DINO

EQT Corporation EQT is set to release second-quarter 2026 results on July 21, after market close. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 41 cents per share on revenues of $1.84 billion. Let’s delve into the factors that might have influenced the pure-play Appalachian natural gas producer’s performance in the June-end quarter. Before that, it is worth taking a look at EQT’s previous-quarter performance. In the last reported quarter, EQT’s earnings beat the Zacks Consensus Estimate, driven by the increase in total sales volumes and higher realized natural gas equivalent prices. In fact, the company beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 10.17%. This is depicted in the graph below: EQT Corporation price-eps-surprise | EQT Corporation Quote The Zacks Consensus Estimate for EQT’s second-quarter earnings has seen one upward and six downward revisions over the past 30 days. The second-quarter estimated figure of 41 cents represents an 8.9% year-over-year decline. Meanwhile, The Zacks Consensus Estimate for revenues suggests a 14.8% increase from the prior-year quarter. EQT is expected to have sustained stable performance in the second quarter, supported by its vertically integrated business model, which enhances reliability and provides greater control over production volumes from the wellhead to the end market. We expect its total sales volumes to have remained flat compared to the second quarter of 2025, aiding its bottom line. Another factor to consider is the pricing environment. According to the data provided by the U.S. Energy Information Administration, Henry Hub Natural Gas spot prices for the months of April, May and June of 2026 were $2.77 per million British thermal units (Btu), $2.94 per million Btu and $3.14 per million Btu, respectively. However, the benchmark prices were $3.42 per million Btu, $3.12 per million Btu and $3.02 per million Btu in April, May and June 2025, respectively. This suggests that commodity prices have declined compared with the prior-year quarter, which is expected to have negatively impacted earnings in the quarter. EQT had entered 2026 largely unhedged, which enabled it to take advantage of the high natural gas price environment in the first quarter. However, this strategy may have backfired during periods of lower...

Liberty Energy Inc. LBRT is set to report second-quarter 2026 earnings on July 22, after the closing bell. The Zacks Consensus Estimate for earnings is pegged at 7 cents per share, and the same for revenues is pinned at $1.09 billion. Let us delve into the factors that might have influenced LBRT’s performance in the to-be-reported quarter. Before that, it is worth taking a look at the company’s performance in the last reported quarter. In the previously reported quarter, the Denver, CO-based oilfield service company’s earnings beat the consensus mark backed by its focus on technological innovation and strong operational execution. LBRT reported adjusted net income of 6 cents per share, which was in contrast to the Zacks Consensus Estimate of a loss of 13 cents. Moreover, the company's revenues of $1 billion beat the Zacks Consensus Estimate of $949 million. LBRT’s earnings beat the Zacks Consensus Estimate twice in the trailing four quarters while missing the other two, delivering an average negative surprise of 59.22%. This is depicted in the graph below: Liberty Energy Inc. price-eps-surprise | Liberty Energy Inc. Quote The Zacks Consensus Estimate for second-quarter 2026 earnings has been revised 16.7% upward in the past seven days. The estimated figure indicates a 41.7% year-over-year decline. The Zacks Consensus Estimate for revenues indicates growth of 4.6% from the year-ago period. Liberty Energy, a leading provider of hydraulic services and related technologies to onshore oil and natural gas exploration and production companies in North America, appears well positioned to deliver a solid second-quarter 2026 earnings performance, supported by improving completion activity and management's expectation of sequential revenue and profitability growth as fleet utilization increases. The company indicated that customer demand now exceeds available fleet capacity, with accelerating DUC completions and tightening frac market fundamentals beginning to support pricing recovery. Operationally, Liberty Energy continues to leverage record pumping efficiencies and technology-driven productivity gains. Its differentiated digiPrime and digital completion technologies continue to enhance margins and customer value, while strong demand for integrated power solutions from hyperscalers and industrial customers provides an additional growth driver. On the bearish side, so...

