Energy Transfer LP

NYSE:ET 株式レポート

時価総額:US$69.5b

Energy Transfer 過去の業績

過去 基準チェック /26

Energy Transferは、平均年間7.9%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間17.1% 8.9%収益成長率で 成長しています。 Energy Transferの自己資本利益率は11.6%であり、純利益率は4.9%です。

主要情報

7.91%

収益成長率

2.61%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率8.89%
株主資本利益率11.59%
ネット・マージン4.88%
次回の業績アップデート05 May 2026

最近の業績更新

Recent updates

ET: Gas Projects And Higher Distribution Will Drive Forward Return Potential

The analyst price target for Energy Transfer has been adjusted modestly higher to $22.26 from $22.07, as analysts highlight updated assumptions around revenue growth, profit margin, and a slightly lower discount rate, while also incorporating recent bullish coverage initiations, list additions, and higher price targets from major firms. Analyst Commentary Recent research coverage on Energy Transfer reflects a generally constructive tone on the company, with analysts focusing on valuation, execution on projects, and the balance between growth opportunities and existing risks.

Energy Transfer: American Molecules Are Headed East

Apr 22

ET: Gas Projects And Higher Distribution Will Support Forward Return Potential

Energy Transfer's updated analyst price target moves to $21, a $2 shift from the prior $19 level, as analysts point to recent natural gas project updates and broader midstream coverage. They view these developments as supportive of the partnership's risk and return profile.

ET: Gas Project Execution And Higher Distribution Are Expected To Support Returns

Analysts have increased their fair value estimate for Energy Transfer slightly to about $22.07, supported by a series of recent price target revisions around $20 to $22 that reflect updated views on its natural gas project progress, valuation discount and midstream outlook. Analyst Commentary Recent research on Energy Transfer points to a mix of optimism around project execution and income potential, alongside caution about contract risk and how quickly the current valuation gap might close.

ET: Gas Project Execution And Expansion Plans Will Support Future Cash Flows

Analysts have inched Energy Transfer's fair value estimate higher to $21.93 from $21.68 after a series of mixed but generally constructive price target updates, including raises to $21 and $20, along with adjusted expectations around project execution and valuation. Analyst Commentary Recent research updates present a mixed but generally constructive picture, with several firms lifting price targets while others trim expectations around certain contracts and projects.

ET: Gas Project Execution And Desert Southwest Expansion Will Support Future Cash Flows

Analysts have nudged their price expectations for Energy Transfer higher, with the average target moving by about $0.20 as recent research points to strong natural gas project updates while still cautioning that current gas exposure may not fully close the valuation gap. Analyst Commentary Recent research paints a mixed but generally constructive picture for Energy Transfer, with several firms adjusting their price targets and highlighting both strengths in execution and lingering questions around valuation and gas exposure.

ET: Contract Discipline And Desert Southwest Expansion Will Support Future Cash Flows

Narrative Update on Energy Transfer The updated analyst price target for Energy Transfer moves slightly higher to $21.45. Analysts attribute this to modestly stronger revenue growth assumptions, a slightly lower discount rate, and a small adjustment to future P/E and margin expectations following mixed recent target changes across the Street.

ET: Diversified Footprint And New Projects Will Support Future Cash Flows

Analysts have slightly reduced their average price target on Energy Transfer, reflecting updated assumptions for discount rates, revenue, profit margins, and future P/E multiples, while still indicating steady execution despite recent target revisions from several firms. Analyst Commentary Recent research on Energy Transfer highlights a mix of optimism about the business model and caution around contract renewals and valuation expectations.

ET: Diversified Footprint And New Projects Will Support Future Resilience

Our analyst price target for Energy Transfer has adjusted slightly. This reflects a mix of Street research that includes lower targets from Barclays and Scotiabank, both citing contract and macro risks, alongside generally constructive views on the partnership's diversified footprint and commercial discipline.

