Global Partners LP GLP

47.54 (0.31) (0.65%) as of 25 Sep
Market cap
$1.6B
P/E
9.6×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 9.94
Total sells 1.52
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 4 5 — — — — 4 5 — — 2
Sell — — — — — 6 — — — — — —
Insider Ownership 14.02%

Capital & Financial Ratios

Market Cap 1,630.00
Revenue 21,456.19
Net Income 195.20
Free Cash Flow 207.80
Net Debt 1,707.60
Current Ratio 1.19
Debt/Equity 2.31
P/E ratio 9.64
P/S ratio 0.08
P/B ratio 2.39
Past 5Y EPS Growth 24.42%
This Y EPS Growth 178.20%
Next Y EPS Growth (35.26%)
Next 5Y EPS Growth 26.49%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield 5.73%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 3.03
0.76
0.77
0.78
2025 2.99
0.74
0.75
0.75
0.76
2024 2.86
0.70
0.71
0.72
0.73
2023 3.26
0.64
0.61
0.66
0.68
0.69
2022 2.41
0.59
0.60
0.61
0.63
2021 2.88
0.61
0.55
0.58
0.58
0.58
2020 2.27
0.53
0.39
0.39
0.46
0.50
2019 2.05
0.50
0.51
0.52
0.52
2018 1.88
0.46
0.46
0.48
0.48
2017 1.85
0.46
0.46
0.46
0.46
2016 1.85
0.46
0.46
0.46
0.46
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 20 8 12 24
Receivables 560 479 533 710
Inventory 397 594 549 578
Other 30 34 35 29
1,098 1,207 1,227 1,426
2023 2024 2025 Q'26
Payables 649 510 573 714
ST’ Debt 22 137 133 82
Other 72 73 88 123
983 1,000 1,076 1,196
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 6.05% 17.40% (0.56%)
Cash Flow 16.38% (1.84%) (15.97%)
Earnings 7.22% (5.18%) (40.44%)
Book Value (0.27%) 6.40% (5.02%)

Revenue

Mar Jun Sep Dec Year
’26 5,322 6,792 — — —
’25 4,592 4,627 4,694 4,648 18,561
’24 4,145 4,410 4,422 4,186 17,164
’23 4,030 3,832 4,221 4,409 16,492
’22 4,501 5,324 4,627 4,427 18,878
’21 2,553 3,279 3,324 4,092 13,248
’20 2,595 1,470 2,061 2,196 8,322
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (105) 309 — — —
’25 (52) 216 19 101 285
’24 (183) 24 123 67 32
’23 (19) 265 97 169 512
’22 23 363 192 (97) 480
’21 (106) 52 153 (49) 50
’20 138 24 88 62 313
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (131) 275 — — —
’25 (66) 202 0 64 200
’24 (185) 13 126 23 (23)
’23 (28) 244 84 136 436
’22 31 437 170 (136) 502
’21 (120) 31 126 (82) (45)
’20 127 19 70 28 244
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.85 1.86 — — —
’25 0.36 0.55 0.66 0.54 2.11
’24 (0.37) 1.10 1.17 0.52 2.41
’23 0.70 1.05 0.60 1.41 3.76
’22 0.76 4.61 3.12 1.54 10.02
’21 (0.20) 0.23 0.86 0.44 1.31
’20 0.05 2.17 0.47 0.06 2.74
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
12.28 15.80 13.63 16.09 6.30 16.61 20.23 27.07 37.00 39.70

