ET Earnings
Tuesday, May 05 2026
EPS Estimate
$0.37
$0.36 – $0.39
Revenue Estimate
$27.6B
Current Price
$18.91
Our Position
bullishUnits Surge 12% on Midstream Stability and Yield
structured data
est. revisions falling
(-9.1pp / 30d)
ET's performance reflects midstream's structural advantage: contracted cash flows insulate it from oil and gas price swings. The 7.3% yield and rising distributions (supported by $8.2 billion in adjusted distributable cash flow against $4.6 billion paid out in the first nine months of 2025) position ET as a stable income play even if energy sector tailwinds fade.
Watch: Monitor quarterly distribution sustainability and whether contract volumes hold as energy transition pressures midstream assets. If ET maintains distribution growth while delivering on its cash flow guidance, the yield advantage could attract capital rotation into defensive income.
Data Signal Summary
2 bullish
2 bearish
Estimates down -3%
Insider buying cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
buying
Price Trend
downtrend
From 52w High
-1.7%
P/E Ratio
15.6
Est. Revisions (30d)
-3.3% 0up/1dn
Analyst Target (mean)
$22 $18–$25 +17%
Options P/C Ratio
0.62 0C/2P unusual
Est. Dispersion
37% 8 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Appaloosa
Recent Activity
insider trades
29 transactions
Award
·
MCREYNOLDS JOHN W (Director)
·7,423 shares
Award
·
GRIMM MICHAEL K (Director)
·7,423 shares
Award
·
RAMSEY MATTHEW S (Director)
·7,423 shares
Award
·
ANDERSON STEVEN R. (Director)
·7,423 shares
Award
·
PERRY JAMES RICHARD (Director)
·7,423 shares
24 more
Award
·
MCCREA MARSHALL S III
·704,438 shr
Award
·
LONG THOMAS E
·704,438 shr
Award
·
STURROCK TROY ADEN
·56,775 shr
Award
·
WRIGHT JAMES M JR
·180,375 shr
Award
·
BRAMHALL DYLAN
·200,438 shr
Buy
·
WARREN KELCY L
·2,000,000 shr
·$33,760,000
Buy
·
WARREN KELCY L
·2,000,000 shr
·$34,681,000
Sell
·
PERRY JAMES RICHARD
·1,369 shr
·$25,299
Award
·
MCREYNOLDS JOHN W
·7,760 shr
Award
·
GRIMM MICHAEL K
·7,760 shr
Award
·
RAMSEY MATTHEW S
·7,760 shr
Award
·
ANDERSON STEVEN R.
·7,760 shr
Award
·
BRANNON RICHARD D
·7,760 shr
Award
·
PERRY JAMES RICHARD
·7,760 shr
Award
·
MCCREA MARSHALL S III
·639,000 shr
Award
·
LONG THOMAS E
·639,000 shr
Award
·
STURROCK TROY ADEN
·46,688 shr
Award
·
WRIGHT JAMES M JR
·142,500 shr
Award
·
BRAMHALL DYLAN
·153,750 shr
Award
·
MCILWAIN GREGORY G.
·107,775 shr
Buy
·
MCILWAIN GREGORY G.
·20,000 shr
·$313,600
Buy
·
WARREN KELCY L
·3,000,000 shr
·$47,040,000
Buy
·
LONG THOMAS E
·20,000 shr
·$313,600
Award
·
WARREN KELCY L
·600,000 shr
·$9,192,000
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