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PBF Energy (PBF) Q4 2025 Earnings Call Transcript

Delek Logistics Partners (DKL) Reaffirmed Guidance, Is The Upside Already Priced In?

Earnings Estimates Moving Higher for Sunoco LP (SUN): Time to Buy?

State Street Corporation (NYSE: PARR) discloses 6.7% beneficial stake in Par Pacific

State Street Corporation has reported a 6.7% beneficial ownership stake in Par Pacific Holdings, Inc. through a Schedule 13G filing. This represents 3,345,818 shares of common stock, with shared voting power over 3,284,622 shares and shared dispositive power over all 3,345,818 shares. The filing …

We Think That There Are Issues Underlying PBF Energy's (NYSE:PBF) Earnings

Hf Sinclair SVP Dale Kunneman sells $755,851 in stock

HF Sinclair's SVP Dale Kunneman sold 8,936 shares of the company's stock for approximately $755,851. This sale occurred despite the company's strong performance over the past year and recent robust Q2 2026 financial results which surpassed Wall Street expectations. Analyst ratings for HF Sinclair …

Ultrapar Participacoes S.A. (UGP) Recently Broke Out Above the 20-Day Moving Average

Ultrapar Participacoes S.A. (UGP) has recently broken above its 20-day moving average, signaling a short-term bullish trend. The stock has also seen a 9.6% increase over the past four weeks and holds a Zacks Rank #3 (Hold). Investors should consider adding UGP to their …

Ultrapar Participacoes S.A. (New) Stock 12‑Month Price Target Raised to $6.66, Implies 6% Upside

Analysts have raised the average 12-month price target for Ultrapar Participacoes S.A. (New) stock from $6.61 to $6.66, implying a potential 6% upside from its Aug. 5 closing price. The consensus rating among 14 analysts remains a "Buy," with 8 recommending Buy and 6 …

Phillips 66 (PSX) Posted Strong Q2 Earnings, Does It Look Fully Valued?

Phillips 66 (PSX) reported strong Q2 2026 earnings with revenue of US$52.0 billion and net income of US$3.8 billion, leading to a 57.40% year-to-date share price return. Despite a fair value estimate of $207.53, only slightly above its current price, the article notes a …

Cosan (CSAN) Projected to Release Earnings on Friday

Cosan (CSAN) is anticipated to release its Q2 2026 earnings report after the market closes on Friday, August 14th, with analysts projecting earnings of $0.0095 per share and revenue of $1.007 billion. The earnings call is scheduled for August 17th. Despite recent insider buying …

Star Gas Partners Balances Q3 Weakness With YTD Strength

Delek Logistics Partners (DKL) Stock Price Trails Record EBITDA And Thin Coverage

Delek Logistics Partners (DKL) recorded record adjusted EBITDA in Q2 2026, driven by strong growth in its Delaware Basin operations, but its stock price remains low with a high P/E ratio. Despite strong cash generation and maintained guidance for 2026, the company faces challenges …

Phillips 66 (PSX) (Q2 2026) Earnings Call Highlights: Record Earnings and Strategic Momentum

Phillips 66 (PSX) reported record Q2 2026 adjusted earnings of $3.8 billion and EPS of $9.41, driven by strong refining margins and operational efficiency. The company is ahead of its debt reduction targets, aiming for $13.5 billion net debt by year-end, and plans increased …

ARKO Petroleum deal would add 400-plus dealer locations, ~$30M adjusted EBITDA

ARKO Petroleum Corp. reported increased net income and Adjusted EBITDA in Q2 2026, reaching $12.2 million and $39.8 million respectively. The company announced an agreement to acquire U.S. Petroleum Partners for approximately $205 million cash and $30 million in stock, a deal expected to …

Phillips 66 Profit Soars

Phillips 66 reported a significant increase in net income for Q2, reaching $3.85 billion, primarily driven by improved refining margins, higher plant utilization, and increased natural gas liquids pipeline and fractionation volumes. The company saw substantial growth across its refining, marketing and specialties, midstream, …

