Energy Transfer reports Q3 2026 results, revenue beats and guidance raised despite EPS miss
Energy Transfer LP posted Q3 2026 GAAP earnings of $0.33 per unit, missing consensus estimates by $0.08. Revenue surged to $37.1 billion, up 86% year‑over‑year and well above forecasts. The company lifted its full‑year adjusted EBITDA outlook to $19.7 billion‑$19.9 billion. Management highlighted strong demand from data‑center, power‑plant and export markets as the growth driver.
Why it matters
The earnings miss may pressure the stock in the short term, but the revenue beat and higher full‑year EBITDA guidance suggest stronger cash flow and could support the current $24.70 price target cited by analysts. The raised guidance signals continued earnings growth for investors.
Key facts
- 1GAAP EPS was $0.33 per unit, missing estimates by $0.08. seekingalpha.com
- 2Revenue was $37.1 billion, up 86% year‑over‑year. seekingalpha.com
- 3Distributable cash flow increased to $2.52 billion from $1.90 billion. seekingalpha.com
- 4Full‑year adjusted EBITDA guidance was raised to $19.7 billion‑$19.9 billion. investing.com
- 5Adjusted EBITDA for Q3 rose 31% year‑over‑year to $5.03 billion. tradingview.com
Summary written by AlphAI AI Desk from 9 of 9 sources. Not investment advice. Figures are as stated by the linked sources.