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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Phillips 66 (PSX) is 8/10.
Phillips 66 reported adjusted earnings of $0.49 per share as Strait of Hormuz closure created commodity tailwinds but $839 million in mark-to-market derivative hedge losses masked the benefit. Worldwide refining market capture reached a record 138%, and CPChem was positioned for elevated polyethylene margins. Management reiterated commitment to returning greater than 50% of net operating cash flow to shareholders while progressing toward the $5.50 cost-per-barrel target.
Scored from Phillips 66’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $33.71B | -11.4% | $0.01 | -99.7% | 0.1% | 0.0% | $692M |
| FY2025 Q1 | $30.50B | -15.3% | $1.18 | -31.8% | -0.5% | 1.6% | $-236M |
| FY2025 Q2 | $33.17B | -12.9% | $2.15 | -9.7% | 3.3% | 2.6% | $258M |
| FY2025 Q3 | $34.51B | -2.2% | $0.32 | -61.0% | 2.6% | 0.4% | $637M |
| FY2025 Q4 | $34.02B | +0.9% | $7.17 | — | 4.4% | 8.5% | $2.07B |
| FY2026 Q1 | $34.08B | +11.7% | $0.51 | -56.8% | 8.4% | 0.6% | $-2.85B |
| FY2026 Q2 | $51.00B | +53.7% | $9.55 | +344.2% | 9.8% | 7.5% | $7.84B |