Energy Transfer LP Common Units (NYSE:ET ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Tom Long - Co-CEO Mackie McCrea - Co-CEO Dylan Bramhall - Group CFO Conference Call Participants Theresa Chen - Barclays Jeremy Tonet - JPMorgan Jean Ann Salisbury - Bank of America Spiro Dounis - Citi Keith Stanley - Wolfe Research Michael Blum - Wells Fargo Manav Gupta - UBS John Mackay - Goldman Sachs Gabe Moreen - Mizuho Operator Good day, everyone, and welcome to the Energy Transfer Q1 2025 Earnings Conference Call. All participants will be in listen-only mode.
ET's first-quarter earnings are likely to have benefited from rising demand and expansion of transportation and processing capacity in their service region.
I expect Energy Transfer stock to report robust grow in the upcoming Q1 Earnings Report (ER) scheduled on May 6, 2025. Key factors behind my expectation are its latest dividend raises and also its ongoing expansion projects. ET's latest dividend increase to $0.3275/share indicates a 3.1% YoY growth, far better than the 1% CAGR the company has experienced in the past 5 years.
Get a deeper insight into the potential performance of Energy Transfer LP (ET) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
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It's important for investors to take the long-term view. We should be looking to buy and hold companies for years, if not decades, because that can produce the best total returns.
Energy Transfer projects 5% EBITDA growth in FY25, with guidance of $16.1–$16.5B supported by strong operations. FY24 distributable cash flow rose to $8.36B, enabling a 3.2% dividend increase and a 7.4% trailing yield. The company plans $5B in FY25 CapEx, targeting Permian, NGL, and LNG infrastructure with long-term contract backing.
Energy Transfer is poised for growth with its expanding operation in the United States and well-balanced asset mix.
In the closing of the recent trading day, Energy Transfer LP (ET) stood at $17.04, denoting a -1.39% change from the preceding trading day.
Energy Transfer 's (ET -0.88%) business prints cash. The midstream giant's diversified portfolio of pipelines, processing plants, storage terminals, and export facilities acts as a toll booth for the country's energy superhighway.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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