Halliburton Company HAL is set to release second-quarter results on July 21. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 54 cents per share on revenues of $5.5 billion. Let’s delve into the factors that might have influenced the oilfield service firm’s performance in the June quarter. But it’s worth taking a look at HAL’s previous-quarter performance first. In the last reported quarter, this Houston, TX-based provider of technical products and services to drillers of oil and gas wells beat the consensus mark, reflecting successful cost reduction initiatives. Halliburton reported net income per share of 55 cents, outperforming the Zacks Consensus Estimate of 49 cents. Revenues of $5.4 billion beat the Zacks Consensus Estimate by 2.4%. HAL beat the Zacks Consensus Estimate thrice in the last four quarters and matched it in the other. This is depicted in the graph below: Halliburton Company price-consensus-eps-surprise-chart | Halliburton Company Quote The Zacks Consensus Estimate for the second-quarter bottom line has remained unchanged in the past seven days. The estimated figure indicates a 1.8% decline year over year. The Zacks Consensus Estimate for revenues, meanwhile, suggests a 0.5% decrease from the year-ago period. North American completion activity could have supported Halliburton in the second quarter. Management had pointed out that gaps in the fracturing schedule have largely disappeared, more customers are requesting short-notice work, and premium equipment is becoming tighter. These signs suggest stronger demand for the Completion & Production segment, which provides hydraulic fracturing and related well-completion services. Consequently, the Zacks Consensus Estimate for the company’s second-quarter operating income from the segment is pegged at $479 million, up from $439 million in the first quarter of 2026. International drilling momentum could have provided another earnings tailwind. Halliburton expects growth outside the Middle East to be led by Latin America, while offshore work in Guyana, Suriname, Brazil and Norway remains active. This is expected to have supported the Drilling & Evaluation segment, which helps customers locate reservoirs, drill wells and assess underground formations. Recent contract wins, automated drilling technology and stronger project-management work could have improved activ...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. HF Sinclair stock has delivered a very strong 208.5% return over the past five years, yet the current valuation picture is more nuanced. The Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares may still trade at a 29.1% discount, while market multiples look closer to fair. A 208.5% total return over five years places HF Sinclair among the stronger performers in its sector. This naturally raises the question of how much upside is already reflected in the price. Recent news around leadership changes and growth, technology and transformation roles can support the long term cash flow story. However, the management turnover itself may be viewed as a risk if it affects execution on projects and capital allocation. On Simply Wall St's broader checks, HF Sinclair screens as a mixed picture rather than a clear bargain or clear overvaluation. Four out of six valuation tests suggest the stock is cheap. The issue now is whether HF Sinclair's share price already reflects most of this progress, or if the intrinsic value estimate still leaves a reasonable margin between market price and long term cash flow potential. HF Sinclair delivered 74.7% returns over the last year. See how this stacks up to the rest of the Oil and Gas industry. The Discounted Cash Flow (DCF) model for HF Sinclair looks at the cash the business can generate for shareholders and discounts it back to today. In this view, HF Sinclair starts from recent free cash flow of about $1.4b over the last twelve months, and then assumes cash flows gradually ease back rather than grow aggressively over the next decade, reflecting a more mature profile. Under those moderating assumptions, the model points to an estimated intrinsic value of about $109 per share, compared with a current market price that implies the stock trades at roughly a 29.1% discount. The recent leadership reshuffle and CEO transition may help explain why the price sits below this cash flow based estimate, as some investors weigh execution risk. Taken together, the discounted cash flow analysis indicates that HF Sinclair stock currently appears undervalued relative to its projected cash generation. Our Discounted Cash Flow (DCF) analysis suggests HF Sinclair is undervalued by 29.1%. Tr...

DALLAS-, June 23, 2026--(BUSINESS WIRE)--HF Sinclair Corporation (NYSE and NYSE Texas: DINO) ("HF Sinclair") plans to announce results for the quarter ending June 30, 2026, on July 28, 2026, before the opening of trading on the NYSE and NYSE Texas. HF Sinclair has scheduled a webcast conference on July 28, 2026, at 8:30 a.m. Eastern time to discuss financial results. This webcast may be accessed at: https://events.q4inc.com/attendee/654044265 An audio archive of this webcast will be available using the above noted link through August 11, 2026. About HF Sinclair Corporation: HF Sinclair Corporation, headquartered in Dallas, Texas, is an independent energy company that produces and markets high-value light products such as gasoline, diesel fuel, jet fuel, renewable diesel and lubricants and specialty products. HF Sinclair owns and operates refineries located in Kansas, Oklahoma, New Mexico, Wyoming, Washington and Utah. HF Sinclair provides petroleum product and crude oil transportation, terminalling, storage and throughput services to its refineries and the petroleum industry. HF Sinclair markets its refined products principally in the Southwest U.S., the Rocky Mountains extending into the Pacific Northwest and in other neighboring Plains states and supplies high-quality fuels to more than 1,750 branded stations and licenses the use of the Sinclair brand to more than 350 additional locations throughout the country. HF Sinclair produces renewable diesel at two of its facilities in Wyoming and also at its facility in Artesia, New Mexico. In addition, subsidiaries of HF Sinclair produce and market base oils and other specialized lubricants in the U.S., Canada and the Netherlands, and export products to more than 80 countries. View source version on businesswire.com: https://www.businesswire.com/news/home/20260618490106/en/ Contacts HF Sinclair CorporationCraig Biery, 214-954-6510Vice President, Investor RelationsorTrey Schonter, 214-954-6510Director, Investor Relations

