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GLGLP

Global Partners LP

$GLP·$1.7B·Oil & Gas Refining & Marketing·Energy
$50.010.0%1Y+2.1%
Mentions · last 7 days
2026-08-05: 0 posts2026-08-06: 2 posts2026-08-07: 7 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 6 posts2026-08-11: 4 posts200%
Price updated 12h ago·X counts updated 11h ago
GLGLP
$GLPGlobal Partners LP
$50.010.00%20 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $GLP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-08

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

Global Partners LP: fuel distributor MLP Q2 print Aug 7 — steady K-1 yield vehicle.

GLP is a fuel distribution + convenience-store MLP (Global Partners Limited Partnership) — gasoline, distillates, propane wholesale + retail sites across the US Northeast. Reported Q2 on Aug 7. Structurally different from most equities: MLP means K-1 tax reporting, not 1099.

  • Aug 7 Q2 print reported; call transcript public — specific figures in the press release.
  • Analyst FY26 rev est $28.2B, EPS $4.71 (single analyst) — thin coverage; PE ~10 forward reasonable for an MLP.
  • PS 0.08 — very low because MLPs run high-revenue, low-margin distribution businesses; the metric is not comparable to non-MLP names.
  • Debt/equity 2.14 — MLP-typical leverage; the model requires the debt to fund tank-farm/retail-station capex.

Note: the pack surfaces "GLP-1" pharma news (Viking, Neurocrine, Amazon Pharmacy) that has NOTHING TO DO with Global Partners LP — pure ticker/cashtag collision. GLP the MLP has no exposure to GLP-1 drug-class demand.

Setup: bulls own "fuel-distribution steady margins + gasoline demand resilience + convenience-store retail leg growing + tax-efficient distribution yield." Bears note that MLPs face secular headwinds from EV adoption on the gasoline side (multi-year), that K-1 tax reporting limits institutional investor base, and that the small analyst-coverage universe means less visibility. Watch the Q2 print details for distribution direction + retail margin + any strategic-transaction commentary; no next earnings date populated (MLPs report on their own cadence).

What to watch: Distribution announcement; Q3 print (undated); fuel-margin direction; any strategic-transaction commentary.

On the calendar: Q3 print (undated MLP cadence)

no x sentimentmlp k1 taxationcashtag collision glp pharma

Read the AI verdict + X sentiment for $GLP

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Global Partners LP engages in the purchasing, selling, gathering, blending, storing, and logistics of transporting gasoline and gasoline blendstocks, distillates, residual oil, renewable fuels, crude oil, and propane to wholesalers, retailers, and commercial customers. The company operates through three segments: Wholesale, Gasoline Distribution and Station Operations (GDSO), and Commercial. The Wholesale segment sells home heating oil, branded and unbranded gasoline and gasoline blendstocks, diesel, kerosene, and residual oil to retailers and wholesale distributors. This segment transports the products by railcars, barges, trucks and/or pipelines. The GDSO segment sells branded and unbranded gasoline to gasoline station operators and sub-jobbers; operates convenience stores and prepared food sales; and provides car wash, lottery, and ATM services, as well as leases gasoline stations. The Commercial segment sells and delivers unbranded gasoline, home heating oil, diesel, kerosene, residual oil, and bunker fuel to customers in the public sector; and sells custom blended fuels. The company is involved in the transportation of petroleum products and renewable fuels through rail from the mid-continent region of the United States and Canada. Global Partners LP was founded in 2005 and is based in Waltham, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Refining & Marketing sits in its cycle right now — and what that implies for $GLP.

Oil & Gas Refining & Marketing · Energy

No material change from last week — California LCFS credit market softening and elevated feedstock costs continue compressing renewable fuel margins, while traditional crack spreads remain modest.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+47.2%YTD
+71.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.2How 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
18.5%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
2.5%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
15.1%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
0.1Same 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
24.3%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
5.4%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
2.1Total 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 7, 2026$1.86$1.24+50.0%
Q1 2026May 8, 2026$1.85$0.33+460.6%
Q4 2025Feb 27, 2026$0.54$0.60-10.0%
Q3 2025Nov 7, 2025$0.66$1.09-39.4%
Next earningsFri, Nov 6·consensus EPS $0.96

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.8B+46.8%3.1%1.6%$1.86$309.4M
Q1 FY26$5.3B+15.9%8.5%6.6%$1.86$-113.0M
Q4 FY25$4.6B+11.0%4.7%0.4%$0.54$62.2M
Q3 FY25$4.7B+6.2%5.8%1.3%$0.66$-678K

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$28.2B$28.2B – $28.2B$4.71$4.71 – $4.711
FY27$34.4B$34.4B – $34.4B$3.71$3.71 – $3.711
FY28$37.1B$37.1B – $37.1B$4.32$4.32 – $4.321

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.1.7×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.76%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.+4.5%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.+8.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 27.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β1.055-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

BuyJun 18Global Gp LlcGeneral Partner5.0K sh$214KBuyJun 17Global Gp LlcGeneral Partner5.0K sh$216KBuyJun 15Global Gp LlcGeneral Partner5.0K sh$233KBuyJun 12Global Gp LlcGeneral Partner5.0K sh$233KBuyJun 10Global Gp LlcGeneral Partner5.0K sh$251KBuyJun 9Global Gp LlcGeneral Partner5.0K sh$247KBuyJun 8Global Gp LlcGeneral Partner5.0K sh$246KBuyJun 4Global Gp LlcGeneral Partner5.0K sh$248KBuyMay 29Global Gp LlcGeneral Partner5.0K sh$236KBuyMay 28Global Gp LlcGeneral Partner5.0K sh$242K
1–10 of 34
+ 13 other (7 awards · 3 inkinds · 2 others · 1 exempt) in window

See when $GLP 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
Free, forever. No credit card.

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-KPress release / Reg FDAug 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

GLOBAL PARTNERS LP (GLP) reported Q2 2026 financial results on 2026-08-07, reporting financial results details in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KPress release / Reg FDJul 308-K — Item 7.01: Press release / Reg FD
AI summary

GLOBAL PARTNERS LP (GLP) filed a Reg FD disclosure (Item 7.01) on 2026-07-30, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDJul 298-K — Item 7.01: Press release / Reg FD
AI summary

GLOBAL PARTNERS LP (GLP) filed a Reg FD disclosure (Item 7.01) on 2026-07-29, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDMay 88-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 308-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 138-K — Item 7.01: Press release / Reg FD
8-KMaterial debt obligationMar 198-K — Item 2.03: Material debt obligation
8-KPress release / Reg FDFeb 278-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 13Gs · 1 15-12G · 1 25-NSE) in window

Recent news

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

Apyx Medical Sees GLP-1 Boom Fueling Demand for Renuvion, AYON Body Contouringmarketbeat.com·13h agoOmada Health Touts Record Q2 as GLP-1 Demand Fuels Growth Strategymarketbeat.com·1d agoGLP Q2 Earnings Call Flags Hedging Costs Amid Strong Fuel Marginszacks.com·2d agoBetter GLP-1 Stock to Buy: Eli Lilly or Viking Therapeutics?fool.com·4d agoGlobal Partners Q2 Earnings Call Highlightsmarketbeat.com·4d ago

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Voices on X · last 7 days

No standout posts about $GLP 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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