PBF PBF Energy Inc. Class A Common Stock
$73.28
价格 · 八月 19, 2026
截至...的财报数据 七月 30, 2026
关于 PBF Energy Inc. Class A Common Stock 公司概况（来自维基百科）
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diesel (ULSD), heating oil, jet fuel, lubricants, petrochemicals and asphalt.
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PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diesel (ULSD), heating oil, jet fuel, lubricants, petrochemicals and asphalt.
In February 2020, with the acquisition of the Martinez Refinery, PBF Energy currently owns and operates six domestic oil refineries and related assets with a combined processing capacity, known as throughput, of approximately 1,000,000 bpd, and a weighted average Nelson Complexity Index of 13.2.
On November 30, 2022, PBF Energy acquired of the common units representing limited partner interests in PBF Logistics.
History and acquisitions
PBF was formed in 2008 as a joint venture by Petroplus Holdings and the private equity companies Blackstone Group and First Reserve (the PBF in PBF Energy stands for Petroplus, Blackstone, and First Reserve), each committing $667 million in equity. In September 2010, Petroplus announced plans to sell its 32.62 percent stake to its partners for $91 million as PBF acquired the Paulsboro refinery from Valero Energy. PBF then acquired the Toledo refinery from Sunoco in December 2010 for approximately $400 million. PBF went public in December 2012 with a $533 million initial public offering.
In 2015 PBF acquired the 189,000 BPD Chalmette, Louisiana refinery from ExxonMobil and its partner, the state-owned Petroleos de Venezuela, for $322 million, in a deal that included interests in chemical facilities, pipelines and other assets at the site located just ten minutes from downtown New Orleans.
In July 2016, PBF acquired the 155,000 BPD ExxonMobil refinery in Torrance, California for $537.5M. The acquisition included ownership interests in several crude gathering and transportation pipelines, product pipelines, products terminals and crude and products storage facilities, and increased PBF's total throughput capacity to approximately 900,000 barrels per day, making it the fourth largest independent refiner in North America.
PBF's refineries in Paulsboro (NJ) and Delaware City (DE) have been cited by environmentalists for processing crude oil from the Amazon River Basin in South America. In 2015, the Delaware City and Paulsboro refineries were processing more than 3,300 and 2,666 barrels per day of crude originating in the Amazon, respectively. The company had 3,165 employees as of 2017 with annual revenue of $21,787 million.
In June 2019, PBF agreed to purchase Shell's Martinez, California oil refinery. The sale was finalized on February 1, 2020.
Refineries
As of October 2023, PBF owns and operates six oil refineries, with a combined processing capacity (known as throughput) of approximately 1,000,000 bpd and a weighted average Nelson Complexity Index of 13.2.
来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗
PBF 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$73.28
市值
—
P/E (TTM)
-19.5
每股收益 (TTM)
$-1.39
营收 (TTM)
$29.33B
股息收益率
—
ROE
-2.9%
负债/权益
0.4
52周区间
$22 – $76
PBF 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
$29.33B
2016-12-31
→
2025-12-31
EPS
$-1.39
2016-12-31
→
2025-12-31
自由现金流
$-783M
2016-12-31
→
2025-12-31
利润率
-0.54%
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
指标
5年趋势
PBF
同行中位数
P/E (TTM)
-19.5
16.4
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
指标
5年趋势
PBF
同行中位数
Operating Margin (营业利润率)
-0.19%
—
Net Profit Margin (净利润率)
-0.54%
2.5%
ROA
-1.2%
3.8%
ROE
-2.9%
14.4%
ROIC
-0.50%
—
财务健康 债务、流动性、偿付能力 — 资产负债表强度
指标
5年趋势
PBF
同行中位数
Debt / Equity (负债/股东权益比率)
0.4
—
Current Ratio (流动比率)
1.2
1.2
Quick Ratio (速动比率)
0.1
—
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
指标
5年趋势
PBF
同行中位数
Revenue YoY (营收同比增长)
-11.4%
—
Revenue CAGR 3Y (营收3年复合年增长率)
-14.4%
—
Revenue CAGR 5Y (营收5年复合年增长率)
14.2%
—
EPS YoY
-27.7%
—
Net Income YoY (净利润同比增长)
-25.6%
—
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
PBF
同行中位数
股息 收益率、派息率、股息历史、5年CAGR
股息收益率
—
派息率
—
5年股息复合年增长率 (CAGR)
—
| 除息日 | 金额 |
|---|---|
| 2026年8月14日 | $0.2750 |
