HF Sinclair 3Q 2026: Revenue $10.86B, EPS $11.38— 10-Q Summary
HF Sinclair reported 3Q 2026 revenue of $10.86B, up 49.7% YoY, and EPS of $11.38, with net income rising to $2.02B. Growth was driven by higher fuel prices and refining margins, while renewables margins improved to $2.11 per gallon. The company expanded its Sinclair-branded sites to 1,852 and formed a stake in the Western Gateway pipeline.
How this was made

The 30-second read
Why it matters
The earnings release provides fresh data on refining margins and pipeline investment, influencing short‑term price action.
Market read
Earnings beat and margin expansion make DINO a near‑term trade candidate.
What to watch
Potential downstream demand weakness could temper upside.
Background
HF Sinclair filed its Form 10‑Q for Q3 2026, reporting record revenue and earnings.
Ticker impact
HF Sinclair disclosed Q3 2026 revenue of $10.86B and EPS $11.38, its first public filing of these results.
likely upward pressure as the market prices in strong margins and revenue growth
The earnings beat expectations and margin expansion are fresh, material information for traders.
Market effects
Refining sector may see broader rally on higher margins.
U.S. energy stocks could benefit from HF Sinclair's results.
Limited to North American refining market.
Counterpoint
If margins were already priced in, the stock may face profit-taking.
Key entities
- CompanyHF Sinclair
U.S. integrated refining and marketing company.
