US refiners have already gained over 30% YTD on energy uncertainty and disruptions around the conflict in Iran. Refining margins or crack spreads often increase as the cost of finished fuels follow or even outpace crude oil prices. The conflict in Iran remains unresolved with restricted traffic through the Straight of Hormuz and US plans to blockade Iranian ports.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
HF Sinclair (DINO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Refiners are most profitable when oil prices are elevated, gasoline demand remains robust, and refiner margins are high. Refiner margins are dependent on crack spread - the difference between the value of the gasoline and diesel produced and the input cost of crude oil. The 3-2-1 crack spread has already nearly doubled this year from $0.65 to $1.65 per gallon of fuel.
Algert Global LLC lifted its stake in HF Sinclair Corporation (NYSE: DINO) by 930.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 368,708 shares of the company's stock after acquiring an additional 332,928 shares during the period. Algert Global LLC owned 0.20% of
HF Sinclair faces significant uncertainty after the CEO's voluntary leave and an ongoing audit committee review of disclosure processes. Q4 results were solid, with $1.20 EPS and $564 million EBITDA, aided by regulatory benefits and improved refining margins. Despite a nearly 12% free cash flow yield and a secure 3.5% dividend, sector peers offer superior risk/reward and lack DINO's management overhang.
HF Sinclair Corporation (DINO) Q4 2025 Earnings Call Transcript
HF Sinclair (DINO) came out with quarterly earnings of $1.2 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to a loss of $1.02 per share a year ago.
HF Sinclair (DINO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Besides Wall Street's top-and-bottom-line estimates for HF Sinclair (DINO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
HF Sinclair (DINO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.