| 2026年5月14日 | $0.2750 |
| 2026年2月25日 | $0.2750 |
| 2025年11月14日 | $0.2750 |
| 2025年8月14日 | $0.2750 |
| 2025年5月15日 | $0.2750 |
| 2025年2月27日 | $0.2750 |
| 2024年11月13日 | $0.2750 |
| 2024年8月15日 | $0.2500 |
| 2024年5月15日 | $0.2500 |
| 2024年2月28日 | $0.2500 |
| 2023年11月14日 | $0.2500 |
| 2023年8月16日 | $0.2000 |
| 2023年5月16日 | $0.2000 |
| 2023年2月28日 | $0.2000 |
| 2022年11月10日 | $0.2000 |
| 2020年2月24日 | $0.3000 |
| 2019年11月13日 | $0.3000 |
| 2019年8月14日 | $0.3000 |
| 2019年5月14日 | $0.3000 |
PBF 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
持有
21 位分析师
- 强烈买入 0 0.0%
- 买入 1 4.8%
- 持有 11 52.4%
- 卖出 7 33.3%
- 强烈卖出 2 9.5%
12个月价格目标
13 位分析师 · 2026-08-16
中位数
$71.00
平均值
$66.69
现在
$73.28
最低
$38.00
最高
$84.00
中位数目标
$71.00
-3.1%
平均目标
$66.69
-9.0%
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
0.45%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $6.22 | $4.21 | 2.0% |
| 2026年3月31日 | $-0.88 | $-0.71 | -0.17% |
| 2025年12月31日 | $0.49 | $-0.10 | 0.59% |
| 2025年9月30日 | $-0.52 | $-0.67 | 0.15% |
| 2025年6月30日 | $-1.03 | $-1.11 | 0.08% |
| 2025年3月31日 | $-3.09 | $-3.15 | 0.06% |
同行比较（GICS 子行业） 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| PBF | — | -19.5 | -11.4% | -0.54% | -2.9% | — |
| MPC | — | 12.3 | -4.4% | 3.0% | 23.1% | — |
| PSX | — | 12.0 | -7.5% | 3.3% | 15.6% | — |
| VLO | $109.56B | 21.5 | -5.5% | 1.9% | 9.7% | — |
| DINO | $10.29B | 15.0 | -6.0% | 2.1% | 6.3% | — |
| SUN | — | — | 11.1% | 2.1% | — | — |
| CLMT | $1.72B | -50.9 | -1.2% | -0.82% | 3.9% | 5.9% |
| DK | $2.29B | -78.1 | -9.5% | -0.21% | -5.4% | — |
| PARR | — | 4.9 | -6.4% | 5.0% | 27.8% | — |
| SUNC | — | -492.8 | 11.1% | -0.02% | — | — |
| CVI | $2.56B | 94.2 | -5.9% | 0.38% | 3.8% | — |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 14
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $29.33B | $33.12B | $38.32B | $46.83B | $27.25B | $15.12B | $24.51B | $27.19B | $21.79B | $15.92B | $13.12B | $19.83B | |
| Cost of Revenue | $29.90B | $33.49B | $35.93B | $42.15B | $26.37B | $16.75B | $23.60B | $26.58B | $20.83B | $15.24B | $12.57B | · | |
| SG&A Expense | $332M | $260M | $362M | $469M | $247M | $248M | $284M | $277M | $214M | $166M | $181M | $147M | |
| Operating Expenses | $29.39B | $33.81B | $35.37B | $42.68B | $26.66B | $16.53B | $23.86B | $26.83B | $1.68B | $1.42B | $905M | $883M | |
| Operating Income | $-54M | $-699M | $2.95B | $4.15B | $597M | $-1.42B | $649M | $358M | $732M | $499M | $360M | $148M | |
| Interest Expense | $182M | $72M | $64M | $246M | $318M | $258M | $160M | $170M | · | · | · | · | |
| Pretax Income | $-235M | $-769M | $2.89B | $3.56B | $328M | $-1.33B | $480M | $209M | $799M | $363M | $282M | $56M | |
| Income Tax | $-74M | $-228M | $724M | $585M | $12M | $2M | $104M | $34M | $316M | $138M | $87M | $-22M | |
| Net Income | $-158M | $-534M | $2.14B | $2.88B | $231M | $-1.39B | $319M | $128M | $416M | $171M | $146M | $-38M | |
| EPS (Basic) | $-1.39 | $-4.59 | $17.13 | $23.47 | $1.92 | $-11.64 | $2.66 | $1.11 | $3.78 | $1.74 | $1.66 | $-0.51 | |
| EPS (Diluted) | $-1.39 | $-4.60 | $16.52 | $22.84 | $1.90 | $-11.64 | $2.64 | $1.10 | $3.73 | $1.74 | $1.65 | $-0.51 | |
| Shares (Basic) | 114,052,733 | 116,248,827 | 124,953,858 | 122,598,076 | 120,240,009 | 119,617,998 | 119,887,646 | 115,190,262 | 109,779,407 | 98,334,302 | 88,106,999 | 74,464,494 | |
| Shares (Diluted) | 114,915,513 | 117,111,607 | 130,509,448 | 126,860,106 | 122,638,154 | 120,660,665 | 121,853,299 | 118,773,606 | 113,898,845 | 103,606,709 | 94,138,850 | 74,464,494 | |
| EBITDA | $317M | $-341M | $3.27B | $4.42B | $818M | $-1.09B | $907M | $566M | $874M | $604M | $463M | $216M |
资产负债表 27
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $528M | $536M | $1.78B | $2.20B | $1.34B | $1.61B | $815M | $597M | $573M | $746M | $944M | $398M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $0 | $40M | $0 | · | |
| Inventory | $2.56B | $2.60B | $3.18B | $2.76B | $2.51B | $1.69B | $2.12B | $1.87B | $2.21B | $1.86B | $1.17B | $1.10B | |
| Prepaid Expense | $194M | $248M | $268M | $123M | $75M | $59M | $52M | $56M | $64M | $137M | $77M | $73M | |
| Current Assets | $4.45B | $4.54B | $6.60B | $6.55B | $5.20B | $3.87B | $3.82B | $3.24B | $3.80B | $3.41B | $3.02B | $2.35B | |
