NYSE$PBF

PBF Energy Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

PBF Energy Inc reported a net loss for the second quarter of 2025 amid lower refining margins and the Martinez refinery fire impact.

PBF Energy posted revenues of $7.5 billion and a net loss of $5.4 million for Q2 2025. The quarter was impacted by unfavorable crack spreads, crude differentials, and operational disruptions from the February fire at the Martinez refinery, partially offset by insurance recoveries. Throughput averaged 839,100 barrels per day across the refining system.

  • Net loss of $5.4 million compared to $66.0 million loss in Q2 2024, with revenues declining 13.8% to $7.5 billion due to lower commodity prices.
  • Gross refining margin was $640.1 million ($8.38 per barrel), down from $681.1 million year-over-year amid weaker industry crack spreads.
  • Martinez refinery fire led to $189.0 million insurance recovery gain and $30.4 million in related operating expenses during the quarter.
  • Refining segment throughput averaged 839,100 bpd with production of 845,800 bpd; logistics segment contributed stable intercompany revenues.

Headline financials

Total Revenue

$7.48B

Previous: $8.74B-14.4%
EPS (adj)

-$0.05

Previous: -$0.56+91.1%
Production

845.8K

Previous: 926.7K-8.7%
Crude throughput

839.1K

Previous: 921.3K-8.9%
Capital Expenditures

-$267M

Previous: -$193M-38.3%
Net Income

-$5.2M

Previous: -$65.2M+92.0%
Operating Income

$43M

Previous: -$74.6M+157.6%

Revenue & EPS history

PBF Energy · Revenue · Quarterly

$7.48B

Q2 2025-14.4%vs Q2 2024
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

PBF Energy · $7.56B total across 2 segments · Q2 2025

  • Refining
    $7.47B
  • Logistics
    $98M

Forward guidance

No explicit quantitative guidance provided in the filing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.0%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+6.8%

Avg return

30 days after

58%

31 / 53 earnings

Positive

+17.8%

Q1 2020

Best reaction

-12.8%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+2.5%+7.1%-5.7%
Q4 2025-5.9%-5.1%+21.6%
Q3 2025+0.8%+3.5%+1.1%
Q1 2025-3.0%+9.1%+10.9%
Q4 2024-12.8%-10.1%-22.1%
Q3 2024-2.6%+0.0%+9.2%
Q2 2024-11.2%-11.8%-16.4%
Q1 2024-0.6%-2.2%-11.2%
Q4 2023-7.8%-11.1%+8.4%
Q3 2023-4.6%-8.8%-6.4%
Q2 2023-4.6%-1.6%+3.6%
Q1 2023+4.0%+12.9%+18.3%
Q4 2022+0.1%+5.9%-3.3%
Q3 2022+2.2%+4.0%+1.9%
Q2 2022+7.1%+7.0%+17.9%
Q1 2022+6.3%+11.3%+20.4%
Q4 2021-2.3%-3.8%+27.5%
Q3 2021-0.6%-0.6%-16.8%
Q2 2021-3.2%-1.3%+15.2%
Q1 2021-0.8%+9.9%+12.9%
Q4 2020+10.6%+21.7%+92.9%
Q3 2020+9.4%+18.5%+85.2%
Q2 2020+11.9%+11.4%+11.6%
Q1 2020+17.8%+20.5%+27.0%
Q4 2019+0.6%-5.7%-44.6%
Q3 2019+6.3%+3.7%-2.6%
Q2 2019-12.3%-16.7%-15.1%
Q1 2019-1.6%+0.4%-21.4%
Q4 2018-2.9%-2.4%-9.8%
Q3 2018+6.2%+5.2%-4.8%
Q2 2018+5.8%+10.6%+13.0%
Q1 2018+1.6%+2.3%+25.6%
Q4 2017+1.6%-2.5%+6.1%
Q3 2017+3.0%+6.5%+6.4%
Q2 2017+0.3%-2.8%+6.3%
Q1 2017-2.2%+2.2%-8.2%
Q4 2016-1.3%+1.0%-10.8%
Q3 2016+4.1%+7.9%+20.4%
Q2 2016+2.7%+10.1%+1.0%
Q1 2016-8.8%
Q4 2015+3.0%
Q3 2015+6.2%
Q2 2015+5.7%
Q1 2015-1.3%
Q4 2014+6.2%
Q3 2014+6.7%
Q2 2014-5.6%
Q1 2014+9.6%
Q4 2013+6.2%
Q3 2013+3.1%
Q2 2013+0.5%
Q1 2013-3.3%
Q4 2012+1.0%
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011

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