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PBF Energy Inc. approved a $8,484,700 2026 long-term incentive award for Chief Executive Officer & President Matthew C. Lucey and $2,500,000 awards for Joseph Marino, T. Paul Davis and Trecia Canty, effective October 27, 2026.
PBF Energy Inc. reported adjusted net income of $12.78 per share and adjusted EBITDA of approximately $2.3 billion, reduced net debt by more than $1.2 billion during the quarter, and expects fourth-quarter throughput of $925,000 to $985,000 barrels per day.
PBF Energy reported $1,543.3 million net income for the three months ended September 30, 2026, versus $171.7 million in 2025, as gross refining margin rose to $2,937.5 million from $721.1 million amid favorable crack spreads and higher throughput.
PBF Energy Inc. reported third-quarter 2026 net income of $1,543.3 million and diluted earnings of $12.54 per share for the quarter ended September 30, 2026. It increased the quarterly dividend 18% to $0.325 per share, payable November 24, 2026.
PBF Holding Company LLC and PBF Finance Corporation issued a notice of optional full redemption for all $800.0 million of 9.875% Senior Notes due 2030 on October 26, 2026, at 100% of principal plus the Applicable Premium and accrued interest.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. PBF reported sharply higher third-quarter earnings, ended with $426 million of net cash, raised its dividend 18%, and expanded RBI savings while refinancing is expected to reduce 2027 interest expense by at least $130 million. Fourth-quarter throughput is guided to 925,000-985,000 barrels per day, with hydrogen-plant integration and $1.25 billion of Martinez insurance recoveries received to date, but special charges, a larger 2027 turnaround burden, uncertain future insurance payments and working-capital exposure remain risks.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $1.31B | Six Months Ended June 30, 2026 | — |
| Adjusted fully-converted net income (loss) excluding special items non-GAAP | $650.7M | Six Months Ended June 30, 2026 | — |
| Consolidated gross margin per barrel of throughput | $9.1 | Six Months Ended June 30, 2026 | — |
| Crude oil and feedstocks throughput (bpd in thousands) | 865.9K | Six Months Ended June 30, 2026 | — |
| EBITDA | $1.89B | Six Months Ended June 30, 2026 | — |
| EBITDA excluding special items non-GAAP | $1.27B | Six Months Ended June 30, 2026 | — |
| Gross refining margin | $2.93B | Six Months Ended June 30, 2026 | — |
| Gross refining margin excluding special items non-GAAP | $2.61B | Six Months Ended June 30, 2026 | — |
| Gross refining margin per barrel of throughput non-GAAP | $18.67 | six months ended June 30, 2026 | +157.2% |
| Gross refining margin, excluding special items, per barrel of throughput non-GAAP | $16.67 | Six Months Ended June 30, 2026 | +129.6% |
| Income (loss) from operations excluding special items non-GAAP | $945.6M | Six Months Ended June 30, 2026 | — |
| Net debt to capitalization ratio | 12% | June 30, 2026 | — |
| Net debt to capitalization ratio, excluding special items non-GAAP | 15% | June 30, 2026 | — |
| Production (barrels per day ("bpd") in thousands) | 867.5K | Six Months Ended June 30, 2026 | — |
| Refining operating expense, per barrel of throughput | $8.34 | Six Months Ended June 30, 2026 | — |
| Total crude oil and feedstocks throughput (millions of barrels) | 156.7M | Six Months Ended June 30, 2026 | — |
| Total debt to capitalization ratio, excluding special items non-GAAP | 27% | June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PBF
this stock
PBF Energy Inc.
|
$8.65B | +162.8% | -9.9% | 3.2 | 9.1% |
|
MPC
Marathon Petroleum Corp
|
$112.90B | +155.0% | +25.8% | 8.1 | 2.3% |
|
VLO
Valero Energy Corp
|
$105.93B | +133.3% | -5.5% | 8.6 | 2.5% |
|
PSX
Phillips 66
|
$103.33B | +105.3% | -7.5% | 8.5 | 1.9% |
|
DINO
HF Sinclair Corp
|
$17.51B | +121.7% | +64.4% | 5.2 | 3.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
PBF Energy Inc. approved a $8,484,700 2026 long-term incentive award for Chief Executive Officer & President Matthew C. Lucey and $2,500,000 awards for Joseph Marino, T. Paul Davis and Trecia Canty, effective October 27, 2026.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PBF | +6.0% | -15.7% | +86.3% | -8.6% | +162.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.4% | -14.5% | +85.8% | -8.4% | +152.2% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