| PP&E (Net) | $5.52B | $5.07B | $4.98B | $5.36B | $4.90B | $4.84B | $4.02B | $3.82B | $3.48B | $3.33B | $2.36B | $1.94B | |
| PP&E (Gross) | $7.91B | $7.23B | $6.89B | $7.03B | $6.34B | $6.05B | $4.99B | $4.61B | $4.10B | $3.81B | $2.72B | $2.21B | |
| Accum. Depreciation | $2.39B | $2.17B | $1.91B | $1.67B | $1.43B | $1.21B | $966M | $785M | $623M | $478M | $363M | $269M | |
| Intangibles | · | $8M | $9M | $9M | $10M | $10M | $24M | $26M | $537.0K | $577.0K | $219.0K | $357.0K | |
| Other Non-current Assets | $1.46B | $1.38B | $1.14B | $963M | $823M | $872M | $955M | $899M | $782M | $507M | $291M | $300M | |
| Total Assets | $13.02B | $12.70B | $14.39B | $13.55B | $11.64B | $10.50B | $9.13B | $8.01B | $8.12B | $7.62B | $6.11B | $5.16B | |
| Accounts Payable | $801M | $736M | $959M | $855M | $912M | $407M | $601M | $488M | $579M | $536M | $316M | $335M | |
| Accrued Liabilities | $2.66B | $2.53B | $3.02B | $3.72B | $2.74B | $1.91B | $1.82B | $1.62B | $1.81B | $1.47B | $1.12B | $1.13B | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | $6M | $0 | · | · | |
| Current Liabilities | $3.67B | $3.63B | $4.22B | $5.20B | $3.76B | $2.45B | $2.51B | $2.13B | $2.42B | $2.06B | $1.50B | $1.54B | |
| Capital Leases | $543M | $622M | $609M | $553M | $570M | $756M | $233M | $0 | · | · | · | · | |
| Deferred Tax | $764M | $836M | $1.07B | $535M | $111M | $100M | $97M | $40M | $33M | $46M | $0 | · | |
| Other Non-current Liabilities | $252M | $279M | $272M | $373M | $252M | $268M | $251M | $277M | $226M | $229M | $69M | $63M | |
| Total Liabilities | $7.57B | $7.02B | $7.76B | $8.49B | $9.11B | $8.30B | $5.55B | $4.76B | $5.22B | $5.05B | $4.01B | $3.47B | |
| Long-term Debt | · | · | · | · | · | · | · | · | $2.22B | $2.18B | $1.88B | $1.25B | |
| Total Debt | $2.15B | $1.46B | $1.25B | $1.43B | $4.30B | $4.65B | $2.06B | $1.93B | $2.18B | $2.11B | $1.84B | $1.25B | |
| Paid-in Capital | $3.40B | $3.34B | $3.28B | $3.20B | $2.87B | $2.85B | $2.81B | $2.63B | $2.28B | $2.25B | $1.90B | $1.51B | |
| Retained Earnings | $3.15B | $3.44B | $4.09B | $2.06B | $-796M | $-1.03B | $401M | $226M | $237M | $-45M | $-83M | $-123M | |
| Treasury Stock | $1.24B | $1.22B | $868M | $327M | $169M | $167M | $166M | $161M | $153M | $152M | $151M | $143M | |
| AOCI | $10M | $-8M | $-12M | $-2M | $17M | $-9M | $-8M | $-22M | $-25M | $-24M | $-23M | $-24M | |
| Stockholders' Equity | $5.32B | $5.54B | $6.49B | $4.93B | $1.93B | $1.64B | $3.04B | $2.68B | $2.34B | $2.03B | $1.65B | $1.22B | |
| Liabilities + Equity | $13.02B | $12.70B | $14.39B | $13.55B | $11.64B | $10.50B | $9.13B | $8.01B | $8.12B | $7.62B | $6.11B | $5.16B |
现金流 18
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $372M | $358M | $314M | $262M | $221M | $326M | $258M | $208M | $208M | $144M | $106M | $103M | |
| Stock-based Comp | $39M | $44M | $52M | $54M | $36M | $34M | $37M | $26M | $27M | $23M | $13M | $7M | |
| Deferred Tax | $-78M | $-239M | $537M | $420M | $12M | $2M | $104M | $33M | $314M | $245M | $-6M | $-49M | |
| Other Non-cash | $-252M | $414M | $-1.70B | $1.16B | $-22M | $399M | $215M | $443M | $-214M | $108M | $303M | $471M | |
| Operating Cash Flow | $-78M | $43M | $1.34B | $4.77B | $477M | $-632M | $934M | $838M | $686M | $652M | $560M | $456M | |
| CapEx | $705M | $391M | $660M | $633M | $249M | $196M | $405M | $318M | $307M | $299M | $354M | $476M | |
| Investing Cash Flow | $-480M | $-1.04B | $-339M | $-1.01B | $-388M | $-1.03B | $-713M | $-686M | $-687M | $-1.39B | $-812M | $-664M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $0 | $0 | $300M | |
| Net Debt Issued | $0 | · | · | · | · | · | · | · | · | $-195M | $-700.0K | $0 | |
| Stock Issued | · | · | · | · | · | $0 | $0 | $287M | · | · | · | $0 | |
| Stock Repurchased | $0 | $329M | $532M | $156M | $0 | $2M | $5M | $8M | $1M | $743.0K | $8M | $143M | |
| Net Stock Activity | $0 | $-329M | $-532M | $-156M | $0 | $-2M | $-5M | $-8M | $-1M | $-743.0K | $-8M | $-143M | |
| Dividends Paid | · | · | · | · | · | · | $144M | $139M | $132M | $117M | $107M | $89M | |
| Financing Cash Flow | $550M | $-249M | $-1.42B | $-2.90B | $-357M | $2.45B | $-3M | $-128M | $-172M | $544M | $798M | $528M | |
