Phillips 66 (PSX) This fall 2025 Earnings Name Transcript


This fall: 2026-02-04 Earnings Abstract

EPS of $2.47 beats by $0.32

| Income of $36.33B (6.91% Y/Y) beats by $2.89B

Phillips 66 (PSX) This fall 2025 Earnings Name February 4, 2026 12:00 PM EST

Firm Members

Sean Maher – VP of Investor Relations & Chief Economist
Mark Lashier – CEO & Chairman
Donald Baldridge – Government Vice President of Midstream & Chemical compounds
Kevin Mitchell – Government VP & CFO
Brian Mandell – Government Vice President of Advertising & Business
Richard Harbison – Government Vice President of Refining

Convention Name Members

Stephen Richardson – Evercore ISI Institutional Equities, Analysis Division
Neil Mehta – Goldman Sachs Group, Inc., Analysis Division
Douglas George Blyth Leggate – Wolfe Analysis, LLC
Francis Lloyd Byrne – Jefferies LLC, Analysis Division
Manav Gupta – UBS Funding Financial institution, Analysis Division
Theresa Chen – Barclays Financial institution PLC, Analysis Division
Paul Cheng – Scotiabank World Banking and Markets, Analysis Division
Sam Margolin – Wells Fargo Securities, LLC, Analysis Division
Matthew Blair – Tudor, Pickering, Holt & Co. Securities, LLC, Analysis Division
Jason Gabelman – TD Cowen, Analysis Division

Presentation

Operator

Welcome to the Fourth Quarter and Full 12 months 2025 Phillips 66 Earnings Convention Name. My title is Michael, and I will likely be your operator for right this moment’s name. (Operator Directions) Please notice that this convention is being recorded.

I am going to now flip the decision over to Sean Maher, Vice President of Investor Relations and Chief Economist. Sean, chances are you’ll start.

Sean Maher
VP of Investor Relations & Chief Economist

Hiya, and welcome to the Phillips 66 Fourth Quarter Earnings Convention Name. Members on right this moment’s name will embrace Mark Lashier, Chairman and CEO; Kevin Mitchell, CFO; and Don Baldridge, Midstream and Chemical compounds; Wealthy Harbison, Refining; and Brian Mandell, Advertising and Business.

As we speak’s presentation may be discovered on the Investor Relations part of the Phillips 66 web site, together with supplemental monetary and working data.

Slide 2 accommodates our protected harbor assertion. We will likely be making forward-looking statements throughout right this moment’s name. Precise outcomes might differ materially from right this moment’s feedback. Elements that



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