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Side-by-side financial comparison of IMPERIAL OIL LTD (IMO) and PBF Energy Inc. (PBF). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $7.1B, roughly 1.2× PBF Energy Inc.). IMPERIAL OIL LTD runs the higher net margin — 4.4% vs 1.1%, a 3.3% gap on every dollar of revenue. On growth, PBF Energy Inc. posted the faster year-over-year revenue change (-2.9% vs -10.5%). IMPERIAL OIL LTD produced more free cash flow last quarter ($938.8M vs $77.0M). Over the past eight quarters, IMPERIAL OIL LTD's revenue compounded faster (-4.2% CAGR vs -9.1%).
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
IMO vs PBF — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $8.2B | $7.1B |
| Net Profit | $359.2M | $78.4M |
| Gross Margin | — | -1.8% |
| Operating Margin | 5.6% | 1.8% |
| Net Margin | 4.4% | 1.1% |
| Revenue YoY | -10.5% | -2.9% |
| Net Profit YoY | -59.8% | 127.1% |
| EPS (diluted) | — | $0.74 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $8.2B | $7.1B | ||
| Q3 25 | $8.8B | $7.7B | ||
| Q2 25 | $8.2B | $7.5B | ||
| Q1 25 | $9.1B | $7.1B | ||
| Q4 24 | $9.2B | $7.4B | ||
| Q3 24 | $9.7B | $8.4B | ||
| Q2 24 | $9.8B | $8.7B | ||
| Q1 24 | $9.0B | $8.6B |
| Q4 25 | $359.2M | $78.4M | ||
| Q3 25 | $393.5M | $170.1M | ||
| Q2 25 | $692.8M | $-5.2M | ||
| Q1 25 | $940.2M | $-401.8M | ||
| Q4 24 | $894.3M | $-289.3M | ||
| Q3 24 | $903.0M | $-285.9M | ||
| Q2 24 | $827.1M | $-65.2M | ||
| Q1 24 | $872.4M | $106.6M |
| Q4 25 | — | -1.8% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | -0.8% | ||
| Q1 25 | — | -5.9% | ||
| Q4 24 | — | -4.2% | ||
| Q3 24 | — | -3.4% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 5.6% | 1.8% | ||
| Q3 25 | 5.8% | 3.7% | ||
| Q2 25 | 11.1% | 0.6% | ||
| Q1 25 | 13.5% | -7.2% | ||
| Q4 24 | 12.5% | -5.2% | ||
| Q3 24 | 12.1% | -4.6% | ||
| Q2 24 | 11.1% | -0.9% | ||
| Q1 24 | 12.8% | 1.7% |
| Q4 25 | 4.4% | 1.1% | ||
| Q3 25 | 4.5% | 2.2% | ||
| Q2 25 | 8.4% | -0.1% | ||
| Q1 25 | 10.3% | -5.7% | ||
| Q4 24 | 9.7% | -3.9% | ||
| Q3 24 | 9.3% | -3.4% | ||
| Q2 24 | 8.5% | -0.7% | ||
| Q1 24 | 9.7% | 1.2% |
| Q4 25 | — | $0.74 | ||
| Q3 25 | — | $1.45 | ||
| Q2 25 | — | $-0.05 | ||
| Q1 25 | — | $-3.53 | ||
| Q4 24 | — | $-2.41 | ||
| Q3 24 | — | $-2.49 | ||
| Q2 24 | — | $-0.56 | ||
| Q1 24 | — | $0.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $833.7M | $527.9M |
| Total DebtLower is stronger | $2.9B | — |
| Stockholders' EquityBook value | $16.2B | $5.3B |
| Total Assets | $30.9B | $13.0B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $833.7M | $527.9M | ||
| Q3 25 | $1.4B | $482.0M | ||
