HF Sinclair Non-GAAP EPS of $11.75 beats by $3.92, revenue of $10.86B beats by $1.97B

HF Sinclair reported Q3 Non-GAAP EPS of $11.75, exceeding estimates by $3.92. Revenue rose 49.8% year-over-year to $10.86B, surpassing expectations by $1.97B. The company returned $572M to shareholders through dividends and share repurchases.

Original reporting
Published Oct 28, 2026, 10:32 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 10:40 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
MARKET
Neutral
AI market analysis
Mentioned
$DINO
Relevance
8/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

High
01

Why it matters

The earnings beat could trigger short-covering and attract new buyers, especially given the sizable revenue growth.

02

Market read

Strong earnings beat for a mid-cap energy company, likely to influence sector sentiment and short-term price action.

03

What to watch

Potential exposure to regulatory changes in fuel standards and future capital expenditure needs.

Relevance 8/10Novelty 8/10Timing: after-hours release

Background

HF Sinclair (HSI) is a U.S. integrated refining and marketing company. The Q3 results were released via a press release on Seeking Alpha.

Market effects

Energy sector may see a lift as HF Sinclair's results suggest higher demand and pricing strength.

U.S. energy stocks could benefit from the positive earnings surprise.

Limited to U.S. markets; no direct global macro impact.

Counterpoint

Investors may be cautious if the beat is driven by one-time items or higher commodity prices that could reverse.

Key entities

  • HF Sinclair

    U.S. energy refiner reporting Q3 earnings.

Related articles

$DINOHighAI 8/10

Why is HF Sinclair stock surging today?

HF Sinclair (DINO) stock rose 2.4% pre-market after reporting Q3 2026 adjusted EPS of $11.75, beating estimates by $4, with revenue of $10.86B, 22% above expectations. Refining segment margins surged 183%. The company announced a new CEO and reaffirmed its dividend. Piper Sandler initiated coverage with an Overweight rating and $152 target.

$DINOHighAI 8/10

HF Sinclair stock climbs 5% on strong earnings and revenue beat

HF Sinclair (NYSE:DINO) reported Q3 adjusted EPS of $11.75, beating estimates of $7.67, with revenue of $10.86B, up 50% YoY. Shares rose 4.87% pre-market. Adjusted net income was $2.079B, up from $459M YoY. CEO cited strong performance and $572M returned to stockholders. Refining segment EBITDA was $2.582B, up from $661M YoY. Renewables segment EBITDA was $109M, up from negative $13M YoY. Company declared a $0.525 quarterly dividend and spent $479M on share repurchases.

$DINOHighAI 8/10

HF Sinclair reports Q3 net income of $2.02 billion

HF Sinclair (NYSE:DINO) reported Q3 2026 net income of $2.02B ($11.38 per diluted share), up from $403M ($2.15 per share) in Q3 2025. Adjusted EBITDA was $2.98B. The company returned $572M to shareholders via dividends and buybacks, and declared a $0.525 quarterly dividend. Refining segment income rose to $2.44B, while Renewables segment turned profitable. Cash reserves increased to $3.33B, and debt was $2.77B. The company plans to retire its Mississauga refinery by mid-2027.