能源转换(ET)

搜索文档
Energy Transfer: Weighing Preferred's 7.4% Yield Versus Bonds
Seeking Alpha· 2025-05-08 03:05
Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.With all fixed income products, there is always the dreaded call option which the issuing company possesses. This has the ability to ruin a good thing and forces you to give up an income stream you rather hang on toTrappi ...
Energy Transfer Q1 Earnings Beat Estimates, Revenues Down Y/Y
ZACKS· 2025-05-07 22:05
Revenues of $21 billion missed the Zacks Consensus Estimate of $23.4 billion by 11%. Total revenues also decreased 2.9% from the year-ago figure of $21.63 billion. Highlights of ET's Q1 Results Energy Transfer (ET) reported first-quarter 2025 adjusted earnings of 36 cents per unit, which beat the Zacks Consensus Estimate of 33 cents by 9.1%. The bottom line also increased 12.5% from the year-ago figure of 32 cents. (See the Zacks Earnings Calendar to stay ahead of market-making news.) Total Revenues of ET O ...
Energy Transfer(ET) - 2025 Q1 - Earnings Call Transcript
2025-05-07 05:32
Energy Transfer (ET) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Thomas Long - Director & Co-CEOTheresa Chen - MD - Equity ResearchMackie McCrea - Director & Co-CEOJean Ann Salisbury - Managing DirectorSpiro Dounis - DirectorKeith Stanley - DirectorMichael Blum - Managing DirectorManav Gupta - Executive DirectorDylan Bramhall - Group Chief Financial Officer of LE GP, LLCJohn Mackay - VP - Equity ResearchGabriel Moreen - Managing Director Conference Call Participants Jeremy Tonet - Eq ...
Energy Transfer(ET) - 2025 Q1 - Earnings Call Presentation
2025-05-07 04:31
Q1 2025 Earnings May 6, 2025 Forward-looking Statements / Legal Disclaimer $4.10 BILLION Management of Energy Transfer LP (ET) will provide this presentation in conjunction with ET's 1st quarter 2025 earnings conference call. On the call, members of management may make statements about future events, outlook and expectations related to Sunoco LP (SUN), USA Compression Partners, LP (USAC), and ET (collectively, the Partnerships), and their subsidiaries and this presentation may contain statements about futur ...
Energy Transfer(ET) - 2025 Q1 - Earnings Call Transcript
2025-05-07 04:30
Energy Transfer (ET) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Please note, today's event is being recorded. I would now like to turn the conference over to Tom Long. Please go ahead. Speaker1 Thank you, operator. Good afternoon, everyone, and welcome to the Energy Transfer first quarter twenty twenty five earnings call. Also joined today by Mackie McCree and other members of the senior management team who are here to help answer your questions after our prepared remarks. Hopefully, you saw th ...
Energy Transfer(ET) - 2025 Q1 - Earnings Call Transcript
2025-05-07 04:30
Energy Transfer (ET) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Thomas Long - Director & Co-CEOTheresa Chen - MD - Equity ResearchMackie McCrea - Director & Co-CEOJean Ann Salisbury - Managing DirectorSpiro Dounis - DirectorKeith Stanley - DirectorMichael Blum - Managing DirectorManav Gupta - Executive DirectorDylan Bramhall - Group Chief Financial Officer of LE GP, LLCJohn Mackay - VP - Equity ResearchGabriel Moreen - Managing Director Conference Call Participants Jeremy Tonet - Eq ...
Energy Transfer(ET) - 2025 Q1 - Quarterly Results
2025-05-07 04:16
ENERGY TRANSFER REPORTS FIRST QUARTER 2025 RESULTS Dallas – May 6, 2025 - Energy Transfer LP (NYSE:ET) ("Energy Transfer" or the "Partnership") today reported financial results for the quarter ended March 31, 2025. Energy Transfer reported net income attributable to partners for the three months ended March 31, 2025 of $1.32 billion compared to $1.24 billion for the three months ended March 31, 2024. For the three months ended March 31, 2025, net income per common unit (basic) was $0.37. Adjusted EBITDA for ...
Energy Transfer Set to Post Q1 Earnings: Buy, Sell or Hold the Stock?
ZACKS· 2025-05-06 02:05
财务表现 - 公司预计2025年第一季度营收为233.7亿美元 同比增长8.07% [1] - 每股收益预期为0.33美元 同比增长3.13% [2] - 过去四个季度中有三个季度未达盈利预期 平均负偏差为8.33% [4][5] 盈利预测 - 当前季度Zacks共识盈利预期为0.33美元 下季度为0.30美元 [3] - 2025年全年盈利预期1.40美元 同比增长9.38% [3] - 盈利ESP为+1.54% Zacks评级为3级 [6] 业务发展 - 2025年2月投运首个10兆瓦天然气发电厂 计划共建设8个 [8] - 2024年下半年完成Permian盆地两处处理厂扩建 新增50MMcf/d处理能力 [9] - 建成30英里原油管道 运输能力达10万桶/日 [9] 出口业务 - LNG出口覆盖全球55个国家 出口能力达110万桶/日 [10] - 约90%收益来自费用型合同 预计第一季度维持该比例 [11] 估值比较 - 当前EV/EBITDA为10.14倍 低于行业平均11.45倍 [12] - 同行PAA和EPD的EV/EBITDA分别为8.77倍和9.97倍 [14] 股价表现 - 过去一个月股价上涨3.4% 优于行业3.2%涨幅 [15] - 同期PAA和EPD分别上涨0.9%和2.2% [17] 基础设施 - 运营超过13万英里管道网络 覆盖美国44个州 [18] - 持续投资扩大管道和处理能力 巩固中游行业领导地位 [19] 长期展望 - 广泛资产布局和战略收购推动业绩增长 [20] - 通过有机或无机方式扩大业务 长期前景向好 [20]
Energy Transfer: Optimism Before The Earnings Release
Seeking Alpha· 2025-05-05 22:52
Energy Transfer LP (NYSE: ET ) stock has not felt quite good since February 12 , when I shared my previous bullish call. The stock is down more than 13%, which is a notable underperformance compared to theAs an investor who started my path five years ago with my own capital, I represent a blend of hands on experience and academic background in corporate finance. Due to my relatively young age I thrive on discovering long-duration growth opportunities and actively seek out opportunities that align with my ri ...
Energy Transfer Q1 Preview: Dividend Raise Foreshadows Growth
Seeking Alpha· 2025-05-03 17:05
I last wrote on Energy Transfer LP stock (NYSE: ET ) on March 13, 2025. In that article , titled “Why I Prefer Chevron Over Energy Transfer”, I argued a buy As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme vol ...