EPD Enterprise Products Partners LP

$EPD Great qtr going ex tomorrow sit back enjoy those distros & feel Swan owning this great company 💰

https://www.cnbc.com/2026/10/06/cramers-lightning-round-enterprise-products-partners-is-a-really-well-run-company.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension $EPD Enterprise Products Partners: “I think what you’re seeing is related to the fact that the 30 year is headed towards 6% maybe 6.25%, which I can ultimately expect that it could happen, and that’s causing Enterprise Products Partners to be weaker than expected. I still like the business; it’s a great LNG company. ... It’s a really well-run company. I think you should own it.”

$EPD Enterprise has cash to spare!! Enterprise just posted a record second quarter. Operational distributable cash flow rose 21% from Q2 2025 to $2.3 billion, covering the Q2 2026 distribution 1.9x. Marine terminal volumes rose 33%. Co-CEO Jim Teague, of Enterprise's general partner, put that down to "the acute global demand for U.S. energy." Analysts expect $4.27 a unit of distributable cash flow in fiscal 2026, up 17% from $3.66 in fiscal 2025. That would lift coverage from 1.69x to 1.91x. Management says Enterprise is "on track for 28 consecutive years of distribution growth in 2026." On Oct. 8, it declared $0.56 a unit for the third quarter, level with the second quarter and 2.8% above a year earlier.

$EPD Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.75 up 22.95% YoY • Reported revenue of $17.95B up 49.28% YoY • Enterprise Products Partners expects 2026 growth capital spending, net of $600M of asset-sale proceeds, of $2.9 to $3.4B, and $650M for sustaining capital expenditures.

$EPD EPD reports third-quarter results on Oct. 29. Units have gained 21% year to date. The report should demonstrate that a $6.5 billion project backlog can exist alongside with about $34 billion of debt. About 97% of that debt is fixed rate at a 4.7% average cost, which cushions rate pressure. The EIA expects Permian gas output to grow 6% this year on rising gas-to-oil ratios. Next, the LPG export expansion is due by year-end and is about 90% signed. Discretionary free cash flow could still approach the $1 billion area. If third-quarter EBITDA holds up without the spring windfall while debt remains flat, the volume-driven growth story behind 27 straight years of distribution increases looks durable heading into 2027.

$EPD CHA-CHING!! Enterprise keeps the raises coming Enterprise is a partnership, so it pays distributions on units, and unitholders get a K-1 at tax time. The business behind that check is growing. In the second quarter of 2026, equivalent pipeline volumes rose 8% from a year earlier to a record 14.7 million barrels a day. On its April call, management said, "we think distributions to partners will grow commensurate with operational distributable cash flow per unit growth." The record bears that out. Distributions rose every year from $1.61 a unit in fiscal 2016 to $2.17 in fiscal 2025. Over the same years, distributable cash flow per unit climbed from $1.96 to $3.66. Over 10 years: At its 6.1% yield, $10,000 pays $610 a year today. If that grows at Enterprise's 4.0% five-year rate, it reaches about $871 in year 10. That's about $7,338 in all.

Call buyers are leaning bullish on $EPD heading into tomorrow's Q3 earnings after a solid 4% rally over the last 5 days Stock is up 2.4% today so we're already seeing some pre-earnings momentum Any surprise could push this even further Notable move is 7,000 contracts of 10/30 $38.5 calls bought at the ask on InsiderFinance with just 2 days to expiry This looks like a short-term tactical play, not a big conviction bet Seeing call sweeps for December 2026, January 2027, and March 2027 at the $40 strike Flow is 100% call-biased Overall seems like there's some serious interest building

$EPD reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: EPD has beaten EPS estimates in 4 of its last 8 reports.

$EPD reported earnings before the open: GAAP EPS of $0.75 vs. $0.75 estimated, a beat of 0.5%. I used Stock Meadow to review the results.

$EPD Is Enterprise's 27% jump in Q3 distributable cash flow repeatable when $100M of it was a catch-up collection? 🏢 Enterprise Products Partners, a Houston pipeline and export-terminal partnership worth about $82.19B at $38.06 a unit at 16:00 ET on October 28, 2026, reported Q3 2026 Operational DCF up 27% to $2,311M, covering its distribution 1.9 times ⚠️ A footnote shows that $100M of that $2,311M came from collecting trade receivables for income booked in an earlier period, so without it Operational DCF was about $2,211M, up roughly 22% from $1,819M a year earlier 📈 For the bull case, $6.3B of growth projects now under construction start operating between now and 2028, and 2026 growth capex is guided at $2.9 to $3.4B net of $600M of asset sales 📅 Next: In the fourth quarter of 2026, Enterprise expects to finish the Athena gas plant and an LPG export terminal expansion Source: SEC 8-K and Q3 earnings release, Oct 29