Energy Transfer(US:ET) ZACKSยท2025-08-04 14:21Core Viewpoint - Energy Transfer LP (ET) is expected to report quarterly earnings of $0.32 per share, reflecting an 8.6% decline year-over-year, while revenues are forecasted to increase by 21.9% to $25.26 billion [1]. Earnings Projections - The consensus EPS estimate has been revised down by 0.7% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Key Metrics Estimates - Analysts project 'Midstream - Gathered volumes' to reach 20,763 billion British thermal units per day, up from 19,437 billion British thermal units per day in the same quarter last year [5]. - The estimate for 'Midstream - NGLs produced' is 1,098.09 thousand barrels of oil per day, compared to 955.00 thousand barrels per day in the same quarter last year [5]. - 'Midstream - Equity NGLs' is expected to reach 62.19 thousand barrels of oil per day, up from 56.00 thousand barrels per day in the same quarter last year [6]. - 'NGL and Refined Products Transportation and Services - NGL and refined products terminal volumes' are estimated at 1,445.17 thousand barrels of oil per day, down from 1,506.00 thousand barrels per day year-over-year [7]. - 'NGL and Refined Products Transportation and Services - NGL fractionation volumes' are projected at 1,109.81 thousand barrels of oil per day, slightly up from 1,093.00 thousand barrels per day in the same quarter last year [8]. - The estimate for 'NGL and Refined Products Transportation and Services - Refined products transportation volumes' is 577.72 thousand barrels of oil per day, down from 602.00 thousand barrels per day year-over-year [9]. - 'NGL and Refined Products Transportation and Services - NGL transportation volumes' are expected to reach 2,249.71 thousand barrels of oil per day, compared to 2,235.00 thousand barrels per day in the same quarter last year [10]. Adjusted EBITDA Estimates - 'Adjusted EBITDA- Intrastate transportation and storage' is projected at $319.20 million, down from $328.00 million in the same quarter last year [11]. - 'Adjusted EBITDA- Interstate transportation and storage' is expected to reach $423.80 million, up from $392.00 million year-over-year [11]. - 'Adjusted EBITDA- Crude oil transportation and services' is estimated at $764.45 million, down from $801.00 million in the same quarter last year [12]. - 'Adjusted EBITDA- NGL and refined products transportation and services' is projected at $993.70 million, down from $1.07 billion year-over-year [13]. - The estimated 'Adjusted EBITDA- Midstream' is $798.55 million, up from $693.00 million in the same quarter last year [13]. Stock Performance - Energy Transfer LP shares have decreased by 1% over the past month, while the Zacks S&P 500 composite has increased by 0.6% [13].