PBF Energy Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026, with the SEC on October 29, 2026, disclosing financial results and operational developments for the third quarter.

Key Highlights

  • Share count: As of October 23, 2026, PBF Energy had 121,325,133 shares of Class A common stock and 7 shares of Class B common stock outstanding.
  • Ownership structure: PBF Energy held approximately 99.3% of the outstanding economic interests in PBF Energy Company LLC (PBF LLC) as of September 30, 2026, according to the filing.
  • Martinez refinery fire: The filing identifies ongoing risks related to the February 1, 2025 fire at the Martinez refinery, including the timing of remaining insurance recoveries and potential governmental and regulatory investigations.
  • Chalmette refinery fire: The filing also cites risks from a fire on May 8, 2026 at the Chalmette refinery, noting potential property damage, equipment outages, throughput reductions, and possible investigations or legal proceedings.
  • Filer status: The company is classified as a large accelerated filer and is not a shell company, as indicated in the filing.

PBF Energy's Third-Quarter 2026 Disclosure: Structure, Operations, and Key Risks

PBF Energy Inc. (NYSE:PBF), a Delaware holding company headquartered at One Sylvan Way, Second Floor, Parsippany, New Jersey, filed its Form 10-Q for the quarterly period ended September 30, 2026. According to the filing, PBF Energy's primary asset is its equity interest in PBF LLC, of which it is the sole managing member. PBF LLC serves as the holding company for the entities that directly and indirectly own and operate the company's business, including PBF Holding Company LLC, the parent of its refining operations, and PBF Logistics LP (PBFX), which owns and operates logistics assets supporting refining.

The filing describes two separate refinery fire events as sources of ongoing risk. The first, at the Martinez refinery on February 1, 2025, is cited in connection with uncertainties around insurance recovery timing, safe completion of a scheduled hydrocracker complex turnaround, and potential governmental and regulatory investigations. The second, at the Chalmette refinery on May 8, 2026, is described as potentially involving property damage, equipment outages tied to repair timing, throughput reductions, and related investigations or legal proceedings.

The filing also identifies broader macro and geopolitical factors as risks, including commodity price volatility, tariff-related inflation, and disruptions from international conflicts, specifically referencing Russia's military action in Ukraine and armed hostilities involving the United States, Israel, Gulf States, and Iran. The company notes that forward-looking statements contained in the report are subject to risks and uncertainties and are qualified in their entirety by the cautionary statements disclosed in the filing and in its 2025 Annual Report on Form 10-K. The filing carries Commission File Number 001-35764.

What Was Disclosed

PBF Energy filed its Q3 2026 quarterly report disclosing its corporate and ownership structure, share counts as of October 23, 2026, ongoing risks from two refinery fires, and broader macro and geopolitical risk factors affecting its operations.