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. However, the recovery is fragile: TTM net margin remains ne...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 7, 2025 | $1.52+442.9% vs $0.28 | $2.9B+6.5% vs $2.7B |
Shares of Delek US Holdings, Inc. (NYSE: DK - Get Free Report) were up 4.7% during trading on Tuesday after Raymond James Financial raised their price target on the stock from $72.00 to $90.00. Raymond James Financial currently has an outperform rating on the stock. Delek US traded as high as $77.79 and last traded at
DK is boosting refining profit capture as higher margins, throughput and reliability drive stronger economics.
Delek US Holdings (DK) is capitalizing on favorable refining conditions, strong execution, and strategic transformation into a cleaner refining and logistics business. DK's operational improvements—especially at Big Spring—are driving higher yields, reliability, and crude flexibility, providing structural advantages beyond current crack spreads. Enterprise Optimization Plan targets at least $220 million in annualized cash flow gains, while supply and marketing and DKL's midstream evolution add growth levers.
It's about to become a component of one of the more high-profile stock indexes.
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 |
|---|---|---|---|---|---|---|---|
| $73.34 | $4.49B | -193.00 | -9.53% | -0.21% | -4.06% | 1.39% | |
| $71.44 | $8.45B | -51.40 | -11.42% | 3.94% | 23.52% | — | |
| $52.13 | $5.24B | 193.07 | -5.89% | 0.81% | 8.07% | — | |
| $79.11 | $3.97B | 11.05 | -6.39% | 9.94% | 56.63% | — | |
| $56.42 | $4.92B | -144.67 | -1.25% | -2.98% | — | — | |
| $377.14 | $111.99B | 49.82 | -5.54% | 5.43% | 26.57% | — |
Delek US Holdings, Inc. (DK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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 $12.06B in revenue for fiscal year 2025. This represents a 2094% increase from $549.6M in 2002.
Delek US Holdings, Inc. (DK) saw revenue decline by 9.5% over the past year.
Yes, Delek US Holdings, Inc. (DK) is profitable, generating $224.5M in net income for fiscal year 2025 (-0.2% net margin).
Yes, Delek US Holdings, Inc. (DK) pays a dividend with a yield of 1.39%. This makes it attractive for income-focused investors.
Delek US Holdings, Inc. (DK) has a return on equity (ROE) of -4.1%. Negative ROE indicates the company is unprofitable.
Delek US Holdings, Inc. (DK) generated $684.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
