NYSE$PSX

Phillips 66 · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Phillips 66 reported first-quarter earnings, progressed strategic priorities, and returned capital to shareholders.

Phillips 66 announced first-quarter earnings of $748 million, or $1.73 per share, and adjusted earnings of $822 million, or $1.90 per share. The company returned $1.6 billion to shareholders through dividends and share repurchases. Refining operated at 92% crude utilization. The company launched a process to divest retail marketing assets in Germany and Austria and commenced operations at Rodeo Renewable Energy Complex.

  • First-quarter earnings of $748 million or $1.73 per share; adjusted earnings of $822 million or $1.90 per share.
  • $1.6 billion returned to shareholders through dividends and share repurchases.
  • Refining operated at 92% crude utilization.
  • Launched process to divest retail marketing assets in Germany and Austria and commenced operations at Rodeo Renewable Energy Complex.

Headline financials

Total Revenue

$35.8B

Previous: $34.4B+4.1%
EPS

$1.73

Previous: $4.21-58.9%
Crude capacity utilization

94.0%

Previous: 90.0%+4.4%
Free Cash Flow

$748M

Previous: $1.96B-61.9%
Net Income

$748M

Previous: $1.96B-61.9%
Operating Income

-$34.6B

Previous: -$31.5B-9.7%
Gross Profit

$3.43B

Previous: $5.06B-32.2%
Cash & Equivalents

$1.57B

Previous: $6.97B-77.5%
Total Assets

$76.4B

Previous: $77.3B-1.1%

Revenue & EPS history

Phillips 66 · Revenue · Quarterly

$35.8B

Q1 2024+4.1%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Phillips 66 is executing its strategic priorities to increase mid-cycle adjusted EBITDA to $14 billion by 2025 and return over 50% of operating cash flow to shareholders.

Tailwinds

  • On pace to achieve $1.4 billion of business transformation cost and sustaining capital savings by year-end 2024.
  • Increased ownership of DCP Midstream has provided an incremental $1.25 billion toward its 2025 mid-cycle adjusted EBITDA target, including approximately $250 million of synergies.
  • CPChem is building world-scale petrochemical facilities with a joint-venture partner on the U.S. Gulf Coast and in Ras Laffan, Qatar. Both projects are expected to start up in 2026.
  • Completed projects have added over 3% to market capture based on mid-cycle pricing since 2022.
  • The Rodeo Renewable Energy Complex is now producing 30,000 barrels per day of renewable fuels and is on track to produce approximately 50,000 barrels per day (800 million gallons per year) of renewable fuels by the end of the second quarter.

Headwinds

  • Results were affected by maintenance that limited ability to make higher-value products.
  • Impacted by the renewable fuels conversion at Rodeo.
  • Impacted by the effect of rising commodity prices on inventory hedge positions.
  • The company is progressing the potential divestiture of its retail marketing business in Germany and Austria.
  • Completion of dispositions is subject to market and other conditions, including customary approvals.

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 2024

Historical avgQ1 2024

-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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