PBF
PBF Energy Inc.
Overview
PBF Energy operates six oil refineries across the United States with combined capacity of approximately 1 million barrels per day, producing gasoline, diesel, jet fuel, heating oil, and petrochemicals. The company sells refined products throughout North America and internationally, primarily to commercial customers on spot and term markets.
PBF Energy Inc is a Energy company operating in Oil & Gas Refining & Marketing with a $4.65B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3016 Q&A exchanges
- Q4 FY2025Earnings2026-02-1225 Q&A exchanges
- Q3 FY2025Earnings2025-10-3016 Q&A exchanges
- Q2 FY2025Earnings2025-07-3122 Q&A exchanges
- Q1 FY2025Earnings2025-05-0131 Q&A exchanges
- Q4 FY2024Earnings2025-02-1329 Q&A exchanges
- Q3 FY2024Earnings2024-10-3130 Q&A exchanges
- Q2 FY2024Earnings2024-08-0131 Q&A exchanges
- Q1 FY2024Earnings2024-05-0214 Q&A exchanges
- Q4 FY2023Earnings2024-02-1528 Q&A exchanges
- Q3 FY2023Earnings2023-11-0223 Q&A exchanges
- Q2 FY2023Earnings2023-08-0317 Q&A exchanges
- Q1 FY2023Earnings2023-05-0521 Q&A exchanges
- Q4 FY2022Earnings2023-02-1620 Q&A exchanges
- Q3 FY2022Earnings2022-10-27
- Q2 FY2022Earnings2022-07-2820 Q&A exchanges
- Q1 FY2022Earnings2022-04-2844 Q&A exchanges
- Q4 FY2021Earnings2022-02-1033 Q&A exchanges
- Q3 FY2021Earnings2021-10-2824 Q&A exchanges
- Q2 FY2021Earnings2021-07-2931 Q&A exchanges
- Q1 FY2021Earnings2021-04-2917 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $3.78—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$-0.88 vs $-0.58-52.0%Rev$7.90B vs ——EODHD
- Q4 FY20252026-02-11EPS$0.66 vs $-0.20+100.0%Rev$7.14B vs ——EODHD
- Q3 FY20252025-10-29EPS$-0.52 vs $-0.43-20.9%Rev$7.65B vs ——EODHD
- Q2 FY20252025-07-30EPS$-1.03 vs $-1.21+14.9%Rev$7.48B vs ——EODHD
- Q1 FY20252025-04-30EPS$-3.09 vs $-3.29+6.1%Rev$7.07B vs ——EODHD
- Q4 FY20242025-02-12EPS$-2.82 vs $-2.78-1.4%Rev$7.35B vs ——EODHD
- Q3 FY20242024-10-30EPS$-2.48 vs $-1.27-95.3%Rev$8.38B vs ——EODHD
- Q2 FY20242024-07-31EPS$-0.54 vs $-0.15-100.0%Rev$8.74B vs ——EODHD
- Q1 FY20242024-05-01EPS$0.85 vs $0.66+28.8%Rev$8.65B vs ——EODHD
- Q4 FY20232024-02-14EPS$-0.41 vs $0.06-100.0%Rev$9.14B vs ——EODHD
- Q3 FY20232023-11-01EPS$6.61 vs $4.84+36.6%Rev$10.73B vs ——EODHD
- Q2 FY20232023-08-02EPS$2.29 vs $2.21+3.6%Rev$9.16B vs ——EODHD
- Q1 FY20232023-05-04EPS$2.76 vs $2.58+7.0%Rev$9.29B vs ——EODHD
- Q4 FY20222023-02-15EPS$4.41 vs $4.98-11.5%Rev$10.85B vs ——EODHD
- Q3 FY20222022-10-26EPS$7.96 vs $6.49+22.7%Rev$12.76B vs ——EODHD
- Q2 FY20222022-07-27EPS$10.58 vs $7.20+46.9%Rev$14.08B vs ——EODHD
- Q1 FY20222022-04-27EPS$0.35 vs $0.29+20.7%Rev$9.14B vs ——EODHD
- Q4 FY20212022-02-09EPS$1.28 vs $0.68+88.2%Rev$8.24B vs ——EODHD
- Q3 FY20212021-10-27EPS$0.12 vs $0.01+100.0%Rev$7.19B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $3.78 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $-0.88 | $-0.58 | -52.0% | $7.90B | — | — | EODHD |
| Q4 FY2025 | 2026-02-11 | $0.66 | $-0.20 | +100.0% | $7.14B | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $-0.52 | $-0.43 | -20.9% | $7.65B | — | — | EODHD |
| Q2 FY2025 | 2025-07-30 | $-1.03 | $-1.21 | +14.9% | $7.48B | — | — | EODHD |
