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Energy Transfer LP

Strong FundamentalsStrong FundamentalsRevenue growing 78% YoYStreet coverage with positive forward estimatesConsistent chatter on X (142/wk), no spike
$ET·$71B·Oil & Gas Midstream·Energy
$20.72+1.2%YTD+26.0%1Y+24.7%
Price updated 7d ago·X counts updated 12d ago
ETET
$ETEnergy Transfer LP
$20.72+1.22%142 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ET on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

142X posts · last 7 days
Sep 29Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ET's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-06

Bullish, with Energy Transfer cited among 120 Bcf/day natural-gas movers alongside MPLX, OKE and EPD as Sandstone Capital sits ~18% in energy, and a long-term holder disclosing an $ET buy at $6.20 in 2020. ET is grouped with WFC, XOM and WMT as an 'invest in things you already use' starter idea.

Read what X is saying about $ET

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ET — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Energy Transfer is a 120-Bcf-day midstream MLP being accumulated — Sandstone Capital's 18% energy weighting is the heavy signal.

Energy Transfer LP is one of the largest US midstream operators — natural-gas pipelines, NGL fractionation, and crude logistics with a strong Permian footprint. The business is quietly compounding alongside the US energy export cycle.

  • Operations are strong: Q1 revenue +78% YoY at a 10.6% operating margin and ROIC of 8.1% — the step-change in revenue reflects the Enable integration plus organic NGL and gas volume growth into export markets.
  • 52-week range position is 69% with vol multiplier 1.49 — above-average accumulation on a mid-range setup, which is the kind of setup that typically precedes an earnings-driven directional move.
  • At 13.2x PE and 0.70x sales the valuation is reasonable for a midstream MLP with these volume dynamics — not cheap vs. the sector but defensible on the growth-plus-yield combination.

Nov 4 Q3 is the gate — any volume uptick on the Permian-to-Gulf gas and NGL lanes plus distribution confirmation extends the move. A soft volume quarter or a leverage-ratio deterioration and the stock gives back some of the YTD gain.

Agrees with X sentimentThe thread has substantive drivers — grouping with MPLX, OKE, and EPD among 120-Bcf-day gas movers, Sandstone Capital's 18% energy sizing, the long-time holder's $6.20 2020 entry — all grounded in actual position data rather than generic enthusiasm.

What to watch: Nov 4 Q3 — pipeline volumes, NGL fractionation margins, distribution-coverage ratio, and any 2027 capex commentary. A volume miss or leverage deterioration is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $ET

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Major US energy MLP operating one of the country's largest natural gas pipeline networks, plus LNG terminals and storage.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $ET.

Oil & Gas Midstream · Energy

No material change from last week — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $ET

Neutral — Major US energy MLP operating one of the country's largest natural gas pipeline networks, plus LNG terminals and storage.

Top industry ETF

$AMLPAlerian MLP ETF
+10.3%YTD
+15.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.59$0.38+55.4%
Q1 2026May 5, 2026$0.35$0.40-12.5%
Q4 2025Feb 17, 2026$0.25$0.37-32.9%
Q3 2025Nov 5, 2025$0.28$0.33-16.0%
Next earningsTue, Nov 3·consensus EPS $0.38

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$34.3B+78.4%21.5%10.4%$0.59$2.7B
Q1 FY26$27.8B+32.1%23.8%10.7%$0.35$1.5B
Q4 FY25$22.4B+14.7%25.8%10.6%$0.40$-225.0M
Q3 FY25$20.0B-3.9%27.0%10.8%$0.27$1.3B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$119.2B$97.6B – $130.1B$1.69$1.59 – $1.839
FY27$121.1B$96.9B – $133.6B$1.69$1.40 – $1.899
FY28$125.9B$105.6B – $143.8B$1.78$1.27 – $2.1911
FY29$125.0B$95.9B – $139.9B$1.94$1.35 – $2.245
FY30$127.1B$97.6B – $142.3B$2.23$1.56 – $2.585

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 19Kelcy L WarrenDirector648.0K sh$13.8MBuyAug 18Kelcy L WarrenDirector352.0K sh$7.5MBuyAug 7Perry James RichardDirector12.4K sh$250K
+ 1 other (1 award) in window

See when $ET insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KListing / delisting noticeSep 108-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

Energy Transfer LP (ET) announced it will transfer its listing from the NYSE to the Texas Stock Exchange (TXSE), with NYSE trading ending October 2, 2026, and TXSE trading beginning October 5, 2026. Both the ET and ETprI tickers will remain unchanged on TXSE. Energy Transfer becomes one of the first major companies to list on the newly launched Texas exchange.

8-KMaterial agreementJul 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Energy Transfer LP (ET) completed a $1.75 billion two-tranche Junior Subordinated Notes offering, consisting of $650 million of Series 2026A notes and $1.1 billion of Series 2026B notes, both due 2057, which closed July 20, 2026. The offering was a fixed-to-fixed reset rate structure with optional interest deferral features. Net proceeds were designated primarily to redeem Energy Transfer's outstanding Series H Preferred Units, a liability management transaction that simplifies the capital structure and potentially reduces preferred distributions. This extends ET's debt maturity profile while addressing preferred equity obligations.

8-KMaterial agreementJul 88-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Energy Transfer LP (ET) entered into an underwriting agreement on July 6, 2026, for the sale of $650 million of Series 2026A Junior Subordinated Notes (6.550% coupon) and $1.1 billion of Series 2026B Junior Subordinated Notes (6.700% coupon), both due 2057, with Citigroup, JP Morgan, PNC Capital Markets, TD Securities, and Truist Securities as joint book-running managers. Net proceeds of approximately $1.7325 billion are designated to redeem Energy Transfer's Series H Preferred Units, simplifying the capital structure. The notes feature a fixed-to-fixed reset rate structure with optional interest deferral of up to 20 consecutive semi-annual periods. This offering represents a significant liability management transaction exchanging preferred equity for long-dated subordinated debt.

424B5Prospectus supplement (offering)Jul 6424B5
AI summary

Energy Transfer LP (ET) filed a preliminary prospectus supplement (424B5) for the issuance of two series of Junior Subordinated Notes due 2057 — Series 2026A and Series 2026B — in a combined offering with dollar amounts to be determined at pricing. The notes carry a fixed-to-fixed reset rate structure, meaning the coupon resets to a spread over a benchmark Treasury rate at a specified future date. A key feature is optional interest deferral for up to 20 consecutive semi-annual periods, which is a standard hybrid security provision allowing the issuer to conserve cash in adverse conditions without triggering a default. This preliminary prospectus was subsequently finalized with specific dollar amounts ($650M + $1.1B) disclosed in the closing 8-K.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
+ 17 other (3 S-8 POSs · 2 S-3DPOSs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

How to Turn $75,000 Into $7,000 in Annual Passive Income247wallst.com·8d agoBargain Alert: 2 Income Stocks To Buy Todayseekingalpha.com·8d agoHere's What $1,000 in These 6 Energy Dividend Stocks Could Pay You in a Yearfool.com·8d agoWant Lifetime Passive Income? Put $100,000 Into These Dividend Stocks247wallst.com·9d ago197,032 Energy Transfer LP $ET Shares Sold by Chickasaw Capital Management LLCdefenseworld.net·9d ago

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Voices on X · last 7 days

No standout posts about $ET on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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