AI brief of an SEC Form 8-K · PBF Energy (PBF)

PBF Energy Q4 net income $78.4 million, or $0.66 a share, vs. loss a year earlier

Mixed Impact 3 of 5 earnings Written later

PBF Energy reported fourth-quarter 2025 net income attributable to shareholders of $78.4 million, or $0.66 per diluted share, compared with a loss of $289.3 million, or $(2.54) per share, a year earlier. Results were helped by a $393.5 million gain on insurance recoveries tied to the February 2025 Martinez refinery fire, while fourth-quarter revenue fell to $7.14 billion from $7.35 billion. The company also declared a $0.275 quarterly dividend.

Key points

  • Q4 2025 income from operations of $128.0 million, vs. a loss of $383.2 million in Q4 2024; excluding special items, $99.4 million
  • Q4 insurance recoveries gain of $393.5 million; full-year 2025 loss from operations of $54.3 million vs. $699.0 million loss in 2024
  • Full-year 2025 revenues of $29.33 billion, down from $33.12 billion in 2024
  • Quarterly dividend of $0.275 per share payable March 11, 2026, to holders of record February 25, 2026

The filing

CompanyPBF Energy (PBF)
Form8-K, current report
Filed with the SECFeb 12, 2026, 6:42 AM ET
Accession number0001534504-26-000008

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:17 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.