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Top Energy Stocks by Gross Margin

Top energy companies ranked by gross margin, latest annual filings.

What Gross Margin Means for Energy Companies

Gross margin inside energy is dominated by the commodity price cycle. Upstream producers market barrels or cubic feet into commodity markets whose prices they do not set, so the spread between realized price and lifting cost determines the margin. Integrated majors, refiners, midstream operators, and oilfield services firms each earn very different gross economics, and within each subsector the figure can swing dramatically from one cycle to the next as crude, gas, and refined product prices move.

Why It Matters Less in Energy

A snapshot of energy gross margin is less informative than a view across a full cycle. A producer earning a rich gross margin during a commodity peak can earn none or a loss in a trough even with identical operations. Where gross margin does reveal something enduring, it is usually about reserve quality and lifting-cost discipline. Still, hedging, contract mix, and non-cash inventory adjustments can distort any single period in ways that have little to do with the underlying asset base.

What to Read Alongside

Pair gross margin with [Revenue](/financials/top-revenue-stocks/energy/) to anchor the commodity cycle backdrop, [Operating Margin](/financials/top-operating-margin-stocks/energy/) to include G&A and corporate overhead, and [Free Cash Flow](/financials/top-free-cash-flow-stocks/energy/) because reinvestment intensity varies enormously across the sector.

Data as of FY 2025 71 companies Rhea AI
# Symbol Company Sector
1 WES Western Midstream Partners, LP Energy 94.61% $16.18B
2 SOBO South Bow Corporation Energy 84.24% $6.64B
3 SMC Summit Midstream Corporation Energy 73.47% $0.41B
4 KMI Kinder Morgan, Inc. Energy 67.36% $70.59B
5 USAC USA Compression Partners, LP Energy 67.06% $3.98B
6 TNK Teekay Tankers Ltd. Energy 66.66% $2.56B
7 TK Teekay Corporation Ltd. Energy 66.58% $1.09B
8 NAT Nordic American Tankers Limited Energy 64.36% $1.15B
9 LNG Cheniere Energy, Inc. Energy 64.21% $54.05B
10 KGS Kodiak Gas Services, Inc. Energy 63.31% $5.72B
11 NGS Natural Gas Services Group, Inc. Energy 58.34% $0.48B
12 MMLP Martin Midstream Partners L.P. Energy 55.51% $0.10B
13 CQP Cheniere Energy Partners, L.P. Energy 52.18% $30.43B
14 AROC Archrock, Inc. Energy 48.57% $6.34B
15 NCSM NCS Multistage Holdings, Inc. Energy 41.08% $0.20B
16 TRGP Targa Resources Corp. Energy 38.29% $51.53B
17 WHD Cactus, Inc. Energy 37.02% $3.84B
18 NPKI NPK International Inc. Energy 36.37% $1.24B
19 HP Helmerich & Payne, Inc. Energy 32.96% $3.82B
20 SGU Star Group, L.P. Energy 31.54% $0.42B
21 VAL Valaris Limited Energy 31.21% $6.26B
22 INVX Innovex International, Inc. Energy 31.00% $1.87B
23 STAK STAK Inc. Energy 30.86% $0.02B
24 OKE ONEOK, Inc. Energy 30.50% $54.94B
25 GEOS Geospace Technologies Corporation Energy 29.69% $0.13B
26 NGL NGL Energy Partners LP Energy 27.73% $1.77B
27 FET Forum Energy Technologies, Inc. Energy 27.67% $0.69B
28 WBI WaterBridge Infrastructure LLC Energy 27.07% $1.33B
29 EPD Enterprise Products Partners L.P. Energy 26.68% $81.80B
30 SLNG Stabilis Solutions, Inc. Energy 26.40% $0.07B
31 LEU Centrus Energy Corp. Energy 26.19% $4.32B
32 ET Energy Transfer LP Energy 25.77% $65.88B
33 FTK Flotek Industries, Inc. Energy 25.22% $0.61B
34 ACDC ProFrac Holding Corp. Energy 25.09% $1.33B
35 RES RPC, Inc. Energy 24.20% $1.71B
36 XPRO Expro Group Holdings N.V. Energy 23.89% $1.94B
37 PUMP ProPetro Holding Corp. Energy 23.72% $2.06B
38 DKL Delek Logistics Partners, LP Energy 21.23% $2.76B
39 KLXE KLX Energy Services Holdings, Inc. Energy 21.22% $0.06B
40 LBRT Liberty Energy Inc. Energy 20.92% $5.24B
41 CLB Core Laboratories Inc. Energy 20.69% $0.79B
42 MRC MRC Global Inc. Energy 20.59% $1.17B
43 OII Oceaneering International, Inc. Energy 20.42% $3.79B
44 NOV NOV Inc. Energy 20.21% $7.29B
45 OIS Oil States International, Inc. Energy 19.92% $0.66B
46 LSE Leishen Energy Holding Co., Ltd. Energy 17.64% $0.08B
47 DWSN Dawson Geophysical Company Energy 17.21% $0.09B
48 RNGR Ranger Energy Services, Inc. Energy 16.51% $0.44B
49 CNR Core Natural Resources, Inc. Energy 14.89% $4.43B
50 WTTR Select Water Solutions, Inc. Energy 14.38% $2.04B
51 NC NACCO Industries, Inc. Energy 13.88% $0.36B
52 AESI Atlas Energy Solutions Inc. Energy 13.76% $2.01B
53 NESR National Energy Services Reunited Corp. Energy 12.44% $2.38B
54 HLX Helix Energy Solutions Group, Inc. Energy 12.32% $1.43B
55 PSX Phillips 66 Energy 12.30% $63.97B
56 SND Smart Sand, Inc. Energy 11.48% $0.23B
57 SUN Sunoco LP Energy 11.08% $12.47B
58 SUNC SunocoCorp LLC Energy 11.08% $3.29B
59 CAPL CrossAmerica Partners LP Energy 11.00% $0.80B
60 MPC Marathon Petroleum Corporation Energy 9.99% $65.11B
61 PAA Plains All American Pipeline, L.P. Energy 8.65% $15.15B
62 PAGP Plains GP Holdings, L.P. Energy 8.65% $4.58B
63 DINO HF Sinclair Corporation Energy 8.56% $10.73B
64 GLP Global Partners LP Energy 5.72% $1.59B
65 DK Delek US Holdings, Inc. Energy 5.71% $2.38B
66 CVI CVR Energy, Inc. Energy 4.83% $3.14B
67 VLO Valero Energy Corporation Energy 4.43% $69.90B
68 WKC World Kinect Corporation Energy 2.57% $1.21B
69 TMDE TMD Energy Limited Energy 2.33% $0.03B
70 BANL CBL International Limited Energy 0.83% $0.01B
71 PBF PBF Energy Inc. Energy -1.95% $4.81B

How this ranking is built

Companies are ranked by gross margin as reported in their most recent annual filing with the SEC. Figures shown are in US dollars (or percent, as noted), rounded to two decimals.

  • Source: annual 10-K / 20-F filings from companies trading on US exchanges (NYSE, Nasdaq, AMEX).
  • Fiscal year: whichever annual period the company has most recently filed. Fiscal years don't always align with the calendar year, so the "as of FY" stamp above reflects the most common year across the table.
  • Filtered out: warrants, preferred shares, and duplicate listings that share a parent company's financials.
  • Update cadence: refreshed as companies file new annual reports (typically within 60–90 days of fiscal year end).

Not financial advice. This is a research tool, not a recommendation.