| Net Change in Cash | $-8M | $-1.25B | $-420M | $862M | $-268M | $795M | $218M | $24M | $-173M | $-198M | $546M | $321M | |
| Taxes Paid | $4M | $18M | $299M | $149M | $6M | $2M | $3M | $700.0K | $0 | $4M | $124M | $66M | |
| Free Cash Flow | $-783M | $-348M | $679M | $4.14B | $228M | $-828M | $529M | $520M | $379M | $353M | $206M | $-20M | |
| Levered FCF | $-907M | $-398M | $631M | $3.93B | $-78M | $-1.09B | · | · | · | · | · | · |
盈利能力 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -0.19% | -2.1% | 7.7% | 8.9% | 2.2% | -9.4% | 2.6% | 1.3% | · | · | · | 0.76% | |
| Net Margin | -0.54% | -1.6% | 5.6% | 6.1% | 0.85% | -9.2% | 1.3% | 0.47% | · | · | · | -0.19% | |
| Pretax Margin | -0.80% | -2.3% | 7.5% | 7.6% | 1.2% | -8.8% | 2.0% | 0.77% | · | · | · | 0.28% | |
| EBITDA Margin | 1.1% | -1.0% | 8.5% | 9.4% | 3.0% | -7.2% | 3.7% | 2.1% | · | · | · | 1.1% | |
| ROA | -1.2% | -3.9% | 15.3% | 22.8% | 2.1% | -14.2% | 3.7% | 1.6% | 5.3% | 2.5% | 2.6% | -0.80% | |
| ROE | -2.9% | -8.9% | 37.5% | 83.9% | 12.9% | -59.5% | 11.2% | 5.1% | 19.1% | 9.3% | 10.2% | -4.1% | |
| ROIC | -0.50% | -7.0% | 28.6% | 54.5% | 9.2% | -22.5% | 10.0% | 6.5% | 9.8% | 7.5% | 7.2% | 8.5% |
流动性与偿付能力 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.3 | 1.6 | 1.3 | 1.4 | 1.6 | 1.5 | 1.5 | 1.6 | 1.7 | 2.0 | 1.5 | |
| Quick Ratio | 0.1 | 0.1 | 0.4 | 0.4 | 0.4 | 0.7 | 0.3 | 0.3 | 0.2 | 0.4 | 0.6 | 0.3 | |
| Debt / Equity | 0.4 | 0.3 | 0.2 | 0.3 | 2.2 | 2.8 | 0.7 | 0.7 | 0.9 | 1.0 | 1.1 | 1.0 | |
| LT Debt / Equity | 0.4 | 0.3 | 0.2 | 0.3 | 2.2 | 2.8 | 0.7 | 0.7 | 0.9 | 1.0 | 1.1 | 1.0 | |
| Interest Coverage | -0.3 | -9.7 | 46.3 | 16.9 | 1.9 | -5.5 | · | · | · | · | · | · |
效率 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.3 | 2.4 | 2.7 | 3.7 | 2.5 | 1.5 | 2.9 | 3.4 | · | · | · | 4.1 | |
| Inventory Turnover | 11.6 | 11.6 | 12.1 | 16.0 | 12.6 | 8.8 | 11.8 | 13.0 | 10.2 | · | · | · |
增长率 5
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -11.4% | -13.6% | -18.2% | 71.8% | 80.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -14.4% | 6.7% | 36.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | -27.7% | 1102.1% | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | -25.6% | 1145.4% | · | · | · | · | · | · | · | · |
估值 (TTM) 6
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $29.33B | $33.12B | $38.32B | $46.83B | $27.25B | $15.12B | $24.51B | $27.19B | $21.79B | $15.92B | $13.12B | $19.83B | |
| Net Income TTM | $-158M | $-534M | $2.14B | $2.88B | $231M | $-1.39B | $319M | $128M | $416M | $171M | $146M | $-38M | |
| P/E | -19.5 | -5.8 | 2.7 | 1.8 | 6.8 | -0.6 | 11.9 | 29.7 | 9.5 | 16.0 | 22.3 | -52.2 | |
| Earnings Yield | -5.1% | -17.3% | 37.6% | 56.0% | 14.6% | -163.9% | 8.4% | 3.4% | 10.5% | 6.2% | 4.5% | -1.9% | |
| Payout Ratio | · | · | · | · | · | · | 44.9% | 108.2% | 31.7% | 68.8% | 72.8% | -231.8% | |
| Annual Payout | · | · | · | · | · | · | $144M | $139M | $132M | $117M | $107M | $89M |
损益表 15
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.68B | $7.90B | $7.14B | $7.65B | $7.48B | $7.07B | $7.35B | $8.38B | $8.74B | $8.65B | $9.14B | $10.73B | $9.16B | $9.29B | $10.85B | $12.76B | |
| Cost of Revenue | $10.53B | $7.63B | $7.27B | $7.61B | $7.53B | $7.49B | $7.66B | $8.67B | $8.73B | $8.43B | $9.05B | $9.51B | $8.65B | $8.72B | $9.88B | $11.19B | |
| SG&A Expense | $149M | $90M | $108M | $74M | $80M | $70M | $67M | $65M | $65M | $63M | $105M | $93M | $104M | $60M | $94M | $168M | |
| Operating Expenses | $10.41B | $7.60B | $7.01B | $7.37B | $7.43B | $7.58B | $7.73B | $8.77B | $8.81B | $8.50B | $9.19B | $9.66B | $7.77B | $8.76B | $9.89B | $11.36B | |
| Operating Income | $1.27B | $300M | $128M | $286M | $43M | $-511M | $-383M | $-386M | $-75M | $145M | $-47M | $1.08B | $1.39B | $532M | $956M | $1.40B | |
| Interest Expense | $42M | $42M | $41M | $50M | $54M | $37M | $23M | $21M | $17M | $10M | $9M | $23M | $14M | $19M | $29M | $53M | |
| Other Non-op | · | · | · | · | · | · | · | · | $0 | $0 | · | · | $2M | $-2M | · | · | |
| Pretax Income | $1.23B | $258M | $88M | $236M | $-10M | $-548M | $-405M | $-407M | $-91M | $135M | $-54M | $1.05B | $1.38B | $512M | $925M | $1.28B | |
