PBF Energy Inc (NYSE:PBF) Reports Mixed Q2 2025 Results with Revenue Beat but EPS Miss

PBF Energy Inc (NYSE:PBF) reported mixed second-quarter 2025 results, with revenue outperforming analyst expectations but earnings per share (EPS) falling short. The company also declared a quarterly dividend of $0.275 per share, signaling confidence in its financial position despite ongoing operational challenges.

Key Earnings Highlights

• Revenue: Reported at $7.48 billion, surpassing analyst estimates of $7.02 billion.
• EPS: Posted a loss of $1.03 per share, slightly better than the estimated loss of $1.11 per share.
• Operational Income: Reported income from operations at $43.0 million, a significant improvement from the $74.6 million loss in Q2 2024. However, excluding special items, the loss widened to $110.0 million compared to $72.5 million in the prior-year quarter.

Market Reaction

The stock has shown muted pre-market movement, suggesting investors are digesting the mixed results. Over the past month, shares have gained approximately 10.6%, reflecting broader market optimism or sector-specific tailwinds. However, the two-week performance remains slightly negative (-1.4%), indicating some volatility ahead of the earnings release.

Forward-Looking Estimates

Analysts project a challenging road ahead for PBF Energy:

• Q3 2025 Revenue Estimate: $7.51 billion, with an expected EPS loss of $0.29.
• Full-Year 2025 Revenue Estimate: $29.77 billion, but EPS is forecasted at a loss of $5.48.

The lack of a formal outlook in the press release leaves investors reliant on these external estimates, which suggest continued pressure on profitability despite solid revenue performance.

Dividend Declaration

The maintained dividend of $0.275 per share may reassure income-focused investors, though sustainability will depend on future cash flow trends.

For a deeper dive into PBF Energy’s earnings and analyst projections, visit the earnings estimates page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making decisions.