NYSE$PSX

Phillips 66 · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Phillips 66 reported strong financial results for Q1 2023, driven by refining operations and strategic priorities.

Phillips 66 reported first-quarter earnings of $2.0 billion, or $4.20 per share. The company generated $1.2 billion of operating cash flow and returned $1.3 billion to shareholders through dividends and share repurchases.

  • Reported first-quarter earnings of $2.0 billion or $4.20 per share
  • Generated $1.2 billion of operating cash flow, $2.5 billion excluding working capital
  • Returned $1.3 billion to shareholders through dividends and share repurchases
  • Achieved strong Refining operations, turnaround execution and market capture

Headline financials

Total Revenue

$34.4B

Previous: $36.2B-4.9%
EPS (adj)

$4.21

Previous: $1.32+218.9%
Crude capacity utilization

90.0%

No prior period
Free Cash Flow

$1.96B

Previous: $582M+236.9%
Net Income

$1.96B

Previous: $582M+236.9%
Operating Income

-$31.5B

Previous: -$35.3B+10.6%
Gross Profit

$5.06B

Previous: $2.68B+88.3%
Cash & Equivalents

$6.97B

Previous: $3.34B+108.8%
Total Assets

$77.3B

Previous: $60.6B+27.4%

Revenue & EPS history

Phillips 66 · Revenue · Quarterly

$34.4B

Q1 2023-4.9%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Phillips 66 is on track to deliver $1 billion in run-rate savings by the end of 2023 under its business transformation initiative. The Rodeo Renewed refinery conversion project is expected to begin commercial operations in the first quarter of 2024.

Tailwinds

  • On track to deliver $1 billion in run-rate savings by the end of 2023
  • Achieved over $600 million of run-rate savings at the end of Q1
  • Completing acquisition of DCP Midstream, LP public common units by the end of the second quarter
  • Total increase in the company’s economic interest in DCP Midstream is expected to generate an incremental $1 billion of annual adjusted EBITDA
  • On track to capture over $300 million of commercial and operating synergies

Headwinds

  • Global olefins and polyolefins utilization was 94% for the quarter.
  • Fair value of the company’s investment in NOVONIX, Ltd. decreased by $12 million
  • Pre-tax turnaround costs for the first quarter were $234 million.
  • Santa Maria facility safely shut down
  • Lower international marketing margins

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.2%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.1%

Avg return

30 days after

49%

30 / 61 earnings

Positive

+6.0%

Q3 2019

Best reaction

-7.9%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.4%+8.1%+6.5%
Q4 2025+5.4%+6.4%+12.1%
Q3 2025+3.5%+3.2%+2.5%
Q2 2025+0.1%-0.3%+6.7%
Q1 2025-0.7%-0.6%+8.1%
Q4 2024-2.5%+2.1%+7.3%
Q3 2024-5.3%-6.9%+3.5%
Q2 2024+3.6%-4.7%-2.8%
Q1 2024-3.6%-10.8%-9.3%
Q4 2023+2.2%+3.4%+1.3%
Q3 2023+2.1%+5.4%+7.7%
Q2 2023-1.5%-0.6%+4.5%
Q1 2023-2.6%-0.8%+2.4%
Q4 2022-7.9%-7.2%-0.6%
Q3 2022-1.0%-0.8%+3.6%
Q2 2022-0.6%-2.8%+4.7%
Q1 2022+2.3%+10.3%+16.6%
Q4 2021-1.2%+2.2%-1.3%
Q3 2021+1.8%+2.9%-9.8%
Q2 2021-2.5%+0.7%-4.8%
Q1 2021+3.5%+4.8%+3.8%
Q4 2020-5.7%-0.2%+16.2%
Q3 2020+4.3%+4.2%+41.9%
Q2 2020-3.1%-1.8%-2.1%
Q1 2020+0.4%-1.7%+7.0%
Q4 2019-7.7%-3.9%-22.4%
Q3 2019+6.0%+5.3%+5.4%
Q2 2019+1.2%+1.0%-6.3%
Q1 2019-3.7%-6.1%-13.9%
Q4 2018+2.7%+4.8%+2.8%
Q3 2018+0.0%+4.4%-9.6%
Q2 2018+5.3%+6.0%+2.8%
Q1 2018-1.1%+1.8%+2.7%
Q4 2017-5.6%-5.2%-9.4%
Q3 2017-0.2%+1.2%+2.7%
Q2 2017+3.5%+2.2%+0.1%
Q1 2017+1.9%+2.0%-0.8%
Q4 2016-2.4%-2.7%-3.3%
Q3 2016+1.5%-2.1%+6.1%
Q2 2016-2.6%+3.2%+3.1%
Q1 2016-6.4%
Q4 2015+1.0%
Q3 2015+4.8%
Q2 2015-0.6%
Q1 2015+0.8%
Q4 2014+2.9%
Q3 2014-0.2%
Q2 2014-1.6%
Q1 2014+0.4%
Q4 2013-2.0%
Q3 2013+0.5%
Q2 2013+3.5%
Q1 2013-1.1%
Q4 2010-1.5%
Q4 2012+1.2%
Q3 2011-2.0%
Q3 2012-0.3%
Q2 2011+4.6%
Q2 2012+1.9%
Q4 2011-1.3%
Q1 2012-6.0%
Q1 2011

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