Earnings call transcript: Clean Energy Fuels misses revenue view in Q2 2026

Clean Energy Fuels Corp. reported mixed second-quarter 2026 results, matching profit expectations but missing revenue forecasts. The company's adjusted EPS was negative $0.01, in line with estimates, while revenue of $106.4 million fell short of the $112.73 million anticipated by analysts. Shares declined in …

Clean Energy Fuels: Q2 Earnings Snapshot

Clean Energy Fuels Corp. (CLNE) reported a Q2 loss of $14.9 million, or 7 cents per share. After adjusting for non-recurring costs and stock option expenses, the loss was 1 cent per share. The company, a provider of natural gas as an alternative fuel …

Clean Energy Fuels’s (NASDAQ:CLNE) Q2 CY2026: Beats On Revenue

Clean Energy Fuels (NASDAQ:CLNE) reported Q2 CY2026 results with revenue exceeding market expectations at $106.4 million, a 3.7% year-on-year increase. The company's non-GAAP loss of $0.01 per share was in line with analyst estimates, though adjusted EBITDA of $16 million missed expectations. Despite solid …

Clean Energy Fuels Sold 63.2M Gallons of RNG in Second Quarter

Clean Energy Fuels Corp. reported Q2 2026 revenue of $106.4 million, up from $102.6 million in Q2 2025, and sold 63.2 million gallons of Renewable Natural Gas (RNG), a 2.9% increase year-over-year. Despite a net loss of $(14.9) million for the quarter, the company …

Par Pacific Holdings (PARR) investor plans $956K stock sale via Form 144

A shareholder of Par Pacific Holdings (PARR) plans to sell 14,139 shares of common stock, valued at approximately $956,336.45, through Merrill Lynch on the NYSE around August 6, 2026. These shares originated from multiple stock bonus compensatory payments granted between March 2019 and February …

ARKO Fuel Deal Would Add 400 Locations and Two Terminals

ARKO Petroleum Corp (APC) has agreed to acquire U.S. Petroleum Partners (USPP), a vertically integrated fuel supply and distribution platform in the Great Lakes region. The acquisition is expected to increase APC's annual fuel volumes by approximately 280 million gallons and add $30 million …

Sunoco LP 2026: Revenue $14.26B, EPS $0.94— 10-Q Summary

Sunoco LP reported significant year-over-year growth in revenue and earnings for the quarter ended 2026, with revenue reaching $14.26 billion and diluted EPS at $0.94. This surge was primarily fueled by strategic acquisitions, including Parkland, and increased fuel volumes across an expanded retail, distribution, …

PAR PACIFIC HOLDINGS, INC. 2026: Revenue $2.97B, EPS $9.35— 10-Q Summary

Par Pacific Holdings, Inc. reported strong financial results for the 2026 quarter, with revenue reaching $2.97 billion and diluted EPS of $9.35. This significant growth was primarily driven by improved refining margins and increased refined product sales compared to the previous year. The company …

Earnings call transcript: CrossAmerica beats Q2 2026 estimates as cash flow jumps

CrossAmerica Partners significantly surpassed Q2 2026 earnings and revenue estimates, reporting $0.52 EPS against a $0.21 forecast and $1.18 billion in revenue versus $770.63 million expected. This strong performance was driven by improved fuel margins, merchandise sales, and rigorous cost control, leading to a …

Pacer Advisors Inc. Has $7.25 Million Stake in World Kinect Corporation $WKC

Pacer Advisors Inc. reduced its stake in World Kinect Corporation (WKC) by 21.9% in the first quarter, now holding 314,170 shares valued at approximately $7.25 million. Despite strong quarterly earnings that exceeded estimates and an increased dividend, analyst sentiment remains mixed with a "Hold" …

Valero Energy Stock: Buy at a Premium or Wait for a Better Entry Point?

