ET
Energy Transfer·NYSE
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ET fundamentals
Energy Transfer (ET) released its earnings on Feb 17, 2026: revenue was 25.32B (YoY +29.57%), beat estimates; EPS was 0.25 (YoY -13.79%), missed estimates.
Revenue / YoY
25.32B
+29.57%
EPS / YoY
0.25
-13.79%
Report date
Feb 17, 2026
ET Earnings Call Summary for Q4,2025
- Record Growth: 2025 adjusted EBITDA up 3% YoY to $16 billion, with Q4 at $4.2 billion, driven by NGL and midstream volume increases.
- Major Projects: Desert Southwest (DSW) pipeline (48-inch, 2.3 Bcf/day) on track for Q4 2029 in-service, with 50%+ contracted volumes. Hugh Brinson pipeline 75% complete, targeting Q4 2026.
- Data Center Expansion: Over 150 projects in pipeline, 190 Mmcfd contracted in Oklahoma. Storage capacity expanded to 230 Bcf for 99.99% reliability.
- Financial Strength: 2026 EBITDA guidance of $17.45-17.85 billion, supported by project ramp-ups and cost control. Targeting 3-5% annual distribution growth.
- Regulatory Recovery: One-time $56 million NGL gain offset by $58 million hedge loss, with full recovery expected Q1 2026.
EPS
Actual | -0.32 | 0.13 | -0.29 | 0.19 | 1.21 | 0.2 | 0.2 | 0.29 | 0.37 | 0.39 | 0.29 | 0.34 | 0.32 | 0.25 | 0.15 | 0.37 | 0.32 | 0.35 | 0.32 | 0.29 | 0.36 | 0.32 | 0.28 | 0.25 | |||||||||||
Forecast | 0.33 | 0.2686 | 0.248 | 0.2632 | 0.2841 | 0.2607 | 0.2706 | 0.2691 | 0.3011 | 0.3546 | 0.3762 | 0.3873 | 0.3705 | 0.3158 | 0.3346 | 0.3374 | 0.3672 | 0.3481 | 0.3307 | 0.3731 | 0.3587 | 0.329 | 0.3333 | 0.3728 | |||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -196.97% | -51.60% | -216.94% | -27.81% | +325.91% | -23.28% | -26.09% | +7.77% | +22.88% | +9.98% | -22.91% | -12.21% | -13.63% | -20.84% | -55.17% | +9.66% | -12.85% | +0.55% | -3.24% | -22.27% | +0.36% | -2.74% | -15.99% | -32.94% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 11.63B | 7.34B | 9.96B | 10.03B | 17.00B | 15.10B | 16.66B | 18.66B | 20.49B | 25.95B | 22.94B | 20.50B | 19.00B | 18.32B | 20.74B | 20.53B | 21.63B | 20.73B | 20.77B | 19.54B | 21.02B | 19.24B | 19.95B | 25.32B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 13.44B | 11.62B | 10.15B | 10.52B | 11.71B | 14.92B | 15.01B | 16.62B | 18.79B | 20.40B | 24.75B | 24.19B | 21.49B | 20.40B | 20.92B | 21.46B | 20.91B | 22.01B | 21.59B | 21.41B | 21.54B | 22.53B | 21.92B | 24.00B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -13.48% | -36.85% | -1.87% | -4.60% | +45.13% | +1.19% | +10.99% | +12.27% | +9.03% | +27.19% | -7.33% | -15.26% | -11.59% | -10.21% | -0.88% | -4.32% | +3.44% | -5.81% | -3.77% | -8.72% | -2.41% | -14.59% | -8.97% | +5.51% |
Earnings Call
You can ask Aime
What does Energy Transfer do and what are its main business segments?What is the revenue and EPS growth rate for Energy Transfer year over year?What factors drove the changes in Energy Transfer's revenue and profit?What were the key takeaways from Energy Transfer’s earnings call?What is Energy Transfer's latest dividend and current dividend yield?What is Energy Transfer's gross profit margin?What guidance did Energy Transfer's management provide for the next earnings period?What is the market's earnings forecast for Energy Transfer next quarter?
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