Global Partners (GLP) Panoramica del titolo
Global Partners LP si occupa dell'acquisto, della vendita, della raccolta, della miscelazione, dello stoccaggio e della logistica del trasporto di benzina e miscele di benzina, distillati, olio residuo, combustibili rinnovabili, petrolio greggio e propano a grossisti, dettaglianti e clienti commerciali. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
GLP Community Fair Values
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Analyst Price Targets
Concorrenti di Global Partners LP
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$51.72 |
| Massimo di 52 settimane | US$56.51 |
| Minimo di 52 settimane | US$39.58 |
| Beta | 1.04 |
| Variazione di 1 mese | 13.72% |
| Variazione a 3 mesi | 6.66% |
| Variazione di 1 anno | 3.81% |
| Variazione a 3 anni | 71.49% |
| Variazione a 5 anni | 101.01% |
| Variazione dall'IPO | 118.23% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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 AlphaRendimenti per gli azionisti
| GLP | US Oil and Gas | US Mercato | |
|---|---|---|---|
| 7D | 5.8% | 3.1% | -0.3% |
| 1Y | 3.8% | 38.2% | 26.7% |
Ritorno vs Industria: GLP ha avuto una performance inferiore rispetto al US Oil and Gas che ha registrato un rendimento 38.2 % nell'ultimo anno.
Rendimento vs Mercato: GLP ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.7 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: GLP non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di GLP è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2005 | 3,983 | Eric Slifka | www.globalp.com |
Global Partners LP si occupa dell'acquisto, della vendita, della raccolta, della miscelazione, dello stoccaggio e della logistica del trasporto di benzina e miscele di benzina, distillati, olio residuo, combustibili rinnovabili, petrolio greggio e propano a grossisti, dettaglianti e clienti commerciali. La società opera attraverso tre segmenti: Wholesale, Gasoline Distribution and Station Operations (GDSO) e Commercial. Il segmento Wholesale vende gasolio per riscaldamento domestico, benzina e miscele di benzina di marca e non, gasolio, cherosene e olio residuo a dettaglianti e distributori all'ingrosso.
Global Partners LP Riepilogo dei fondamenti
| GLP statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.70b |
| Utili (TTM) | US$122.57m |
| Ricavi(TTM) | US$19.29b |
14.2x
Rapporto P/E0.1x
Rapporto P/SGLP è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| GLP Conto economico (TTM) | |
|---|---|
| Ricavi | US$19.29b |
| Costo del fatturato | US$18.10b |
| Profitto lordo | US$1.19b |
| Altre spese | US$1.07b |
| Utili | US$122.57m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.63 |
| Margine lordo | 6.19% |
| Margine di profitto netto | 0.64% |
| Rapporto debito/patrimonio netto | 263.1% |
Come si è comportato GLP nel lungo periodo?
Vedi performance storica e confrontoDividendi
5.9%
Rendimento attuale del dividendo84%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 05:10 |
| Prezzo dell'azione a fine giornata | 2026/05/20 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 |
| |
| Proprietà | 10 anni |
| |
| 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
Global Partners LP è coperta da 9 analisti. 1 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 |
|---|---|
| Richard Gross | Barclays |
| Gabriel Moreen | BofA Global Research |
| Michael Gyure | Brean Capital Historical (Janney Montgomery) |