| Q1 FY2025 | 2025-04-30 | $-3.09 | $-3.29 | +6.1% | $7.07B | — | — | EODHD |
| Q4 FY2024 | 2025-02-12 | $-2.82 | $-2.78 | -1.4% | $7.35B | — | — | EODHD |
| Q3 FY2024 | 2024-10-30 | $-2.48 | $-1.27 | -95.3% | $8.38B | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $-0.54 | $-0.15 | -100.0% | $8.74B | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $0.85 | $0.66 | +28.8% | $8.65B | — | — | EODHD |
| Q4 FY2023 | 2024-02-14 | $-0.41 | $0.06 | -100.0% | $9.14B | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $6.61 | $4.84 | +36.6% | $10.73B | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $2.29 | $2.21 | +3.6% | $9.16B | — | — | EODHD |
| Q1 FY2023 | 2023-05-04 | $2.76 | $2.58 | +7.0% | $9.29B | — | — | EODHD |
| Q4 FY2022 | 2023-02-15 | $4.41 | $4.98 | -11.5% | $10.85B | — | — | EODHD |
| Q3 FY2022 | 2022-10-26 | $7.96 | $6.49 | +22.7% | $12.76B | — | — | EODHD |
| Q2 FY2022 | 2022-07-27 | $10.58 | $7.20 | +46.9% | $14.08B | — | — | EODHD |
| Q1 FY2022 | 2022-04-27 | $0.35 | $0.29 | +20.7% | $9.14B | — | — | EODHD |
| Q4 FY2021 | 2022-02-09 | $1.28 | $0.68 | +88.2% | $8.24B | — | — | EODHD |
| Q3 FY2021 | 2021-10-27 | $0.12 | $0.01 | +100.0% | $7.19B | — | — | EODHD |
Source: EODHD. PBF reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks PBF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.88 | $0.66 | +33.3% | -3.7% | -4.7% |
| Q4 FY2026 | $0.90 | $0.67 | +33.9% | -3.4% | -4.3% |
| Q3 FY2026 | $1.21 | $0.85 | +41.8% | -1.3% | -3.4% |
| Q2 FY2026 | $0.95 | $0.70 | +36.0% | -1.0% | -3.7% |
| Q1 FY2025 | $0.95 | $0.74 | +28.6% | +7.0% | +8.3% |
| Q4 FY2025 | $1.16 | $0.88 | +32.1% | +2.0% | +1.9% |
| Q3 FY2025 | $1.20 | $0.91 | +31.8% | +5.1% | +8.0% |
| Q2 FY2025 | $1.38 | $0.99 | +39.0% | +5.4% | +5.2% |
| Q1 FY2024 | $1.42 | $1.05 | +35.0% | +3.3% | +1.2% |
| Q4 FY2024 | $1.37 | $1.03 | +32.6% | +2.4% | +5.1% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Matthew C LuceyCEO3 mo21 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
- Trecia M CantySVP and General Counsel3 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Michael BukowskiSVP, Head of Refining3 mo9 callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- James E FedenaSenior Vice President3 mo3 callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Paul E DavisSenior Vice President3 mo8 callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
Peers
Other companies in Energy
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for PBF.
$ curl https://api.spokenalpha.com/v1/companies/PBFFAQ
Frequently asked about PBF
Where can I find PBF Energy Inc.'s (PBF) earnings call transcripts?
Spoken Alpha indexes PBF's earnings call transcripts at https://spokenalpha.com/companies/PBF. Each call links to attributed speakers and parsed analyst Q&A. PBF Energy Inc.'s own investor relations page is at https://investors.pbfenergy.com/overview/default.aspx.
When was PBF Energy Inc.'s most recent earnings call?
PBF Energy Inc. (PBF) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is PBF in?
PBF Energy Inc. (PBF) operates in the Energy sector (Oil & Gas Refining & Marketing industry).