Analyst estimates 2026–2028

Powerpack
Low Price
19.95 21.95 21.05 21.62 20.47 27.50 36.30 43.62 58.77 60.00
High Price
1,770 2,000 2,500 3,860 3,540 3,490 4,310 5,060 4,840 4,700
Employees
5 4 5 3 2 4 4 3 4 4
Revenue/Emp
8,240 8,921 12,673 13,082 8,322 13,248 18,878 16,492 17,164 18,561
Revenue
6.63% 6.54% 5.13% 5.07% 8.67% 5.43% 5.81% 5.90% 6.16% 5.72%
Gross Margin
(239) 34 108 36 102 62 379 161 115 99
EBT
(2.90%) 0.38% 0.85% 0.28% 1.22% 0.47% 2.01% 0.97% 0.67% 0.53%
EBT Margin
(239) 57 102 35 102 61 362 153 110 98
Net Income
269 113 113 113 105 107 110 116 147 150
Depreciation
245.78 265.58 376.03 386.92 245.42 390.32 556.30 485.49 507.20 548.00
Revenue/Sh
(5.91) 1.74 2.97 0.82 2.77 1.33 10.06 3.77 2.45 2.13
Earnings/Sh
(3.58) 10.37 5.01 2.79 9.22 1.48 14.14 15.09 0.93 8.41
Cash Flow/Sh
0.19 (0.51) (1.51) (1.95) (2.01) (2.81) 0.64 (2.24) (1.62) (2.51)
Capex/Sh
(3.38) 9.87 3.50 0.85 7.21 (1.33) 14.78 12.85 (0.68) 5.90
Free CF/Sh
11.87 11.74 14.81 13.58 14.61 15.55 23.23 23.57 21.18 19.94
Book Value/Sh
34 34 34 34 34 34 34 34 34 34
Shares
0.00 10.17 5.47 24.59 5.98 17.66 3.40 10.93 19.00 19.74
PE Ratio
0.08 0.07 0.04 0.05 0.07 0.06 0.06 0.08 0.09 0.08
PS Ratio
1.71 1.51 1.27 1.74 1.32 2.05 1.79 2.12 2.44 2.35
PB Ratio
0.27 0.21 0.15 0.16 0.22 0.16 0.13 0.17 0.20 0.17
EV/Sales
(19.29) 5.65 16.02 72.88 7.36 (47.02) 4.70 6.26 (146.69) 15.97
EV/FCF
(120) 348 169 94 313 50 480 512 32 285
Op' Cash Flow
6 (17) (51) (66) (68) (95) 22 (76) (55) (85)
Capex
(113) 331 118 29 244 (45) 502 436 (23) 200
FCF
276 209 292 251 284 225 198 115 207 151
Working Cap'
1,516 1,293 1,351 1,415 1,244 1,335 1,204 1,354 1,817 1,787
Total Debt
1,506 1,278 1,343 1,402 1,234 1,324 1,200 1,335 1,809 1,775
Net Debt
398 394 499 459 495 528 788 801 717 676
Sh' Equity
(7.58%) 2.39% 4.22% 1.06% 3.52% 1.68% 11.39% 3.88% 2.29% 1.89%
ROA
(5.00%) 4.48% 6.69% 4.67% 6.95% 4.80% 14.47% 7.14% 6.22% 5.99%
ROIC
(36.28%) 14.73% 24.25% 6.74% 22.94% 11.02% 65.80% 19.55% 12.68% 11.56%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Global Partners LP (GLP) key facts

  • Global Partners LP (GLP) is an Oil & Gas Midstream company in the Energy sector, listed on the New York Stock Exchange.
  • Global Partners LP’s revenue for fiscal 2025 (year ended December 2025) was $18.6 billion, up 8.14% from fiscal 2024.
  • As of September 25, 2026, GLP traded at $47.54, a market capitalization of $1.6 billion.
  • Return on equity was 11.6% and debt-to-equity 2.31.

Source: company filings (standardised) and stockrow calculations.

Global Partners LP (GLP) Latest News

News by impact score

Fine-tune

23 Sep

3

Global Partners (GLP) trades near $48.18 after a choppy session, with a 1-day drop of 2.17% and a 7-day decline of 5.08%, yet year-to-date gains around 14% and strong longer-term momentum (3-year TSR ~76.49%, 5-year TSR ~236.54%). The stock sits between momentum and a potential reset as investors weigh near-term price action against long-term cash-flow prospects. A near-term fair-value anchor sits at $45.50 (GLP seen as 6% overvalued by one view), while Simply Wall St’s DCF model implies a much higher fair value around $114.03 based on future cash flows, signaling a substantial valuation gap. Key risks include fossil-fuel demand headwinds and tighter carbon regulation, alongside refinancing and strategic moves that could support revenue stability and margins. Readers are urged to form their own view using multiple valuation frameworks and to monitor ongoing balance-sheet strength and capital-allocation decisions. Valuations present a mixed signal—modest near-term overvaluation against a much higher cash-flow-based value—leading to a balanced, moderate impact on outlook.

