HF Sinclair Corp (NYSE:DINO)

Q2 2026 HF Sinclair Corp Earnings Call Transcript

Jul 28, 2026 / 12:30 PM GMT

Release Date Price: $89.3 (-1.63%)

Transcript 10-Q8-K

Key Points

Positve

HF Sinclair Corp (DINO) reported strong financial results for Q2 2026, with a net income of $892 million, significantly higher than the previous year.
The company announced plans to separate its lubricants and specialties segment into a new independent public company, which is expected to enhance strategic focus and operational agility.
HF Sinclair Corp (DINO) added 63 branded sites in its marketing segment, with plans to grow the number of branded sites by approximately 10% annually.
The renewables segment reported strong financial performance with $123 million in adjusted EBITDA, supported by favorable market conditions.
The company returned $265 million in cash to shareholders during the quarter, demonstrating a commitment to shareholder returns.

Negative

The company faces uncertainty in the macro environment due to geopolitical conflicts, which could impact refining markets and supply chains.
HF Sinclair Corp (DINO) plans to retire its Mississauga refining assets, which may affect long-term economic contributions.
The company is experiencing higher-cost inventories in its lubricants segment, which could impact future financial performance.
There are additional costs associated with separating the lubricants and specialties segment into an independent public company.
The company is facing challenges with its Small Refinery Exemption (SRE) applications, which could impact compliance costs and financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DINO.N - HF Sinclair Corp
Q2 2026 HF Sinclair Corp Earnings Call
Jul 28, 2026 / 12:30PM GMT

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Presentation
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Welcome to HF Sinclair Corporation's Second Quarter 2026 Conference Call and Webcast. Hosting the call today is Franklin Myers, who is serving as Chief Executive Officer of HF Sinclair. He is joined by Steve Ledbetter, President and COO.

Vivek Garg, Acting Chief Financial Officer, Valerie Pompa, President, Growth, Technology and Transformation, and Matt Joyce, SVP of Lubricants and Specialties.

At this time, all participants have been placed in a listen-only mode and the floor will be open for your questions following the presentation. If you would like to ask a question at this time, please press star one on your touchtone phone. If at any point your question has been answered, you may remove yourself from the queue by

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