CoverageForm 410-K10-Q8-K13D13G13F

PSX · Phillips 66 - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · PSX

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$132.38B$143.15B$147.40B$169.99B$111.48B$64.13B
Cost of Revenue$116.09B$129.96B$128.09B$149.93B$102.10B$57.71B
Gross Profit$16.28B$13.19B$19.31B$20.06B$9.37B$6.42B
R&D$6.00M$15.00M$27.00M$42.00M$47.00M$48.00M
SG&A$2.44B$2.81B$2.52B$2.17B$1.74B$1.54B
Total Operating Expenses------
D&A$3.25B$2.36B$1.98B$1.63B$1.60B$1.40B
Operating Income-----($4.96B)
Interest Expense$997.00M$919.00M$842.00M$611.00M$567.00M$550.00M
Income Tax$892.00M$500.00M$2.23B$3.25B$146.00M($1.25B)
Net Income$4.40B$2.12B$7.01B$11.02B$1.32B($3.98B)
EPS - Basic$10.82$5.01$15.56$23.36$2.97($9.06)
EPS - Diluted$10.79$4.99$15.48$23.27$2.97($9.06)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$1.12B$1.74B$3.32B$6.13B$3.15B$2.51B
Accounts Receivable$9.77B$11.03B$11.73B$10.98B$7.47B$6.52B
Inventory$5.10B$4.00B$3.75B$3.28B$3.39B$3.89B
Accounts Payable---$10.75B$7.63B$5.17B
Current Assets$17.27B$17.91B$19.94B$21.92B$14.70B$13.28B
Total Assets$73.68B$72.58B$75.50B$76.44B$55.59B$54.72B
Current Liabilities$13.33B$15.09B$15.86B$15.89B$12.80B$9.52B
Long-term Debt------
Total Liabilities$43.44B$44.12B$43.85B$42.34B$33.96B$33.20B
Stockholders' Equity$29.09B$27.41B$30.58B$29.49B$19.17B$18.98B
Retained Earnings$33.24B$30.77B$30.55B$25.43B$16.22B$16.50B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$4.96B$4.19B$7.03B$10.81B$6.02B$2.11B
Investing Cash Flow($2.10B)($2.46B)($1.79B)($1.49B)($1.87B)($3.08B)
Financing Cash Flow($3.54B)($3.31B)($8.09B)($6.39B)($3.47B)$1.79B
CapEx------
Free Cash Flow------

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin12.3%9.2%13.1%11.8%8.4%10.0%
Operating margin------7.7%
EBITDA margin------5.6%
Net margin3.3%1.5%4.8%6.5%1.2%-6.2%
Free cash flow margin------
FCF / Net income------
R&D / Revenue0.0%0.0%0.0%0.0%0.0%0.1%
SG&A / Revenue1.8%2.0%1.7%1.3%1.6%2.4%
Effective tax rate16.8%19.1%24.1%22.8%10.0%-
Return on assets6.0%2.9%9.3%14.4%2.4%-7.3%
Return on equity15.1%7.7%22.9%37.4%6.9%-20.9%
Return on invested capital------
Liquidity
Current ratio1.301.191.261.381.151.39
Quick ratio0.910.921.021.170.880.99
Cash ratio0.080.120.210.390.250.26
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage------9.0x
Equity multiplier2.532.652.472.592.902.88
Liabilities / Assets0.590.610.580.550.610.61
Efficiency
Asset turnover1.801.971.952.222.011.17
Inventory turnover22.7832.5334.1645.7730.0814.82
Days sales outstanding27d28d29d24d24d37d
Days inventory outstanding16d11d11d8d12d25d
Days payable outstanding---26d27d33d
Cash conversion cycle---5d9d29d
Valuation
P / E12.0x22.8x8.6x4.5x24.4x-
P / B1.8x1.8x2.0x1.7x1.7x1.6x
P / S0.4x0.3x0.4x0.3x0.3x0.5x
EV / EBITDA------
Growth
Revenue growth (YoY)-7.5%-2.9%-13.3%52.5%73.8%-40.2%
Revenue CAGR (3y)-8.0%8.7%32.0%16.6%0.0%-14.4%
Revenue CAGR (5y)15.6%5.9%5.7%10.7%5.8%-8.3%
Gross profit growth (YoY)23.4%-31.7%-3.7%114.0%46.0%-45.4%
Operating income growth (YoY)------
Net income growth (YoY)108.0%-69.8%-36.4%737.1%--
EPS growth (YoY)116.2%-67.8%-33.5%683.5%--
EPS CAGR (3y)-22.6%18.9%-50.9%-36.9%-
EPS CAGR (5y)--5.9%5.6%18.8%0.3%-
FCF growth (YoY)------
FCF CAGR (5y)------
Book value growth (YoY)6.1%-10.4%3.7%53.9%1.0%-23.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$132.34B total
Marketing Speciality Segment$83.74B · 63.3%
Refining Segment$26.87B · 20.3%
Midstream Segment$18.58B · 14.0%
Renewable Fuels$3.15B · 2.4%

Product / service

$132.38B total
Refined Petroleum Products And Renewable Fuels$97.36B · 73.5%
Natural Gas Liquids Reserves$17.07B · 12.9%
Crude Oil$15.18B · 11.5%
Other Product Line$2.77B · 2.1%

Geographic

$132.38B total
US$104.26B · 78.8%
GB$13.21B · 10.0%
Other Geographical Areas$9.92B · 7.5%
DE$4.99B · 3.8%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

7/9
Strong
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Petroleum Refining

CompanyRevenue (last FY)Net marginROE
COP$58.94B13.6%12.4%
CVX$189.03B6.5%6.6%
PBF$29.33B-0.5%-3.0%
MPC$132.70B3.0%23.4%
DK$10.72B-0.2%-4.2%

Comparing Phillips 66 against the 5 most active filers in the same SIC group.

Dividends

$4.94/share trailing 12 months · +6.2% YoY

Ex-datePer share
May 18, 2026$1.2700
Feb 23, 2026$1.2700
Nov 17, 2025$1.2000
Aug 19, 2025$1.2000
May 19, 2025$1.2000
Feb 24, 2025$1.1500
Nov 18, 2024$1.1500
Aug 20, 2024$1.1500
May 17, 2024$1.1500
Feb 16, 2024$1.0500
Nov 16, 2023$1.0500
Aug 17, 2023$1.0500
May 19, 2023$1.0500
Feb 17, 2023$1.0500
Nov 16, 2022$0.9700
Aug 17, 2022$0.9700
May 20, 2022$0.9700
Feb 18, 2022$0.9200
Nov 16, 2021$0.9200
Aug 17, 2021$0.9000
May 21, 2021$0.9000
Feb 19, 2021$0.9000
Nov 16, 2020$0.9000
Aug 17, 2020$0.9000