| Income Tax | $314M | $58M | $9M | $64M | $-5M | $-142M | $-113M | $-118M | $-25M | $28M | $-5M | $255M | $348M | $126M | $268M | $191M | |
| Net Income | $906M | $198M | $78M | $170M | $-5M | $-402M | $-289M | $-286M | $-65M | $107M | $-48M | $786M | $1.02B | $382M | $638M | $1.06B | |
| EPS (Basic) | $7.66 | $1.69 | $0.72 | $1.47 | $-0.05 | $-3.53 | $-2.44 | $-2.48 | $-0.56 | $0.89 | $-0.33 | $6.35 | $8.14 | $2.97 | $5.07 | $8.65 | |
| EPS (Diluted) | $7.54 | $1.65 | $0.74 | $1.45 | $-0.05 | $-3.53 | $-2.41 | $-2.49 | $-0.56 | $0.86 | $-0.33 | $6.11 | $7.88 | $2.86 | $4.97 | $8.40 | |
| Shares (Basic) | 118,367,104 | 117,194,615 | -229,288,214 | 115,734,251 | 113,852,406 | 113,754,290 | -235,743,158 | 115,084,174 | 117,043,158 | 119,864,653 | -252,915,552 | 123,793,179 | 125,288,452 | 128,787,779 | -241,122,889 | 122,113,570 | |
| Shares (Diluted) | 121,066,763 | 120,581,062 | -232,375,092 | 117,958,349 | 114,715,186 | 114,617,070 | -241,411,334 | 115,946,954 | 117,905,938 | 124,670,049 | -264,126,206 | 129,690,375 | 130,446,002 | 134,499,277 | -245,722,790 | 126,585,809 | |
| EBITDA | $1.27B | $463M | · | $286M | $43M | $-336M | · | $-386M | $-75M | $294M | · | $1.08B | $1.39B | $682M | · | $1.40B |
资产负债表 23
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $894M | $542M | $528M | $482M | $591M | $469M | $536M | $977M | $1.37B | $1.44B | · | $1.89B | $1.52B | $1.62B | · | $1.91B | |
| Inventory | $2.89B | $3.08B | $2.56B | $2.74B | $2.77B | $2.89B | $2.60B | $2.61B | $2.86B | $2.89B | · | $3.18B | $2.83B | $2.85B | · | $2.69B | |
| Prepaid Expense | $205M | $274M | $194M | $210M | $280M | $312M | $248M | $280M | $306M | $310M | · | $264M | $587M | $212M | · | $344M | |
| Current Assets | $5.83B | $5.83B | $4.45B | $4.81B | $4.77B | $4.86B | $4.54B | $5.11B | $6.05B | $5.82B | · | $6.92B | $6.30B | $5.87B | · | $6.57B | |
| PP&E (Net) | $5.74B | $5.71B | $5.52B | $5.19B | $5.15B | $5.04B | $5.07B | $5.02B | $5.00B | $4.99B | · | $4.92B | $4.91B | $5.52B | · | $5.13B | |
| PP&E (Gross) | · | · | $7.91B | · | · | · | $7.23B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $2.53B | $2.46B | $2.39B | $2.34B | $2.30B | $2.23B | $2.17B | $2.10B | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $1.52B | $1.55B | $1.46B | $1.44B | $1.42B | $1.42B | $1.38B | $1.33B | $1.36B | $1.28B | · | $1.10B | $1.10B | $1.05B | · | $913M | |
| Total Assets | $14.72B | $14.72B | $13.02B | $13.04B | $12.98B | $13.03B | $12.70B | $13.13B | $14.08B | $13.81B | · | $14.69B | $14.03B | $13.14B | · | $13.30B | |
| Accounts Payable | $789M | $862M | $801M | $822M | $928M | $874M | $736M | $956M | $1.13B | $961M | · | $1.21B | $635M | $750M | · | $912M | |
| Accrued Liabilities | $3.40B | $3.32B | $2.66B | $2.47B | $2.46B | $2.63B | $2.53B | $2.54B | $2.82B | $2.45B | · | $2.91B | $3.41B | $3.64B | · | $3.85B | |
| Current Liabilities | $4.38B | $4.44B | $3.67B | $3.50B | $3.63B | $3.77B | $3.63B | $3.83B | $4.26B | $3.78B | · | $4.39B | $4.30B | $4.60B | · | $5.42B | |
| Capital Leases | $559M | $565M | $543M | $567M | $582M | $615M | $622M | $599M | $597M | $620M | · | $629M | $614M | $566M | · | $555M | |
| Deferred Tax | $1.04B | $822M | $764M | $752M | $688M | $694M | $836M | $957M | $1.08B | $1.08B | · | $952M | $847M | $578M | · | $277M | |
| Other Non-current Liabilities | $253M | $249M | $252M | $271M | $274M | $267M | $279M | $268M | $273M | $269M | · | $288M | $316M | $359M | · | $328M | |
| Total Liabilities | $8.17B | $9.07B | $7.57B | $7.68B | $7.76B | $7.78B | $7.02B | $7.11B | $7.67B | $7.21B | · | $7.83B | $7.85B | $7.87B | · | $8.43B | |
| Total Debt | $1.75B | $2.80B | · | $2.39B | $2.39B | $2.24B | · | $1.25B | $1.25B | $1.25B | · | $1.24B | $1.44B | $1.44B | · | $1.45B | |
| Paid-in Capital | $3.45B | $3.44B | $3.40B | $3.37B | $3.36B | $3.35B | $3.34B | $3.32B | $3.32B | $3.31B | · | $3.27B | $3.24B | $3.22B | · | $2.93B | |
| Retained Earnings | $4.19B | $3.32B | $3.15B | $3.10B | $2.97B | $3.00B | $3.44B | $3.76B | $4.07B | $4.17B | · | $4.17B | $3.41B | $2.41B | · | $1.44B | |
| Treasury Stock | $1.25B | $1.25B | $1.24B | $1.23B | $1.23B | $1.23B | $1.22B | $1.19B | $1.11B | $1.01B | · | $714M | $598M | $496M | · | $171M | |
