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Sunoco LP (SUN) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-07-03 23:01
Sunoco LP (SUN) ended the recent trading session at $55.03, demonstrating a +1.07% change from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.83%. Elsewhere, the Dow gained 0.77%, while the tech-heavy Nasdaq added 1.02%. The stock of master limited partnership has risen by 2.25% in the past month, lagging the Oils-Energy sector's gain of 5.14% and the S&P 500's gain of 4.99%.Analysts and investors alike will be keeping a close eye on the performance of Sunoco LP in its u ...
外资交易台:成品油追踪--夏季汽油价格上涨
2025-07-03 15:28
市场洞察 - Marquee 市场洞察|市场|商品 GS 成品油追踪——夏季汽油价格上涨 GS 精炼产品追踪器: 交易理念:漫⻓的夏季 RBOB 破解: 总体⽽⾔:清洁产品供需平衡依然紧张,⽽⽣产激励措施将有利于中质馏分油(当原油供应限制 放松时)。市场对任何供应中断或需求意外(⽬前正处于旺季)的承受能⼒不⾜。 1/20 季节性表现强劲:过去10个7⽉中,RBOB裂解价差有7个出现上涨,平均上涨2美元/桶。历 史最⼤涨幅为8.1美元/桶,⽽最⼤跌幅为3.2美元/桶——⻛险回报状况良好。 产量转换à RBOB 热能极其混乱,与过去 10 年相⽐处于区间底部。我们认为这主要是由于 原油供应限制à尽管减产解除,但 OPEC+ 的重质酸性原油出⼝尚未回升,⽽是被⽤于中东国 内燃料燃烧(旺季)。因此,由于替代原料供应有限,依赖于重质原油的馏分油产量受到限 制。⽬前较轻的原油供应导致产量落后于⽣产激励。如果我们看到进⼊美国的中质和重质 酸性原油增加,炼油⼚将能够转向最⼤化馏分油产量。这种转变将减少汽油产量,收紧 RBOB 供应并⽀持裂解价差。 与三年历史相⽐, 定位处于第 11 个百分位 飓⻛季节à我们正处于⼀年中飓⻛ ...
X @Bloomberg
Bloomberg· 2025-07-03 12:11
American refiners are relying on oil supplies from the country’s biggest shale basins more than ever as flows of denser varieties from places like Mexico ebb https://t.co/amiPQYDH7H ...
Is EQT (EQT) Outperforming Other Oils-Energy Stocks This Year?
ZACKS· 2025-07-01 14:41
For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Is EQT Corporation (EQT) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.EQT Corporation is a member of our Oils-Energy group, which includes 241 different companies and currently sits at #16 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 ...
MDU Resources (MDU) - 2015 Q4 - Earnings Call Presentation
2025-07-01 11:16
Consolidated Results - Adjusted earnings decreased from $205.5 million in 2014 to $180.0 million in 2015[10, 11] - GAAP earnings showed a significant loss of $(623.1) million in 2015, compared to a profit of $297.5 million in 2014[11, 14] - Adjusted EPS decreased from $1.07 in 2014 to $0.92 in 2015[10] - GAAP EPS decreased from $1.55 in 2014 to $(3.20) in 2015[14] Construction Materials & Services - Construction Materials adjusted earnings increased from $59.9 million in 2014 to a record $90.6 million in 2015[17] - Construction Services adjusted earnings decreased from $54.5 million in 2014 to $25.2 million in 2015[19] - The combined backlog for construction businesses is approximately $1 billion, one-third higher than the prior year-end[16, 40] Utility Electric & Natural Gas - Utility Electric & Natural Gas earnings were impacted by $(7.2) million due to weather[26] - A record $464 million was spent on Cap Ex in 2015[26] - $49.3 million in rate relief was implemented, with an additional $38.9 million in pending cases[26, 40] Pipeline & Midstream - Adjusted earnings decreased slightly from $24.7 million in 2014 to $23.9 million in 2015[30, 31] Refining - The adjusted loss for refining was $20.5 million (MDU share)[35] 2016 Guidance - Adjusted earnings per share are projected to be between $1.00 and $1.15[36, 37] - GAAP earnings per share are projected to be between $0.85 and $1.10[36, 37]
Valero Energy (VLO) Stock Falls Amid Market Uptick: What Investors Need to Know
ZACKS· 2025-06-27 23:00