| Q2 25 | $1.7B | $590.7M | ||
| Q1 25 | $1.3B | $468.6M | ||
| Q4 24 | $714.7M | $536.1M | ||
| Q3 24 | $1.1B | $976.7M | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $858.5M | $1.4B |
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
| Q4 25 | $16.2B | $5.3B | ||
| Q3 25 | $17.3B | $5.2B | ||
| Q2 25 | $18.2B | $5.1B | ||
| Q1 25 | $17.8B | $5.1B | ||
| Q4 24 | $17.1B | $5.5B | ||
| Q3 24 | $17.3B | $5.9B | ||
| Q2 24 | $17.5B | $6.3B | ||
| Q1 24 | $16.9B | $6.5B |
| Q4 25 | $30.9B | $13.0B | ||
| Q3 25 | $31.4B | $13.0B | ||
| Q2 25 | $32.2B | $13.0B | ||
| Q1 25 | $32.0B | $13.0B | ||
| Q4 24 | $31.3B | $12.7B | ||
| Q3 24 | $31.0B | $13.1B | ||
| Q2 24 | $32.2B | $14.1B | ||
| Q1 24 | $31.0B | $13.8B |
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 0.16× | — | ||
| Q4 24 | 0.17× | — | ||
| Q3 24 | 0.17× | — | ||
| Q2 24 | 0.17× | — | ||
| Q1 24 | 0.17× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.4B | $366.6M |
| Free Cash FlowOCF − Capex | $938.8M | $77.0M |
| FCF MarginFCF / Revenue | 11.4% | 1.1% |
| Capex IntensityCapex / Revenue | 5.6% | 4.1% |
| Cash ConversionOCF / Net Profit | 3.90× | 4.68× |
| TTM Free Cash FlowTrailing 4 quarters | $3.4B | $-783.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $366.6M | ||
| Q3 25 | $1.3B | $25.7M | ||
| Q2 25 | $1.1B | $191.1M | ||
| Q1 25 | $1.1B | $-661.4M | ||
| Q4 24 | $1.3B | $-329.7M | ||
| Q3 24 | $1.1B | $-68.0M | ||
| Q2 24 | $1.2B | $425.3M | ||
| Q1 24 | $785.5M | $15.8M |
| Q4 25 | $938.8M | $77.0M | ||
| Q3 25 | $944.6M | $-122.8M | ||
| Q2 25 | $725.6M | $35.0M | ||
| Q1 25 | $824.2M | $-772.4M | ||
| Q4 24 | $997.2M | $-425.7M | ||
| Q3 24 | $730.7M | $-169.8M | ||
| Q2 24 | $852.6M | $371.8M | ||
| Q1 24 | $422.7M | $-123.8M |
| Q4 25 | 11.4% | 1.1% | ||
| Q3 25 | 10.7% | -1.6% | ||
| Q2 25 | 8.8% | 0.5% | ||
| Q1 25 | 9.0% | -10.9% | ||
| Q4 24 | 10.8% | -5.8% | ||
| Q3 24 | 7.5% | -2.0% | ||
| Q2 24 | 8.7% | 4.3% | ||
| Q1 24 | 4.7% | -1.4% |
| Q4 25 | 5.6% | 4.1% | ||
| Q3 25 | 4.2% | 1.9% | ||
| Q2 25 | 4.2% | 2.1% | ||
| Q1 25 | 3.2% | 1.6% | ||
| Q4 24 | 3.4% | 1.3% | ||
| Q3 24 | 3.7% | 1.2% | ||
| Q2 24 | 3.4% | 0.6% | ||
| Q1 24 | 4.0% | 1.6% |
| Q4 25 | 3.90× | 4.68× | ||
| Q3 25 | 3.34× | 0.15× | ||
| Q2 25 | 1.54× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.44× | — | ||
| Q1 24 | 0.90× | 0.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IMO
Segment breakdown not available.
PBF
| Gasoline And Distillate | $6.4B | 89% |
| Asphaltand Residual Oil | $283.6M | 4% |
| Other | $149.4M | 2% |
| Chemicals | $145.1M | 2% |
| Logistics Group | $93.5M | 1% |
| Lubricants | $81.9M | 1% |
