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GLGLP

Global Partners LP

Strong FundamentalsStrong FundamentalsRevenue growing 47% YoYRecent insider buyingQuiet on X (12 mentions/wk)
$GLP·$1.6B·Oil & Gas Midstream·Energy
$46.44-1.5%YTD+11.2%1Y-5.2%
Price updated 11h ago·X counts updated 2d ago
GLGLP
$GLPGlobal Partners LP
$46.44-1.55%12 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GLP 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.

12X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Global Partners LP: +13% YTD as Q2 EPS $1.86 crushed 50% — MLP energy midstream with 5 consecutive Global GP LLC $250K+ purchases Sept 14-21.

Global Partners LP is the New England-focused wholesale/retail gasoline and midstream MLP at $47.17 with $1.6B market cap. +13% YTD, -4% TTM. Q2 EPS $1.86 crushed $1.24 est (+50%). Sponsor Global GP LLC executed 5 consecutive P-Purchases of 5,000 shares each Sept 14-21 ($250K each) at $49-52.

The tension in one line:

  • Beat cadence explosive: Q2 EPS +50%, Q1 +461% (base effect), Q4 2025 -10%, Q3 -39.5% — H1 2026 recovery is real inflection.
  • Sponsor accumulation material: Global GP LLC bought $1.27M combined (5 tranches Sept 14-21 at $49-52) — a specific decisive sponsor-conviction signal at cycle-momentum levels.
  • Multiple compressed: PE 10.2x TTM, 15.1% FCF yield, 2.5% operating margin (thin-margin distribution business); 2027 analyst EPS $3.80 implies 12.4x forward.

The bull path is Nov 6 Q3 print ($1.48 EPS est) confirming beat cadence plus specific MLP-distribution-coverage commentary. The bear path is a gasoline-price cycle-correction. NTHM ETF rotation into midstream energy adds thematic flow signal.

What to watch: Nov 6 Q3 print ($1.48 EPS est) — gasoline-wholesale margins, midstream segment growth, and MLP distribution coverage. Continued Global GP LLC sponsor purchases. NTHM ETF rotation flow updates.

On the calendar: 2026-11-06 — Q3 earnings

insider buying

Read the AI verdict on $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)
  • 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.

New England-focused petroleum distributor and convenience store operator supplying fuel wholesale and running gas station retail networks.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $GLP

Neutral — New England-focused petroleum distributor and convenience store operator supplying fuel wholesale and running gas station retail networks.

Top industry ETF

$AMLPAlerian MLP ETF
+11.0%YTD
+11.2%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 $1.48

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$27.4B$27.4B – $27.4B$5.87$5.87 – $5.871
FY27$33.9B$33.9B – $33.9B$3.80$3.80 – $3.801
FY28$36.5B$36.5B – $36.5B$4.27$4.27 – $4.271

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.1.1×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.47%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.-7.3%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.-2.0%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 today0.2% 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.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

BuySep 21Global Gp LlcGeneral Partner5.0K sh$248KBuySep 17Global Gp LlcGeneral Partner5.0K sh$255KBuySep 16Global Gp LlcGeneral Partner5.0K sh$253KBuySep 15Global Gp LlcGeneral Partner5.0K sh$254KBuySep 14Global Gp LlcGeneral Partner5.0K sh$261KBuyJun 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$251K
1–10 of 25
+ 3 other (1 other · 1 exempt · 1 inkind) 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
+ 7 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.

Solvonis says alcohol treatment outpaces GLP-1 drugs in cross-trial comparisonproactiveinvestors.com·1d agoCould This Mid-Cap GLP-1 Stock Be a Better Buy Than Eli Lilly?fool.com·2d agoNovo is betting on its next chapter as Eli Lilly gains more ground in GLP-1scnbc.com·5d agoViking Therapeutics Soared After Its Latest GLP-1 Data. Is It Too Late to Buy?fool.com·5d agoGlobal Partners (NYSE:GLP) vs. OMV (OTCMKTS:OMVKY) Head to Head Contrastdefenseworld.net·5d 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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