PBF Energy Inc.

NYSE:PBF 株式レポート

時価総額:US$5.1b

PBF Energy 過去の業績

過去 基準チェック /06

PBF Energyの収益は年間平均-15%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17.1% 4.3%割合で 増加しています。

主要情報

-15.00%

収益成長率

-15.71%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率4.31%
株主資本利益率-2.95%
ネット・マージン-0.54%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

PBF: Higher Oil Price Assumptions Will Pressure Margins And Future Shareholder Returns

The analyst fair value estimate for PBF Energy has increased from $27.00 to $28.00 as analysts factor in a series of recent price target revisions across the Street and modest updates to assumptions on the discount rate, revenue growth, and profit margin. Analyst Commentary Recent Street research on PBF Energy shows a mix of higher and lower price targets, with several firms reaffirming Neutral ratings even as their targets move.

PBF: Higher Oil Price Assumptions Will Pressure Refining Margins And Future Earnings

Analysts have raised the implied fair value estimate for PBF Energy to $27 from $22. This reflects recent increases in published price targets and a shift toward higher assumed future P/E multiples, even as they incorporate expectations for a softer revenue outlook and slimmer profit margins.

PBF: Shifting Crude Flows Will Drive West Coast Margin Upside Potential

Analysts have raised the central price target reference for PBF Energy from $43.00 to approximately $59.94, reflecting updated views on long term revenue trends, profit margins, discount rates and future P/E assumptions in light of recent sector research and commodity price outlooks. Analyst Commentary Recent research points to a cluster of higher price targets and rating upgrades on PBF Energy, with several bullish analysts highlighting supportive commodity assumptions, tighter regional fuel markets and potential balance sheet support as key parts of the story.

PBF Energy: Middle East Conflict Should Keep The Stock Price Elevated (Buy)

Mar 31

PBF: Higher Oil Price Assumptions Will Pressure Returns Despite Crude Trade Tailwinds

Analysts have raised the average fair value estimate for PBF Energy to about $36.62 from $31.92. This reflects higher price targets tied to updated oil price assumptions and expectations for U.S. refiners' crude trade flows and valuation support.

PBF: Shifting Crude Flows And West Coast Tightness Will Shape Balanced Outlook

Narrative Update Overview The analyst fair value estimate for PBF Energy has increased by $1, from $42 to $43, as analysts incorporate updated assumptions around revenue growth, profitability, and a higher future P/E multiple in light of recent research that highlights potential benefits from shifting crude trade flows and U.S. refining exposure. Analyst Commentary Recent research on PBF Energy highlights a clear shift toward a more constructive stance, with bullish analysts updating their views as they factor in changing crude trade flows, refining exposure, and valuation gaps versus peers.

PBF: Regional Refining Margin Risks Will Pressure Future Earnings Power

Analysts have raised their fair value estimate for PBF Energy from $19.00 to $22.00 per share as they incorporate updated expectations for discount rates, revenue growth, profit margins, and future P/E assumptions informed by recent price target increases from the Street. Analyst Commentary Recent Street research around PBF Energy has centered on how changing crude trade flows and regional refining balances could affect the company’s earnings power and valuation.

PBF: Martinez Execution And Crude Trade Shifts Will Shape Balanced Outlook

Analysts have increased their PBF Energy price target by about $1, supported by a slightly higher fair value estimate, a lower discount rate, and modestly adjusted assumptions for revenue growth, profit margins, and future P/E multiples that reflect recent sector research. Analyst Commentary Recent Street research on PBF Energy highlights a mix of upside potential and execution risks that investors are watching closely.

PBF: Martinez Restart Will Unlock West Coast Tightness-Driven Cash Upside

Analysts have lifted their fair value estimate for PBF Energy to US$42.00 from about US$40.36, citing expectations for improved margins, a lower required return, and continued support for the investment thesis from recent price target increases tied to California market tightness, Martinez restart progress, and potential shifts in crude trade flows benefiting U.S. refiners. Analyst Commentary Recent research points to generally constructive sentiment around PBF Energy, with several bullish analysts adjusting price targets and ratings while highlighting company specific catalysts.

PBF: Martinez Restart And 4Q25 Insurance Tranche Will Reshape Cash Profile

Analysts have trimmed their fair value estimate for PBF Energy to about $40 from roughly $42, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E. Recent Street research price target increases highlight differing views on the impact of the Martinez refinery restart and related insurance proceeds.

It's Down 30% But PBF Energy Inc. (NYSE:PBF) Could Be Riskier Than It Looks

Dec 20
It's Down 30% But PBF Energy Inc. (NYSE:PBF) Could Be Riskier Than It Looks

PBF: Martinez Restart Will Drive Upside In Tighter California Refining Markets

Analysts have raised their price target on PBF Energy to approximately $42 from about $28, reflecting expectations for stronger revenue growth, a lower perceived risk profile, and operational upside tied to the Martinez refinery restart and tighter California refining markets. Analyst Commentary Bullish analysts have steadily lifted their price targets on PBF Energy over recent months, signaling rising confidence in the company’s earnings power and execution.

PBF: Margin Risks From Martinez Restart Will Weigh On Near-Term Outlook

PBF Energy’s analyst price target was increased by $0.50 to $30.58. Analysts cited refining margin resilience, successful Martinez restart progress, and improving profitability as key reasons for the upgrade.

