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Energy Transfer posts strong Q2 with 30% EBITDA growth, raises full-year guidance amid AI and supply boosts

Company Fundamentals
15 Sep 2026
Seeking Alpha
View Source
Bullish
Energy Transfer posts strong Q2 with 30% EBITDA growth, raises full-year guidance amid AI and supply boosts

Energy Transfer reported a strong second quarter with adjusted EBITDA rising over 30% to $5.1 billion and distributable cash flow up 32%. The company raised its full-year EBITDA guidance to $19 billion, supported by increased energy demand driven by AI and supply disruptions in the Middle East. With a low EV/EBITDA ratio of 7.5 and a 6.3% yield, Energy Transfer remains undervalued, offering both growth potential and steady dividends. Its disciplined capital management and consistent dividend increases over 15 quarters enhance its appeal to investors despite past concerns about overspending.

Energy Transfer is the subject here, with Pluang providing a snapshot of the energy sector. For readers following energy stocks, 20 out of 30 priced US energy-sector stocks on Pluang rose today, while 10 fell. Notable movers include COP at USD 141.28 (+3.37%), PSX at USD 265.10 (+3.13%), and OXY at USD 63.47 (+2.74%), as of Sep 16, 2026 04:52 WIB.

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