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Mar 31

Sunoco Q1 2025 Earnings Report

Sunoco reported solid results with strong earnings and increased distribution, despite a year-over-year decline in net income.

Key Takeaways

Sunoco LP delivered robust Q1 2025 results, achieving $207 million in net income and $458 million in adjusted EBITDA, supported by strong performance across all segments and continued growth through strategic acquisitions.

Net income for Q1 2025 was $207 million, down from $230 million in Q1 2024.

Adjusted EBITDA reached $458 million, a substantial increase from $242 million in the prior year.

Fuel Distribution segment sold 2.087 billion gallons with a profit margin of 11.5 cents per gallon.

Announced acquisitions of Parkland Corporation and TanQuid to expand geographic footprint and revenue streams.

Total Revenue
$5.18B
Previous year: $5.5B
-5.8%
EPS
$1.21
Previous year: $2.26
-46.5%
Motor Fuel Gallons Sold
2.09B
Previous year: 2.1B
-0.6%
Motor Fuel Profit CPG
$11.5
Previous year: $10.9
+5.5%
Gross Profit
$497M
Previous year: $428M
+16.1%
Cash and Equivalents
$172M
Previous year: $215M
-20.0%
Total Assets
$14.3B
Previous year: $7.39B
+94.0%

Sunoco

Sunoco

Sunoco Revenue by Segment

Forward Guidance

Management expects continued distribution growth and successful integration of recent acquisitions, supporting strong long-term performance.

Positive Outlook

  • Quarterly distribution increased by 1.25%, second consecutive quarterly increase.
  • On track for at least 5% distribution growth in 2025.
  • Acquisition of Parkland expected to be immediately accretive.
  • Acquisition of TanQuid expands European terminal footprint.
  • Strong cash flow generation with $310M in distributable cash flow.

Challenges Ahead

  • Net income declined year-over-year from $230M to $207M.
  • Volume of fuel sold slightly decreased due to West Texas asset sale.
  • Lease profit dropped by $9M YoY due to West Texas divestiture.
  • Ongoing debt obligations include $7.7B in long-term debt.
  • Interest expense increased significantly YoY ($121M vs $63M).

Revenue & Expenses

Visualization of income flow from segment revenue to net income