Delek US Holdings, Inc. participates in the integrated downstream energy business in the United States. The company is headquartered in Brentwood, Tennessee.
| Revenue (TTM) | $12.06B |
| Gross Profit (TTM) | $1.26B |
| EBITDA | $1.06B |
| Operating Margin | 7.56% |
| Return on Equity | 78.80% |
| Return on Assets | 5.49% |
| Revenue/Share (TTM) | $199.47 |
| Book Value | $3.05 |
| Price-to-Book | 23.77 |
| Price-to-Sales (TTM) | 0.36 |
| EV/Revenue | 0.586 |
| EV/EBITDA | 6.47 |
| Quarterly Earnings Growth (YoY) | 1870.00% |
| Quarterly Revenue Growth (YoY) | 47.80% |
| Shares Outstanding | $61.23M |
| Float | $60.03M |
| % Insiders | 2.52% |
| % Institutions | 105.71% |
Volatility is currently contracting
Delek US Holdings has doubled over the past year, driven by regulatory relief and global refined product shortages. DK benefits from EPA small refinery exemptions, reducing RINs liabilities by several hundred million dollars and providing further upside through 2027. Record-high crack spreads and persistent supply disruptions are generating unprecedented windfall profits, with normalization unlikely before late 2027.
Delek's cash flow is improving as refining margins and optimization efforts gain traction, while low valuation, leverage and regulatory uncertainty shape the case.
Delek US Holdings (NYSE:DK) closed at $71.47 on August 21, 2026, up 141.0% year to date and 215.7% over one year, brushing its 52-week high of $72.00.
DK benefits from stronger refining margins, advantaged crude access, improved refinery performance, logistics growth and greater financial flexibility.
DK posts a major Q2 earnings gain as stronger refining margins and record logistics results drive EBITDA higher.
DK highlights stronger cash generation, reliable refineries and logistics separation as it targets $650-$700 million in mid-cycle free cash flow.
Delek US Holdings, Inc. (DK) Q2 2026 Earnings Call Transcript
The headline numbers for Delek US Holdings (DK) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek US Holdings, Inc. (NYSE: DK) (“Delek US”, "Company") today announced financial results for its second quarter ended June 30, 2026. “Our second quarter results demonstrate the tangible progress we are making in strengthening Delek's free cash flow profile” said Avigal Soreq, President and Chief Executive Officer of Delek US. “Following the successful completion of the Big Spring refinery turnaround in the first quarter, Big Spring ran well during the seco.
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