Sunoco's transformative 2026 acquisitions have more than doubled revenue to $14.3B in 2026Q2, but the associated debt load ($14.8B total debt, D/E of 1.78) and integration risks introduce significant volatility. While the company generates robust cash flow (cu...
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 164.5% year-over-year to $14.3B in 2026Q2, but gross margin compressed to 10.3% from 13.6% in the prior quarter, and operating income fell 36.7% sequentially to $583M, indicating negative operating leverage.
Sunoco reported Q1 2026 sales of US$10,690 million and net income of US$644 million, with basic EPS of US$2.86, demonstrating robust financial performance.
Sunoco approved a 6.25% increase in quarterly distributions, marking the sixth consecutive quarterly raise, highlighting management's focus on returning cash to unitholders.
Sunoco's 2026 EBITDA guidance of US$3.10-3.30 billion suggests strong earnings potential, with upside if market conditions or acquisitions outperform expectations.
Trailing total returns as of 9/24/2026, 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 Aug 4, 2026 | $0.94-62.4% vs $2.50 | $14.3B+29.1% vs $11.0B |
Q2 2026 May 5, 2026 | $2.85+65.7% vs $1.72 | $10.7B+4.9% vs $10.2B |
Q1 2026 Feb 17, 2026 | $0.09-94.5% vs $1.64 | $8.6B-8.1% vs $9.4B |
Q4 2025 Nov 5, 2025 | $0.64-58.4% vs $1.54 | $6.0B-37.5% vs $9.6B |
September's market jitters highlight defensive stocks, ADM, AMGN and SUN, with low betas, high yields, raising 2026 guidance and improving earnings estimates.
Sunoco LP is reiterated as a Buy, driven by robust earnings, accretive acquisitions, and an attractive 5.25% dividend yield. SUN's refining margins have surged, with gasoline and distillate crack spreads reaching record highs, supporting strong revenue and profit growth. Geopolitical tensions in the Middle East and Ukraine have elevated oil prices, benefiting SUN but introducing significant volatility risk.
DALLAS--(BUSINESS WIRE)--Sunoco LP (NYSE: SUN) (“SUN”) and SunocoCorp LLC (NYSE: SUNC) (“SUNC”) announced today that they will transfer their listings of common units from the New York Stock Exchange (“NYSE”) to the Texas Stock Exchange (“TXSE”). SUN and SUNC expect their common units to begin trading on the TXSE on October 5, 2026, under their current ticker symbols, “SUN” and “SUNC”, respectively. The common units are expected to cease trading on the NYSE at market close on Friday, October 2,.
Does Sunoco LP (SUN) have what it takes to be a top stock pick for momentum investors? Let's find out.
Benchmark SUN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sunoco LP (SUN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $75.06 | $10.27B | 20.51 | 11.05% | 2.09% | 8.73% | 6.38% | |
| $21.93 | $836.72M | 20.12 | -10.63% | 1.36% | — | — | |
| $15.94 | $1.99B | -4.57 | -9.02% | -4.83% | -14.66% | — | |
| $2.22 | $86.67M | -5.99 | 1.2% | -1.48% | — | — | |
| $48.18 | $1.64B | 22.83 | 8.14% | 0.8% | 24.47% | — | |
| $106.14 | $19.13B | 34.13 | -5.99% | 6.13% | 19.73% | — |
Sunoco LP (SUN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Sunoco LP (SUN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 5, 2026·SEC
Apr 21, 2026·SEC
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Sunoco LP (SUN) stock FAQ — growth, dividends, profitability & financials explained
Sunoco LP (SUN) reported $39.58B in revenue for fiscal year 2025. This represents a 1375% increase from $2.68B in 2010.
Sunoco LP (SUN) grew revenue by 11.1% over the past year. This is steady growth.
Yes, Sunoco LP (SUN) is profitable, generating $1.11B in net income for fiscal year 2025 (2.1% net margin).
Yes, Sunoco LP (SUN) pays a dividend with a yield of 6.38%. This makes it attractive for income-focused investors.
Sunoco LP (SUN) has a return on equity (ROE) of 8.7%. This is below average, suggesting room for improvement.
Sunoco LP (SUN) generated $1.66B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
