vs
Side-by-side financial comparison of PBF Energy Inc. (PBF) and United Parcel Service (UPS). Click either name above to swap in a different company.
PBF Energy Inc. is the larger business by last-quarter revenue ($33.1B vs $21.2B, roughly 1.6× United Parcel Service). United Parcel Service runs the higher net margin — 4.1% vs 0.2%, a 3.8% gap on every dollar of revenue. On growth, PBF Energy Inc. posted the faster year-over-year revenue change (-0.1% vs -1.6%). Over the past eight quarters, PBF Energy Inc.'s revenue compounded faster (94.6% CAGR vs -1.4%).
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...
United Parcel Service, Inc. (UPS) is an American multinational shipping & receiving and supply chain management company founded in 1907. Originally known as the American Messenger Company specializing in telegraphs, UPS has expanded to become a Fortune 500 company and one of the world's largest shipping couriers. UPS today is primarily known for its ground shipping services as well as the UPS Store, a retail chain which assists UPS shipments and provides tools for small businesses.
PBF vs UPS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $33.1B | $21.2B |
| Net Profit | $79.1M | $864.0M |
| Gross Margin | 78.0% | — |
| Operating Margin | 78.8% | 6.0% |
| Net Margin | 0.2% | 4.1% |
| Revenue YoY | -0.1% | -1.6% |
| Net Profit YoY | 149.3% | — |
| EPS (diluted) | $0.66 | $1.02 |
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.
| Q1 26 | $33.1B | $21.2B | ||
| Q4 25 | $7.1B | $24.5B | ||
| Q3 25 | $7.7B | $21.4B | ||
| Q2 25 | $7.5B | $21.2B | ||
| Q1 25 | $7.1B | $21.5B | ||
| Q4 24 | $7.4B | $25.3B | ||
| Q3 24 | $8.4B | $22.2B | ||
| Q2 24 | $8.7B | $21.8B |
| Q1 26 | $79.1M | $864.0M | ||
| Q4 25 | $78.4M | $1.8B | ||
| Q3 25 | $170.1M | $1.3B | ||
| Q2 25 | $-5.2M | $1.3B | ||
| Q1 25 | $-401.8M | $1.2B | ||
| Q4 24 | $-289.3M | $1.7B | ||
| Q3 24 | $-285.9M | $1.5B | ||
| Q2 24 | $-65.2M | $1.4B |
| Q1 26 | 78.0% | — | ||
| 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 26 | 78.8% | 6.0% | ||
| Q4 25 | 1.8% | 10.5% | ||
| Q3 25 | 3.7% | 8.4% | ||
| Q2 25 | 0.6% | 8.6% | ||
| Q1 25 | -7.2% | 7.7% | ||
| Q4 24 | -5.2% | 11.6% | ||
| Q3 24 | -4.6% | 8.9% | ||
| Q2 24 | -0.9% | 8.9% |
| Q1 26 | 0.2% | 4.1% | ||
| Q4 25 | 1.1% | 7.3% | ||
| Q3 25 | 2.2% | 6.1% | ||
| Q2 25 | -0.1% | 6.0% | ||
| Q1 25 | -5.7% | 5.5% | ||
| Q4 24 | -3.9% | 6.8% | ||
| Q3 24 | -3.4% | 6.9% | ||
| Q2 24 | -0.7% | 6.5% |
| Q1 26 | $0.66 | $1.02 | ||
| Q4 25 | $0.74 | $2.10 | ||
| Q3 25 | $1.45 | $1.55 | ||
| Q2 25 | $-0.05 | $1.51 | ||
| Q1 25 | $-3.53 | $1.40 | ||
| Q4 24 | $-2.41 | $2.00 | ||
| Q3 24 | $-2.49 | $1.80 | ||
| Q2 24 | $-0.56 | $1.65 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $527.9M | $5.8B |