19 Aug

3

SPH considers counter-seasonal growth initiatives to reduce its dependence on weather conditions affecting performance. Counter-seasonal strategies may moderately influence operational stability without fundamentally altering long-term trajectory.

18 Aug

3

Sunoco's growth outlook faces scrutiny over high debt levels and refinery operational risks for Global Partners LP investors. Debt and refinery risks may moderately influence GLP valuation and strategy.

8 Aug

3

Global Partners LP discussed its second quarter financial results during the earnings call, noting revenue figures and operational highlights. Q2 earnings updates offer moderate influence on financial performance views and market sentiment.

7 Aug

4

Global Partners LP posted record net income in Q2 2026 earnings call alongside strategic updates. Record net income from earnings call signals strong performance likely to lift stock value and investor outlook.

3 transcript

Global Partners LP Q2 2026 earnings call reviewed financial results and operational updates. Quarterly earnings updates affect near-term financial outlook and sentiment.

3

Global Partners LP reported its second-quarter 2026 financial results. Quarterly results disclose performance metrics that can shift near-term valuation and sentiment.

18 May

3

GPM Investments, a unit of Global Partners LP, is expanding its electric vehicle charging network. EV charging expansion diversifies Global Partners into emerging mobility infrastructure but remains a modest addition to its core fuel distribution business.

13 May

4

Global Partners LP (GLP) reported strong Q1 results and higher cash distributions, prompting a valuation assessment that highlights potential upside amid robust performance in gasoline distribution and terminal operations. Strong Q1 results and elevated cash distributions signal improved financial health and yield appeal, likely driving positive investor sentiment and stock re-rating.

3

Global Partners LP (GLP) identified as an incredible growth stock due to three key reasons. Highlighting GLP as an incredible growth stock with three reasons likely influences investor sentiment and financial performance moderately.

10 May

3

Global Partners LP's Q1 earnings call highlighted strong adjusted EBITDA growth, robust gasoline margins, and strategic terminal acquisitions amid favorable market conditions. Q1 earnings highlights show solid financial performance influencing short-to-medium term market sentiment and operations.

8 May

4 transcript

Global Partners LP (GLP) released Q1 2026 earnings call transcript detailing quarterly financial results, operational updates, and management's outlook. Q1 2026 earnings transcript discloses financial performance, guidance, and strategic insights that significantly shape GLP's trajectory and stock performance.

4

Global Partners LP (GLP) shares jumped sharply after reporting a major positive earnings surprise. Major earnings surprise triggered share price surge, signaling robust financial performance poised to enhance investor sentiment and trajectory.

3

Global Partners LP released Q1 2026 earnings call summary, detailing quarterly financial results, operational highlights, and forward guidance. Q1 earnings summary provides quarterly financials and outlook that moderately affect GLP's financial performance and investor sentiment.

3

Global Partners LP reported first-quarter 2026 financial results. Quarterly financial results influence key metrics like revenue, earnings, and stock performance.

13 Apr

4

Global Partners LP (GLP) expands its credit facility by $300 million, increasing total commitments to $1.275 billion and extending maturity to 2028. Expanding the credit facility by $300 million boosts GLP's liquidity and financial flexibility for growth and operations.

31 Mar

3

Global Partners LP (GLP) stock dropped 13% in four weeks amid market pressures, but strong fundamentals, undervaluation, and operational improvements position it for a rebound. Recent 13% stock decline signals short-term pressure balanced by turnaround catalysts affecting financial performance and investor sentiment.

