GLOBAL PARTNERS LP (GLP)
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
$52.70+0.42%
Close 2026-09-04 · 1-day change
NYSEEnergyOil & Gas MidstreamSnapshot 2026-09-04
QuarterlyIQ Insights · GLP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 0.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing total revenue and operating income through strong segment performance and market conditions.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $5.3B in 2026-Q1 to $6.8B in 2026-Q2, and operating income increased from $105.7M to $107.4M. Management's focus on growth is reflected in improving financial results, indicating delivering trajectory.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated strong grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=1735).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'We remain committed to pursuing growth where it creates durable value, deploying capital with discipline and managing the business for the long term.'”
“CEO: 'Solid execution across all operating segments drove strong first-quarter results for Global.'”
Continue to pay and increase cash distributions per unit to unitholders as a key capital allocation priority.
Stated as a priority in 2 of last 2 quarters. Cash distributions per unit increased from $0.7650 in 2026-Q1 to $0.7800 in 2026-Q2. This reflects management's consistent commitment to maintaining and growing distributions, delivering on stated capital allocation goals.
“Declared cash distribution of $0.7800 per unit for Q2 2026.”
“Declared cash distribution of $0.7650 per unit for Q1 2026.”
Exercise disciplined capital management including debt agreements and financial obligations to support business flexibility.
Stated as a priority in 2 of last 2 quarters. Management completed redemption of Series B Preferred Units at $25.00 per share plus distribution in 2026-Q2, demonstrating active capital structure management. The balance sheet remains strong, supporting a delivering trajectory on financial obligations.
“Redeemed all outstanding Series B Preferred Units at $25.00 per share plus cash distribution.”
“Management emphasized strength of balance sheet and capital discipline.”
Focus on generating positive and growing cash flow from operations to support business and distributions.
Stated as a priority in 2 of last 2 quarters. Cash from operating activities improved significantly from negative $105M in 2026-Q1 to positive $309M in 2026-Q2. This shows delivering progress on improving operational cash generation.
“Cash from operating activities was $309 million in Q2 2026.”
“Cash from operating activities was negative $105 million in Q1 2026.”
Over the trailing year it converted -1.22x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 36% of the time over the next year (vs 47% for the rest of the cohort, n=996).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=807).
Not investment advice. As of 2026-09-04.