PBF Energy Q4 Revenue $7.14B Beats Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
0mins
Should l Buy PBF?
Reports Q4 revenue $7.14B, consensus $7.08B. PBF's President and Chief Executive Officer Matthew Lucey said, "2025 presented significant challenges and opportunities for PBF. Early in the year, unexpected downtime at our Martinez refinery resulted in substantial work and an unplanned use of resources. However, while this challenge was being addressed, we were also able to pursue efficiencies across the company, improving our cost structure, and building a stronger operating base for the future. We are now in the final stages of restoration at Martinez, and our full system will soon be operational-positioning us well as the competitive landscape improves."
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Analyst Views on PBF
Wall Street analysts forecast PBF stock price to fall
8 Analyst Rating
2 Buy
4 Hold
2 Sell
Hold
Current: 39.650
Low
23.00
Averages
33.63
High
42.00
Current: 39.650
Low
23.00
Averages
33.63
High
42.00
About PBF
PBF Energy Inc. is an independent refiner in North America, operating, through its subsidiaries, oil refineries and related facilities in California, Delaware, Louisiana, New Jersey and Ohio. The Company operates as a refiner and supplier of unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants, and other petroleum products. It operates through two segments: Refining and Logistics. The Refining segment includes the operations of its oil refineries and related facilities in Delaware City, Delaware, Paulsboro, New Jersey, Toledo, Ohio, Chalmette, Louisiana, Torrance, California and Martinez, California. The Logistics segment includes the operations of PBF Logistics LP, an indirect wholly owned subsidiary of PBF Energy and PBF LLC, which owns or leases, operates, develops, and acquires crude oil and refined petroleum products terminals, pipelines, storage facilities, and similar logistics assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historic Strategic Reserve Release: The International Energy Agency announced the release of 400 million barrels from strategic reserves by its 32 member nations, marking the largest coordinated release in its 51-year history, which propelled Brent crude prices above $93 and WTI up 6.1% to $88.56.
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See More
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- U.S. Refining Stocks Rally: The situation has contributed to a notable rally in U.S. refining stocks, reflecting investor reactions to the geopolitical tensions.
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See More
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- Market Reactions: The overall energy market is experiencing volatility as a result of these developments, impacting both prices and stock performance.
See More
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- Bullish Call Options: Particularly, the $44 strike call option expiring on March 20, 2026, has recorded 8,570 contracts traded today, representing approximately 857,000 underlying shares, indicating a bullish sentiment regarding PBF's future performance.
See More
