HF Sinclair Corporation

NYSE:DINO 株式レポート

時価総額：US$16.8b

HF Sinclair 過去の業績

過去 基準チェック /26

HF Sinclairの収益は年間平均-9.3%の割合で減少していますが、 Oil and Gas業界の収益は年間 増加しています。収益は年間5.2% 4.8%割合で 増加しています。 HF Sinclairの自己資本利益率は18.6%であり、純利益率は6.1%です。

主要情報

-9.33%

収益成長率

-9.24%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率4.76%
株主資本利益率18.56%
ネット・マージン6.08%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Aug 14

DINO: Tighter Refining Markets And Lubes Spin Out Will Drive Future Upside

HF Sinclair's updated analyst price target of $114, up from $87, reflects recent research that ties stronger Q2 earnings contributions, exposure to tighter refining supply and demand conditions, and planned portfolio moves such as the Lubes spin-out to a higher assumed future P/E multiple and slightly firmer long run profitability, even as modeled revenue growth expectations ease. Analyst Commentary Recent Street research on HF Sinclair shows a cluster of target price revisions and rating actions around the Q2 reporting period and the planned Lubes spin out.
Seeking Alpha • Jul 31

HF Sinclair: Building Cash Is The Right Move (Earnings Review)

Summary HF Sinclair (DINO) delivered one of its strongest financial results, driven by record crack spreads and robust cash generation. DINO announced plans to spin off its lubricant business, seeking higher valuation multiples for this segment. The company doubled its cash reserves to $2.2B, adopting a cautious, unhurried approach to capital allocation. Geopolitical tensions may sustain elevated profitability, supporting a HOLD rating as the cycle evolves and valuation remains reasonable. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 31

DINO: Refining Margin Peak And Lubes Spinout Will Challenge Cycle Sustainability

Analysts have lifted the HF Sinclair fair value estimate from $62.00 to $67.00, reflecting higher price targets that reference recent Q2 earnings strength across refining, lubricants, and renewable diesel, the planned Lubes spinout, and the company’s exposure to tighter refining supply and demand conditions. Analyst Commentary Recent Street research on HF Sinclair highlights a mix of optimism around near term earnings power and more cautious views on how sustainable current conditions might be.
ナラティブ更新 • Jul 17

DINO: Rich P E And Leadership Turnover Will Challenge Refining Windfall Sustainability

HF Sinclair's updated fair value estimate has increased to $62.00. This change reflects analysts' broader pattern of raising price targets into the $78.00 to $95.00 range, citing tighter global refining markets, strong segment fundamentals and expectations for cash generation that can support capital structure improvements.
ナラティブ更新 • Jul 03

DINO: Refining Margins And Capital Returns Will Shape Balanced Forward Risk Reward Profile

Analysts have nudged the fair value estimate for HF Sinclair higher from $73.29 to $76.29. Updated price targets, including recent moves around the $78 to $79 range, reflect views that supportive refining margins and potential capital structure improvements offset more cautious assumptions on longer term fuel demand and earnings drivers.
ナラティブ更新 • Jun 18

DINO: Refining Margins And Downstream Portfolio Will Support Future Stock Upside

Analysts have raised the HF Sinclair fair value estimate from $70.00 to $87.00. This change reflects updated views on refining margins, modestly higher expected revenue growth and profitability, and a slightly adjusted discount rate.
ナラティブ更新 • Jun 04

DINO: Leadership Turnover And Rich P E May Pressure Future Capital Returns

HF Sinclair's analyst price target has edged higher to reflect a modest increase in estimated fair value to about $57.29, even as analysts factor in a higher discount rate, softer revenue growth and margin assumptions, and a richer future P/E, along with recent target hikes and one downgrade tied to valuation and management uncertainty. Analyst Commentary Recent Street research on HF Sinclair shows a mixed backdrop, with several firms lifting price targets while at least one has turned more cautious on the stock.
ナラティブ更新 • May 15

DINO: Governance Uncertainty And Portfolio Mix Will Shape Forward Risk Reward Profile

HF Sinclair's average analyst price target has moved from about $58.93 to roughly $73.29, as analysts factor in updated assumptions for revenue trends, profit margins and future P/E multiples following a series of recent target changes across the Street. Analyst Commentary Recent research updates on HF Sinclair show a mix of optimism and caution, with several firms raising their price targets while others trim estimates or downgrade ratings as they reassess execution risks and governance questions.
ナラティブ更新 • Apr 29

DINO: Governance Uncertainty Around CEO Leave Will Pressure Future Capital Returns

HF Sinclair's analyst fair value estimate has moved modestly higher to $57.01 from $55.16 as analysts factor in revised oil price assumptions, mixed refining and Lubes performance, and uncertainty around leadership and disclosure reviews in their updated price targets. Analyst Commentary Recent research on HF Sinclair reflects a mixed backdrop, with several bearish analysts highlighting execution issues, governance questions, and refining and Lubes headwinds as reasons for more cautious price targets and ratings.
ナラティブ更新 • Apr 14

