Short answer
PBF Energy Inc. (PBF) filed its Q1 2026 10-Q quarterly report on Apr 30, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $7.9B (up 11.9% year over year) with net income of $198M.
Q1 2026 key financials · XBRL
- Revenue
- $7.9B
- +11.9% YoY
- Net income
- $198M
- +149.4% YoY
- Operating margin
- 3.8%
- EPS (diluted)
- $1.65
- +146.7% YoY
Source: XBRL data from the PBF Energy Inc. (PBF) Q1 2026 10-Q on SEC EDGAR. USD.
PBF Energy Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $7.9B, up 11.3% YoY from $7.1B, driven by higher commodity prices and sales volumes
- Net income $200.2M vs loss $405.9M; gross margin $278.5M vs $(420.2)M
- Refining best-performing segment; gross refining margin $1,036.9M vs $391.7M
- RFS compliance costs $278.0M vs $120.0M, a $158.0M headwind
- Martinez insurance proceeds $106.5M; cumulative proceeds $1.0B since the fire
Risk Factors
- New tariff-policy risk triggered by 2025 U.S. tariffs on feedstocks and the February 20, 2026 Supreme Court ruling
- Regulatory risk from California Cap-and-Trade amendments extending the program through 2045
- Compliance risk from LCFS amendments requiring 30% carbon-intensity reduction by 2030 and 90% by 2045
- Geopolitical risk from February 2026 U.S.-Israel military actions against Iran threatening Strait of Hormuz transit
- Market risk from conflict-driven crude-price volatility affecting feedstock sourcing, refining margins, and working capital needs
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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