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PBF Energy (PBF)
NYSE:PBF
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PBF Energy (PBF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 23, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
-0.62
Last Year’s EPS
-1.5
Same Quarter Last Year
Moderate Sell
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 31, 2025|
% Change Since: -1.33%|
Earnings Call Sentiment|Neutral
The earnings call highlighted significant progress in the Martinez refinery rebuild and strong business improvement initiatives, along with a positive market outlook. However, financial performance was impacted by an adjusted net loss and challenges with crude differentials. The overall sentiment is balanced with optimistic future prospects.
Company Guidance -
Q3 2025
During the PBF Energy Second Quarter 2025 Earnings Conference Call, the company provided guidance on several operational and financial metrics, reflecting both challenges and anticipated improvements. The company discussed a significant focus on the Martinez refinery, which is expected to achieve a full restart by the end of the year after partial operations resumed in late April. PBF Energy is focused on addressing the challenges posed by light-heavy crude differentials and the global distillate supply-demand balance, which remains in deficit. The company is also pursuing a Refining Business Improvement (RBI) program targeting $230 million in annualized run rate savings by 2025 and $350 million by 2026, with over $125 million already implemented. Financially, the company reported an adjusted net loss of $1.03 per share and adjusted EBITDA of $61.8 million, with cash flow from operations at $191.1 million, bolstered partly by insurance recoveries related to the Martinez incident. Looking forward, PBF Energy expects to capitalize on favorable market dynamics, focusing on efficiency and reliability improvements to drive superior refining performance.
Martinez Refinery Progress
The Martinez refinery was partially restarted in late April and is working towards a full restart by the end of the year, showing commendable progress in rebuilding efforts.
Business Improvement Initiatives
PBF Energy is on track to exceed its Refining Business Improvement (RBI) targets, aiming for $230 million in annualized run rate savings by the end of 2025 and $350 million by the end of 2026, with over $125 million already implemented.
Insurance Recovery Gains
PBF Energy received a $189 million gain on insurance recoveries related to the Martinez fire, reflecting constructive collaboration with insurance providers.
Strong Liquidity Position
The company ended the quarter with approximately $590.7 million in cash and $1.8 billion of net debt, maintaining a net debt to cap of 30% and a liquidity position of approximately $2.3 billion.
Positive Market Outlook
The global distillate supply/demand balance remains in deficit, supporting distillate cracks, and PBF sees a constructive setup for the global refining environment.

PBF Energy (PBF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

PBF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 23, 2025
2025 (Q3)
-0.62 / -
-1.5
Jul 31, 2025
2025 (Q2)
-1.26 / -1.03
-0.54-90.74% (-0.49)
May 01, 2025
2025 (Q1)
-3.30 / -3.09
0.85-463.53% (-3.94)
Feb 13, 2025
2024 (Q4)
-2.81 / -2.82
-0.41-587.80% (-2.41)
Oct 31, 2024
2024 (Q3)
-1.41 / -1.50
6.61-122.69% (-8.11)
Aug 01, 2024
2024 (Q2)
-0.16 / -0.54
2.29-123.58% (-2.83)
May 02, 2024
2024 (Q1)
0.69 / 0.85
2.76-69.20% (-1.91)
Feb 15, 2024
2023 (Q4)
0.20 / -0.41
4.41-109.30% (-4.82)
Nov 02, 2023
2023 (Q3)
4.85 / 6.61
7.96-16.96% (-1.35)
Aug 03, 2023
2023 (Q2)
2.19 / 2.29
10.58-78.36% (-8.29)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

PBF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 31, 2025
$24.63$22.60-8.24%
May 01, 2025
$16.97$16.46-3.01%
Feb 13, 2025
$25.96$22.64-12.79%
Oct 31, 2024
$27.87$27.57-1.08%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does PBF Energy (PBF) report earnings?
PBF Energy (PBF) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).
    What is PBF Energy (PBF) earnings time?
    PBF Energy (PBF) earnings time is at Oct 23, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is PBF EPS forecast?
          PBF EPS forecast for the fiscal quarter 2025 (Q3) is -0.62.
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