| AOCI | $11M | $10M | $10M | $-6M | $-7M | $-7M | $-8M | $-11M | $-12M | $-12M | · | $-2M | $-2M | $-1M | · | $15M | |
| Stockholders' Equity | $6.41B | $5.52B | $5.32B | $5.23B | $5.09B | $5.11B | $5.54B | $5.88B | $6.27B | $6.46B | · | $6.72B | $6.04B | $5.14B | · | $4.22B | |
| Liabilities + Equity | $14.72B | $14.72B | $13.02B | $13.04B | $12.98B | $13.03B | $12.70B | $13.13B | $14.08B | $13.81B | · | $14.69B | $14.03B | $13.14B | · | $13.30B |
现金流 16
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $168M | $164M | $-137M | $167M | $166M | $175M | $-118M | $166M | $162M | $148M | $-134M | $149M | $150M | $150M | $-127M | $136M | |
| Stock-based Comp | $9M | $8M | $9M | $8M | $10M | $11M | $14M | $9M | $9M | $12M | $24M | $9M | $10M | $9M | $29M | $7M | |
| Deferred Tax | $219M | $58M | $6M | $64M | $-5M | $-142M | $-123M | $-126M | $4M | $5M | $121M | $105M | $269M | $42M | $255M | $105M | |
| Other Non-cash | · | $-752M | · | · | · | $-304M | · | · | · | $-257M | · | · | · | $-146M | · | · | |
| Operating Cash Flow | $1.59B | $-324M | $367M | $26M | $191M | $-661M | $-330M | $-68M | $425M | $16M | $306M | $527M | $68M | $438M | $1.12B | $1.38B | |
| CapEx | $127M | $349M | $290M | $148M | $156M | $111M | $96M | $102M | $54M | $140M | $82M | $131M | $207M | $240M | $242M | $165M | |
| Investing Cash Flow | $-104M | $-402M | $-21M | $-88M | $-154M | $-218M | $-236M | $-187M | $-333M | $-284M | $-233M | $209M | $64M | $-379M | $-327M | $-247M | |
| Debt Issued | · | $0 | · | · | · | $788M | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | $0 | $0 | $0 | $0 | $29M | $75M | $100M | $125M | $150M | $115M | $100M | $168M | $156M | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-125M | · | · | · | $-168M | · | · | |
| Financing Cash Flow | $-1.13B | $739M | $-300M | $-46M | $85M | $811M | $126M | $-135M | $-166M | $-73M | $-182M | $-360M | $-231M | $-646M | $-501M | $-1.40B | |
| Net Change in Cash | $352M | $14M | $46M | $-109M | $122M | $-68M | $-441M | $-390M | $-74M | $-342M | $-109M | $376M | $-99M | $-588M | $295M | $-266M | |
| Taxes Paid | $4M | $100.0K | $900.0K | $700.0K | $2M | $100.0K | $3M | $1M | $13M | $100.0K | $88M | $84M | $124M | $4M | $86M | $61M | |
| Free Cash Flow | · | $-673M | · | · | · | $-772M | · | · | · | $-124M | · | · | · | $198M | · | · | |
| Levered FCF | · | $-706M | · | · | · | $-800M | · | · | · | $-132M | · | · | · | $184M | · | · |
盈利能力 7
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.9% | 3.8% | · | 3.7% | 0.58% | -7.2% | · | -4.6% | -0.85% | 1.7% | · | 10.0% | 15.2% | 5.7% | · | 11.0% | |
| Net Margin | 7.8% | 2.5% | · | 2.2% | -0.07% | -5.7% | · | -3.4% | -0.75% | 1.2% | · | 7.3% | 11.1% | 4.1% | · | 8.3% | |
| Pretax Margin | 10.5% | 3.3% | · | 3.1% | -0.14% | -7.8% | · | -4.9% | -1.1% | 1.6% | · | 9.8% | 15.0% | 5.5% | · | 10.0% | |
| EBITDA Margin | 10.9% | 5.9% | · | 3.7% | 0.58% | -4.8% | · | -4.6% | -0.85% | 3.4% | · | 10.0% | 15.2% | 7.3% | · | 11.0% | |
| ROA | 6.5% | 1.4% | · | 1.3% | -0.04% | -3.0% | · | -2.1% | -0.46% | 0.79% | · | 5.6% | 7.3% | 2.9% | · | 8.4% | |
| ROE | 15.8% | 3.7% | · | 3.1% | -0.09% | -7.0% | · | -4.5% | -1.1% | 1.8% | · | 14.4% | 22.2% | 10.8% | · | 35.5% | |
| ROIC | 11.6% | 2.8% | · | 2.7% | 0.30% | -5.1% | · | -3.8% | -0.72% | 1.5% | · | 10.2% | 13.9% | 6.1% | · | 21.0% |
流动性与偿付能力 5
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.3 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.5 | · | 1.6 | 1.5 | 1.3 | · | 1.2 | |
| Quick Ratio | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.1 | · | 0.3 | 0.3 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Debt / Equity | 0.3 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | |
| LT Debt / Equity | 0.3 | 0.5 | · | 0.5 | 0.5 | 0.4 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | |
| Interest Coverage | 30.3 | 7.1 | · | 5.7 | 0.8 | -13.9 | · | -18.1 | -4.3 | 13.8 | · | 47.4 | 100.7 | 28.5 | · | 26.6 |
效率 2
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.6 | · | 0.6 | 0.6 | 0.5 | · | 0.6 | 0.6 | 0.6 | · | 0.8 | 0.7 | 0.7 | · | 1.0 | |
| Inventory Turnover | 3.7 | 2.6 | · | 2.8 | 2.7 | 2.6 | · | 3.0 | 3.1 | 2.9 | · | 3.2 | 3.0 | 3.0 | · | 4.1 |
估值 (TTM) 4
