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HF Sinclair Earnings Calls
| Release date | May 01, 2026 |
| EPS estimate | -$0.0647 |
| EPS actual | $0.690 |
| EPS Surprise | 1,166.13% |
| Revenue estimate | 6.826B |
| Revenue actual | 7.123B |
| Revenue Surprise | 4.36% |
| Release date | Feb 18, 2026 |
| EPS estimate | $0.440 |
| EPS actual | $1.20 |
| EPS Surprise | 172.73% |
| Revenue estimate | 6.036B |
| Revenue actual | 6.464B |
| Revenue Surprise | 7.09% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.94 |
| EPS actual | $2.44 |
| EPS Surprise | 25.77% |
| Revenue estimate | 6.273B |
| Revenue actual | 7.251B |
| Revenue Surprise | 15.59% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.09 |
| EPS actual | $1.70 |
| EPS Surprise | 55.96% |
| Revenue estimate | 7.034B |
| Revenue actual | 6.784B |
| Revenue Surprise | -3.56% |
Last 4 Quarters for HF Sinclair
Below you can see how DINO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $43.94 |
| EPS estimate | $1.09 |
| EPS actual | $1.70 |
| EPS surprise | 55.96% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $43.18 |
| Jul 28, 2025 | $44.98 |
| Jul 29, 2025 | $45.04 |
| Jul 30, 2025 | $43.43 |
| Jul 31, 2025 | $43.94 |
| Aug 01, 2025 | $42.36 |
| Aug 04, 2025 | $43.78 |
| Aug 05, 2025 | $43.76 |
| Aug 06, 2025 | $43.36 |
| 4 days before | 1.76% |
| 4 days after | -1.32% |
| On release day | -3.60% |
| Change in period | 0.417% |
| Release date | Oct 30, 2025 |
| Price on release | $52.76 |
| EPS estimate | $1.94 |
| EPS actual | $2.44 |
| EPS surprise | 25.77% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $54.54 |
| Oct 27, 2025 | $54.74 |
| Oct 28, 2025 | $52.93 |
| Oct 29, 2025 | $53.96 |
| Oct 30, 2025 | $52.76 |
| Oct 31, 2025 | $51.60 |
| Nov 03, 2025 | $53.39 |
| Nov 04, 2025 | $53.46 |
| Nov 05, 2025 | $53.00 |
| 4 days before | -3.26% |
| 4 days after | 0.455% |
| On release day | -2.20% |
| Change in period | -2.82% |
| Release date | Feb 18, 2026 |
| Price on release | $51.57 |
| EPS estimate | $0.440 |
| EPS actual | $1.20 |
| EPS surprise | 172.73% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $58.76 |
| Feb 12, 2026 | $57.39 |
| Feb 13, 2026 | $58.53 |
| Feb 17, 2026 | $57.85 |
| Feb 18, 2026 | $51.57 |
| Feb 19, 2026 | $50.48 |
| Feb 20, 2026 | $50.88 |
| Feb 23, 2026 | $49.59 |
| Feb 24, 2026 | $49.64 |
| 4 days before | -12.24% |
| 4 days after | -3.74% |
| On release day | -2.11% |
| Change in period | -15.52% |
| Release date | May 01, 2026 |
| Price on release | $69.17 |
| EPS estimate | -$0.0647 |
| EPS actual | $0.690 |
| EPS surprise | 1,166.13% |
| Date | Price |
|---|---|
| Apr 27, 2026 | $61.80 |
| Apr 28, 2026 | $62.73 |
| Apr 29, 2026 | $65.93 |
| Apr 30, 2026 | $67.21 |
| May 01, 2026 | $69.17 |
| May 04, 2026 | $71.79 |
| May 05, 2026 | $74.50 |
| May 06, 2026 | $71.08 |
| May 07, 2026 | $70.50 |
| 4 days before | 11.93% |
| 4 days after | 1.92% |
| On release day | 3.79% |
| Change in period | 14.08% |
HF Sinclair Earnings Call Transcript Summary of Q1 2026
HF Sinclair reported a strong Q1 2026 driven by operational reliability, commercial optimization and favorable market dynamics across refining, renewables, lubricants and marketing. Reported net income attributable to Sinclair shareholders was $648 million ($3.56 diluted EPS), which included $521 million of special items; adjusted net income was $127 million ($0.69). Adjusted EBITDA was $426 million. Refinery crude throughput averaged ~613,000 bpd (guidance Q2: 600k–630k bpd) with no major planned turnarounds until El Dorado in late Q3; the company emphasized safe, reliable operations and several projects to improve yield and flexibility (e.g., diesel/jet swing and El Dorado vacuum furnace). Renewables delivered materially stronger results (adjusted EBITDA $133M ex-LCM benefit) supported by improved feedstock sourcing, higher RINs and producer tax credit benefits; management expects utilization north of 70% in Q2 (net of planned events). Lubricants faced rapid feedstock cost inflation and pricing actions are being implemented; early recovery is reported. Marketing continues to grow (added 25 branded sites; ~10% annual branded site growth target) and Green Trail JV expected to accelerate Sinclair brand expansion. Midstream and integrated value-chain initiatives are a strategic focus to capture regional opportunities (Rockies/Mid-Con/Puget Sound). Capital allocation: returned $167M in Q1 (dividends $91M, buybacks $76M), Board declared regular quarterly dividend of $0.50/share payable June 2, 2026. Liquidity remains strong (~$3.15B total liquidity; $1.15B cash; $2B undrawn credit), total debt $2.8B (debt-to-cap 22%, net debt-to-cap 13%). Management noted an ongoing Board-led process to determine permanent CEO/CFO but affirmed continuity of strategy and execution by the current leadership team. Key near-term risks/considerations for investors: geopolitical-driven crude/product volatility, continued feedstock cost pressures in lubricants, timing/realization of regulatory relief (SRE petitions) and capital deployment decisions tied to leadership outcomes.
