Refining & Midstream Energy

v0.2 (2026-05-21). KPI surface expanded from 25 to 39 in response to codex critique: added refining_margin_capture_rate_pct (single biggest refiner-quality omission in v0.1), rin_compliance_cost_per_bbl, planned_turnaround_days, turnaround_expense, unplanned_outage_impact_kbpd, refining_segment_operating_income (split from non-GAAP adjusted EBITDA), refined_product_output_kbpd, nelson_complexity_i

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
PSXPhillips 66Adjusted Diluted Earnings Per ShareFY2026-Q2+295.4%+3.0%
VLOValero Energy CorporationRefining Segment Operating IncomeFY2026-Q2+253.1%+3.4%
DINOHF Sinclair CorporationRefiningFY2026-Q2+50.2%-13.6%
DTMDT Midstream, Inc.Adjusted Earnings Before Interest, Taxes, Depreciation and AmortizationFY2025-Q4+24.7%-1.7%
TRGPTarga Resources Corp.Adjusted EBITDAFY2026-Q2+37.8%+18.2%
KNTKKinetik Holdings Inc.Total Operating RevenuesFY2026-Q2+36.4%+18.9%
CVICVR Energy, Inc.Nitrogen FertilizerFY2026-Q1+25.9%+11.7%
PARRPar Pacific Holdings, Inc.LogisticsFY2026-Q2+9.0%+0.7%
MPCMarathon Petroleum CorporationMidstream adjusted earnings before interest, taxes, depreciation, and amortizationFY2026-Q2+9.0%+1.9%
WMBThe Williams Companies, Inc.Adjusted Earnings Per ShareFY2026-Q2+8.7%+7.0%
OKEONEOK, Inc.NGL raw feed throughput - TotalFY2026-Q2+6.7%+11.9%
LLoews CorporationBoardwalk Pipelines EBITDAFY2026-Q2+1.8%+14.2%
AMAntero Midstream CorporationFree Cash Flow Before DividendsFY2026-Q2-1.9%+25.2%
APDAir Products and Chemicals, Inc.Adjusted EPSFY2026-Q2+19.0%
AROCArchrock, Inc.Total Operating HorsepowerFY2026-Q1
CLMTCalumet, Inc.Performance Brands Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization with Tax AttributesFY2026-Q2
DKDelek US Holdings, Inc.Adjusted Earnings Per ShareFY2026-Q2
EPDEnterprise Products Partners L.P.Total Gross Operating MarginFY2025-Q4+2.7%
EQTEQT CorporationGathered Volume ThroughputFY2026-Q2
KGSKodiak Gas Services, Inc.Other Services RevenueFY2026-Q2+47.1%
KMIKinder Morgan, Inc.Free cash flow (Free Cash Flow)FY2026-Q2
LNGCheniere Energy, Inc.Consolidated Adjusted EBITDAFY2026-Q1+24.6%
MTDRMatador Resources CompanySan Mateo midstream adjusted earnings before interest taxes depreciation and amortizationFY2025-Q2
SMCSummit Midstream Corp.Adjusted Earnings Before Interest, Taxes, Depreciation and AmortizationFY2026-Q1-5.7%
VGVenture Global, Inc.Exported liquefied natural gas cargoesFY2026-Q1+106.3%

Where they use the same metric

  • Consolidated Adjusted EBITDA — reported by 11 of 45
  • Adjusted earnings before interest, taxes, depreciation, and amortization — reported by 11 of 45
  • Adjusted Free Cash Flow — reported by 7 of 45
  • Gathering and Processing Fees — reported by 5 of 45
  • Adjusted Net Income — reported by 5 of 45
  • Net Debt to Adjusted Earnings Before Interest Taxes Depreciation and Amortization Ratio — reported by 4 of 45
  • Capital Expenditures — reported by 4 of 45
  • Refining revenue — reported by 4 of 45

A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.

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