Latest Earnings Results: Q3 '26
Estimated EPS
$11.73
Reported EPS
$14.08
Surprise
+20.05%
Estimated Rev
$44.91B
Reported Rev
---
Surprise
---
• Reported GAAP EPS of $14.08 up 458.73% YoY • Reported revenue of $50.54B up 46.43% YoY • Phillips 66 targets returning more than 50% of net operating cash flow to shareholders and delivering attractive, sustainable dividend growth across commodity cycles; no revenue, margin, or earnings guidance was provided.
Bullish Takeaway
Phillips 66s refining earnings and margins rose alongside 98% utilization; the company returned $2.8B to shareholders, reduced debt, and advanced pipeline and expansion projects with stated commissioning milestones.
Bearish Takeaway
Phillips 66 reported lower Chemicals and Midstream income amid lower margins, and lower Marketing and Renewable Fuels income amid margin and cost factors; commodity-price and margin fluctuations remain identified risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $10.89 | -- | -- | N/A |
Q3 '26 | $11.73 | $14.08 | 20.05% | BEAT |
Q2 '26 | $7.50 | $9.41 | 25.45% | BEAT |
Q1 '26 | -$0.54 | $0.49 | 190.33% | BEAT |
Q4 '25 | $2.15 | $2.47 | 14.71% | BEAT |