| 指标 | 趋势 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $34.71B | $30.10B | · | $30.58B | $31.66B | $32.83B | · | $36.50B | $37.27B | $37.83B | · | $41.95B | $45.29B | $45.28B | · | $43.17B | |
| Net Income TTM | $1.27B | $-39M | · | $-523M | $-758M | $-646M | · | $542M | $1.85B | $2.30B | · | $3.25B | $3.66B | $2.62B | · | $2.30B | |
| P/E | 4.3 | -99.2 | · | -6.5 | -3.3 | -3.3 | · | 7.9 | 3.2 | 3.3 | · | 2.1 | 1.4 | 2.1 | · | 1.9 | |
| Earnings Yield | 23.3% | -1.0% | · | -15.3% | -30.6% | -30.0% | · | 12.7% | 31.1% | 30.8% | · | 47.2% | 70.3% | 47.8% | · | 52.2% |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 收入 | $29.33B | $33.12B | $38.32B | $46.83B | $27.25B |
| 营业利润率 % | -0.19% | -2.1% | 7.7% | 8.9% | 2.2% |
| 净收入 | $-158M | $-534M | $2.14B | $2.88B | $231M |
| 稀释后每股收益 (EPS) | $-1.39 | $-4.60 | $16.52 | $22.84 | $1.90 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.4 | 0.3 | 0.2 | 0.3 | 2.2 |
| 流动比率 | 1.2 | 1.3 | 1.6 | 1.3 | 1.4 |
| 速动比率 | 0.1 | 0.1 | 0.4 | 0.4 | 0.4 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $-783M | $-348M | $679M | $4.14B | $228M |
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机构持有人 (13F) 481 家申报者 · $3.4B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 90 (-38 与上一季度对比) | 55 (+24 与上一季度对比) | 168 (+32 与上一季度对比) | 128 (+14 与上一季度对比) | +5.3M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
公司内部人士 36 位内幕人士 · 11 位高管 · 18 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Erik C Young | Chief Financial Officer, SVP | 2022年12月9日 M | 100882 | 0 | 0 | $0 |
| Donald Lucey | Chief Operating Officer, EVP | 2013年11月5日 M | — | 0 | 0 | $0 |
| Michael Bukowski | SVP, Head of Refining | 2026年3月4日 F | 69432 | 0 | 0 | $0 |
| Steven John Andriola | Controller & CAO | 2025年12月19日 S | 17414 | 0 | 2 | $-103585 |
| Connor Thomas L O | Senior Vice President | 2025年12月16日 F | 196375 | 0 | 5 | $-5121130 |
| Steven Steach | SVP, Refining | 2024年2月14日 F | 65448 | 0 | 0 | $0 |
| John C Barone | Principal Accounting Officer | 2023年2月21日 F | 28158 | 0 | 0 | $0 |
| Herman L Seedorf | Senior Vice President | 2021年12月28日 M | 98544 | 0 | 0 | $0 |
| Jeffrey Dill | Senior Vice President | 2017年10月25日 F | 22931 | 0 | 0 | $0 |
| Malley Thomas D O | Executive Chairman | 2016年6月30日 F | 111891 | 0 | 0 | $0 |
| Malley Todd O | Chief Commercial Officer, SVP | 2014年10月29日 A | — | 0 | 0 | $0 |
| Paul Joseph Donahue | 董事 | 2026年4月28日 F | 25319 | 0 | 0 | $0 |
| Damian W. Wilmot | 董事 | 2026年4月28日 F | 17687 | 0 | 0 | $0 |
| Georganne Hodges | 董事 | 2026年4月28日 F | 18840 | 0 | 0 | $0 |
| George E. Ogden | 董事 | 2026年4月28日 F | 52028 | 0 | 0 | $0 |
| Lawrence Michael Ziemba | 董事 | 2026年4月28日 F | 21016 | 0 | 0 | $0 |
| Kimberly S. Bowers | 董事 | 2026年4月28日 F | 51203 | 0 | 0 | $0 |
| Karen Berriman Davis | 董事 | 2026年4月28日 F | 88114 | 0 | 0 | $0 |
| Spencer Abraham | 董事 | 2026年4月28日 F | 63364 | 0 | 0 | $0 |
| EDWARDS S EUGENE | 董事 | 2026年4月28日 F | 65406 | 0 | 0 | $0 |
| Wayne A Budd | 董事 | 2023年5月3日 F | 50894 | 0 | 0 | $0 |
| Robert J Lavinia | 董事 | 2022年11月30日 A | 47107 | 0 | 0 | $0 |
| PBF Energy Inc. | 董事 | 2022年11月30日 A | 62157948 | 0 | 0 | $0 |
| William Hantke | 董事 | 2021年5月27日 F | 34546 | 0 | 0 | $0 |
| Edward F Kosnik | 董事 | 2020年7月1日 F | 46837 | 0 | 0 | $0 |
| Dennis Houston | 董事 | 2017年8月1日 F | 33283 | 0 | 0 | $0 |
| Eija Malmivirta | 董事 | 2016年5月3日 A | 12508 | 0 | 0 | $0 |
| Jefferson F Allen | 董事 | 2015年8月1日 A | 12163 | 0 | 0 | $0 |
| Tai Wendy Ho | — | 2026年8月14日 M | 129209 | 0 | 3 | $-2979536 |
| Trecia M Canty | — | 2026年8月14日 M | 191779 | 0 | 6 | $-22198670 |
| Thomas J. Nimbley | — | 2026年8月14日 M | 793737 | 0 | 8 | $-84285195 |
| Matthew C. Lucey | — | 2026年8月14日 M | 526038 | 0 | 3 | $-26678578 |
| Control Empresarial de Capitales, S.A. de C.V. | — | 2026年8月14日 S | 14405397 | 0 | 95 | $-754126834 |
| Paul T Davis | — | 2026年8月12日 M | 183426 | 0 | 5 | $-16163731 |
| Joseph Daniel Marino | — | 2026年8月11日 M | 48851 | 0 | 1 | $-278882 |
| James E. Fedena | — | 2026年8月3日 S | 114260 | 0 | 8 | $-6580400 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
激进投资者及 5%+ 股东 3 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Carlos Slim Helu, Carlos Slim Domit, Marco Antonio Slim Domit, Patrick Slim Domit, Maria Soumaya Slim Domit, Vanessa Paola Slim Domit, Johanna Monique Slim Domit, Control Empresarial de Capitales, S.A. de C.V. ×6 申报 | 2026年3月20日 | 19.30% | 修订 | — | SEC |
