Sunoco Q4 net income misses, EBITDA beats estimates

Sunoco LP (Texas)

17/02/2026 12:07

Overview

Energy infrastructure firm Sunoco's Q4 net income missed analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company completed acquisition of Parkland Corporation, impacting Q4 results

Outlook

Sunoco targets annual distribution growth rate of at least 5% for 2026

Result Drivers

PARKLAND ACQUISITION - The acquisition of Parkland Corporation boosted fuel distribution volumes and profits, contributing to higher Adjusted EBITDA in the segment

TERMINALS GROWTH - Terminals segment benefited from Parkland acquisition, favorable margins, and new customer activity

REFINERY PERFORMANCE - Refinery segment's increased volumes and profits were driven by the Parkland acquisition

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
Miss
$97 mln
$171.46 mln (4 Analysts)
Q4 Adjusted EBITDA
Beat
$706 mln
$684.25 mln (7 Analysts)
Q4 Capex
$233 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the oil & gas refining and marketing peer group is "buy"

Wall Street's median 12-month price target for Sunoco LP is $65.00, about 9.2% above its February 13 closing price of $59.51

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw3PfpkQa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)