Delek US Holdings is emerging from a deep cyclical trough, with 2026Q2 revenue surging 47.8% year-over-year to $4.1B and EPS swinging to $2.71 from -$6.54 in 2024Q4, suggesting a potential inflection.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 6, 2026 | $13.55+68.3% vs $8.05 | $4.4B+13.3% vs $3.9B |
Q3 2026 Aug 5, 2026 | $5.48+105.2% vs $2.67 | $4.1B+18.8% vs $3.4B |
Q2 2026 Apr 29, 2026 | $0.08+105.1% vs -$1.56 | $2.7B+13.9% vs $2.3B |
Q1 2026 Feb 27, 2026 | $0.44+327.1% vs -$0.19 | $2.4B-4.7% vs $2.6B |
Delek US NYSE: DK reported third-quarter net income of approximately $1.13 billion and raised its dividend, as stronger refining margins and higher capture rates helped drive results. The company also increased its enterprise optimization target and outlined plans for further share repurchases.
While the top- and bottom-line numbers for Delek US Holdings (DK) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Delek US Holdings, Inc. (DK) Q3 2026 Earnings Call Transcript
Tech is snapping back after a brutal week while blue chips slip, and everyone is watching the clock for 2 p.m. ET. Will the Fed's statement keep the bounce alive, or erase it before the close?
Benchmark DK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Delek US Holdings, Inc. (DK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $63.95 | $3.92B | 3.37 | -9.53% | 8.7% | 148.74% | 1.6% | |
| $67.27 | $7.96B | 3.04 | -11.42% | 6.98% | 42.13% | 1.64% | |
| $38.13 | $3.83B | 14.46 | -5.89% | 2.7% | 29.17% | — | |
| $68.06 | $3.41B | 3.57 | -6.39% | 9.81% | 53.95% | — | |
| $39.64 | $3.45B | -18.00 | -1.25% | -3.73% | — | — | |
| $346.45 | $102.87B | 7.63 | -5.54% | 8.81% | 45.87% | 1.31% |
Delek US Holdings, Inc. (DK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Delek US Holdings, Inc. (DK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 23, 2026·SEC
Jul 2, 2026·SEC
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Delek US Holdings, Inc. (DK) stock FAQ — growth, dividends, profitability & financials explained
Delek US Holdings, Inc. (DK) reported $13.56B in revenue over the trailing twelve months. Revenue was $10.72B in fiscal year 2025. That is 1851% more than the $549.6M of fiscal year 2002.
Delek US Holdings, Inc. (DK) grew revenue by 27.1% over the trailing twelve months, compared with the twelve months before.
Yes. Delek US Holdings, Inc. (DK) earned $1.18B in net income over the trailing twelve months (a 8.7% net margin).
Yes. Delek US Holdings, Inc. (DK) pays a dividend that yields 1.60% at the current price, a moderate yield.
Delek US Holdings, Inc. (DK) had a return on equity (ROE) of 148.7% over the trailing twelve months. That is well above the market's typical 10-15%.
Delek US Holdings, Inc. (DK) generated $1.21B in free cash flow over the trailing twelve months.
