Global Partners LP

Report azionario NYSE:GLP

Capitalizzazione di mercato: US$1.6b

Global Partners Crescita futura

Criteri Future verificati 5/6

Si prevede che Global Partners aumenterà gli utili e i ricavi rispettivamente del 27.3% e 27.6% all'anno, mentre si prevede che l'EPS crescerà del 19.5% all'anno.

Informazioni chiave

27.3%

Tasso di crescita degli utili

19.49%

Tasso di crescita dell'EPS

Oil and Gas crescita degli utili9.8%
Tasso di crescita dei ricavi27.6%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento05 Mar 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • 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 dell'analisi • 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).
Seeking Alpha • Mar 28

Global Partners: Resilient High-Yield Play Trading Below Intrinsic Value

Summary Global Partners LP remains a Strong Buy, offering a resilient business model, robust yield, and trading at a discount to intrinsic value. GLP's distribution yield stands at ~6.76% today, with 17 consecutive quarterly hikes, well-covered by distributable cash flow and growth supported by ongoing terminal portfolio expansion. Despite macro headwinds and geopolitical risks, GLP maintains solid financials, aggressive CAPEX plans, and a well-structured debt schedule, positioning itself for long-term growth. Valuation highlights upside versus the current price, though recession and interest rate risks remain something to pay attention to. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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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Nuova analisi • 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

Previsioni di crescita degli utili e dei ricavi

NYSE:GLP - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202733,7031321062781
12/31/202630,162126982681
12/31/202518,56172193285N/A
9/30/202518,10072151251N/A
6/30/202517,82889251355N/A
3/31/202517,610108-157163N/A
12/31/202417,16483-28732N/A
9/30/202417,386113-485134N/A
6/30/202417,18594-504108N/A
3/31/202416,60792-54349N/A
12/31/202316,492128110512N/A
9/30/202316,510132150246N/A
6/30/202316,916218239341N/A
3/31/202318,408339333438N/A
12/31/202218,878341373480N/A
9/30/202218,543304426528N/A
6/30/202217,240227384489N/A
3/31/202215,1957877179N/A
12/31/202113,24845-5150N/A
9/30/202111,3523259161N/A
6/30/202110,08919497N/A
3/31/20218,28086-1369N/A
12/31/20208,32294236313N/A
9/30/20209,47589165235N/A
6/30/202010,65986215290N/A
3/31/202012,69724235319N/A
12/31/201913,082281294N/A
9/30/201913,00781N/A324N/A
6/30/201913,23053N/A152N/A
3/31/201912,84947N/A186N/A
12/31/201812,673100N/A169N/A
9/30/201811,79968N/A-60N/A
6/30/201810,49098N/A122N/A
3/31/20189,45394N/A127N/A
12/31/20178,92158N/A348N/A
9/30/20178,832-25N/A228N/A
6/30/20178,703-159N/A150N/A
3/31/20178,760-168N/A51N/A
12/31/20168,240-198N/A-120N/A
9/30/20168,097-135N/A82N/A
6/30/20168,553-11N/A60N/A
3/31/20169,0871N/A123N/A
12/31/201510,31536N/A63N/A
9/30/201511,67864N/A146N/A
6/30/201513,243100N/A238N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di GLP ( 27.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di GLP ( 27.3% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di GLP cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di GLP ( 27.6% all'anno) crescerà più rapidamente del mercato US ( 11.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di GLP ( 27.6% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di GLP è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 02:47
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Richard GrossBarclays
Gabriel MoreenBofA Global Research
Michael GyureBrean Capital Historical (Janney Montgomery)