ET: Diversified Assets And Cash Returns Will Support Future Resilience

Energy Transfer's updated fair value estimate edges to $21.62 from $21.55 as analysts factor in a lower Street price target of $21 from Scotiabank and a $17 target from Jefferies, reflecting mixed views on growth drivers and business diversification. Analyst Commentary Recent research highlights a split view on Energy Transfer, with some focusing on the benefits of its diversified footprint and others concentrating on potential growth constraints and limited near term catalysts for a higher valuation.

ET: Diversified Footprint And Cash Returns Will Support Future Upside

Analysts have modestly reduced their fair value estimate for Energy Transfer to approximately $21.55 from about $21.67, reflecting slightly higher discount rate assumptions, offset by somewhat stronger long term revenue growth and margin expectations, as well as a marginally lower future P/E multiple amid mixed but generally constructive revisions to Street price targets. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Energy Transfer, with modest adjustments to price targets reflecting both confidence in the business model and recognition of macro and competitive headwinds.

ET: Diversification And Cash Return Initiatives Will Support Resilient Performance

Analysts have slightly reduced their fair value estimate for Energy Transfer, lowering the projected price target by $0.20 to $21.67. This adjustment is due to softer growth assumptions and headwinds in key business segments.

ET: Diversified Model And Capital Return May Drive Stronger Performance Ahead

Analysts have lowered their consensus price target for Energy Transfer LP by $2.00. They cite ongoing macroeconomic uncertainty, sector-wide price target adjustments, and a shifting investor focus toward capital return and resilience against commodity price volatility.

ET: Cash Returns And Upcoming Distribution Growth Will Drive Future Upside

Analysts have slightly lowered their average price target for Energy Transfer, reducing it by approximately $0.41 to $21.87. They cite moderated growth expectations, increased competition in key segments, and a growing preference among investors for cash returns over expansion.

Expanding Natural Gas Infrastructure Will Capture Future Demand

Analysts have slightly lowered their price target for Energy Transfer, reducing it from about $22.55 to $22.29. They cite a greater focus on returning cash to shareholders and shifting industry priorities as key factors behind the adjustment.

Energy Transfer: Low Valuation, 1.8x Coverage, 7% Yield

Mar 25

Energy Transfer Stock: Is This High-Yielding Blue-Chip A Buy After A 16% Drop

Mar 09

Energy Transfer: An Undervalued Cash Cow With More To Offer

Feb 26

Energy Transfer: The Power Story Starting To Play Out

Feb 18

Energy Transfer CapEx Deja Vu? It May Be Different This Time

Feb 12

Energy Transfer: Buy Baby Buy, The Investment Case Has Never Been Stronger

Jan 30

Energy Transfer: Our Favorite Energy Stock For 2025

Jan 19

Why You're Not Bullish Enough On 7%-Yielding Energy Transfer

Jan 08

Energy Transfer: Trump Administration Tailwinds May Not Be Fully Priced In

Dec 30

Energy Transfer Is Only A Hold For Now (Technical Analysis)

Dec 12

Energy Transfer: This Is Going To Hurt As Williams Already Won Once

Dec 05

Energy Transfer: Scoop Up This High-Yielding Deal Now

Nov 28

Energy Transfer Will Benefit From The Trump Trade And Drill Baby Drill

Nov 18

Energy Transfer: Strong Earnings And Vast Potential Upside

Nov 08

Energy Transfer: Value Hiding In Plain Sight

Oct 04

Energy Transfer: Put New Money To Work

Sep 17

Energy Transfer: Financial Strength, Value, And Distribution Safety

Sep 09

Energy Transfer: Rare Insider Buys

Aug 29

8%-Yielding Energy Transfer Has Become An Ideal Retiree Investment

Aug 21
User avatar

Calculated Acquisitions And Expansions Poised To Boost Growth And Margins In Energy Sector

Energy Transfer's strategic acquisitions and joint ventures, like the WTG acquisition and the partnership with Sunoco LP, aim to boost Permian operations and efficiency.