| Total DebtLower is stronger | — | $23.7B |
| Stockholders' EquityBook value | $5.4B | — |
| Total Assets | $13.0B | $71.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $527.9M | $5.8B | ||
| Q4 25 | $527.9M | $5.9B | ||
| Q3 25 | $482.0M | $6.8B | ||
| Q2 25 | $590.7M | $6.3B | ||
| Q1 25 | $468.6M | $5.1B | ||
| Q4 24 | $536.1M | $6.3B | ||
| Q3 24 | $976.7M | $6.1B | ||
| Q2 24 | $1.4B | $6.5B |
| Q1 26 | — | $23.7B | ||
| Q4 25 | — | $23.5B | ||
| Q3 25 | — | $23.9B | ||
| Q2 25 | — | $23.8B | ||
| Q1 25 | — | $19.5B | ||
| Q4 24 | — | $19.4B | ||
| Q3 24 | — | $20.3B | ||
| Q2 24 | — | $20.2B |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $16.2B | ||
| Q3 25 | $5.2B | $15.8B | ||
| Q2 25 | $5.1B | $15.8B | ||
| Q1 25 | $5.1B | $15.7B | ||
| Q4 24 | $5.5B | $16.7B | ||
| Q3 24 | $5.9B | $16.9B | ||
| Q2 24 | $6.3B | $17.0B |
| Q1 26 | $13.0B | $71.8B | ||
| Q4 25 | $13.0B | $73.1B | ||
| Q3 25 | $13.0B | $71.4B | ||
| Q2 25 | $13.0B | $70.9B | ||
| Q1 25 | $13.0B | $68.5B | ||
| Q4 24 | $12.7B | $70.1B | ||
| Q3 24 | $13.1B | $68.3B | ||
| Q2 24 | $14.1B | $69.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | 1.16× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.19× |
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 | — | — |
| Free Cash FlowOCF − Capex | — | $1.3B |
| FCF MarginFCF / Revenue | — | 6.0% |
| Capex IntensityCapex / Revenue | 0.3% | 4.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $366.6M | $3.3B | ||
| Q3 25 | $25.7M | $2.5B | ||
| Q2 25 | $191.1M | $348.0M | ||
| Q1 25 | $-661.4M | $2.3B | ||
| Q4 24 | $-329.7M | $3.3B | ||
| Q3 24 | $-68.0M | $1.5B | ||
| Q2 24 | $425.3M | $2.0B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $77.0M | $2.6B | ||
| Q3 25 | $-122.8M | $1.5B | ||
| Q2 25 | $35.0M | $-775.0M | ||
| Q1 25 | $-772.4M | $1.4B | ||
| Q4 24 | $-425.7M | $2.2B | ||
| Q3 24 | $-169.8M | $655.0M | ||
| Q2 24 | $371.8M | $1.1B |
| Q1 26 | — | 6.0% | ||
| Q4 25 | 1.1% | 10.6% | ||
| Q3 25 | -1.6% | 7.1% | ||
| Q2 25 | 0.5% | -3.7% | ||
| Q1 25 | -10.9% | 6.7% | ||
| Q4 24 | -5.8% | 8.8% | ||
| Q3 24 | -2.0% | 2.9% | ||
| Q2 24 | 4.3% | 4.9% |
| Q1 26 | 0.3% | 4.9% | ||
| Q4 25 | 4.1% | 2.9% | ||
| Q3 25 | 1.9% | 4.5% | ||
| Q2 25 | 2.1% | 5.3% | ||
| Q1 25 | 1.6% | 4.1% | ||
| Q4 24 | 1.3% | 4.3% | ||
| Q3 24 | 1.2% | 3.8% | ||
| Q2 24 | 0.6% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 4.68× | 1.84× | ||
| Q3 25 | 0.15× | 1.89× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | — | 1.93× | ||
| Q3 24 | — | 0.97× | ||
| Q2 24 | — | 1.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PBF
Segment breakdown not available.
UPS
| U.S. Domestic Package | $14.1B | 67% |
| International Package | $4.5B | 21% |
| Supply Chain Solutions | $2.5B | 12% |
