$DK

Delek US Holdings, Inc.

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No SEC Form 4 filings for $DK in the last 30 days.

Med

Delek US Holdings (DK) Q2 2026 Earnings Call Transcript

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 Slides on Q2 Results

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.

The best energy stocks right now as two major conflicts keep oil prices elevated

CNBC discusses how Strait of Hormuz disruptions and other Middle East and Russia developments have kept crude and refined-product prices elevated. It cites Deutsche Bank criteria for oil shocks not yet meeting risk-off thresholds, and notes energy stocks’ earnings outlook. The piece also highlights analyst actions and targets for PBF Energy, Par Pacific, Delek, ExxonMobil, Chevron, ConocoPhillips, and Cameco (CCJ), plus AI power firms TeraWulf (WULF), Hut 8 (HUT), Cipher Digital (CIFR), and Clea

DK sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning DK (Delek US Holdings, Inc.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.

Recent DK coverage spans insider activity, earnings and sector analysis.

What's driving DK

  • Earnings and detailed Q3 operational guidance (throughput, opex, G&A, net interest) plus logistics EBITDA guidance can drive near-term valuation and positioning.

    fool.com · Aug 6, 2026

  • Q2 results and operational commentary (Big Spring running well, no further planned turnarounds) plus buyback and dividend signals support near-term sentiment and free-cash-flow expectations.

    baystreet.ca · Aug 5, 2026

  • DK is treated as a beneficiary of higher refined-product pricing from geopolitical refinery disruptions.

    cnbc.com · Jul 16, 2026

  • Upgrade thesis centers on structural cost advantages from small refinery exemptions, supporting bullish near-term sentiment.

    investing.com · Jul 6, 2026

  • Management reshuffle with updated CFO role and revised employment economics; likely modest near-term sentiment impact unless tied to strategy shifts.

    SEC EDGAR 8-K · Jul 2, 2026

alphai scores every news story that mentions DK with an AI model for sentiment and relevance, and aggregates insider trades from Delek US Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $DK

Score
$DKMedAI 8/10

Delek US Holdings (DK) Q2 2026 Earnings Call Transcript

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.

$DKMed

Delek Slides on Q2 Results

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.

$PBFLow

The best energy stocks right now as two major conflicts keep oil prices elevated

CNBC discusses how Strait of Hormuz disruptions and other Middle East and Russia developments have kept crude and refined-product prices elevated. It cites Deutsche Bank criteria for oil shocks not yet meeting risk-off thresholds, and notes energy stocks’ earnings outlook. The piece also highlights analyst actions and targets for PBF Energy, Par Pacific, Delek, ExxonMobil, Chevron, ConocoPhillips, and Cameco (CCJ), plus AI power firms TeraWulf (WULF), Hut 8 (HUT), Cipher Digital (CIFR), and Clea

$DKLow

Delek US Holdings, Inc. (DK): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Delek US Holdings, Inc. (DK) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. dkl-20260626 0001552797 0001694426 false 0001552797 2026-06-26 2026-06-26 0001552797 dkl:DelekUsHoldingsInc.Member 2026-06-26 2026-06-26 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securiti

Barlow’s Research Roundup: Gold stocks are attractive, says Scotiabank analyst

Scotiabank analyst Tanya Jakusconek said gold equities look attractively valued versus historical levels on metrics including FCF yield, EV/EBITDA, P/CF and P/NAV, naming operators such as BTO, SSRM, EDV, EGO, CGAU, HMMC and OGC (2027-28) and streamers RGLD and TFPM. Wells Fargo warned of potential severe oil shocks if the Strait of Hormuz stays closed, rating VLO, MPC, DK and PSX Overweight and COP and OXY top picks. RBC’s Maurice Choy reported selective investor interest at its power conferenc

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