The Zacks Oil and Gas – Refining & Marketing industry ranks in the top 8% of Zacks industries and is currently benefiting from tight fuel supplies and steady transportation demand. The industry’s earnings estimates for 2026 have increased by 102.8% over the past year. Major players including Delek US Holdings, PBF Energy, and Valero Energy are well-positioned to capitalize on current market conditions.
Overall, the Zacks Oil and Gas – Refining & Marketing industry has seen a 60.9% increase in share prices over the past year, outperforming the broader Zacks Oil – Energy Sector’s 26.9% and the S&P 500’s 18.7%. The industry’s average enterprise value-to-EBITDA (EV/EBITDA) ratio is 6.25, significantly lower than the S&P 500’s 18.24, indicating an attractive valuation for potential investors.
Key trends include an increasingly tight fuel supply, operational flexibility among refineries, and a growing demand for cleaner fuels like renewable diesel and sustainable aviation fuel, although costs and regulatory risks continue to be significant challenges for the sector.
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