The bottleneck in artificial intelligence stopped being chips a while ago. It is electricity, and the companies closing that gap fastest are not the ones getting the most airtime.
Enterprise Products Partners' latest quarter shows a 60.8% sequential revenue surge and 27.3% EPS growth, underscoring the operating leverage embedded in its fee-based midstream model. However, the pass-through revenue structure keeps gross margins thin at 12....
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 60.8% sequentially in 2026Q2 to $18.3B, yet gross margin remains thin at 12.1% due to a pass-through model, with operating margin improving to 11.7% on flat SG&A.
Enterprise Products Partners L.P. (EPD) is highlighted as a premier defensive income play into 2026, offering high yield and financial strength.
EPD's recent Q4 2025 earnings beats in EPS and revenue reinforce its high-yield appeal and midstream energy stability.
The bullish thesis emphasizes EPD's governance strength and reinvestment returns as key investment drivers.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.84+12.3% vs $0.75 | $18.3B+33.5% vs $13.7B |
Q2 2026 Apr 28, 2026 | $0.68-4.8% vs $0.71 | $14.4B+5.7% vs $13.6B |
Q1 2026 Feb 3, 2026 | $0.75+8.7% vs $0.69 | $13.8B+11.6% vs $12.4B |
Q4 2025 Oct 30, 2025 | $0.61-6.3% vs $0.65 | $12.0B+1.6% vs $11.8B |
The bottleneck in artificial intelligence stopped being chips a while ago. It is electricity, and the companies closing that gap fastest are not the ones getting the most airtime.
None of these high-yielders owns power plants, but that doesn't mean they won't benefit from AI's massive power demands.
Enterprise Products Partners L.P. (NYSE: EPD - Get Free Report)'s share price rose 1.3% during trading on Friday. The stock traded as high as $39.10 and last traded at $38.96. Approximately 4,889,597 shares traded hands during mid-day trading, an increase of 25% from the average session volume of 3,904,107 shares. The stock had previously closed
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Benchmark EPD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Enterprise Products Partners L.P. (EPD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.01 | $82.24B | 14.29 | -6.44% | 11.05% | 19.33% | 5.62% | |
| $20.40 | $70.2B | 15.11 | -0.05% | 5.57% | 11.82% | — | |
| $24.55 | $17.32B | 14.79 | -11.61% | 5.3% | 20.8% | — | |
| $59.16 | $60.03B | 12.27 | 8.37% | 36.75% | 32.9% | — | |
| $46.06 | $19.03B | 15.35 | 6.61% | 29.2% | 32.85% | — | |
| $282.15 | $60.56B | 33.12 | 3.06% | 13.49% | 69.17% | — |
Enterprise Products Partners L.P. (EPD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Enterprise Products Partners L.P. (EPD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 1, 2026·SEC
Apr 28, 2026·SEC
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Enterprise Products Partners L.P. (EPD) stock FAQ — growth, dividends, profitability & financials explained
Enterprise Products Partners L.P. (EPD) reported $58.47B in revenue for fiscal year 2025. This represents a 7813% increase from $738.9M in 1998.
Enterprise Products Partners L.P. (EPD) saw revenue decline by 6.4% over the past year.
Yes, Enterprise Products Partners L.P. (EPD) is profitable, generating $6.29B in net income for fiscal year 2025 (11.1% net margin).
Yes, Enterprise Products Partners L.P. (EPD) pays a dividend with a yield of 5.62%. This makes it attractive for income-focused investors.
Enterprise Products Partners L.P. (EPD) has a return on equity (ROE) of 19.3%. This is reasonable for most industries.
Enterprise Products Partners L.P. (EPD) generated $3.46B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.