| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 83 | 13.4x | 17.8x | Top tier | |
Growth | 60 | 33.3% | 7.1% | Around median | |
Quality | 53 | 10.1% | 4.5% | Around median | |
Safety | 43 | 4.1x | 2.6x | Around median | |
Capital Return | 15 | — | 2.12% | Bottom tier | |
Momentum | 95 | 20.1% | 2.9% | Top tier | |
Sentiment | 89 | 10 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Energy Transfer LP operates through an extensive network of pipelines, gathering, processing, fractionation, storage, and terminal facilities, transporting natural gas, crude oil, natural gas liquids, and refined products from U.S. production basins to power plants, data centers, refineries, trading hubs, and export markets. Earnings generation depends on transportation, processing, and export volumes, contracted prices and fees, and opportunities to optimize inventory value and market differentials; long-term contracts also support a significant portion of new projects, including agreements ranging from 15 to 25 years and the Springerville project backed by 20-year contracts.
In the second quarter of fiscal year 2026, revenue reached $34.3 billion, gross profit was $7.4 billion, and net income was $2.1 billion, representing a gross profit margin of approximately 21.6% and a net margin of approximately 6.1%. Revenue increased by approximately 23.4% compared with the first quarter of fiscal year 2026, while net income rose from $1.3 billion to $2.1 billion; news dated August 5, 2026, also reported adjusted earnings before interest, taxes, depreciation, and amortization of $5.07 billion, with record volumes in natural gas liquids transportation, exports, and crude oil.
First-quarter fiscal year 2026 figures demonstrate the diversity of segment contributions: adjusted earnings before interest, taxes, depreciation, and amortization reached $1.2 billion in natural gas liquids and refined products, $887 million in midstream services, $869 million in crude oil, $519 million in interstate natural gas, and $437 million in intrastate natural gas. The group's adjusted earnings before interest, taxes, depreciation, and amortization totaled $4.9 billion, while adjusted distributable cash flow reached $2.7 billion, compared with $1.5 billion spent on organic growth during the quarter.
The average analyst target is $23, which is also the highest and lowest target, with a consensus rating of “Buy”; this target is approximately 6.3% above the 52-week range high of $21.64, while the range low is $16.18. No usable earnings per share or price-to-earnings multiple is available in the provided data, so the available valuation rests on a single, narrow target, weighed against capital spending risks, the Green Chile delay, and nonrecurring earnings items.
Figures in the text are as of 2026-08-27; the live price is shown at the top of the page.
Energy Transfer's revenue in the second quarter of fiscal year 2026 reached approximately $34.3 billion, gross profit was $7.4 billion, and net income was $2.1 billion. Adjusted earnings before interest, taxes, depreciation, and amortization totaled $5.07 billion, according to news dated August 5, 2026. The performance was accompanied by record volumes in natural gas liquids transportation, exports, and crude oil. As a result, the company raised its annual guidance for this metric to a range of $18.8–$19.1 billion.
The company signed an agreement to transport approximately 150 million cubic feet per day to the Nexus Hubbard artificial intelligence complex in Central Texas, with service scheduled to begin by the end of fiscal year 2026, according to the May 5, 2026, call. It also signed a letter of intent to supply approximately 150 million cubic feet per day to a data center site in Arkansas targeting service commencement in mid-2027. In Oklahoma, it added four power plant interconnections totaling approximately 300 million cubic feet per day and entered advanced negotiations to serve an additional 400 million cubic feet per day of demand. These contracts benefit from the existing gas and storage network, allowing some incremental volumes to be served with limited capital.
Automated analysis for informational purposes only — not investment advice.
The first phase of Hugh Brinson is targeting transportation capacity of 1.5 billion cubic feet per day and full entry into service in the fourth quarter of fiscal year 2026, followed by the second phase in the first quarter of fiscal year 2027. Springerville Lateral is approximately 120 miles long and has capacity of 625 million cubic feet per day, with an expected growth cost of $600 million and a service date in the fourth quarter of fiscal year 2029. FGT Phase 9 targets the addition of 525 million cubic feet per day in the fourth quarter of fiscal year 2028. As for Desert Southwest, the company expects it to enter service in the fourth quarter of fiscal year 2029 after completing the FERC process.
News dated August 16, 2026, reported that Energy Transfer had increased its distributions for 19 consecutive quarters. During the May 5, 2026, call, management set a long-term annual distribution growth target of between 3% and 5%. Adjusted distributable cash flow reached $2.7 billion in the first quarter of fiscal year 2026, compared with $2.3 billion a year earlier. On the other hand, the company raised its fiscal year 2026 organic growth capital guidance to $5.5–$5.9 billion, making capital discipline and project execution important factors in sustaining this trajectory.
Transwestern, an Energy Transfer subsidiary, announced that the commissioning of the Green Chile pipeline would be delayed from August 2026 to February 2027, according to news dated August 14, 2026. This represents a six-month delay in critical infrastructure for supplying gas to Oracle Project Jupiter in New Mexico. The delay could pressure the timeline of the project, which was valued at approximately $165 billion, although the provided data does not include a specific financial impact on Energy Transfer. This development makes scheduling and construction risks more important when evaluating the company's large expansion portfolio.
Net insider purchases over three months totaled $21.5 million across three purchases with no sales, with the latest transaction occurring on August 19, 2026. This indicates supportive insider buying activity, but it does not eliminate execution risks, commodity price volatility, or nonrecurring optimization opportunities. The analyst consensus rates the stock as “Buy,” with an average target of $23. Because the highest and lowest targets are both $23, the available estimate range does not show dispersion that can be used to assess differences among analyst views.
