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北京时间·🕒 发布 18:49:04时区推断·⟳ 抓取 18:50:46·⚡ 决策 08-04 19:02:16 +11m30s·84.0 天前
马拉松石油公布2026年二季度业绩大幅超预期并继续回购
本条为MPC二季度财报亮点转述，营收、调整后EPS、净利润和调整后EBITDA均高于一致预期。
📄 原文Wall St Engine@wallstengine↗ 原文
MARATHON PETROLEUM $MPC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $52.0B (Est. $42.08B) 🟢 🔹 Adj. EPS: $17.73 (Est. $13.73) 🟢…
不做 马拉松石油（MPC.US）
同一MPC二季度财报催化已于2026-08-04 10:50 UTC由ir_page处理，本条只是Wall St Engine社媒摘要转述，避免重复推卡和重复交易。
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研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本条为MPC二季度财报亮点转述，营收、调整后EPS、净利润和调整后EBITDA均高于一致预期。
- 查重显示同一具体财报催化已在2026-08-04 10:50 UTC由ir_page处理，当前社媒帖不构成新增事实。
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原文全文
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MARATHON PETROLEUM $MPC Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $52.0B (Est. $42.08B) 🟢
🔹 Adj. EPS: $17.73 (Est. $13.73) 🟢; +348% YoY
🔹 Net Income: $5.1B (Est. $3.92B) 🟢; +325% YoY
🔹 Adjusted EBITDA: $8.5B (Est. $6.78B) 🟢; +158% YoY
Q3'26 Guide:
🔹 Refining Operating Costs/bbl: $5.60
🔹 Distribution Costs: $1.65B
🔹 Refining Planned Turnaround Costs: $290M
🔹 Corporate Expense: $260M
FY26 Guide:
🔹 MPC CapEx (ex-MPLX): $1.5B
🔹 MPLX Growth CapEx: $2.9B; raised $500M
Segment Adjusted EBITDA:
🔹 R&M: $6.7B
🔹 Midstream: $1.8B
🔹 Renewable Diesel: $258M
Other Q2 Metrics:
🔹 R&M Margin/bbl: $36.33
🔹 Refining Operating Costs/bbl: $5.72
🔹 Cash & Equivalents: $7.8B
Capital Return:
🔹 Capital Returned: $2.8B
🔹 Remaining Repurchase Authorization: $6.1B
Comments:
🔸 “Strong planning, commercial, and operational execution enabled safe and reliable operations to meet resilient consumer demand. Our results reflect the differentiated capabilities of our value chains and the execution of our optimization strategies.”
🔸 “The completion of two high-return, yield-enhancing refining investments further position us to deliver incremental value. MPLX's execution of its Natural Gas and NGL strategy supports durable growth and increasing distributions that differentiate MPC, allowing us to lead in capital return.”
🔹 Revenue: $52.0B (Est. $42.08B) 🟢
🔹 Adj. EPS: $17.73 (Est. $13.73) 🟢; +348% YoY
🔹 Net Income: $5.1B (Est. $3.92B) 🟢; +325% YoY
🔹 Adjusted EBITDA: $8.5B (Est. $6.78B) 🟢; +158% YoY
Q3'26 Guide:
🔹 Refining Operating Costs/bbl: $5.60
🔹 Distribution Costs: $1.65B
🔹 Refining Planned Turnaround Costs: $290M
🔹 Corporate Expense: $260M
FY26 Guide:
🔹 MPC CapEx (ex-MPLX): $1.5B
🔹 MPLX Growth CapEx: $2.9B; raised $500M
Segment Adjusted EBITDA:
🔹 R&M: $6.7B
🔹 Midstream: $1.8B
🔹 Renewable Diesel: $258M
Other Q2 Metrics:
🔹 R&M Margin/bbl: $36.33
🔹 Refining Operating Costs/bbl: $5.72
🔹 Cash & Equivalents: $7.8B
Capital Return:
🔹 Capital Returned: $2.8B
🔹 Remaining Repurchase Authorization: $6.1B
Comments:
🔸 “Strong planning, commercial, and operational execution enabled safe and reliable operations to meet resilient consumer demand. Our results reflect the differentiated capabilities of our value chains and the execution of our optimization strategies.”
🔸 “The completion of two high-return, yield-enhancing refining investments further position us to deliver incremental value. MPLX's execution of its Natural Gas and NGL strategy supports durable growth and increasing distributions that differentiate MPC, allowing us to lead in capital return.”
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