Energy Transfer: An Indirect Beneficiary From AI That's Undervalued And Yielding 8.23%

Aug 14

Energy Transfer: With Earnings On Tap, Prepare For Clarity Regarding Recent Big Moves

Aug 05

Energy Transfer: A Gem We Uncovered Outside Our Regular Lane, Too Good To Pass Up

Jul 23

Energy Transfer: Favorable Industry And Political Trends

Jul 15

Energy Transfer: AI Boom Supports Midstream As Well

Jul 04

Energy Transfer: An Even Stronger Buy Now

Jun 25

Energy Transfer: Strong Cash Flow Machine With 8.2% Dividend Yield

Jun 11

Energy Transfer: 8% Yielder With An Enhanced Growth Profile

Jun 01

Energy Transfer: Surging Profits Meet Discounted Valuation

May 22

Energy Transfer Q1: One Of My Favorite High-Yielding Investments (Rating Downgrade)

May 12

Energy Transfer: Why There Is Still A Decent Upside

Apr 14

Energy Transfer: Moving America's Energy At ~40% Discount To Peers

Apr 02

Energy Transfer: Still Discounted According To Graham

Mar 22

Energy Transfer: Debunking Investor Pessimism

Mar 13

Energy Transfer: Where Strong Momentum And Attractive Value Meets

Mar 06

Energy Transfer: Tale Of The Tape Offers Surprising Results

Feb 27

Why Energy Transfer's Q4 Makes It My Favorite 9%-Yielding Equity

Feb 20

Energy Transfer: Steady As It Goes, Even At 9% Yield

Feb 13

収支内訳

Energy Transfer の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:ET 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 2585,5364,1731,4130
30 Sep 2579,7574,3131,2610
30 Jun 2580,5754,4691,2900
31 Mar 2582,0624,5601,3650
31 Dec 2482,6714,3941,3370
30 Sep 2483,6624,5891,2980
30 Jun 2483,6293,9401,2350
31 Mar 2481,2203,5551,1310
31 Dec 2378,5863,4699850
30 Sep 2378,5553,3151,0280
30 Jun 2380,7553,7481,1550
31 Mar 2388,3804,1711,1380
31 Dec 2289,8764,3301,0180
30 Sep 2288,0324,1011,1740
30 Jun 2281,7573,7371,0110
31 Mar 2270,9133,0569840
31 Dec 2167,4175,1798180
30 Sep 2158,7944,8688750
30 Jun 2152,0853,6788530
31 Mar 2144,3223,4928440
31 Dec 2038,954-6477110
30 Sep 2042,640-1849100
30 Jun 2046,1801,3289070
31 Mar 2052,7191,8539110
31 Dec 1954,2133,5146940
30 Sep 1954,0663,1596860
30 Jun 1955,0852,6746970
31 Mar 1955,3262,1527010
31 Dec 1854,0871,9787020
30 Sep 1851,9651,5356690
30 Jun 1847,4351,3866690
31 Mar 1842,7441,4276940
31 Dec 1740,5231,0915990
30 Sep 1739,6371,5768540
30 Jun 1737,3581,5489040
31 Mar 1735,3461,3758730
31 Dec 1631,7921,4457910
30 Sep 1630,7631,0458130
30 Jun 1633,6741,1417730
31 Mar 1637,8531,2158290
31 Dec 1536,0961,1458030
30 Sep 1546,0719838670
30 Jun 1550,4428818630

質の高い収益: ETは 高品質の収益 を持っています。

利益率の向上: ETの現在の純利益率 (4.9%)は、昨年(5.3%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: ET過去 5 年間で収益を上げており、収益は年間7.9%増加しています。

成長の加速: ETは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: ETは過去 1 年間で収益成長率がマイナス ( -5% ) となったため、 Oil and Gas業界平均 ( -0.3% ) と比較することが困難です。


株主資本利益率

高いROE: ETの 自己資本利益率 ( 11.6% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 15:53
終値2026/05/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Energy Transfer LP 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays