyst price target for Plains GP Holdings has been adjusted from $16.50 to $17.00 as analysts factor in updated views on revenue growth, profit margins and future P/E following a series of recent target changes and rating moves across major firms. Analyst Commentary Recent research on Plains GP Holdings shows a split view, with some banks lifting price targets and others turning more cautious after a period of share price strength.Aggiornamento della narrazione • Feb 07
PAGP: Distribution Increases And Mixed Ratings Will Shape Future Risk Reward
Analysts have trimmed their price expectations for Plains GP Holdings slightly, with the updated blended fair value estimate easing from about $20.88 to roughly $20.85. This reflects mixed views as some firms cite recent outperformance, while others point to improved growth assumptions and a marginally higher future P/E multiple.Aggiornamento della narrazione • Jan 23
PAGP: Future Earnings Multiple And Distribution Policy Will Shape Balanced Risk Reward
Narrative Update Analysts lifted their price target for Plains GP Holdings by US$1, citing updated assumptions around fair value, discount rate, revenue, profit margin and future P/E that together slightly adjust how they see the company’s risk and earnings power. Analyst Commentary Analysts updating their models after the latest review are focusing on how changes to fair value, discount rate, revenue outlook, profit margin and future P/E assumptions flow through to what they see as a reasonable trading range for Plains GP Holdings.Aggiornamento della narrazione • Jan 08
PAGP: Future Distribution Increase Will Be Outweighed By Rich Earnings Multiple
Analysts have reduced their fair value estimate for Plains GP Holdings from US$17.50 to US$16.50, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more balanced risk and return profile. What's in the News Plains GP Holdings, L.P. declared a quarterly distribution of US$0.4175 per Class A share, which equals US$1.67 on an annualized basis with respect to the fourth quarter of 2025 (Key Developments).Aggiornamento della narrazione • Dec 15
PAGP: Future Earnings Multiple Will Drive Balanced Risk Reward Profile
Analysts have slightly lowered their price target on Plains GP Holdings, trimming their fair value estimate by approximately 0.19 dollars per share. This adjustment reflects a balance between improved revenue growth expectations and a higher future P E multiple, set against modestly softer profit margin assumptions and a reduced discount rate.Aggiornamento della narrazione • Dec 01
PAGP: Future Earnings Strength Will Drive Share Price Higher
Plains GP Holdings has received a slight upward revision in its analyst price target, rising from $20.62 to $20.85. Analysts are factoring in stronger profit margins and a lower projected price-to-earnings ratio, even as revenue growth expectations remain more modest.Aggiornamento della narrazione • Nov 17
PAGP: Potential Fed Rate Cut May Drive Upcoming Midstream Recovery
Analysts have reduced their price target for Plains GP Holdings by $2, lowering it from $22 to $20. They cite ongoing commodity market uncertainty but note that a potential Federal Reserve rate cut could provide support for midstream stocks.Aggiornamento della narrazione • Nov 03
PAGP: Prospective Rate Cut Will Drive Increased Optimism For Midstream Equities
Analysts have slightly lowered their price target for Plains GP Holdings from $22 to $20, reflecting updated assessments of market uncertainty and trends in the infrastructure sector. Analyst Commentary Recent adjustments to the price target reflect varying opinions among analysts about Plains GP Holdings' near-term outlook and strategic positioning within the midstream and renewable infrastructure sectors.Aggiornamento della narrazione • Oct 20
NGL Divestitures And Permian Focus Will Foster Future Resilience
Analysts have slightly lowered their price target for Plains GP Holdings from $22 to $20 per share. They cite ongoing uncertainty in commodity markets and revised rate cut expectations as key factors in their updated outlook.Aggiornamento della narrazione • Oct 05
NGL Divestitures And Permian Focus Will Foster Future Resilience
Analysts have reduced their price target for Plains GP Holdings to $21.00 from $21.46, citing updated views on sector dynamics and expectations for more moderate revenue growth in light of continued market uncertainty. Analyst Commentary Recent analyst perspectives on Plains GP Holdings reflect a balanced outlook, with both positive developments and ongoing concerns shaping their revised price targets and overall sentiment on the company's prospects.Seeking Alpha • Sep 27
Plains GP: Business Expansion A Path To Increased Profits