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Recent analyst commentary on HF Sinclair (DINO) has focused on upward revisions to consensus earnings estimates and strong buy ratings, a combination that has drawn fresh attention to the stock’s value and momentum profile. See our latest analysis for HF Sinclair. At a share price of $71.26, HF Sinclair has seen a 27.9% 3 month share price return and a 52.1% year to date share price return, alongside a 1 year total shareholder return of 89.2%. This indicates that momentum has been building as investors respond to the stronger earnings outlook and recent valuation commentary. If you are looking for other ideas while HF Sinclair is in focus, this could be a useful moment to scan the market using the 35 power grid technology and infrastructure stocks With earnings estimates being revised upward, a value score of 4 and some services calling the stock overvalued versus intrinsic value, is HF Sinclair still trading at a discount or are markets already pricing in the next leg of growth? HF Sinclair’s most followed narrative points to a fair value of about $73.29, sitting slightly above the recent $71.26 close and suggesting only a modest valuation gap. Read the complete narrative. The fair value hinges on a detailed playbook for future revenues, thinner margins, and a higher P/E multiple than today. Curious which assumptions really carry the model and how much earnings contraction is built in before buybacks and discount rates do the rest? Result: Fair Value of $73.29 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh governance uncertainty around leadership changes and the breakeven renewables segment, which could challenge the earnings and valuation assumptions behind this narrative. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. Reading this, do you feel the story skews more optimistic or cautious? Act while the details are fresh and weigh up the 3 key rewards and 2 important warning signs If you stop with just...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. HF Sinclair (NYSE:DINO) has appointed Vivek Garg as acting Chief Financial Officer. The leadership change affects oversight of the company’s finances and capital decisions. For investors watching HF Sinclair, the CFO role is central to how the company manages its balance sheet, capital allocation and financial reporting. The appointment comes with the stock at $72.83 and a return of 55.5% year to date, while the shares are up 108.0% over the past year. Those figures frame this leadership change as a development that existing and potential shareholders are likely to monitor closely. In the short term, readers may want to pay attention to any upcoming commentary from HF Sinclair that clarifies Vivek Garg’s priorities as acting CFO. Changes in financial leadership can influence how a company approaches spending, shareholder returns and risk, which can all matter for how the NYSE:DINO story evolves from here. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. Does the team leading HF Sinclair have what it takes? See our full breakdown of the management team's track record and compensation. ⚖️ Price vs Analyst Target: At US$72.83, the stock is about 1.8% below the US$74.14 analyst target, sitting close to consensus expectations. ✅ Simply Wall St Valuation: Shares are trading about 18.7% below the platform's estimated fair value, suggesting upside against that model. ❌ Recent Momentum: The stock has declined 2.2% over the last 30 days, so short term sentiment has cooled. There is only one way to know the right time to buy, sell or hold HF Sinclair. Head to the Simply Wall St company report for the latest analysis of HF Sinclair's Fair Value. 📊 The acting CFO appointment puts a spotlight on how HF Sinclair manages capital, costs and cash returns, while the valuation screens as discounted. 📊 Watch how Garg comments on capital allocation, dividend policy and any updates to guidance in upcoming results or presentations. ⚠️ Analysts expect earnings to decline by an average of 7.5% per year ove...

