Star Group

SGU

Market cap $394M

Star Group offers a high 6.3% distribution yield with a safe payout ratio, appealing to income-focused investors. The business is highly sensitive to weather, leading to unpredictable earnings and lackluster long-term growth, as seen in recent underperformance. While the balance sheet is manageable, the company's cyclical earnings and persistent inflation pose risks to real returns.

SGU's Q3 revenues drop 7.8% y/y and net loss widens as lower sales volumes offset gains from acquisitions and improved margins.

Star Group, L.P. Common Units (NYSE:SGU ) Q3 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Chris Witty - Corporate Participant Investor Relations Contact - Corporate Participant Jeffrey M.

Star Group (SGU 0.25%), the leading retail distributor of home heating oil in the United States, reported fiscal 2025 third quarter earnings on August 6, 2025. The company announced that key metrics declined compared to the prior-year quarter, with revenue (GAAP) down 7.8% to $305.6 million and a net loss per diluted limited partner unit of $(0.48) (GAAP).

STAMFORD, Conn., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Star Group, L.P. (the “Company” or “Star”) (NYSE:SGU), a home energy distributor and services provider, today announced financial results for its fiscal 2025 third quarter, the three month period ended June 30, 2025.

STAMFORD, Conn., July 31, 2025 (GLOBE NEWSWIRE) -- Star Group, L.P. (the “Company” or “Star”) (NYSE: SGU), a leading home energy distributor and services provider, today announced that it will release its fiscal 2025 third quarter results after the close of trading on August 6, 2025. Members of Star's management team will host a webcast and conference call at 11:00 a.m. Eastern Time the following day, August 7, 2025, to review the three and nine months ended June 30, 2025.

STAMFORD, Conn., July 17, 2025 (GLOBE NEWSWIRE) -- Star Group, L.P. (the "Company" or "Star") (NYSE:SGU), a home energy distributor and services provider, today declared its quarterly distribution of $0.1850 per common unit for the three months ended June 30, 2025.

I review the last five years in fundamental performance for Star Group since my previous article. Stable to improving trends continue to make SGU an attractive investment for those seeking alternative income characteristics. SGU not only yields over 6% on a forward basis, but has generated a total return comparable to the S&P 500 over the last five years.

Despite higher costs and a weather hedge loss, SGU sees improved margins, expands service revenues and continues its acquisition push.

Star Group, L.P. Common Units (NYSE:SGU ) Q2 2025 Results Conference Call May 8, 2025 11:00 AM ET Company Participants Chris Witty - Investor Relations Jeff Woosnam - President and Chief Executive Officer Rich Ambury - Chief Financial Officer Conference Call Participants Tim Mullen - Laurelton Management Michael Prouting - 10K Capital Operator Good day, and welcome to the Star Group Fiscal 2025 Second Quarter Results Conference Call.