HF Sinclair Corporation

DINO

Equity

ISIN null / Valor 117390830

New York Stock Exchange, Inc (2026-10-08)

USD 120.72+4.40%

HF Sinclair Corporation
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About company

HF Sinclair Corporation, headquartered in Dallas, Texas, is a diversified energy company engaged in the refining, midstream, and marketing sectors. The company's operations span the production of traditional and renewable fuels, lubricants for various modes of transportation including planes, trains, and automobiles, and the manufacture of essential products like asphalt and roofing tar, which also find applications in the pharmaceutical and cosmetics industries. HF Sinclair operates seven complex refineries across the United States and maintains production facilities in Canada and the Netherlands, reflecting its international reach. With a workforce of over 5,000 employees, the company has established a global footprint, exporting products to more than 80 countries worldwide. This broad operational base underscores HF Sinclair's role as a significant player in the energy sector, catering to a wide array of consumer and industrial needs.

Summarized from source with an LLMView SourceSector: Energy

Earnings

Net income attributable to HF Sinclair stockholders: $892 million in Q2 2026 vs. $208 million in Q2 2025; diluted EPS $4.93 vs. $1.10. Adjusted net income: $960 million, or $5.31 per diluted share (Q2 2026).

EBITDA & cash flow

Reported EBITDA $1,404 million and Adjusted EBITDA $1,482 million for Q2 2026. Net cash provided by operations in Q2 totaled $1,510 million.

Capital returns & dividend

Returned $265 million to stockholders in Q2 2026 via dividends and share repurchases ($89 million in regular dividends, $179 million in buybacks). Board declared a 5% increase to the regular quarterly dividend to $0.525 per share, payable Sept. 2, 2026 (record date Aug. 11, 2026).

Refining — driving results

Refining segment income before interest & taxes: $877 million (Q2 2026) vs. $166 million (Q2 2025). Refining Adjusted EBITDA $1,023 million vs. $476 million a year ago. Adjusted refinery gross margin rose to $25.95 per produced barrel (up 57% from $16.50).

Renewables

Renewables income before interest & taxes: $30 million in Q2 2026 vs. a $4 million loss in Q2 2025. Adjusted Renewables EBITDA $123 million vs. $(2) million. Production/sales volumes: ~60 million gallons (Q2 2026) vs. 55 million (Q2 2025); margins benefited from higher RIN prices and PTC benefits.

Marketing

Marketing segment income before interest & taxes $20 million (Q2 2026) vs. $18 million (Q2 2025). Branded fuel sales volumes rose to 387 million gallons vs. 337 million a year earlier.

Lubricants & Specialties — performance and strategic action

Segment income before interest & taxes $181 million vs. $33 million in Q2 2025; Adjusted EBITDA $207 million vs. $55 million. HF Sinclair announced plans to pursue a separation of the Lubricants & Specialties segment as a publicly traded company and to retire base oil refining assets in Mississauga, Ontario, with transition expected substantially completed over 2027 and separation targeted over the next 12–18 months.

Midstream

Midstream income before interest & taxes $95 million (Q2 2026) vs. $98 million (Q2 2025); Adjusted Midstream EBITDA $112 million (unchanged year-over-year).

Balance sheet & liquidity

Cash and cash equivalents at June 30, 2026: $2,262 million (up from $978 million at Dec. 31, 2025). Consolidated debt at June 30, 2026: $2,772 million.

Operations & volumes

Consolidated crude oil charge averaged 639,680 BPD in Q2 2026 (up from 615,930 BPD in Q2 2025). Refinery utilization improved to 94.3% (Q2 2026) from 90.8% (Q2 2025), supporting higher margins and volumes across regions.

Summarized from source with an LLMView Source

Key figures

131%1Y

132%3Y

248%5Y

Performance

38.1%1Y

36.1%3Y

38.7%5Y

Volatility