DINO: Governance Review And Mixed Refining Outlook Will Shape Capital Returns

The updated analyst price target for HF Sinclair has increased by just over $5 per share. Analysts attribute this change to revised refined oil price assumptions and to the company’s refining and specialty businesses, which are viewed as mixed but still valuable contributors.
ナラティブ更新 • Mar 31

DINO: Governance Review And Leadership Uncertainty Will Pressure Capital Return Outlook

HF Sinclair's updated analyst price target has edged down to $50, with analysts pointing to mixed refining and Lubes results, questions around leadership and disclosure reviews, and adjusted oil price assumptions as key drivers behind the change. Analyst Commentary Recent research on HF Sinclair shows a split picture, with some firms lifting targets on refining exposure and oil price assumptions, while others trim targets or ratings as they reassess execution and governance risk.
ナラティブ更新 • Mar 17

DINO: West Coast Assets And Downstream Portfolio Will Support Future Upside

Analysts have trimmed HF Sinclair's fair value estimate from $75.00 to $70.00 and lowered average price targets, reflecting weaker refining and Lubes performance and increased uncertainty around leadership and disclosure reviews, even as some still highlight strengths in the Lubes, Marketing, Midstream and refining portfolio. Analyst Commentary Recent research on HF Sinclair points to a split view, with several firms lowering price targets after mixed quarterly results and leadership uncertainty, while some bullish analysts still see upside tied to the core refining and downstream portfolio.
ナラティブ更新 • Mar 03

DINO: West Coast Margins And Governance Review Will Shape Future Performance

Analysts have trimmed their average price target for HF Sinclair by about $1.50 to roughly $59. This reflects mixed Q4 results, weaker refining and Lubes performance, and uncertainty tied to the CEO's leave of absence and the ongoing review of disclosure processes, even as they still highlight value in the higher multiple Lubes, Marketing and Midstream businesses and a competitive refining footprint.
ナラティブ更新 • Feb 17

DINO: West Coast Margin Exposure And Execution Risks Will Shape Future Performance

Analysts have made only a small net adjustment to HF Sinclair's targets, with recent changes of around $1 to $4 up or down reflecting a mix of caution on revenue expectations and a more constructive view on margins and the stock's position among mid-cap refiners. Analyst Commentary Recent research on HF Sinclair reflects a mix of optimism on the company’s positioning and refining exposure, alongside more cautious takes on revenue and earnings risk, which together have kept price target changes relatively contained.
ナラティブ更新 • Feb 02

DINO: West Coast Refining Margins Will Drive Future Upside Potential

Narrative Update: HF Sinclair The HF Sinclair analyst price target has been updated to US$75.00, with analysts pointing to a revised outlook that pairs softer revenue growth expectations with higher projected profit margins and a slightly adjusted P/E framework. Analyst Commentary Recent research on HF Sinclair has been active, with several bullish analysts adjusting price targets higher and upgrading their views.
ナラティブ更新 • Jan 19

DINO: Refining Margins And Midstream Expansion Will Shape Balanced Capital Return Outlook

Analysts have reduced their price targets on HF Sinclair to about $51 from $53, reflecting updated views on margins, long-term P/E expectations, and recent target revisions from several firms. Analyst Commentary Recent research on HF Sinclair shows a mix of views, with some firms trimming price targets while others are still willing to raise them.
ナラティブ更新 • Jan 05

DINO: Refining Economics And Midstream Expansion Will Drive Capital Return Upside

Analysts have lifted their average price targets on HF Sinclair into the mid US$60s, citing updated expectations for a return to revenue growth, higher profit margins, and a lower forward P/E multiple compared with prior assumptions. Analyst Commentary Recent Street research on HF Sinclair reflects a mix of optimism on capital return potential and caution around sector headwinds and earnings power.
分析記事 • Dec 18

Are HF Sinclair Corporation (NYSE:DINO) Investors Paying Above The Intrinsic Value?

Key Insights HF Sinclair's estimated fair value is US$37.83 based on 2 Stage Free Cash Flow to Equity Current share...
ナラティブ更新 • Dec 15

DINO: Refining Economics And Capital Returns Will Shape Balanced Risk Reward Outlook

HF Sinclair's analyst price target has been lifted sharply from $38.47 to $53.00, as analysts factor in a series of recent target increases from major firms. These moves highlight resilient refining economics and supportive capital return dynamics despite softer demand indicators.
ナラティブ更新 • Nov 30

DINO: Share Buyback Program And PADD Expansion Will Drive Sector Outperformance

HF Sinclair's analyst price target has edged slightly higher to $60.53 from $60.00, as analysts factor in stable refining economics and mixed sector outlooks highlighted in recent research updates. Analyst Commentary Recent coverage of HF Sinclair has highlighted both areas of optimism and ongoing concerns that influence analysts' views on the stock's valuation, operational performance, and growth outlook.
ナラティブ更新 • Nov 16

