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Icahn Enterprises L.p. (IEP) Stock Fundamental Analysis & AI Rating 2026

IEP Nasdaq Petroleum Refining DE CIK: 0000813762
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
64% Confidence
STRONG AGREEMENT
SELL
58% Conf
SELL
70% Conf

📊 IEP Key Takeaways

Revenue: $2.2B
Net Margin: -20.8%
Free Cash Flow: $283.0M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.00
AI Rating: SELL with 58% confidence
Icahn Enterprises L.p. (IEP) receives a SELL rating with 64% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.2B, net profit margin of -20.8%, and return on equity (ROE) of -8.1%, Icahn Enterprises L.p. demonstrates mixed fundamentals in the Energy sector. Below is our complete IEP stock analysis for 2026.

Is Icahn Enterprises L.p. (IEP) a Good Investment?

Claude

Icahn Enterprises is experiencing a fundamental profitability crisis with -27.7% operating margins and -20.8% net margins, destroying shareholder value with -8.1% ROE and -3.5% ROA. While positive FCF generation and $1.3B in cash provide near-term solvency, the company cannot sustain operations at current profitability levels; the anomalous 3,253% revenue surge suggests data distortion masking the underlying operational deterioration.

ChatGPT

Revenue has surged, but margins are razor-thin (2.4% gross) with negative operating and net income, signaling structurally weak profitability. Cash generation is negative (OCF and FCF), and interest coverage is below zero, pointing to financial strain. Until margins recover and operating cash flow turns sustainably positive, growth quality appears low and risk outweighs reward.

Why Buy Icahn Enterprises L.p. Stock? IEP Key Strengths

Claude
  • + Positive operating cash flow of $397M and free cash flow of $283M despite profitability losses, indicating asset-level cash generation
  • + Strong liquidity position with $1.3B in cash equivalents providing financial buffer for restructuring or operations
  • + Year-over-year improvement in net losses (-$459M versus worse prior period) suggesting stabilization in rate of decline
ChatGPT
  • + Large revenue base with outsized YoY growth
  • + $1.45B cash provides near-term flexibility
  • + Significant asset/equity base to absorb volatility

IEP Stock Risks: Icahn Enterprises L.p. Investment Risks

Claude
  • ! Severe operating losses of -$612M with -27.7% operating margin; company is not covering costs at operational level
  • ! Persistent negative returns on equity (-8.1%) and assets (-3.5%) indicating systematic value destruction and capital inefficiency
  • ! Anomalous 3,253% revenue growth coupled with operating losses raises data quality concerns; underlying cash burn and negative interest coverage (-5.0x) suggest unsustainable leverage position
ChatGPT
  • ! Persistent operating losses and negative margins
  • ! Negative operating and free cash flow trends
  • ! Weak interest coverage and leverage data gaps (LT debt/current ratio N/A)

Key Metrics to Watch

Claude
  • * Operating margin trend toward breakeven; path to positive EBIT is critical
  • * Quarterly free cash flow trajectory and cash reserve depletion rate
  • * Debt maturity schedule and refinancing requirements given negative interest coverage ratio
ChatGPT
  • * Gross and operating margin trajectory
  • * Operating cash flow and FCF margin

Icahn Enterprises L.p. (IEP) Financial Metrics & Key Ratios

Revenue
$2.2B
Net Income
$-459.0M
EPS (Diluted)
$0.00
Free Cash Flow
$283.0M
Total Assets
$12.9B
Cash Position
$1.3B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

IEP Profit Margin, ROE & Profitability Analysis

Gross Margin 10.7%
Operating Margin -27.7%
Net Margin -20.8%
ROE -8.1%
ROA -3.5%
FCF Margin 12.8%

IEP vs Energy Sector: How Icahn Enterprises L.p. Compares

How Icahn Enterprises L.p. compares to Energy sector averages

Net Margin
IEP -20.8%
vs
Sector Avg 12.0%
IEP Sector
ROE
IEP -8.1%
vs
Sector Avg 14.0%
IEP Sector
Current Ratio
IEP 0.0x
vs
Sector Avg 1.3x
IEP Sector
Debt/Equity
IEP 0.0x
vs
Sector Avg 0.6x
IEP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Icahn Enterprises L.p. Stock Overvalued? IEP Valuation Analysis 2026

