PBF Energy Inc., operating through its subsidiaries, primarily focuses on the refinement and distribution of various petroleum products. Its business is structured ...
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Est. EPS $8.35 · Revenue $9.66B · 7 analysts
Est. EPS $3.87 · Revenue $8.75B · 3 analysts
Est. EPS $17.31 · Revenue $38.22B · 6 analysts
Est. EPS $2.78 · Revenue $8.38B · 1 analysts
$1.10 per share
$1.10 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $29.3B | -11.4% | +47.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-158.5M | +70.3% | +357.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | -1.9% | -73.2% | +60.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -0.2% | +91.2% | +118.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -0.5% | +66.5% | +209.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-783.2M | -125.4% | +317.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -2.7% | -154.4% | +247.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 54.5% | +30.7% | -39.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.21x | -3.2% | +1.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $13.0B | +2.5% | +0.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.39 vs -4.69 | +70.4% | 7.54 vs 8.35 | -9.7% |
| Revenue Surprise | $29.3B vs $29.4B | -0.1% | $11.7B vs $9.7B | +20.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Nimbley Thomas J. | director | Class A Common Stock | A | 116,008 | $6.72 |
| Aug 19, 2026 | Nimbley Thomas J. | director | Class A Common Stock | D | 116,008 | $73.73 |
| Aug 19, 2026 | Nimbley Thomas J. | director | Employee Stock Option (right to buy) | D | 116,008 | $6.72 |
| Aug 18, 2026 | Nimbley Thomas J. | director | Class A Common Stock | A | 125,000 | $6.72 |
| Aug 18, 2026 | Nimbley Thomas J. | director | Class A Common Stock | D | 125,000 | $74.55 |
Operator: Good day, everyone, and welcome to the PBF Energy Second Quarter 2026 Earnings Conference Call and Webcast. [Operator Instructions] Please note, this conference is being recorded. It is now my pleasure to turn the floor over to Colin Murray of Investor Relations. Sir, you may begin. Colin Murray: Thank you, Angeline. Good morning, and welcome to today's call. With me today are Matt Lucey, our President and CEO; Mike Bukowski, our Senior Vice President and Head of Refining; Joe Marino, our CFO; and several other members of our management team. Copies of today's earnings release and our 10-Q filing, including supplemental information, are available on our website. Before getting started, I'd like to direct your attention to the safe harbor statement contained in today's press release. Statements expressing the company's or management's expectations or predictions of the future are forward-looking statements intended to be covered by the safe harbor provisions under federal securities laws. Consistent with our prior periods, we will discuss our results excluding special items, which are described in today's press release. Also included in the press release is forward-looking guidance information. For any questions on these items or other follow-up questions, please contact Investor Relations after the call. I'll now turn the call over to Matt Lucey. Matthew Lucey: Thanks, Colin. Good morning, everyone, and thank you for joining our call. We clearly have reached a transformative moment for PBF. The ongoing disruptions in the Middle East and Eastern Europe have created one of, if not, the largest dislocation the oil markets have ever seen. None of us welcomes the circumstance behind it, but the effect on our industry is both dramatic and constructive. Indeed, the world is in desperate need of the products we produce. Let me spend a few minutes on what we are seeing, first in crude, then in refined products, because the story on each is a bit different and both matter to how we think about the quarters ahead. With the backdrop of the ongoing Ukraine war, hostilities in the Middle East caused initially roughly 15 million barrels a day of crude and 5 million barrels a day of product to be effectively trapped inside the strait. These are significant headline numbers, but we've seen the market exercise some flexibility on the crude side with alternative routing, crude supply coming from national strategic reserves and in some areas outside the U.S., reduced demand as a result of lower utilization. Global refining utilization is down roughly 10% year-on-year. In the near term, crude flows are still searching for a new equilibrium, and global pricing is doing the work of redirecting barrels along new routes. Until crude reestablishes its historical trade patterns, we cannot predict exactly where a flat price or differentials land. What we can say with more confidence is that this environment favors refiners with crude slate flexibility and …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Thomas D. O'Malley | Consultant | USD 5,265,900 | Male | 1942 | Active |
Matthew C. Lucey | President, Chief Executive Officer & Director | USD 1,688,623 | Male | 1973 | Active |
Timothy Paul Davis | Senior Vice President of Supply, Trading & Optimization | USD 863,884 | Male | 1962 | Active |
Trecia Canty | Senior Vice President, General Counsel & Corporate Secretary | USD 863,884 | Female | 1970 | Active |
Michael Bukowski | Senior Vice President & Head of Refining | USD 747,344 | Male | 1970 | Active |
Joseph Marino | Senior Vice President & Chief Financial Officer | USD 542,059 | Male | 1980 | Active |
Colin Murray | Vice President of Investor Relations | — | Male | — | Active |
James E. Fedena | Senior Vice President of Logistics, Renewable Fuels & Strategic Assets | — | Male | 1965 | Active |
Steven Andriola | Chief Accounting Officer & Controller | — | Male | 1984 | Active |
Tai | Senior Vice President of Human Resources | — | Female | 1967 | Active |
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PBF Energy (PBF) came out with quarterly earnings of $6.22 per share, beating the Zacks Consensus Estimate of $4.05 per share. This compares to a loss of $1.03 per share a year ago.
VDE's broader portfolio and lower costs deliver superior five-year returns, but XOP's equal-weight strategy may appeal to investors seeking concentrated upstream exposure.
Second quarter income from operations of $1,272.1 million (excluding special items, second quarter income from operations of $1,054.0 million) PBF reduced gross debt by over $1 billion in the second quarter Declared quarterly dividend of $0.275 per share PBF received a fifth unallocated installment of $250.0 million related to the Martinez refinery fire Martinez refinery restart completed in May 2026 PARSIPPANY, N.J., July 30, 2026 /PRNewswire/ -- PBF Energy Inc. (NYSE: PBF) today reported second quarter 2026 income from operations of $1,272.1 million as compared to income from operations of $43.0 million for the second quarter of 2025.
Following a careful analysis of the Zacks Oil and Gas - Refining & Marketing industry, we advise buying three stocks: DK, PBF and VLO.
