For the quarter ended September 2025, Energy Transfer LP (ET) reported revenue of $19.95 billion, down 3.9% over the same period last year. EPS came in at $0.28, compared to $0.32 in the year-ago quarter.
The reported revenue represents a surprise of -12.9% over the Zacks Consensus Estimate of $22.91 billion. With the consensus EPS estimate being $0.33, the EPS surprise was -15.15%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Energy Transfer LP performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Midstream - Gathered volumes: 21,581.00 BBtu/D versus the two-analyst average estimate of 21,480.99 BBtu/D.
- Midstream - NGLs produced: 1149 millions of barrels of oil versus the two-analyst average estimate of 1152.73 millions of barrels of oil.
- Midstream - Equity NGLs: 67 millions of barrels of oil versus the two-analyst average estimate of 64.62 millions of barrels of oil.
- NGL and Refined Products Transportation and Services - NGL and refined products terminal volumes: 1660 millions of barrels of oil versus 1543.19 millions of barrels of oil estimated by two analysts on average.
- NGL and Refined Products Transportation and Services - NGL fractionation volumes: 1123 millions of barrels of oil versus 1158.2 millions of barrels of oil estimated by two analysts on average.
- NGL and Refined Products Transportation and Services - Refined products transportation volumes: 601 millions of barrels of oil versus 589.13 millions of barrels of oil estimated by two analysts on average.
- NGL and Refined Products Transportation and Services - NGL transportation volumes: 2487 millions of barrels of oil compared to the 2307.15 millions of barrels of oil average estimate based on two analysts.
- Adjusted EBITDA- Intrastate transportation and storage: $230 million compared to the $259.92 million average estimate based on two analysts.
- Adjusted EBITDA- Interstate transportation and storage: $431 million versus the two-analyst average estimate of $479.4 million.
- Adjusted EBITDA- Crude oil transportation and services: $746 million versus $755.57 million estimated by two analysts on average.
- Adjusted EBITDA- NGL and refined products transportation and services: $1.05 billion versus $1.06 billion estimated by two analysts on average.
- Adjusted EBITDA- Midstream: $751 million compared to the $836.62 million average estimate based on two analysts.
View all Key Company Metrics for Energy Transfer LP here>>>
Shares of Energy Transfer LP have returned -0.7% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Energy Transfer LP (ET): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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