Stock Track | HF Sinclair Reports Lower Q3 Profit on Weak Refining Margins

Stock Track11-01

HF Sinclair Corporation (DINO) reported significantly lower profit for the third quarter of 2024 compared to the same period a year earlier, primarily due to a steep decline in refining margins amid oversupply of transportation fuels globally.

The independent refiner posted a net loss attributable to stockholders of $75.9 million, or $0.40 per diluted share, in Q3 2024. This is a stark contrast from the net income of $790.9 million, or $4.23 per share, in Q3 2023.

HF Sinclair's refining segment, which includes its refineries across the U.S., suffered a loss of $212.1 million before interest and income taxes in the latest quarter, compared to an income of $916.1 million a year ago. The company cited reduced refinery gross margins, particularly in the West and Mid-Continent regions, due to high global supply of transportation fuels as the main factor behind the poor performance.

Adjusted refinery gross margin, a key profitability metric, plummeted nearly 59% to $10.79 per produced barrel sold from $26.27 in the prior-year quarter. However, the company's refinery utilization rate improved to 101.2% from 88.8% a year earlier due to increased reliability and reduced planned maintenance activities.

While the refining business struggled, HF Sinclair saw modest year-over-year increases in its marketing and midstream segments. The marketing segment reported income before interest and taxes of $15.6 million, up slightly from $15.1 million in Q3 2023, while the midstream unit's pre-tax income rose 3% to $80.5 million, driven by higher volumes and tariffs.

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