In the first quarter of 2026, HF Sinclair reported sales of US$7,123 million, net income of US$648 million, earnings per share of US$3.56, completed a US$616.56 million buyback totaling 6.62% of its shares, and the board declared a regular US$0.50 per-share dividend payable on June 2, 2026. This combination of a sharp earnings turnaround, solid cash returns through dividends and buybacks, and stronger renewable diesel performance has sharpened investor focus on how HF Sinclair balances traditional refining with lower-carbon growth. We will now examine how this earnings rebound, particularly the renewed profitability in refining and renewable diesel, affects HF Sinclair’s investment narrative. The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own HF Sinclair, you need to believe it can keep earning strong returns from traditional refining while steadily building a meaningful renewable diesel business. The Q1 2026 rebound in earnings and cash generation strengthens the near term catalyst of robust refining profitability, while the biggest ongoing risk remains how fast long term demand for gasoline and diesel might soften as transport technologies evolve. This quarter’s news does not materially change that core tension, but it makes it more visible. The most relevant update here is HF Sinclair’s completion of a US$616.56 million buyback, retiring 6.62% of its shares under the May 2024 program. Combined with the regular US$0.50 quarterly dividend, these capital returns sit squarely at the heart of the bull case catalyst: that solid free cash flow from refining and renewables can support ongoing buybacks and dividends, even as the energy mix slowly shifts over time. Yet in contrast, investors should also be aware that the biggest risk remains how quickly long term fuel demand could change... Read the full narrative on HF Sinclair (it's free!) HF Sinclair's narrative projects $28.1 billion revenue and $956.2 million earnings by 2028. This requires 1.6% yearly revenue growth and about a $1.04 billion earnings increase from $-86.0 million today. Uncover how HF Sinclair's forecasts yield a $58.93 fair value, a 16% downside to its current price. Some of the lowest estimate analysts were far more cautious, assuming roughly flat revenue near US$26.3 billion and earn...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. HF Sinclair (DINO) is back on investors radar after first quarter 2026 results showed net income of US$648 million and the Board declared a regular US$0.50 per share quarterly dividend. See our latest analysis for HF Sinclair. Investors appear to be reacting quickly to HF Sinclair’s Q1 earnings rebound and dividend confirmation, with a 1-day share price return of 2.92% and year to date share price return of 47.64%. The 1-year total shareholder return of 125.65% may indicate that momentum is building rather than fading. If you are looking to broaden your search beyond refiners, this could be a good moment to scan the market for opportunities using our 35 power grid technology and infrastructure stocks With HF Sinclair trading at US$69.17, above a consensus price target of US$66.93 but at an estimated 51% discount to intrinsic value, you need to ask: is there still upside here, or is the market already pricing in future growth? HF Sinclair's most followed narrative pegs fair value at $98.48 per share, well above the last close of $69.17. This sets up a clear valuation gap according to StickmanCyborg. Read the complete narrative. Curious what supports a fair value near $100 per share? The narrative leans heavily on a sharp earnings swing, healthier margins and a forward-looking profit multiple usually reserved for faster growing names. The real drivers sit in a tight mix of cash flow assumptions, profitability reset and a valuation anchor that does not track current analyst targets. Result: Fair Value of $98.48 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, two things could quickly challenge that upside case: weaker profitability than implied by the narrative, or sector-wide shocks that pressure refined product demand and margins. Find out about the key risks to this HF Sinclair narrative. Our DCF estimate and the $98.48 narrative fair value both lean toward upside, but the earnings multiple tells a more cautious story. At a P/E of 21.7x, HF Sinclair trades well above the US Oil and Gas average of 14.6x and above a fair ratio of 18.9x, which points to a richer price tag than peers. This raises a key question: is this a quality premium o...

HF Sinclair reported GAAP net income of $648 million ($3.56/share) for Q1, while adjusted net income was $127 million ($0.69/share) and adjusted EBITDA was $426 million; GAAP results were materially boosted by inventory valuation (LCM) benefits, including a $604 million refining uplift. The company is operating amid a leadership review after its CEO and CFO took leaves of absence, with Franklin Myers serving as interim CEO while the board evaluates future leadership, and management says execution of strategy and operations will continue unchanged. Operations ran about 613,000 barrels per day, renewables and several downstream segments improved, HF Sinclair returned $167 million to shareholders and held roughly $3.15 billion in liquidity, and it guided Q2 refinery runs to 600,000–630,000 bpd with full-year capex unchanged. Interested in HF Sinclair Corporation? Here are five stocks we like better. HF Sinclair (NYSE:DINO) reported first-quarter 2026 net income attributable to shareholders of $648 million, or $3.56 per diluted share, as leadership emphasized safe operations, commercial optimization, and continued execution of the company’s strategy amid geopolitical-driven market volatility. Chief Executive Officer Franklin Myers opened the call by noting that first quarters can be challenging for the company due to weather, economic softness in certain markets, and typical turnaround activity. Myers said the quarter’s performance reflected “continuing improvement in our operations,” adding that operations “ran safely in compliance and reliably.” → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Myers also addressed a previously disclosed leadership situation, stating that the company’s CEO and CFO took leaves of absence during the quarter and that the board is evaluating the company’s future leadership. He said he will continue serving as CEO and president in the interim, but the company would not address the board process on the call. Management repeatedly referenced the impact of military conflict in the Middle East on energy markets. Myers said the conflict has created “substantial and material disruption” to crude oil and other products, driving market volatility. EVP of Commercial Steven Ledbetter later described the global disruption as centered in “heavy distillate producers,” adding that diesel and jet supplies “were low… and they’re getting l...