Summary Plains GP Holdings is rated a 'buy' due to its strategic shift toward oil and divestiture of its loss-making gas business. PAGP's $3.75B gas business sale and acquisitions like EPIC Crude Holdings are expected to boost oil delivery capacity and financial flexibility. DCF modeling projects a fair value of $37.97 per share by 2030, implying an average annual growth of 20% from current levels. Despite short-term oil price volatility risks, PAGP's simplified business model and market recovery outlook support a $22.76 one-year target price. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Plains GP Holdings Is A Buy With Its Massive FCF
Summary Plains GP Holdings offers exposure to Plains All American with a simpler tax structure, boasting a vast network of pipelines and storage facilities. Despite market volatility, PAGP's fee-based midstream operations ensure stable cash flows, with strong FCF and a growing dividend yield of 7.04%. The company’s valuation metrics are attractive, with a P/CF of 1.51 and a P/E of 12.18, highlighting its massive FCF generation. Risks include dependency on WTI prices, tariffs, and potential operational disruptions, but PAGP's steady operations and high cash flows make it a buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Plains GP Holdings: Income Stock With Significant Price Appreciation Potential
Summary Plains GP Holdings has diversified midstream operations, primarily in crude oil, with 90% of revenue from investment-grade companies and 75% from fees. The company maintains financial stability with low leverage, strategic acquisitions, and a disciplined capital allocation policy focused on increasing dividends and growth capex. Risks include potential oil spills and financial pressure from extensive acquisitions, but management's prudent approach mitigates these concerns. Read the full article on Seeking Alpha
Nuova narrazione • Sep 02
Bolstering Earnings Through Critical Acquisitions And Operational Efficiency In Oil And Gas Industry
Strategic acquisitions and operational momentum signal positive future earnings growth, suggesting the stock is undervalued.Seeking Alpha • Apr 30
Plains GP Holdings' Reinvigorated 1099 Distribution Is Backed By Ample Cash Flow
Summary Returning capital to unitholders is Plains GP Holdings' priority. Recent distribution increases and buybacks validate this prerogative. Hovering around 6%, PAGP's distribution is backed by ample cash flow. PAGP's 1099 distribution has consistently been in the form of ROC, enabling tax deferral if held in a taxable account. The Permian Basin's resources should reward PAGP's past investment to solidify and expand its pipeline and terminal system. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Plains GP Holdings guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 45,255 | 52 | 336 | 0 |
| 31 Dec 25 | 44,262 | -123 | 339 | 0 |
| 30 Sep 25 | 45,732 | -171 | 337 | 0 |
| 30 Jun 25 | 46,610 | -259 | 340 | 0 |
| 31 Mar 25 | 48,727 | -212 | 338 | 0 |
| 31 Dec 24 | 48,889 | -128 | 334 | 0 |
| 30 Sep 24 | 49,552 | 10 | 339 | 0 |
| 30 Jun 24 | 49,167 | 120 | 346 | 0 |
| 31 Mar 24 | 48,010 | 161 | 351 | 0 |
| 31 Dec 23 | 47,336 | 6 | 305 | 0 |
| 30 Sep 23 | 48,966 | 190 | 351 | 0 |
| 30 Jun 23 | 51,232 | 232 | 341 | 0 |
| 31 Mar 23 | 55,989 | 215 | 334 | 0 |
| 31 Dec 22 | 57,342 | 168 | 330 | 0 |
| 30 Sep 22 | 57,379 | 208 | 336 | 0 |
| 30 Jun 22 | 53,818 | 112 | 319 | 0 |
| 31 Mar 22 | 47,389 | 12 | 313 | 0 |
| 31 Dec 21 | 42,078 | 60 | 298 | 0 |
| 30 Sep 21 | 35,052 | -44 | 279 | 0 |
| 30 Jun 21 | 30,109 | -2 | 274 | 0 |
| 31 Mar 21 | 23,404 | 83 | 274 | 0 |
| 31 Dec 20 | 23,290 | -568 | 276 | 0 |
| 30 Sep 20 | 26,481 | -500 | 279 | 0 |
| 30 Jun 20 | 28,535 | -447 | 292 | 0 |
| 31 Mar 20 | 33,563 | -397 | 295 | 0 |
| 31 Dec 19 | 33,669 | 331 | 302 | 0 |
| 30 Sep 19 | 33,301 | 463 | 314 | 0 |
| 30 Jun 19 | 34,205 | 503 | 313 | 0 |
| 31 Mar 19 | 34,032 | 444 | 317 | 0 |
| 31 Dec 18 | 34,055 | 334 | 320 | 0 |
| 30 Sep 18 | 32,874 | -646 | 302 | 0 |
| 30 Jun 18 | 29,956 | -752 | 296 | 0 |
| 31 Mar 18 | 27,954 | -735 | 279 | 0 |
| 31 Dec 17 | 26,223 | -731 | 274 | 0 |
| 30 Sep 17 | 24,569 | 61 | 277 | 0 |
| 30 Jun 17 | 23,867 | 81 | 280 | 0 |
| 31 Mar 17 | 22,738 | 99 | 289 | 0 |
| 31 Dec 16 | 20,182 | 94 | 282 | 0 |
| 30 Sep 16 | 19,227 | 127 | 274 | 0 |
| 30 Jun 16 | 19,607 | 135 | 263 | 0 |
| 31 Mar 16 | 21,321 | 123 | 270 | 0 |
| 31 Dec 15 | 23,152 | 118 | 281 | 0 |
| 30 Sep 15 | 27,615 | 118 | 290 | 0 |
| 30 Jun 15 | 33,191 | 102 | 309 | 0 |
Guadagni di qualità: PAGP ha guadagni di alta qualità.
Margine di profitto in crescita: PAGP è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: PAGP è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del -36% all'anno.
Accelerare la crescita: PAGP è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: PAGP è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Oil and Gas ( 5.8% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 9.1% ) di PAGP è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/29 22:20 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Plains GP Holdings, L.P. è coperta da 32 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |