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Industry top-down

Oil & Gas Refining & Marketing

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

18 companiesMedian revenue YoY: -0.9%EPS beat rate:

AI industry top-down

The Oil & Gas Refining & Marketing industry experienced an overall decline in revenue. The median year-over-year (YoY) revenue for the analyzed companies was -8.70%, with many firms seeing a decrease in revenue compared to the previous year. Some companies, such as Phillips 66 and Blue Dolphin Energy, also experienced a significant drop in EPS, indicating deteriorating profitability. In contrast, Hankook Shell Oil and Leadcorp saw an increase in revenue, bucking the industry's general downturn. Hankook Shell Oil also achieved EPS growth.

  • Most companies' revenue decreased year-over-year (median -8.70%)
  • Some companies' EPS significantly decreased year-over-year (PSX, BDCO)
Where companies diverge: Hankook Shell Oil, Leadcorp revenue growth (contrasting with industry decline) · Hankook Shell Oil EPS growth (positive performance along with revenue) · Clean Energy Fuels Corp. revenue maintained (contrasting with other refiners' decline)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
MPCMarathon Petroleum CorpFY2026 Q1$31.52B-3.6%$-0.24
PSXPhillips 66FY2026 Q1$30.43B-15.0%$1.18-31.8%
DINOHF Sinclair CorpFY2026 Q1$6.37B-9.3%$-0.02
CVICVR ENERGY INCFY2026 Q1$1.65B-11.6%$-1.22
PARRPAR PACIFIC HOLDINGS, INC.FY2026 Q1$1.75B-11.9%$-0.57
DKDelek US Holdings, Inc.FY2026 Q1$2.64B-15.5%$-2.78
CAPLCrossAmerica Partners LPFY2017 Q1$367.74M-23.5%$0.03
CLNEClean Energy Fuels Corp.FY2026 Q1$103.76M+0.1%$-0.60
BDCOBLUE DOLPHIN ENERGY COFY2026 Q1$83.69M-8.1%$0.15-65.9%
002960HANKOOK SHELL OIL CO.,LTDFY2026 Q1₩91.27B+1.4%₩10807.00+14.1%
010950S-Oil CorporationFY2026 Q1₩8.94T-0.5%₩6193.00
012700The LEADCORP, Inc.FY2026 Q1₩32.98B+11.7%₩74.00
003650MICHANG OIL IND CO.,LTDFY2026 Q1₩101.1B₩11198.00
006120SK Discovery Co.,Ltd.FY2026 Q1₩3.29T+36.7%₩9184.00+282.2%
017940E1 CorporationFY2026 Q1₩3.59T+29.6%₩11555.00+16.3%
128820DAESUNG INDUSTRIAL CO., LTD.FY2026 Q1₩412.55B-0.9%₩287.00+5.1%
018670SK GAS LTDFY2026 Q1₩2.64T+44.2%₩28704.00+196.2%
096770SK Innovation Co., Ltd.FY2026 Q1₩24.21T+14.5%₩5531.00

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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