Based on fundamental analysis, Icahn Enterprises L.p. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
-8.1%
Sector avg: 14%
Net Profit Margin
-20.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Icahn Enterprises L.p. Balance Sheet: IEP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
81.9%
Interest Coverage
-4.98x
Long-term Debt
N/A

IEP Revenue & Earnings Growth: 5-Year Financial Trend

IEP 5-year financial data: Year 2020: Revenue $11.8B, Net Income $1.5B, EPS N/A. Year 2021: Revenue $14.1B, Net Income -$1.1B, EPS N/A. Year 2023: Revenue $14.1B, Net Income -$518.0M, EPS N/A. Year 2024: Revenue $14.2B, Net Income -$183.0M, EPS N/A. Year 2025: Revenue $10.9B, Net Income -$684.0M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Icahn Enterprises L.p.'s revenue has remained relatively flat over the 5-year period, with a 7% decline.

IEP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.8%
Free cash flow / Revenue

IEP Quarterly Earnings & Performance

Quarterly financial performance data for Icahn Enterprises L.p. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.9B -$422.0M N/A
Q3 2025 $2.7B $22.0M N/A
Q2 2025 $2.2B -$165.0M N/A
Q1 2025 $1.9B -$38.0M N/A
Q3 2024 $2.8B -$6.0M N/A
Q2 2024 $2.2B -$269.0M N/A
Q1 2024 $2.5B -$38.0M N/A
Q3 2023 $3.0B -$6.0M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Icahn Enterprises L.p. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$397.0M
Cash generated from operations
Capital Expenditures
$114.0M
Investment in assets
Dividends Paid
$526.0M
Returned to shareholders

IEP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Icahn Enterprises L.p. (CIK: 0000813762)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 8-K tm2614149d1_8k.htm View →
May 6, 2026 10-Q tmb-20260331x10q.htm View →
May 6, 2026 8-K tm2613700d1_8k.htm View →
Apr 17, 2026 4 xslF345X06/ownership.xml View →
Mar 5, 2026 8-K tm268057d1_8k.htm View →

Frequently Asked Questions about IEP

What is the AI rating for IEP?

Icahn Enterprises L.p. (IEP) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 64% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are IEP's key strengths?

Claude: Positive operating cash flow of $397M and free cash flow of $283M despite profitability losses, indicating asset-level cash generation. Strong liquidity position with $1.3B in cash equivalents providing financial buffer for restructuring or operations. ChatGPT: Large revenue base with outsized YoY growth. $1.45B cash provides near-term flexibility.

What are the risks of investing in IEP?

Claude: Severe operating losses of -$612M with -27.7% operating margin; company is not covering costs at operational level. Persistent negative returns on equity (-8.1%) and assets (-3.5%) indicating systematic value destruction and capital inefficiency. ChatGPT: Persistent operating losses and negative margins. Negative operating and free cash flow trends.

What is IEP's revenue and growth?

Icahn Enterprises L.p. reported revenue of $2.2B.

Does IEP pay dividends?

Icahn Enterprises L.p. pays dividends, with $526.0M distributed to shareholders in the trailing twelve months.

Where can I find IEP SEC filings?

Official SEC filings for Icahn Enterprises L.p. (CIK: 0000813762) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IEP's EPS?

Icahn Enterprises L.p. has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is IEP a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Icahn Enterprises L.p. has a SELL rating with 64% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is IEP stock overvalued or undervalued?

Valuation metrics for IEP: ROE of -8.1% (sector avg: 14%), net margin of -20.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy IEP stock in 2026?

Our dual AI analysis gives Icahn Enterprises L.p. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is IEP's free cash flow?

Icahn Enterprises L.p.'s operating cash flow is $397.0M, with capital expenditures of $114.0M. FCF margin is 12.8%.

How does IEP compare to other Energy stocks?

Vs Energy sector averages: Net margin -20.8% (avg: 12%), ROE -8.1% (avg: 14%), current ratio N/A (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI