FINHUB Insights

Energy

13 companies side by side, each showing its newest quarter, so you can see who is big in the sector and who turns it into profit. That is 21 minus the 8 whose statement we cannot draw; they are listed at the foot of the page.

Every figure here is one quarter, the newest each company has filed, so the quarters differ from row to row, and the rows run from the largest of those quarters down. The ranking on All companies adds up the last four instead, which is what makes companies on different fiscal years comparable.

Company Revenue, one quarter Year over year Operating margin Net profit Net margin
MPC Marathon Petroleum Q2 FY26 Year over year +54% Operating margin 14% Net margin 10% $52.0B +54% 14% $5.1B 10%
VLO Valero Energy Q3 FY26 Year over year +43% Operating margin 20% Net margin 15% $46.1B +43% 20% $6.8B 15%
OKE Oneok Q3 FY26 Year over year +44% Operating margin 13% Net margin 11% $12.5B +44% 13% $1.4B 11%
EOG EOG Resources Q2 FY26 Year over year +57% Operating margin 41% Net margin 32% $8.6B +57% 41% $2.7B 32%
HAL Halliburton Q3 FY26 Year over year +2% Operating margin 11% Net margin 7% $5.7B +2% 11% $0.4B 7%
FANG Diamondback Energy Q2 FY26 Year over year +51% Operating margin 45% Net margin 34% $5.6B +51% 45% $1.9B 34%
KMI Kinder Morgan Q3 FY26 Year over year +9% Operating margin 26% Net margin 17% $4.5B +9% 26% $0.8B 17%
TRGP Targa Resources Q2 FY26 Year over year +4% Operating margin 28% Net margin 17% $4.4B +4% 28% $0.8B 17%
EXE Expand Energy Q3 FY26 Year over year +11% Operating margin 19% Net margin 16% $3.3B +11% 19% $0.5B 16%
WMB Williams Companies Q2 FY26 Year over year +10% Operating margin 37% Net margin 27% $3.1B +10% 37% $0.8B 27%
OXY Occidental Petroleum Q4 FY25 Year over year +39% Operating margin 10% Net margin 4% $2.9B +39% 10% $0.1B 4%
EQT EQT Q3 FY26 Year over year −12% Operating margin 26% Net margin 16% $1.8B −12% 26% $0.3B 16%
TPL Texas Pacific Land Q2 FY26 Year over year +31% Operating margin 78% Net margin 63% $0.2B +31% 78% $0.2B 63%

Diagrams

the 9 largest

Cost of revenue Operating expenses Tax and other Net profit

In the bar on each card, every block is its share of revenue.

The rest of the sector

8 companies

In the index, in this sector, and not in the table above. A bank, an insurer or a property trust does not have an income statement this shape, so there is no diagram to draw; the rest are ones we have not drawn yet. Each one still has a page.