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Dec 31, 2025
Sunoco Q4 2025 Earnings Report
Sunoco reported fourth quarter 2025 results with lower net income year over year but significantly higher Adjusted EBITDA and distributable cash flow, reflecting the impact of acquisitions including Parkland.
Key Takeaways
Sunoco generated $8.6 billion in revenue in Q4 2025, with net income of $97 million and operating income of $184 million. Adjusted EBITDA rose to $646 million, driven by strong Fuel Distribution performance and contributions from the Parkland acquisition, while volumes and margins improved across key segments.
Q4 revenue increased to $8600000000, supported by acquisition-driven volume growth.
Net income declined year over year to $97000000, while Adjusted EBITDA increased to $646000000.
Fuel Distribution segment delivered $332000000 in Adjusted EBITDA with 3314000000 gallons sold.
Distributable Cash Flow, as adjusted, rose to $442000000, marking continued cash flow growth.
Revenue by Segment
Forward Guidance
Sunoco targets continued distribution growth and maintains leverage around its long-term target while integrating recent acquisitions.
Positive Outlook
- Targets annual distribution growth rate of at least 5% for 2026.
- Ended 2025 at approximately 4.0x leverage ratio.
- Eighth consecutive year of growth in Distributable Cash Flow per common unit.
- Strong Adjusted EBITDA contribution from recent acquisitions.
- Increased quarterly distribution by 1.25% in Q4 2025.
Challenges Ahead
- Net income declined year over year in Q4.
- Higher transaction-related expenses impacted reported earnings.
- Increased operating expenses due to acquisitions.
- Higher interest expense year over year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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