Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

HF Sinclair Corp
Next earnings Jul 27, 2026 (before open) · consensus $3.60 EPS, $9.17B rev
Last earnings +2.9% on 2026-05-01
Refiner's earnings rebounded sharply off a trough and it returns cash, but crack-spread cyclicality and thin margins cap conviction.
Sources: SEC EDGAR (CIK 0001915657, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:58 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals offset by an attractive price (~69% below fair value) — worth a look on the value angle.
HF Sinclair is a diversified refiner (plus marketing, lubricants and midstream) whose results swing violently with refining crack spreads. FY2025 shows a sharp recovery off the FY2024 trough: net income rose 227% to $579M, operating income jumped 255% to $927M, and EPS climbed 238% to $3.08 — even as revenue fell 6.0% to $26.9B on lower product prices. The volatility is stark across the cycle: net income ran $2.92B (FY2022), $1.59B (FY2023), $177M (FY2024), and now $579M (FY2025). This is a margin business, not a growth business, and the FY2025 result sits below mid-cycle.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $18.4B | $38.2B | $32.0B | $28.6B | $26.9B |
| Gross profit | — | — | — | — | — |
| Operating income | $749M | $4.05B | $2.20B | $261M | $927M |
| Net income | $558M | $2.92B | $1.59B | $177M | $579M |
| Diluted EPS | $3.39 | $14.28 | $8.29 | $0.91 | $3.08 |
| Net margin | 3.0% | 7.7% | 5.0% | 0.6% | 2.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
1 buy · 2 sells · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 1 open-market buy · 4 sales
| 2026-06-17 | MYERS FRANKLIN CEO and President | Award | 1.58K | |
| 2026-06-16 | Hardy Rhoman J Director | Buy | 1.51K @ $66.32 | $100K |
| 2026-06-02 | Fernandez Manuel J Director | Sell | 635.00 @ $73.09 | $46.4K |
| 2026-05-26 | Joyce Matthew SVP, Lubricants & Specialties | Sell | 2.38K @ $69.73 | $166K |
| 2026-05-19 | Garg Vivek Acting CFO, VP, CAO & CONTR | Sell | 717.00 @ $71.89 | $51.5K |
| 2026-05-18 | ECHOLS LELDON E Director | Gift | 3.77K | |
| 2026-05-18 | REH Advisors Inc. Director | Disposed (D) | 1.46M @ $68.72 | $100.0M |
| 2026-05-15 | Pompa Valerie EVP, Operations | Sell | 10.0K @ $69.05 | $691K |