| PSX |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$8.50 vs. cons $7.68 |
HIGH |
| PSX |
Report |
Refining Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$3.15B vs. cons $2.92B |
HIGH |
| PSX |
Report |
Midstream Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$1.02B vs. cons $998M |
MEDIUM |
| PSX |
Guide |
Q3 Crude Utilization (Q3 2026) |
LOWER |
guide ~low-to-mid 90s vs. cons ~100% |
HIGH |
| PSX |
Guide |
FY 2026 EPS trajectory (FY 2026) |
UNCHANGED |
guide reaffirm constructive; implied H2 ~$12.7 vs. cons $12.7 |
MEDIUM |
| PSX |
Guide |
Western Gateway Pipeline FID (2026) |
BETTER |
guide FID announced or confirmed imminent vs. not in consensus |
MEDIUM |
| PSX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| PSX |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY 2026 estimate revisions upward as sell side models the beat; Western Gateway FID is a multi-day catalyst; partially offset by Q3 utilization guide headwind pulling near-term Q3 estimates down |
MEDIUM |