other material
confidence high
sentiment positive
materiality 0.75
Sunoco LP guides 2026 Adjusted EBITDA $3.1B-$3.3B; targets 5% distribution growth
Sunoco LP
- Adjusted EBITDA for 2026 forecast between $3.1B and $3.3B; includes ~$125M Parkland synergies.
- Growth capex at least $600M; maintenance capex $400M-$450M; bolt-on acquisitions at least $500M annually.
- Distribution growth target of at least 5% for 2026; expects to announce quarterly increases.
- TanQuid acquisition closing in Q1 2026; Burnaby Refinery 50-day turnaround starting late January.
- Leverage expected to return to 4x target in 2026; DCF per unit to increase for ninth consecutive year.