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    Will Sunoco’s (SUN) 2026 EBITDA Guidance and Synergies Shift Its Income-Focused Investment Narrative?

    Simply Wall St·01/06/2026 19:22:20
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    • Sunoco LP recently issued its 2026 guidance, outlining an Adjusted EBITDA range of US$3.10–US$3.30 billion, planned Parkland synergies of about US$125.00 million, a 50-day Burnaby Refinery maintenance turnaround, and the expected first-quarter 2026 closing of the TanQuid acquisition.
    • The guidance, paired with an analyst upgrade from Raymond James and continued positive broker sentiment, highlights growing confidence in Sunoco’s ability to integrate acquisitions and support ongoing distribution growth.
    • We’ll now explore how Sunoco’s 2026 EBITDA outlook and planned synergies could reshape its investment narrative for income-focused investors.

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    Sunoco Investment Narrative Recap

    To own Sunoco, you really need to believe in its role as a steady, income-focused fuel distributor with durable cash flows and disciplined use of leverage. The new 2026 guidance, including US$3.10–US$3.30 billion of Adjusted EBITDA and a path back to 4 times leverage, directly touches the key near term catalyst of acquisition integration while also addressing the biggest risk around debt and balance sheet flexibility.

    The most relevant update here is Sunoco’s plan for about US$125.00 million of Parkland synergies alongside the expected TanQuid closing in early 2026, which together frame how acquired assets may support distribution growth targets of at least 5% for the year. For income focused holders, this package links the M&A story, leverage intentions and distribution outlook into a single, testable roadmap.

    However, investors should also be aware that higher leverage and acquisition related integration risks could become more important if...

    Read the full narrative on Sunoco (it's free!)

    Sunoco's narrative projects $26.7 billion revenue and $1.6 billion earnings by 2028.

    Uncover how Sunoco's forecasts yield a $64.71 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    SUN 1-Year Stock Price Chart
    SUN 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span roughly US$32 to over US$3,400, showing just how far apart individual views can be. Against this backdrop, Sunoco’s reliance on acquisition driven growth and the associated leverage targets gives you a concrete set of assumptions to stress test before deciding how its income profile might fit your portfolio.

    Explore 5 other fair value estimates on Sunoco - why the stock might be worth 39% less than the current price!

    Build Your Own Sunoco Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.