Investing.comCodex · 实盘不做把握 5/10
北京时间·🕒 发布 18:36:39时区推断·⟳ 抓取 18:38:25·⚡ 决策 07-28 18:42:32 +4m07s·91.3 天前
HF Sinclair二季度调整后EPS为5.31美元并拟分拆润滑油与特种产品业务
新闻称HF Sinclair二季度归母净利8.92亿美元、调整后EPS 5.31美元、季度股息由0.50美元提高至0.525美元，并计划12至18个月内分拆Lubricants & Specialties。
📄 原文Investing.com↗ 原文
HF Sinclair reports Q2 earnings of $4.93 per share
U.S. chip stocks extend losses on AI financing, China competition fears DALLAS - HF Sinclair Corporation (NYSE:DINO) re…
不做 HF Sinclair（DINO.US）
财报与分拆方向偏利好，但官方完整业绩稿和实时可交易报价未核实，且媒体页面标题错配；当前不做，待正式业绩原文和盘前反应确认。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司此前确认将在2026-07-28美东8:30召开二季度业绩电话会。
- 媒体称HF Sinclair二季度EPS、调整后EPS、分红上调及拟分拆业务，但页面标题出现芯片股错配。
- MarketBeat显示DINO前收90.65美元、盘后91.48美元，并列出市场预期EPS 4.49美元，但未显示实际EPS。市场反应:盘后约+0.92%，反应不强。
关键理由
- 新闻称HF Sinclair二季度归母净利8.92亿美元、调整后EPS 5.31美元、季度股息由0.50美元提高至0.525美元，并计划12至18个月内分拆Lubricants & Specialties。
主要风险
- Investing正文标题与内容错配且官方检索仅确认7月28日业绩电话安排，未在本轮核到完整正式业绩原文；财报公布前市场已有一致预期，缺少可靠实时行情确认剩余edge。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
未在本轮搜索结果中核到完整官方业绩结果稿；页面标题错配削弱可执行置信度。
检索:HF Sinclair Q2 2026 earnings official release adjusted EPS 5.31 separation Lubricants Specialties 原文 ↗
原文全文
展开原文 · 2,503 字
U.S. chip stocks extend losses on AI financing, China competition fears
DALLAS - HF Sinclair Corporation (NYSE:DINO) reported net income attributable to stockholders of $892 million, or $4.93 per diluted share, for the quarter ended June 30, 2026, according to a press release statement today. This compares to $208 million, or $1.10 per diluted share, for the same period in 2025.
Adjusted net income attributable to stockholders for the second quarter of 2026 was $960 million, or $5.31 per diluted share, compared to $322 million, or $1.70 per diluted share, for the second quarter of 2025.
The company reported EBITDA of $1,404 million and Adjusted EBITDA of $1,482 million for the quarter.
HF Sinclair returned $265 million to stockholders through dividends and share repurchases during the second quarter. The company declared a regular quarterly dividend of $0.525 per share, representing a 5% increase from the previous dividend of $0.50 per share. The dividend is payable on September 2, 2026 to holders of record on August 11, 2026.
The Refining segment reported income before interest and income taxes of $877 million for the second quarter of 2026 compared to $166 million for the second quarter of 2025. Adjusted EBITDA for the segment was $1,023 million compared to $476 million in the prior year period. Adjusted refinery gross margin was $25.95 per produced barrel sold, compared to $16.50 for the second quarter of 2025. Crude oil charge averaged 639,680 barrels per day for the quarter.
The Renewables segment reported income before interest and income taxes of $30 million compared to a loss of $4 million in the prior year quarter. The segment reported Adjusted EBITDA of $123 million, excluding a $30 million inventory valuation adjustment and a $47 million impairment charge.
The Lubricants & Specialties segment reported income before interest and income taxes of $181 million compared to $33 million in the second quarter of 2025.
At June 30, 2026, the company’s cash and cash equivalents totaled $2,262 million, an increase of $1,284 million from December 31, 2025. Consolidated debt was $2,772 million at quarter end.
HF Sinclair also announced plans to pursue a separation of its Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company. The transaction is intended to be executed over the next 12-18 months.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
DALLAS - HF Sinclair Corporation (NYSE:DINO) reported net income attributable to stockholders of $892 million, or $4.93 per diluted share, for the quarter ended June 30, 2026, according to a press release statement today. This compares to $208 million, or $1.10 per diluted share, for the same period in 2025.
Adjusted net income attributable to stockholders for the second quarter of 2026 was $960 million, or $5.31 per diluted share, compared to $322 million, or $1.70 per diluted share, for the second quarter of 2025.
The company reported EBITDA of $1,404 million and Adjusted EBITDA of $1,482 million for the quarter.
HF Sinclair returned $265 million to stockholders through dividends and share repurchases during the second quarter. The company declared a regular quarterly dividend of $0.525 per share, representing a 5% increase from the previous dividend of $0.50 per share. The dividend is payable on September 2, 2026 to holders of record on August 11, 2026.
The Refining segment reported income before interest and income taxes of $877 million for the second quarter of 2026 compared to $166 million for the second quarter of 2025. Adjusted EBITDA for the segment was $1,023 million compared to $476 million in the prior year period. Adjusted refinery gross margin was $25.95 per produced barrel sold, compared to $16.50 for the second quarter of 2025. Crude oil charge averaged 639,680 barrels per day for the quarter.
The Renewables segment reported income before interest and income taxes of $30 million compared to a loss of $4 million in the prior year quarter. The segment reported Adjusted EBITDA of $123 million, excluding a $30 million inventory valuation adjustment and a $47 million impairment charge.
The Lubricants & Specialties segment reported income before interest and income taxes of $181 million compared to $33 million in the second quarter of 2025.
At June 30, 2026, the company’s cash and cash equivalents totaled $2,262 million, an increase of $1,284 million from December 31, 2025. Consolidated debt was $2,772 million at quarter end.
HF Sinclair also announced plans to pursue a separation of its Lubricants & Specialties segment through the capital markets, creating a new independent, publicly traded company. The transaction is intended to be executed over the next 12-18 months.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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