DINO: Upward Sector Trends And Expansion Plans Will Shape Near-Term Prospects

HF Sinclair’s analyst price target has increased from $58.80 to $60.00 per share, as analysts cite improved sector sentiment and favorable market trends supporting a higher fair value outlook. Analyst Commentary Recent research updates highlight a mix of optimistic and cautious perspectives from the Street regarding HF Sinclair’s prospects.
ナラティブ更新 • Nov 02

DINO: Share Buybacks And Capital Returns Will Drive Outperformance In A Bearish Sector

The average analyst price target for HF Sinclair increased slightly from $58.13 to $58.80. Analysts recognized improved profit margin and revenue growth outlooks, supported by robust refining economics and positive sector return-of-capital trends.
ナラティブ更新 • Oct 18

Global Diesel Demand And Renewables Will Unlock New Opportunities

HF Sinclair's analyst average price target has increased by nearly $2 to $58, as analysts raise estimates to reflect stronger refining margins, positive sector performance, and capital return strategies. This comes despite lingering concerns about renewables headwinds.
ナラティブ更新 • Oct 04

Global Diesel Demand And Renewables Will Unlock New Opportunities

Analysts have raised their average price target for HF Sinclair from $53.71 to $56.31. This change reflects updated expectations for stronger profit margins and continued robust refining economics, despite some ongoing headwinds in renewables.
ナラティブ更新 • Sep 19

Global Diesel Demand And Renewables Will Unlock New Opportunities

The consensus analyst price target for HF Sinclair has increased to $53.71, reflecting robust Q2 and Q3 margin outperformance and improved longer-term outlooks, partially offset by concerns over valuation and margin sustainability. Analyst Commentary Bullish analysts cite strong Q2 earnings outperformance, with robust refining margin capture surpassing expectations and Q3 margin strength continuing into September.
ナラティブ更新 • Sep 04

Global Diesel Demand And Renewables Will Unlock New Opportunities

Analysts remain divided on HF Sinclair, with bulls citing higher future earnings estimates and sector re-rating, while bears see valuation as stretched after strong performance and forecast slowing momentum, resulting in the consensus price target holding steady at $51.43. Analyst Commentary Bullish analysts raised 2025 and 2026 estimates for HF Sinclair, citing stronger Mid-Continent cracks, improved capture rates, and higher Lubes margins.

収支内訳

HF Sinclair の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:DINO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 2631,2281,8994830
31 Mar 2627,6221,2204670
31 Dec 2526,8695744560
30 Sep 2526,9053894430
30 Jun 2526,861-904560
31 Mar 2527,923-1424490
31 Dec 2428,5801754470
30 Sep 2429,7403294490
30 Jun 2431,4381,1894490
31 Mar 2431,4261,5394670
31 Dec 2331,9641,5764970
30 Sep 2333,2892,2194310
30 Jun 2334,9832,3804060
31 Mar 2338,3113,0873800
31 Dec 2238,2052,8933740
30 Sep 2234,8432,2733750
30 Jun 2228,9291,6043820
31 Mar 2222,3445613630
31 Dec 2118,3895513540
30 Sep 2115,6674703300
30 Jun 2113,8021913040
31 Mar 2111,287-1522990
31 Dec 2011,184-6033140
30 Sep 2012,665-4233260
30 Jun 2014,270-1593330
31 Mar 2016,9902143400
31 Dec 1917,4877713540
30 Sep 1917,4498523230
30 Jun 1917,7959323120
31 Mar 1917,4831,0802970
31 Dec 1817,7151,0942830
30 Sep 1817,3631,4712740
30 Jun 1816,3121,4002650
31 Mar 1815,2991,1132550
31 Dec 1714,2518002350
30 Sep 1713,2143351830
30 Jun 1712,3421391550
31 Mar 1711,597-3281280
31 Dec 1610,536-2611100
30 Sep 1610,524-3581230
30 Jun 1611,263-2371200
31 Mar 1612,2505331170
31 Dec 1513,2387381210
30 Sep 1514,5775601190

質の高い収益: DINOは 高品質の収益 を持っています。

利益率の向上: DINO過去に利益を上げました。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: DINOの収益は過去 5 年間で年間9.3%減少しました。

成長の加速: DINOは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: DINO昨年収益を上げたため、昨年の収益成長をOil and Gas業界 ( 28.1% ) と比較することは困難です。

株主資本利益率

高いROE: DINOの 自己資本利益率 ( 18.6% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/20 23:19
終値2026/08/20 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

HF Sinclair Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
William SeleskyArgus Research Company
Theresa ChenBarclays
Phillip JungwirthBMO Capital Markets Equity Research