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Delek US Holdings (DK)
NYSE:DK
Earnings Data
Report Date
Mar 03, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.1Last Year’s EPS
-2.54Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance with increased guidance across key business areas, buoyed by strategic optimizations and favorable regulatory outcomes. However, there are challenges in realizing full benefits from SREs and increased operating expenses projected for the next quarter.Company Guidance
Strong Adjusted EPS and EBITDA
Delek reported strong adjusted EPS of $1.52 and adjusted EBITDA of approximately $319 million, reflecting strong momentum across business units.
Increased EOP Guidance
The enterprise optimization plan (EOP) guidance increased to at least $180 million on an annual run rate basis, up from a midpoint of $150 million.
EPA Approval of SRE Petitions
EPA approved several pending 2019 to 2024 SRE petitions, expecting to receive approximately $400 million for monetization of granted RINs.
Delek Logistics EBITDA Guidance Increased
DKL's full year 2025 EBITDA guidance increased to between $500 million and $520 million due to strong progress in the Permian Basin.
Record Throughput in Krotz Springs
Achieved a third consecutive record high throughput in Krotz Springs, reflecting strong operational performance.
High Total Return Yield
Delek had the highest total return yield among refining peers, with buybacks and dividends enhancing shareholder returns.
DK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $37.18 | $37.97 | +2.12% |
Aug 06, 2025 | $20.68 | $19.67 | -4.88% |
May 07, 2025 | $13.54 | $13.55 | +0.07% |
Feb 25, 2025 | $15.57 | $15.58 | +0.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Delek US Holdings (DK) report earnings?
Delek US Holdings (DK) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
What is Delek US Holdings (DK) earnings time?
Delek US Holdings (DK) earnings time is at Mar 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DK EPS forecast?
DK EPS forecast for the fiscal quarter 2025 (Q4) is -0.1.