HF Sinclair Q3 net income jumps to $2,015M ($11.38/sh); $0.525 dividend; Ledbetter named CEO effective Jan 1, 2027

HF Sinclair Corp

• Net income $2,015M, or $11.38/diluted share, vs $403M ($2.15) in Q3 2025; adjusted net income $2,079M, or $11.75/sh, vs $2.44.
• Refining income $2,435M vs $476M; adjusted refinery gross margin $54.22/bbl, up 183% YoY; crude charge 614,060 BPD vs 639,050 on El Dorado turnaround.
• Renewables income $123M vs -$55M on higher RINs prices and Producer's Tax Credit; Marketing $31M vs $22M; Lubricants $38M vs $52M after $109M Mississauga retirement costs.
• Regular quarterly dividend held at $0.525/share, payable Dec 2, 2026 to holders of record Nov 12; $572M returned via $93M dividends and $479M buybacks; cash $3,333M.
• Steve Ledbetter, President and COO, named CEO and President effective Jan 1, 2027, succeeding Franklin Myers, who becomes executive chairperson through the Lubricants & Specialties separation.