| Carlos Slim Helú, Carlos Slim Domit, Marco Antonio Slim Domit, Patrick Slim Domit, María Soumaya Slim Domit, Vanessa Paola Slim Domit, Johanna Monique Slim Domit, Control Empresarial de Capitales, S.A. de C.V. ×4 申报 | 2024年12月2日 | — | 初始申报 | — | SEC |
| PBF Energy Inc., PBF Energy Company LLC ×4 申报 | 2022年11月30日 | — | 初始申报 | 并购/出售 | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF持仓 由 81 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| GUSH · Direxion Shares ETF Trust | 1.77% | 121555 NS | 2026年4月30日 | N-PORT |
| VAMO · Cambria ETF Trust | 0.74% | 14230 NS | 2026年4月30日 | N-PORT |
| EBIT · Harbor ETF Trust | 0.68% | 1786 NS | 2026年4月30日 | N-PORT |
| PAMC · Pacer Funds Trust | 0.36% | 5250 NS | 2026年4月30日 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.35% | 608602 NS | 2026年4月30日 | N-PORT |
| SMDX · Tidal Trust III | 0.33% | 9529 NS | 2026年4月30日 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.25% | 168367 NS | 2026年5月31日 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund ... | 0.23% | 2955 NS | 2026年5月31日 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.19% | 32257 NS | 2026年4月30日 | N-PORT |
| FENY · FIDELITY COVINGTON TRUST | 0.19% | 87914 NS | 2026年4月30日 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.18% | 3291 NS | 2026年4月30日 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.12% | 378302 NS | 2026年4月30日 | N-PORT |
| RSSL · Global X Funds | 0.11% | 36317 NS | 2026年4月30日 | N-PORT |
| FYT · First Trust Exchange-Traded Alpha... | 0.11% | 4473 NS | 2026年4月30日 | N-PORT |
| PTMC · Pacer Funds Trust | 0.11% | 9538 NS | 2026年4月30日 | N-PORT |
| FYX · First Trust Exchange-Traded Alpha... | 0.10% | 29079 NS | 2026年4月30日 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0.10% | 622560 NS | 2026年5月31日 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.10% | 51996 NS | 2026年4月30日 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.09% | 29890 NS | 2026年5月31日 | N-PORT |
| ITWO · ProShares Trust | 0.09% | 3948 NS | 2026年5月31日 | N-PORT |
| AVIE · AMERICAN CENTURY ETF TRUST | 0.08% | 193 NS | 2026年5月31日 | N-PORT |
| MVV · ProShares Trust | 0.07% | 2868 NS | 2026年5月31日 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.07% | 1375 NS | 2026年4月30日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.07% | 399389 NS | 2026年5月31日 | N-PORT |
| UMDD · ProShares Trust | 0.05% | 401 NS | 2026年5月31日 | N-PORT |
| UWM · ProShares Trust | 0.05% | 3086 NS | 2026年5月31日 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.04% | 3599 NS | 2026年4月30日 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 9079 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.04% | 17384 NS | 2026年4月30日 | N-PORT |
| URTY · ProShares Trust | 0.04% | 3121 NS | 2026年5月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 285796 NS | 2026年4月30日 | N-PORT |
| FAB · First Trust Exchange-Traded Alpha... | 0.02% | 696 NS | 2026年4月30日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 13664 NS | 2026年4月30日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.02% | 3279 NS | 2026年5月31日 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.01% | 48327 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 78 NS | 2026年5月31日 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 27040 NS | 2026年4月30日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 4720 NS | 2026年4月30日 | N-PORT |
| EBI · RBB Fund Trust | 0.01% | 1486 NS | 2026年5月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 27133 NS | 2026年4月30日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 49003 NS | 2026年5月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 9742 NS | 2026年4月30日 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 8369 NS | 2026年4月30日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VB · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VBR · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VTI · VANGUARD INDEX FUNDS | — | — | 2026年7月15日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 2026年7月30日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | — | — | 2026年7月15日 | 每日 |