PBF Energy Inc. (PBF) Q2 2026 Earnings Call

Concluded Jul 30, 2026

Jul 30, 2026 0 turns

Period: FY2026 Q2
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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Operational issues and turnarounds 26 Balance sheet and cash generation 25 Refining Business Improvement (RBI) initiative 25 Geopolitical disruption and market dislocation 14 Product inventories and refining margins 9 Crude supply and pricing outlook 5

Management tone

Confident

Net tone +72 · moderate hedging

Grounding quotes

“We clearly have reached a transformative moment for PBF.”
“PBF is uniquely positioned to capitalize on the opportunities presented by this extraordinary market.”
“In the second quarter, we reduced our net debt by over 1.4 billion. We ended the quarter with just under $900 million in cash and I expect 1 July with approximately 1.5 billion in cash.”
“this situation and the restocking that ultimately must occur should provide a favorable with the current environment.”

Forward guidance

2 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

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Revenue $11.68B +56.2% YoY

Diluted EPS $7.54

Net income $906.40M

Research materials

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8-K earnings release Filed Jul 30, 2026 10-Q report Filed Jul 30, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Jul 30, 2026.

Metric	Period	Guided	Basis
RBI program run-rate cost improvements by year-end 2026	by year-end 2026	at least $350M	—
2026 capital expenditure guidance 2026	2026	$825M – $875M	—

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