PBF: Margin Volatility Will Challenge Recent Optimism Into 2026

The average analyst price target for PBF Energy has risen from $28.00 to $30.08. This reflects expectations for improved margins and successful execution in key markets according to recent analyst commentary.

PBF: Refining Margins May Decline As Supply Tightens Into 2026

PBF Energy's analyst price target has been increased from $26.75 to $28.00 per share. This change reflects improved revenue growth forecasts and stronger profit margin expectations according to recent analyst updates.

Underinvestment And Supply Consolidation Will Empower US Refining

Analysts have raised their price target on PBF Energy by $1.00 to $26.75. They cite tighter global product markets and improved profit margin outlooks as key factors behind the adjustment.

Underinvestment And Supply Consolidation Will Empower US Refining

PBF Energy's analyst price target has been raised from $23.83 to $25.75. Analysts cite improved profit margins, higher expected revenue growth, and tighter supply-demand dynamics in the global refining market as supporting factors for the upward revision.

Underinvestment And Supply Consolidation Will Empower US Refining

Analysts have raised their price targets for PBF Energy, citing tightness in global distillate markets and improved earnings outlooks, though caution remains regarding sector valuation and margin sustainability, resulting in a consensus target increase from $22.75 to $23.83. Analyst Commentary Bullish analysts cite persistent distillate tightness and a global products market that remains relatively tight, providing support for margins into 2026 and possibly beyond.

Improved Revenues Required Before PBF Energy Inc. (NYSE:PBF) Stock's 31% Jump Looks Justified

Sep 17
Improved Revenues Required Before PBF Energy Inc. (NYSE:PBF) Stock's 31% Jump Looks Justified

Underinvestment And Supply Consolidation Will Empower US Refining

Analysts have modestly raised PBF Energy's price target to $22.75, reflecting positive earnings revisions driven by ongoing distillate strength and tight supply/demand balances, though caution persists over the sector's rally and margin sustainability. Analyst Commentary Positive earnings revisions expected for the back half of the year, driven by ongoing distillate strength and tightening global supply/demand balances into 2026 and 2027.

Is PBF Energy (NYSE:PBF) Using Too Much Debt?

Jun 10
Is PBF Energy (NYSE:PBF) Using Too Much Debt?

PBF Energy: Beatings Will Continue Until Crack Spreads Improve

Feb 14

PBF Energy: Where Did All The Cash Go?

Dec 07

PBF Energy Earnings Preview: More Losses In The Third Quarter

Oct 29
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Refinery Turnaround And Decisive Investments Promise Growth Amid Analyst Concerns Over Margins And Earnings

Strategic focus on enhancing shareholder returns through share repurchases and dividend payments indicates a commitment to positive future earnings per share.

PBF Energy Might Be Cheapest Net-Asset Play On Wall Street (Rating Upgrade)

Sep 01

収支内訳

PBF Energy 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:PBF 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 2529,332-1593310
30 Sep 2529,544-5262900
30 Jun 2530,275-9822810
31 Mar 2531,536-1,0422660
31 Dec 2433,115-5342580
30 Sep 2434,903-2932970
30 Jun 2437,2547793250
31 Mar 2437,6751,8653650
31 Dec 2338,3252,1413620
30 Sep 2340,0322,8273480
30 Jun 2342,0643,0974210
31 Mar 2346,9843,2804680
31 Dec 2246,8302,8774600
30 Sep 2244,2282,4044470
30 Jun 2238,6501,4073430
31 Mar 2231,4702512450
31 Dec 2127,2532312400
30 Sep 2122,665-2332080
30 Jun 2119,145-7091910
31 Mar 2114,763-3681830
31 Dec 2015,116-1,3922200
30 Sep 2017,762-1,0412640
30 Jun 2020,525-5552790
31 Mar 2024,570-9762850
31 Dec 1924,5083192730
30 Sep 1924,500-882530
30 Jun 1925,715222610
31 Mar 1926,6003272690
31 Dec 1827,1861282730
30 Sep 1827,4297232600
30 Jun 1825,2628582500
31 Mar 1822,8354762330
31 Dec 1721,7874152150
30 Sep 1719,9992271850
30 Jun 1719,033-45-4140
31 Mar 1717,875169-1400
31 Dec 1615,9201711490
30 Sep 1614,532-34270
30 Jun 1613,237-31,2210
31 Mar 1612,929301,1400
31 Dec 1513,1241461750
30 Sep 1514,283-121,0040
30 Jun 1516,326869870

質の高い収益: PBFは現在利益が出ていません。

利益率の向上: PBFは現在利益が出ていません。


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: PBFは利益が出ておらず、過去 5 年間で損失は年間15%の割合で増加しています。

成長の加速: PBFの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: PBFは利益が出ていないため、過去 1 年間の収益成長をOil and Gas業界 ( 1% ) と比較することは困難です。


株主資本利益率

高いROE: PBFは現在利益が出ていないため、自己資本利益率 ( -2.95% ) はマイナスです。


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

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2026/04/30 02:43
終値2026/04/30 00:00
収益2026/03/31
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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

PBF Energy Inc. 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。23

アナリスト機関
Yim ChengBarclays
Phillip JungwirthBMO Capital Markets Equity Research
Jean Ann SalisburyBofA Global Research