This article first appeared on GuruFocus. Net Income: $648 million or $3.56 per diluted share. Adjusted Net Income: $127 million or $0.69 per diluted share. Adjusted EBITDA: $426 million, up from $201 million in Q1 2025. Refining Segment Adjusted EBITDA: $55 million, excluding inventory valuation adjustment. Renewables Segment Adjusted EBITDA: $133 million, excluding inventory valuation adjustment. Marketing Segment EBITDA: $28 million, compared to $27 million in Q1 2025. Lubricants and Specialty Segment Adjusted EBITDA: $103 million, up from $85 million in Q1 2025. Midstream Segment Adjusted EBITDA: $111 million, down from $119 million in Q1 2025. Net Cash Provided by Operations: $457 million, including $119 million of turnaround spend. Capital Expenditures: $102 million for the first quarter. Total Liquidity: Approximately $3.15 billion, including $1.15 billion in cash. Debt Outstanding: $2.8 billion with a debt-to-cap ratio of 22%. Branded Fuel Sales Volume: 325 million gallons, up from 294 million gallons in Q1 2025. Total Sales Volumes in Renewables: 52 million gallons, up from 44 million gallons in Q1 2025. Warning! GuruFocus has detected 6 Warning Sign with DINO. Is DINO fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. HF Sinclair Corp (NYSE:DINO) delivered strong results across each business segment, supported by safe and reliable operations. The company recorded an excellent safety quarter with no Tier 1 process safety events despite heavy turnaround activities and harsh weather conditions. In the Renewables segment, HF Sinclair optimized its business to capture favorable market conditions, resulting in strong financial performance. The Marketing segment saw significant growth, with 25 new branded sites added and plans to grow the number of branded sites by approximately 10% annually. HF Sinclair returned $167 million in cash to shareholders through dividends and share repurchases, demonstrating strong shareholder returns. The company faced leadership challenges as both the CEO and CFO took leaves of absence, creating uncertainty in future leadership. The military conflict in the Middle East caused substantial disruption to crude oil markets, adding volatility to HF Sinclair's operations. The Lubricants segment...

Management attributed strong first-quarter performance to safe and reliable operations, running crude charge at the upper end of guidance despite harsh winter weather and heavy turnaround activity. The company is focused on a reasoning chain where operational excellence in refining and renewables, combined with commercial optimization, drives capture of favorable market conditions. Strategic positioning is centered on the 'Go West' strategy, leveraging advantaged logistics in the Rockies to meet growing demand in Western markets and California. The Renewables segment reached profitability through a deliberate feedstock strategy of sourcing near facilities and diversifying market placement beyond California into the Pacific Northwest and Canada. In Lubricants, management responded to unprecedented cost inflation by implementing multiple disciplined pricing actions to recover margins while maintaining a secure supply chain. The executive team emphasized that the current strategy, established during the 2021-2022 Sinclair merger, remains unchanged despite recent leadership transitions at the CEO and CFO levels. Q2 refining guidance of 600,000 to 630,000 barrels per day assumes planned maintenance at Parco and Navajo and unplanned maintenance at El Dorado. Management expects the favorable market environment to persist into the summer driving season, supported by tight global distillate supply and low inventory levels. The El Dorado vacuum furnace project is expected to come online in the fall, enabling an incremental 10,000 barrels per day of heavy crude processing and improved yields. The Marketing segment aims to grow its branded site count by approximately 10% annually, supported by the Green Trail Fuels JV and over 100 signed site contracts. Renewables utilization is projected to be north of 70% for Q2, with margins expected to be supported by LCFS, D4 RINs, and producers tax credits. First quarter results included a $604 million lower of cost or market inventory valuation benefit in Refining and a $68 million benefit in Renewables. A $49 million producers tax credit benefit was recognized for prior year production following a February 2026 proposed ruling by the United States Department of Treasury and IRS. Management flagged the Middle East conflict as a source of material disruption and volatility for crude oil markets, requiring the company to remain nim...