Energy Transfer LP Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.3%projected annual EPS growth
Analyst Coverage
21analysts covering
FY Revenue (est.)
$120.6Bnext fiscal year
FY EPS (est.)
$1.67next fiscal year
Monitoring Framework
Key Performance Indicators
Consolidated Adjusted EBITDA Quarterly4.9BTarget: $18.2 billion to $18.6 billion (Full Year 2026 Guidance)
Growth Capital Expenditures Quarterly1.5BTarget: $5.5 billion to $5.9 billion (Full Year 2026 Guidance)
Distributable Cash Flow (DCF) Attributable to Partners Quarterly2.7B
Watch Items
- AI Data Center Power Demand and Natural Gas Infrastructure ExpansionTrigger: Execution of pipeline projects and incremental volume commitmentsAction: Monitor quarterly volume growth in the midstream and interstate natural gas transportation segments, as well as updates on capital expenditure deployment.
- NGL Export Terminal Expansion (Nederland and Marcus Hook)Trigger: Phased project completion through 2029Action: Track progress on the Nederland NGL export terminal expansion and long-term ethane contract commitments running into the 2040s.
- Leverage and Debt RefinancingTrigger: Refinancing of existing indebtedness and junior subordinated notes pricingAction: Evaluate balance sheet flexibility and interest expense coverage relative to the partnership's target leverage ratio.
Research as of 2 Sep 2026