PBF Energy: Operational Concerns Limit Macro Upside

PBF Energy benefits from elevated crack spreads due to geopolitical disruptions, driving windfall profits and strong near-term financials. Operational reliability is a growing concern, with recent refinery incidents highlighting risks from aggressive cost-cutting and smaller scale versus peers. PBF maintains excellent liquidity and is prioritizing debt reduction, targeting net debt to capital below 20% from the current 36% by 2027.

Seeking Alpha • May 11, 2026

Here's Why PBF Energy (PBF) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • May 8, 2026

Why PBF Energy (PBF) is a Top Value Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • May 6, 2026

PBF Energy Q1 Earnings Miss Estimates, Revenues Increase Y/Y

PBF narrows its Q1 loss despite higher costs, as strong refining margins and throughput growth drive a revenue beat and an operational turnaround.

Zacks Investment Research • May 5, 2026

Pain At The Pump: Top Energy Stocks To Buy Now As Gas Prices Surge 40% - Profit Like It's 2022

Today's energy backdrop has parallels to the late stages of 2022, where refining margins, not oil prices, became the key performance driver. High-quality companies in the Oil and Gas Refining and Marketing industry may be best positioned to capitalize on higher gas and diesel prices, translating macro pressures into profits. From large-scale operators to niche regional players, the common thread tying them together is the ability to monetize tighter refining capacity and resilient market demand.

Seeking Alpha • May 5, 2026

PBF Energy Inc. (PBF) Q1 2026 Earnings Call Transcript

PBF Energy Inc. (PBF) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 30, 2026

PBF Energy Announces First Quarter 2026 Results, Declares Dividend of $0.275 per Share and Update on Restart of Martinez Refinery

First quarter income from operations of $299.6 million (excluding special items, first quarter loss from operations of $108.4 million, including a $208.8 million mark-to-market derivative loss) Martinez Refinery restart progressing with full planned rates expected in early May Declared quarterly dividend of $0.275 per share PBF received a fourth unallocated installment of $106.5 million related to the Martinez refinery fire PARSIPPANY, N.J., April 30, 2026 /PRNewswire/ -- PBF Energy Inc. (NYSE: PBF) today reported first quarter 2026 income from operations of $299.6 million as compared to loss from operations of $511.2 million for the first quarter of 2025.

PRNewsWire • Apr 30, 2026

PBF Energy (PBF) Reports Q1 Loss, Beats Revenue Estimates

PBF Energy (PBF) came out with a quarterly loss of $0.88 per share versus the Zacks Consensus Estimate of a loss of $0.79. This compares to a loss of $3.09 per share a year ago.

Zacks Investment Research • Apr 30, 2026

Why PBF Energy (PBF) is a Top Growth Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Apr 23, 2026

PBF Energy (PBF) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release

PBF Energy (PBF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Apr 23, 2026