Refines crude oil into gasoline, diesel, jet fuel, and renewable diesel across six refineries in the Southwest and Rocky Mountains, plus operates 1,300+ Sinclair-branded gas stations.
Refining margins drive earnings; gross margin swung from 16.08% (2023) to 5.18% (2025), signaling commodity price compression. Net income USD 1.59B (2023) fell to USD 0.58B (2025)—cyclical, not recurring.
Geographic refinery network and 1,300-station brand footprint create distribution lock-in, but razor-thin margins (2.15% net in 2025) and volatile quarterly swings (Q4 2025: -0.43% net) show weak pricing power against commodity crude and fuel price volatility.
Strong Buy (sector percentile 94) — value A, growth A-, profitability C-, momentum A+, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple independent sources confirm DINO's 52-week high amid broad refiner strength
Analyst publicly discusses diesel market issues, mentioning DINO among refiners
Zacks highlights DINO among top value stocks for Aug 11 based on valuation and fundamentals
Amundi trims 30.3%, Cetera cuts 10.2%, ongoing institutional position changes
Weekly fuel savings up to 25 cents per gallon to reward loyal customers
EPA Monday granted Delek full 2024 biofuel waiver while declaring HF Sinclair's two refinery petitions ineligible, extending prior litigation dispute.
Plans to pursue separation of Lubricants & Specialties via capital markets and retire Canadian base oil refining assets
炼油业务第二季度调整后EBITDA为10亿美元，原油加工量平均约64万桶/日，超出指引区间。
According to 13F filing, Entropy Technologies significantly reduced its stake in Q1, holding 34,261 shares.
Navellier prefers individual refiners over energy ETFs; multiple independent sources cover the stock
Q1 2026 net income attributable to shareholders was $648 million or $3.56 per diluted share; adjusted net income was $127 million or $0.69 per diluted share
Related — this ticker is not the subject
A senior U.S. official says nearly half of Venezuelan production is now heading to U.S. plants built for heavy crude.
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The user highlights HF Sinclair ($DINO) as potentially undervalued relative to its earnings, suggesting a fair value range based on industry multiples. The discussion is framed around a fundamental thesis of fair valuation.
Main discussion
Trader's glance - $DINO $97.32. 🟡 𝙁𝙖𝙞𝙧 against its earnings. HF Sinclair operates as an independent energy company. It trades at 9x earnings, 10x on next year's. Oil and gas producers usually get 11x. Fair is $74.50 through $94.82. That's 11x mid-cycle $7.41 a share, give or take
$VLO $MPC $PSX $DINO VENEZUELA OIL RECOVERY AND IMPLICATIONS FOR U.S. REFINERS EXECUTIVE ASSESSMENT The central thesis of the Poten & Partners report is directionally correct: Venezuela’s oil sector has undergone a material commercial normalization since January 2026, exports hav
$DINO $XOM $CVX $PBF $CLMT U.S. BASE-OIL REFINERY CRUDE SOURCING: FACILITY-LEVEL MAP AND CANADIAN SUPPLY RISK EXECUTIVE CONCLUSION The crude sourcing of U.S. base-oil refineries can be identified with high confidence for imported barrels and with moderate-to-low confidence for do
$DINO $XOM $CVX $PBF $CLMT Thanks, Darren! Comments from an industry expert below. Get involved. As a side note, think about the volume of information and the number of access occurrences on EIA websites that my Analyst Agents have generated since I began digging into the refinin
$VLO $MPC $PSX $DINO
$VLO $MPC $PSX $DINO I suspect something similar is happening in the US. --------------------- Hedge funds slashed short-only positions on European diesel to the lowest in over two years while adding fresh bullish wagers, a sign that traders anticipate that a historic fuels crunc
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