SUN Earnings

SUN reported its earnings on 2026-02-17, showcasing a revenue of 8.60B against an estimate of 9.38B, resulting in a -8.32% surprise. The EPS was 0.09, surpassing the expected 1.64 by -94.51%. The stock experienced a 1.65% price change on the earnings day and a 5.09% change over the next five days, reflecting market reactions to the results.

Following SUN's earnings announcement on 2026-02-17, the stock price moved by 1.65% on the day of the release. Over the subsequent five days, it saw a 5.09% change. Historically, SUN's stock price tends to shift by an average of -0.07% in the 10 days leading up to earnings and 0.39% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate SUN's annual revenue to reach 10.90B, while the EPS is projected at 1.81. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SUN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SUN's stock price typically moves by -0.07% in the 10 days before its earnings and 0.39% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.81 and revenue of 10.90B.

The earnings call reflects a positive sentiment due to strong financial performance, strategic acquisitions, and optimistic guidance. The Parkland acquisition is expected to generate significant synergies, and the company is on track to achieve its EBITDA guidance. The Q&A section highlights stable demand, attractive growth opportunities, and confidence in exceeding synergy targets. Despite slight decreases in some segments, the overall outlook is favorable, with plans for continued distribution growth and bolt-on acquisitions. The positive sentiment is supported by the company's strategic focus and financial flexibility.