Global Partners
Connects liquid-energy terminals, fuel logistics, and retail-fueling and convenience operations.
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Profile
Supplies refined petroleum products and renewable fuels through terminals, logistics assets, retail-fueling sites, and convenience stores. A master limited partnership, it combines terminal infrastructure with fuel distribution and retail operations.
Moves refined petroleum products and renewable fuels through liquid-energy terminals linked to rail, pipeline, and marine assets. The same network supports fuel logistics, distribution, gasoline stations, and convenience stores.
Operations extend from Maine to Florida and into the U.S. Gulf States. Retail and terminal acquisitions have enlarged the network, including former Motiva terminals and Gulf Oil terminals.
Structured as a master limited partnership, the business is governed through Global GP LLC. Slifka-family affiliates own all ownership interests in that general partner, and Eric Slifka remains president and chief executive officer.
Company facts
Categories
Key statistics
Year to date +19.3% · Average volume (30d) 75.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Mar 2, 2026 | Stifel Nicolaus | Target | $35 | $46 | ||
| Mar 4, 2025 | Stifel | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026Q2 FY26 | $1.24 | $1.86 | +50.0% | $7.51B | $6.79B | −9.5% | +3.42% |
| May 8, 2026Q1 FY26 | $0.33 | $1.85 | +460.6% | $6.98B | $5.32B | −23.7% | −1.93% |
| Feb 27, 2026Q4 FY25 | $0.60 | $0.54 | −10.0% | $6.94B | $4.65B | −33.0% | +3.75% |
| Nov 7, 2025Q3 FY25 | $1.09 | $0.66 | −39.4% | $6.94B | $4.69B | −32.3% | −3.53% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.59B | $4.63B | $4.69B | $4.65B | $5.32B | $6.79B | |
| Gross profit | $255.2M | $131.7M | $271.4M | $220.5M | $450.0M | $328.9M | |
| Operating income | $55.9M | $58.3M | $61.4M | $16.4M | $352.1M | $107.4M | |
| Net income | $18.7M | $20.6M | $24.2M | $20.1M | $64.7M | $63.3M | |
| Diluted EPS | $0.36 | $0.55 | $0.66 | $0.54 | $1.85 | $1.86 | |
| Gross margin | 5.6% | 2.8% | 5.8% | 4.7% | 8.5% | 4.8% | |
| Operating margin | 1.2% | 1.3% | 1.3% | 0.4% | 6.6% | 1.6% |
Fiscal years (4-quarter sums)FY21 $13.25B · FY22 $18.88B · FY23 $16.49B · FY24 $17.16B · FY25 $18.56B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $23.9M · Total debt $2.01B · Total assets $4.02B · Shareholders' equity $743.8M
Dividends
Raised for 5 straight years — most recently to $0.78 from $0.765 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 10, 2026 | Aug 10 | Aug 14 | $0.78 | raised from $0.765 |
| May 11, 2026 | May 11 | May 15 | $0.765 | raised from $0.76 |
| Feb 9, 2026 | Feb 9 | Feb 13 | $0.76 | raised from $0.755 |
| Nov 10, 2025 | Nov 10 | Nov 14 | $0.755 | raised from $0.75 |
| Aug 8, 2025 | Aug 8 | Aug 14 | $0.75 | raised from $0.745 |
| May 9, 2025 | May 9 | May 15 | $0.745 | raised from $0.74 |
| Feb 10, 2025 | Feb 10 | Feb 14 | $0.74 | raised from $0.73 |
| Nov 8, 2024 | Nov 8 | Nov 14 | $0.73 | raised from $0.72 |
Ownership
Shares outstanding 33.97M · Float 27.56M · 81.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| ALPS Advisors, Inc. | 6.04M | 17.78% | 13G | Apr 8, 2026 |
| Eric Slifka | 3.72M | 10.90% | 13D | Aug 7, 2025 |
| Invesco Ltd. | 2.19M | 6.43% | 13F | May 12, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | 2.04M | 6.00% | 13F | May 15, 2026 |
| Global X Management CO LLC | 1.85M | 5.45% | 13G | May 15, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 17, 2026 | Global GP LLC | other: General Partner | +5,000 | $43.28 |
| Jun 18, 2026 | Global GP LLC | other: General Partner | +5,000 | $42.81 |
| Jun 12, 2026 | Global GP LLC | other: General Partner | +5,000 | $46.50 |
| Jun 15, 2026 | Global GP LLC | other: General Partner | +5,000 | $46.69 |
| Jun 9, 2026 | Global GP LLC | other: General Partner | +5,000 | $49.44 |
Peers
- Sunoco
Fuel distribution and terminals serving retail and commercial sites
- CrossAmerica Partners
Wholesale motor-fuel distribution and convenience-site operations
- Casey's General Stores
Convenience and fuel retailer with a growing wholesale network
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Global Partners | $50.70 | +0.60% | $1.72B | 10.3 | 13.2 | 0.1 | +46.8% |
| Sunoco | $74.65 | −0.04% | $10.21B | 14.6 | 9.0 | 0.3 | +164.6% |
| CrossAmerica Partners | $23.09 | −0.43% | $881.0M | 16.4 | 22.7 | 0.2 | +22.6% |
| Casey's General Stores | $766.20 | +1.40% | $27.96B | 39.4 | 35.4 | 1.6 | +14.5% |
| Median | 16.4 | 22.7 | 0.3 | +22.6% |