Zacks Highlights Delek US, PBF Energy, and Valero Energy as Top Refining Stocks

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research identifies Delek US Holdings, PBF Energy, and Valero Energy as well-positioned to benefit from tight fuel supplies and steady transportation demand. The Zacks Oil and Gas - Refining & Marketing industry ranks in the top 8% of 247 Zacks industries, with aggregate 2026 earnings estimates up 102.8% over the past year. The industry has gained 60.9% in the past year, outperforming the broader sector's 26.9% rise and the S&P 500's 18.7% gain, and trades at an EV/EBITDA of 6.25X versus the S&P 500's 18.24X. Delek US Holdings carries a Zacks Rank #1 (Strong Buy) with a 2026 earnings growth estimate of 25.9% and shares up 174.3% in a year. PBF Energy, also a Zacks Rank #1, has an expected three-to-five-year EPS growth rate of 56% and shares up 147.6% in a year. Valero Energy, a Zacks Rank #2 (Buy) with a market capitalization of more than $90 billion, has a 2026 EPS growth estimate of 243.6% and shares up 114.4% in a year.

Impact on stocks 3

Energy▲ · 2 stocks
Delek US Energy Inc
DK
▲ PositiveDemandrelevance

Tight fuel supplies and steady transportation demand benefit refiners; Delek US is highlighted as well-positioned.

PBF Energy Inc
PBF
▲ PositiveDemandrelevance

Tight fuel supplies and steady transportation demand benefit refiners; PBF Energy is highlighted as well-positioned.

Synthetic Biology (non-pharma)▲ · 1 stocks
Valero Energy Corporation
VLO
▲ PositiveDemandrelevance

Tight fuel supplies and steady transportation demand benefit refiners; Valero Energy is highlighted as well-positioned.

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