Core Viewpoint - Valero Energy is expected to report a significant decline in earnings and revenue in its upcoming financial results, with analysts projecting a decrease in both metrics compared to the previous year [2][3]. Financial Performance - Valero Energy's earnings per share (EPS) for the upcoming quarter is projected to be $1.77, reflecting a 34.69% decrease from the same quarter last year [2]. - The anticipated revenue for the same quarter is $27.83 billion, indicating a 19.3% decline from the previous year [2]. - For the entire year, the Zacks Consensus Estimates forecast earnings of $6.19 per share and revenue of $115.9 billion, representing changes of -27% and -10.76%, respectively, compared to the previous year [3]. Analyst Estimates - Recent revisions in analyst estimates for Valero Energy suggest a positive outlook on the company's business operations and profit generation capabilities [3]. - The Zacks Consensus EPS estimate has shifted 1.79% upward over the past month, indicating some analyst optimism [5]. Valuation Metrics - Valero Energy has a Forward P/E ratio of 22.12, which is higher than its industry's Forward P/E of 17.86, suggesting a premium valuation [6]. - The company has a PEG ratio of 2.39, compared to the industry average PEG ratio of 1.58, indicating that the stock may be overvalued relative to its expected earnings growth [7]. Industry Context - The Oil and Gas - Refining and Marketing industry, which includes Valero Energy, currently holds a Zacks Industry Rank of 148, placing it in the bottom 40% of all industries [8].
Lightning Round: MPC, AUR, QXO, TOST
CNBC Television· 2025-06-27 00:03
[Music] It is time. It's time for the light. Bye bye by step and then the lightning round is over.Are you ready. Ski daddy times the lightning round start with Ned in Ohio. Ned.Good afternoon professor Kramer. How are you sir. I am good.Thank you for calling Ned. How can I help. Well, I wanted to talk to you about Marathon Petroleum Company.It's the largest petroleum refining, marketing, and transportation company in the US. Yes. And it's a good one.I think you want to own that stock. I I like it very very ...
Western Midstream (WES) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-06-26 23:16
Western Midstream (WES) closed the most recent trading day at $38.38, moving +1.8% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.8%. Elsewhere, the Dow gained 0.94%, while the tech-heavy Nasdaq added 0.97%. Shares of the oil and gas transportation and storage company witnessed a loss of 1.72% over the previous month, trailing the performance of the Oils-Energy sector with its gain of 3.8%, and the S&P 500's gain of 5.12%.The upcoming earnings release o ...
Marathon Petroleum (MPC) Laps the Stock Market: Here's Why
ZACKS· 2025-06-26 22:46
In the latest close session, Marathon Petroleum (MPC) was up +1.13% at $167.57. The stock's change was more than the S&P 500's daily gain of 0.8%. At the same time, the Dow added 0.94%, and the tech-heavy Nasdaq gained 0.97%. The refiner's shares have seen an increase of 4.46% over the last month, surpassing the Oils-Energy sector's gain of 3.8% and falling behind the S&P 500's gain of 5.12%.The investment community will be paying close attention to the earnings performance of Marathon Petroleum in its upco ...
Are Oils-Energy Stocks Lagging Clearway Energy (CWEN) This Year?
ZACKS· 2025-06-26 14:41
Group 1 - Clearway Energy (CWEN) is currently outperforming the Oils-Energy sector with a year-to-date performance increase of approximately 21.7%, while the sector has seen an average decline of 0.5% [4] - The Zacks Rank for Clearway Energy is 2 (Buy), indicating strong analyst sentiment and an improving earnings outlook, with a consensus estimate for full-year earnings rising by 46.5% in the past quarter [3] - Clearway Energy is part of the Alternative Energy - Other industry, which has gained about 20.2% year-to-date, further highlighting CWEN's strong performance relative to its peers [5] Group 2 - Global Partners LP (GLP) is another stock in the Oils-Energy sector that has outperformed, with a year-to-date increase of 9.7% and a Zacks Rank of 1 (Strong Buy) [4][5] - The Oils-Energy sector includes 245 individual stocks and currently holds a Zacks Sector Rank of 16, indicating its relative performance among 16 different sector groups [2] - The Oil and Gas - Refining and Marketing - Master Limited Partnerships industry, which includes Global Partners LP, has seen a decline of 1.9% year-to-date and is ranked 59 [6]