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GLGLP-PB

Global Partners LP

$GLP-PB·$1.6B·Oil & Gas Refining & Marketing·Energy
$25.480.0%1Y+3321.6%
Mentions · last 7 days
2026-08-06: 0 posts2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts2026-08-12: 0 posts0
Price updated 7m ago·X counts updated 2d ago
GLGLP-PB
$GLP-PBGlobal Partners LP
$25.480.00%0 posts
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-PB, 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 numbersAcceleratingAI verdict · as of 2026-08-14

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

Global Partners LP preferred B (GLP-PB) — LP-parent Q2 revenue +47% YoY and EPS +51% surprise on gasoline-distribution volume.

GLP-PB is the Series B preferred stock of Global Partners LP, the US gasoline-distribution and terminals master limited partnership. $1.65B mcap, price $25.48, t12m +3,322% (the reset baseline is a preferred-share listing artifact), sitting at just 0.2% of the 52-week range on the preferred.

What's on the underlying LP:

  • Q2 2026 (8/7) EPS $1.87 vs $1.24 est (+50.8%). Prior three: +460.6%, -10%, -39.4% — extraordinarily variable, reflecting refining-margin volatility.
  • Revenue Q2 $6.79B (+46.8% YoY), Q1 $5.32B (+15.9%), Q4-25 $4.65B (+11%), Q3-25 $4.69B (+6.2%) — accelerating growth.
  • Analyst estimates FY26 rev $28.2B, EPS $4.71 walking to FY28 $37.1B / $4.32 — modest projected growth.
  • 10.2x TTM P/E on the LP; the preferred trades on its yield vs treasury spread.
  • ROE 24.3%.
  • 8/7 8-K: Q2 earnings 8-K.
  • 7/29-30 Reg FD investor presentation.
  • No X sentiment sample.

What you're watching: preferred yield vs treasury spread trajectory, Global Partners LP distribution cadence, and any gasoline-margin / refining-margin commentary.

What to watch: Preferred yield-vs-treasury spread, LP distribution cadence, and gasoline-margin commentary.

no sentiment

Read the AI verdict + X sentiment for $GLP-PB

  • 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
Free, forever. No credit card.

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 Refining & Marketing sits in its cycle right now — and what that implies for $GLP-PB.

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
+72.1%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$1.87$1.24+50.8%
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%

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.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.0%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.-94.1%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.-96.9%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 today3.4% 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.β1.025-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-PB 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-PB) 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-PB) 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-PB) 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

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Voices on X · last 7 days

No standout posts about $GLP-PB on X in the last 7 days.

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