Plains GP Holdings, L.P.

NasdaqGS:PAGP 주식 리포트

시가총액: US$5.7b

Plains GP Holdings 과거 순이익 실적

과거 기준 점검 3/6

Plains GP Holdings의 수입은 연평균 -36%의 비율로 감소해 온 반면, Oil and Gas 산업은 수입이 연평균 8.4% 증가했습니다. 매출은 연평균 4.1%의 비율로 증가해 왔습니다. Plains GP Holdings의 자기자본이익률은 9.1%이고 순이익률은 0.1%입니다.

핵심 정보

-35.96%

순이익 성장률

-35.91%

주당순이익(EPS) 성장률

Oil and Gas 산업 성장률33.67%
매출 성장률4.14%
자기자본이익률9.12%
순이익률0.11%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 02

PAGP: Higher Oil Price Volatility Will Challenge Cash Flow Support For Distributions

Narrative Update The updated analyst price target for Plains GP Holdings now sits around $18.81, up from $17.00. This change reflects analysts' higher cash flow estimates and recent target increases from several firms citing potential benefits from higher crude prices and a volatile commodity backdrop.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
새로운 내러티브 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 Alpha

매출 및 비용 세부 내역

Plains GP Holdings가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:PAGP 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2645,255523360
31 Dec 2544,262-1233390
30 Sep 2545,732-1713370
30 Jun 2546,610-2593400
31 Mar 2548,727-2123380
31 Dec 2448,889-1283340
30 Sep 2449,552103390
30 Jun 2449,1671203460
31 Mar 2448,0101613510
31 Dec 2347,33663050
30 Sep 2348,9661903510
30 Jun 2351,2322323410
31 Mar 2355,9892153340
31 Dec 2257,3421683300
30 Sep 2257,3792083360
30 Jun 2253,8181123190
31 Mar 2247,389123130
31 Dec 2142,078602980
30 Sep 2135,052-442790
30 Jun 2130,109-22740
31 Mar 2123,404832740
31 Dec 2023,290-5682760
30 Sep 2026,481-5002790
30 Jun 2028,535-4472920
31 Mar 2033,563-3972950
31 Dec 1933,6693313020
30 Sep 1933,3014633140
30 Jun 1934,2055033130
31 Mar 1934,0324443170
31 Dec 1834,0553343200
30 Sep 1832,874-6463020
30 Jun 1829,956-7522960
31 Mar 1827,954-7352790
31 Dec 1726,223-7312740
30 Sep 1724,569612770
30 Jun 1723,867812800
31 Mar 1722,738992890
31 Dec 1620,182942820
30 Sep 1619,2271272740
30 Jun 1619,6071352630
31 Mar 1621,3211232700
31 Dec 1523,1521182810
30 Sep 1527,6151182900
30 Jun 1533,1911023090

양질의 수익: PAGP는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: PAGP는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: PAGP는 지난 5년 동안 흑자전환하며 연평균 -36%의 수익 성장을 기록했습니다.

성장 가속화: PAGP는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: PAGP는 지난해 흑자전환하여 지난 해 수익 성장률을 Oil and Gas 업계(6%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: PAGP의 자본 수익률(9.1%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 01:11
종가2026/06/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Plains GP Holdings, L.P.는 31명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays