Global Partners LP (GLP) AI Stock Analysis

Headquartered in Waltham, Massachusetts, Global Partners LP specializes in purchasing, selling, gathering, blending, storing, and transporting petroleum products, renewable fuels, crude oil, and propane. The Wholesale segment sells home heating oil, gasoline, diesel, and kerosene to retailers and distributors, and moves crude oil by rail and barge to refiners. The Gasoline Distribution and Station Operations segment supplies gasoline to station operators, operates gas stations and convenience stores, provides car wash, lottery, and ATM services, and leases stations. The Commercial segment delivers fuels and custom-blended products to public sector entities and industrial end-users across New England, New York, and the Mid-Atlantic.

Global Partners LP delivered a 5-year revenue compound annual growth rate of 17.4% from FY2020 to FY2025. Annual revenue grew from $13.25B in FY2021 to a peak of $18.88B in FY2022, before moderating to $16.49B in FY2023, $17.16B in FY2024, and $18.56B in FY2025. Net income was $79.2M in FY2025, down from $107.7M in FY2024, with net margin narrowing to 0.4% and diluted EPS reaching $2.11. In the latest quarter ended June 30, 2026, quarterly revenue expanded 46.8% year-over-year, while quarterly earnings surged 238.2% year-over-year. Trailing twelve months revenue stood at $21.46B with EPS of $4.90.

As of June 30, 2026, Global Partners LP held $23.9M in cash and short-term investments against total debt of $2.01B, resulting in net debt of $1.98B. Total assets stood at $4.02B alongside shareholders' equity of $743.8M, representing a debt-to-equity ratio of 2.70 and a current ratio of 1.19. In FY2025, operating cash flow reached $284.8M and free cash flow was $193.3M. Capital deployment in FY2025 included $91.5M in capital expenditures, $10.0M spent on share buybacks, and $126.6M distributed in dividends.

GLP trades at a trailing price-to-earnings ratio of 10.1x, below the 15.0x median of its US-listed Energy peers. Its forward P/E is 14.2x versus the peer median of 12.7x, while its EV/EBITDA multiple of 7.5x compares with the peer median of 8.0x. The stock trades at a price-to-sales ratio of 0.1x and price-to-book ratio of 2.2x. Over the past year, GLP delivered a return of 21.0%, outpacing the 16.8% return for the S&P 500 (SPY). Over a 5-year period, GLP returned 243.2% compared to 83.0% for the S&P 500.

Global Partners LP pays a quarterly dividend with an annualized forward rate of $3.12 per share, representing a dividend yield of 6.28%. The partnership has paid dividends for 21 consecutive years and maintains a 5-year annualized dividend growth rate of 9.8%. The trailing payout ratio stands at 62.3%, and the most recent ex-dividend date occurred on August 10, 2026.

Wall Street coverage includes 1 analyst rating of Hold, with 0 Buy and 0 Sell ratings. The mean price target is $45.00, representing a 9.5% discount to the last close of $49.71. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $27.42B and EPS of $5.87, representing 178.2% earnings growth. For the next fiscal year, analysts estimate revenue of $33.89B and EPS of $3.80. The company beat EPS estimates in 2 of the last 4 quarters, and the next earnings date is November 6, 2026.

This page is an AI-written research summary of Global Partners LP (GLP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: GLP income statement, GLP balance sheet, GLP key metrics, GLP analyst forecast, GLP chart. See the GLP stock overview for the latest quote and news.