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Energy Transfer (ET) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Energy· Aug 4, 2026

Source: earnings call transcript

Energy Transfer delivered a strong second quarter, exceeding expectations across all segments and leading to a significant raise in full-year adjusted EBITDA guidance. The company is capitalizing on robust demand for natural gas and NGLs, driven by power generation, Permian growth, and global export needs. Strategic project execution, exemplified by the early commercial service of the Hugh Brinson Pipeline, underpins confidence in sustained growth and capital discipline.

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ET operating KPIs by quarter

ET operating KPIs stated on its earnings calls, by fiscal quarter
KPI Dec 2025 Q4 FY25This call Jun 2026 Q2 FY26Change vs prior quarter
Storage capacity
230 Bcf+ In addition to our extensive pipeline systems, we have over 230 Bcf of storage to support the market demands of our customers. Source: earnings call transcript
237 Bcf We have 237 Bcf of storage in 6 states in the United States. Source: earnings call transcript
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Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.