US · Energy · Oil & Gas Refining & Marketing
EPS came in at 13.55 against a street estimate of 7.59 — a beat of 78.5%.
Analysts rate Delek US Energy Inc a buy (5 buy, 8 hold, 1 sell out of 14) with an average price target of $85.21.
CONFIDENT Delek delivered strong Q2 with $5.48 adjusted EPS, crushing estimates ($2.21). Refining margins, Big Spring turnaround success, and midstream growth drive $639M adjusted EBITDA. EOP hitting $60M/quarter toward $220M target. SRE awards expected for 2025. Q2 2026 Not discussed; multi-refinery system focus (Tyler, El Dorado, Big Spring, Krotz Springs) and Delaware/Midland Permian midstream operations. Analysts pressed SRE monetization timing, tax treatment, Q3 margin trajectory, and midstream M&A optionality. Management emphasized disproportionate economic harm justification, disciplined capital allocation (no cash hoarding), flat curve headwind acknowledgment, and all-options-on-table Sum of the Parts approach. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.85% |
| Vanguard Portfolio Management, LLC | 6.33% |
| State Street Corp | 5.26% |
| Rubric Capital Management LP | 4.39% |
| Vanguard Capital Management, LLC | 4.34% |
| Two Sigma Investments LLC | 3.56% |
| FMR Inc | 3.30% |
| Allianz Asset Management AG | 3.11% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Delek US Holdings’ Board approved a quarterly dividend of $0.30 per share. • The dividend will be paid on November 18, 2026, to s | 2026-10-29 |
| Material agreement · Q3 2026 HEADLINE NUMBERS • Delek US Holdings completed a private offering of $460,000,000 of 0.00% Convertible Senior Notes due 2031. • The company received | 2026-09-29 |
| Quarterly report · Q2 2026 DELEK US HOLDINGS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Revenue: $4,087.0 million (vs. $2,764.6 million in Q2 2025) – 48% incr | 2026-08-05 |
| Current report · Q3 2026 DELEK US HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: August 5, 2026 • Quarter Covered: Q2 2026 (ended June 30, 2026) • Company | 2026-08-05 |
| Company announcement · Q3 2026 DELEK US HOLDINGS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Quarterly dividend approved: $0.255 per share • Payment date: August 10, 2026 • Record | 2026-07-23 |
| Board / officer change · Q2 2026 DELEK US HOLDINGS, INC. & DELEK LOGISTICS PARTNERS, LP — FORM 8-K SUMMARY HEADLINE NUMBERS • Form 8-K filed June 26, 2026, reporting executive manag | 2026-07-02 |
| Material agreement · Q2 2026 DELEK US HOLDINGS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Term loan principal reduced to $850.0 million following refinancing completed May 15, 2026 | 2026-05-15 |
| Quarterly report · Q1 2026 DELEK US HOLDINGS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net loss Q1 2026: $201.3 million ($3.34 per share) vs. net loss $172.7 million ($2 | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.30 / share ex-date Nov 10, 2026 · pay Nov 18, 2026 | 2026-11-10 |
| Dividend | $0.26 / share ex-date Aug 3, 2026 · pay Aug 10, 2026 | 2026-08-03 |
| Dividend | $0.26 / share ex-date May 1, 2026 · pay May 8, 2026 | 2026-05-01 |
| Dividend | $0.26 / share ex-date Mar 2, 2026 · pay Mar 9, 2026 | 2026-03-02 |
| Dividend | $0.26 / share ex-date Nov 10, 2025 · pay Nov 17, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| Board approved a quarterly dividend of $0.30 per share Delek US Holdings’ board approved a quarterly cash dividend of $0.30 per share. The dividend will be paid on November 18, 2026, to shareholders who own the stock as of the November 10, 2026 | 2026-10-29 |
| Board approves quarterly dividend of $0.255 per share Delek US Holdings announced on April 20, 2026 that its Board of Directors approved a quarterly dividend of $0.255 per share. The dividend will be paid on May 8, 2026 to shareholders who own | 2026-04-21 |
| Quarterly dividend of $0.255 per share approved by Board Delek US Holdings announced on February 18, 2025, that its Board of Directors approved a quarterly dividend of $0.255 per share. The dividend will be paid on March 9, 2026, to shareholders w | 2026-02-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Delek US Energy Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.