Marcogliese Richard J sold $142K of DK (indirect holdings)

Delek US Holdings (DK) reported improved cash flow in Q2, with $262.9M from operations. Management expects $220M annual free-cash-flow improvement. DK trades at a forward P/E of 7.1 and P/S of 0.36. Risks include leverage, crack-spread volatility, and regulatory uncertainty. Zacks ranks DK as a Strong Buy with A-rated Value and Growth scores.

Delek US Holdings (DK) surged 11.6% on Friday, reaching near a 52-week high of $71.47, extending its 90% gain since March. The energy company reported Q2 EPS of $5.48, beating estimates by 148%, with EBITDA up 279% quarter-over-quarter. InvestingPro's AI models identified Delek's potential before its rally, citing strong momentum, earnings turnaround, and cost discipline. The company's performance highlights include record refining margins and operational improvements. InvestingPro members recei

Delek US Holdings Inc. (DK) stock surged 11.54% after Q2 earnings beat expectations, with revenue of $4.09B and adjusted EPS up to $5.48. Analysts raised price targets, citing strong refining margins and cash flow. The company's leverage remains high, but cash generation supports dividends and debt reduction. DK's stock is technically in an uptrend, with support at $68 and resistance near $76.

Delek US (NYSE: DK) Q2 earnings call covered refining margins, throughput guidance, and cash flow. Management said refined-product markets may take several quarters to normalize and that a less backwardated forward curve could lift realized crack spreads. Q3 throughput guided to 296,000-316,000 bpd, with Opex $220-$230M and D&A $110-$120M. Delek Logistics Partners reported ~$144M adjusted EBITDA and reaffirmed 2026 guidance of $520-$560M.

Delek US Holdings (DK) reported Q2 2026 net income of $170 million ($2.71/share) and adjusted net income of $344 million ($5.48/share). Adjusted EBITDA was $639 million, with RVO-adjusted EBITDA of $490 million and RVO-adjusted EPS of $3.64. Logistics segment adjusted EBITDA was a record $144 million. DKL full-year 2026 EBITDA guidance is $520 million to $560 million.

Delek US Holdings (NYSE: DK) reported Q2 ended June 30, 2026 net income of $169.5M ($2.71/share) and adjusted net income of $343.9M ($5.48/share). Adjusted EBITDA was $638.7M; excluding RVO impacts, adjusted EPS was $3.64 and adjusted EBITDA $490.1M. Delek Logistics posted adjusted EBITDA of $143.5M and is targeting $520-560M. Delek bought $20M of DK shares and paid $15.6M in dividends, declaring a $0.255 quarterly dividend.