Valero Energy (VLO) is trading at a premium valuation compared to its industry peers, but its advantageous refining business and strong balance sheet may justify the higher price. The company benefits from softer crude pricing and diverse feedstock access, which helps maintain low refining …

Sunoco reports surge in Q2 2026 earnings and raises full-year guidance

Sunoco LP reported a significant surge in its second-quarter 2026 earnings, with net income rising to $283 million and adjusted EBITDA reaching $982 million. This strong performance led the company to raise its full-year 2026 adjusted EBITDA guidance by $400 million, now targeting $3.5 …

CAPL: Adjusted EBITDA surged 40% year-over-year, with improved margins and lower expenses

CrossAmerica Partners LP (CAPL) reported a 40% year-over-year surge in Adjusted EBITDA to $51.8 million, driven by strong fuel margins and merchandise performance. The company also saw operating expenses decline for the seventh consecutive quarter and improved leverage and coverage ratios. Despite these gains, …

Icahn Enterprises (IEP) principal accounting officer files initial ownership report

Icahn Enterprises L.P. (IEP) has filed an initial statement of beneficial ownership for its Principal Accounting Officer, Ma Rowella Medez Asuncion-Gumabong. The Form 3 filing indicates that Asuncion-Gumabong is neither a director nor a ten percent owner of the company, and the report shows …

Clean Energy Fuels Corp (CLNE) stake at 4.96% in new GMO ownership filing

Grantham, Mayo, Van Otterloo & Co. LLC (GMO) has filed an Amendment No. 3, reporting its ownership of 10,935,829 shares of Clean Energy Fuels Corp (CLNE) common stock, which represents a 4.96% stake as of June 30, 2026. This filing indicates that GMO's beneficial …

OCTA selects Clean Energy to build out hydrogen fueling station at Garden Grove facility

The Orange County Transportation Authority (OCTA) has awarded Clean Energy Fuels Corp. a $27.5 million contract to design and build a new private hydrogen fueling station at its Garden Grove bus base, with completion expected in 2028. This initiative supports OCTA's goal of transitioning …

Transcript : Delek Logistics Partners, LP, Q2 2026 Earnings Call, Aug 05, 2026

This article is a transcript from Delek Logistics Partners, LP's Q2 2026 earnings call held on August 5, 2026. The content provides details of the earnings call presentation and an operator's message. The full transcript is reserved for subscribers, indicating in-depth financial reporting for …

Renaissance Technologies LLC Reduces Holdings in Delek US Holdings, Inc. $DK

Renaissance Technologies LLC significantly reduced its stake in Delek US Holdings, Inc. (NYSE:DK) by 73.1% in the first quarter, selling 432,500 shares and retaining 159,269 shares valued at $7.18 million. Despite this reduction, institutional investors collectively own 97.01% of the company. Delek US announced …

Delek US Holdings, Inc. 2026: Revenue $4.09B, EPS $2.71— 10-Q Summary

Delek US Holdings, Inc. reported strong financial results for the period ending 2026, with revenue reaching $4.09 billion and diluted EPS at $2.71. This performance was driven by increased refining and logistics activity, higher gasoline and diesel prices, and strategic operational enhancements including the …

Phillips 66 price target raised to $255 from $240 at TD Cowen

TD Cowen has increased its price target for Phillips 66 (PSX) to $255 from $240, while maintaining a Buy rating on the stock. This adjustment reflects improved net debt approaching target levels, which is expected to enable a significant buyback in the second half …

Phillips 66 net profit rises 339% to $3.8bn in Q2 2026

Phillips 66 reported a significant increase in net earnings for Q2 2026, reaching $3.8bn, a 339% rise year-over-year, driven by higher margins and improved operations across its refining, midstream, and chemical segments. The company's sales rose to $51bn, and it also saw improved cash …