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SUN · Sunoco LP
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$77.59 +1.25 (+1.64%)
Rebalance outlook locked
Market Cap
$15.56B
Shares
204.82M
All earnings calls

Earnings call · FY2026 Q2

Sunoco LP (SUN) Q2 2026 Earnings Call

Concluded Jul 1, 2026
Jul 1, 2026 0 turns
Period
FY2026 Q2
Runtime
—
Sources
2 artifacts
8-K 10-Q

Executive readout · one minute

What matters this quarter

Sunoco LP reported strong Q2 2026 results with Adjusted EBITDA of $996 million excluding transaction expenses, more than doubling year-over-year, and raised full-year 2026 Adjusted EBITDA guidance by $400 million to $3.5–$3.7 billion.

Fuel distribution segment performance 33 Refining segment / Burnaby turnaround 29 Parkland acquisition integration and synergies 25 Distribution growth and coverage 21 Capital allocation and balance sheet / M&A outlook 19 Inventory optimization and one-time gains 10

Management tone

Confident

Net tone +78 · low hedging

Grounding quotes
  • “The partnership started off 2026 with a strong quarter, delivering adjusted EBITDA of $867 million”
  • “This 6.25% increase represents a one-time step up of 5% and a quarterly increase of 1.25%”
  • “We are already delivering on synergies, both expense and commercial, which puts us well on track to deliver on 10 plus percent accretion before our year three commitment”
  • “We continue to build on the strong momentum of the past few years. Each of our segments is delivering and we will continue to remain focused on safe and reliable operations, expense discipline, and accretive growth.”

Forward guidance

1 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Revenue $14.26B +164.5% YoY
Net income $283.00M +229.1% YoY

Research materials

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8-K earnings release Filed Aug 4, 2026 10-Q report Filed Aug 6, 2026 Company webcastOpen the original investor-relations page

Key takeaways

What improved, and what deserves a closer read.

↑ Constructive signals

  • Raised full-year 2026 Adjusted EBITDA guidance by $400 million to a range of $3.5 billion to $3.7 billion
  • Distributable Cash Flow, as adjusted, of $608 million in Q2 2026 versus $300 million in Q2 2025
  • Declared Q2 2026 distribution of $1.0023 per unit, an over 10% increase versus Q2 2025 and seventh consecutive quarterly increase
  • Leverage of approximately 3.7x at quarter end with $2.3 billion of revolving credit facility liquidity
  • Net income of $283 million in Q2 2026 versus $86 million in Q2 2025

↓ Risks & pressure points

  • Interest expense, net increased to $204 million in Q2 2026 from $123 million in Q2 2025

Key moments

Read the management remarks selected from the transcript.

“More importantly, we're confident that we'll deliver on our full year EBITDA guidance, even without the one-time gain from optimizing our inventory.” Joe Kim, CEO

Forward guidance

From the 8-K filed Aug 4, 2026.

Metric Guided
Adjusted EBITDA Initiated
full year 2026
 $3.5B – $3.7B

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Dividend / share
$1.00
Full-screen source Call document

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