SUNOCO LP (SUN)
NYSEEnergyOil & Gas Refining & MarketingSnapshot 2026-07-07
$68.79+1.82%
Close 2026-07-07 · 1-day change
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Track SUN free→Intact: The reason to own it still holds.
Sunoco grew revenue to $10.7 billion in 2026 Q1 after Parkland deal. It plans to spend about $199 million on capital projects in 2026. The company aims to grow dividends at 5% or more in 2026. Earnings beat and dividend growth pledge support steady income.
Integration of Parkland may face delays or cost overruns. Debt levels rose with new notes, risking financial flexibility. If revenue growth falls below 7%, cash flow could weaken.
Price is about 27% below our fair value near $76. Analysts expect nearly 30% revenue growth. Our view aligns with Street on value and growth.
Breaks if: CAPEX exceeds $250 million in FY26
Breaks if: Dividend growth falls below 5% in 2026
Integration progress score falls below 60% in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Focus on integrating the Parkland Corporation acquisition completed in October 2025 and capturing expected synergies.
Stated in 2 of last 2 quarters. The Parkland acquisition closed in late 2025 and is reflected in pro forma financials. Revenue increased from $5.39 billion in 2025-Q2 to $10.69 billion in 2026-Q1, partly reflecting acquisition impact. Management is focused on integration and synergy realization, showing delivery on this strategic priority.
“Parkland acquisition completed on October 31, 2025, integration ongoing.”
“Consummated Parkland acquisition as if on January 1, 2025 for pro forma purposes.”
Breaks if: YoY revenue growth falls below 7% in FY26
Focus on integrating the Parkland Corporation acquisition completed in October 2025 and capturing expected synergies.
Stated in 2 of last 2 quarters. The Parkland acquisition closed in late 2025 and is reflected in pro forma financials. Revenue increased from $5.39 billion in 2025-Q2 to $10.69 billion in 2026-Q1, partly reflecting acquisition impact. Management is focused on integration and synergy realization, showing delivery on this strategic priority.
“Parkland acquisition completed on October 31, 2025, integration ongoing.”
“Consummated Parkland acquisition as if on January 1, 2025 for pro forma purposes.”