HF Sinclair Corporation
DINO Energy Oil & Gas Refining & Marketing
- Revenue
- +49.7%
- EPS
- +429.3%
- Free cash flow
- +138.4%
- Total debt
- +0.22%
Quarter to September 2026, against a year earlier
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HF Sinclair Corporation 10-Q filed Oct 28, 2026
What changed
Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jul 30, 2026: 16 added · 6 removed · 48 modified; 15 with only figures updated
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Modified · Market Developments
In the Refining segment, we saw
strongfavorable refining marginsand volumesin the Mid-Continent and West regionsas a result, driven principally by the tight supply ofsteady demand, tight supply and favorabletransportation fuels across the markets, elevated crack spreads and benefits from the small refinery RINs waivers granted by the EPA. Additionally,our resultsstronger transportation fuel sales in the West region wereimpactedoffset byplanned maintenance at our Parco and Navajo refineries and unplanned maintenancelower sales in the Mid-Continent region due to the planned turnaround at our El Dorado refinery. For thethirdfourth quarter of 2026, we expect to run between590,000-620,000560,000-600,000 barrels per day of crude oil, which reflects the completion of the planned turnaround at our El Dorado refinery.