13 Mar

4

Global Partners LP (GLP) stock surges 80% as a $14 million sell-off emerges as a signal investors should monitor closely. An 80% stock surge tied to a $14 million sell-off represents a major shift in market dynamics and investor sentiment for GLP.

9 Mar

3

Global Partners LP (GLP) upgraded to Buy rating by analysts, citing strong fundamentals, growth prospects, and attractive valuation. Analyst upgrade to Buy signals moderately positive shift in investor sentiment and potential short-term stock performance uplift.

2 Mar

3

Global Partners LP (GLP) valuation under review after recent share price fluctuations and conflicting fair value indicators from analysts. Conflicting fair value signals following share price moves may moderately sway investor sentiment and GLP's near-term market performance.

28 Feb

4

Global Partners LP's Q4 earnings call highlighted financial results, including revenue, EBITDA, distributable cash flow, gasoline and gasoline blendstock margins, and commercial segment performance, alongside strategic updates on acquisitions, debt management, and 2024 outlook. Q4 earnings highlights reveal key financial metrics, margins, acquisitions, and guidance that significantly shape investor expectations and stock trajectory.

27 Feb

5 transcript

Global Partners LP (GLP) released its Q4 2025 earnings call transcript, detailing quarterly financial results, operational updates, management's commentary, and forward guidance. Q4 earnings transcripts provide comprehensive financial data, strategic insights, and future outlook that fundamentally shape GLP's competitive position and long-term investor prospects.

4

Global Partners LP's Q4 2025 earnings call summary details financial results, operational highlights, and forward guidance for the quarter. Q4 earnings disclosures provide key financial metrics and outlook that significantly shape investor expectations and GLP's stock trajectory.

4

Global Partners LP (GLP) Q4 2025 earnings call highlights strategic expansions and market opportunities driving future growth. Strategic expansions in Q4 2025 earnings call indicate major initiatives set to significantly enhance GLP's competitive position and performance.

4

Global Partners LP reported fourth-quarter and full-year 2025 financial results. Quarterly and annual earnings reports directly shape assessments of financial health, future guidance, and stock valuation.

1 Feb

3

Global Partners LP (GLP) has reaffirmed its commitment to steady payouts and provided tax guidance, which may clarify its income strategy for investors. The company aims to maintain a stable distribution policy while navigating market challenges. This approach is expected to enhance investor confidence and provide clarity on future income expectations. The steady payout and tax guidance may moderately influence investor sentiment and financial performance.

29 Jan

3

CS Global Partners has released the Investment Migration Watch Report, which focuses on navigating uncertainty in the investment migration sector while identifying new opportunities. The report highlights trends and insights that could influence investment strategies and migration policies globally. The report's insights may moderately influence investment strategies and market sentiment in the investment migration sector.

13 Jan

3

Global Partners LP (GLP) insiders purchased nearly 4,000 shares to close out 2025, indicating confidence in the company's future performance and stability. This move suggests a positive outlook from those with intimate knowledge of the company's operations and prospects. Insider purchases typically reflect confidence in the company's future, which may moderately influence market sentiment and performance.

11 Nov

3

Global Partners LP (GLP) experienced a decline in stock price following the release of its Q3 results, which revealed lower-than-expected earnings and revenue figures. The company reported challenges in its operations, impacting investor sentiment and leading to a sell-off in shares. Analysts noted that the results may reflect broader market conditions affecting the energy sector, raising concerns about GLP's future performance. Lower-than-expected earnings and revenue figures indicate potential challenges in financial performance.

9 Nov

3

Global Partners LP reported disappointing Q3 earnings, missing analyst expectations, which has raised concerns about its future dividend payments. The company's financial performance has come under scrutiny, leading to questions about its valuation and market position. Investors are particularly worried about the sustainability of dividends amid these earnings challenges, prompting a reassessment of the company's prospects. Earnings miss and dividend concerns may moderately influence investor sentiment and financial performance.

stockrow.com/GLP · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com