DK Stock - Delek US Holdings, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $11.85B | $16.92B | $19.80B | $10.65B | $7.30B |
| Gross Profit | $-67,900,000 | $1.04B | $736.50M | $225.50M | $-287,000,000 |
| Gross Margin | -0.6% | 6.1% | 3.7% | 2.1% | -3.9% |
| Operating Income | $-491,500,000 | $279.90M | $457.50M | $-34,700,000 | $-732,300,000 |
| Net Income | $-560,400,000 | $19.80M | $257.10M | $-128,300,000 | $-611,400,000 |
| Net Margin | -4.7% | 0.1% | 1.3% | -1.2% | -8.4% |
| EPS | $-8.77 | $0.30 | $3.63 | $-2.30 | $-7.75 |
Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates through three segments: Refining, Logistics, and Retail. The Refining segment processes crude oil and other feedstock for the manufacture of various grades of gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products that are distributed through owned and third-party product terminal. It owns and operates four independent refineries located in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana, as well as three biodiesel facilities in Crossett, Arkansas, Cleburne, Texas, and New Albany. The Logistics segment gathers, transports, and stores crude oil, intermediate, and refined products; and markets, distributes, transports, and stores refined products for third parties. It owns or leases capacity on approximately 400 miles of crude oil transportation pipelines, approximately 450 miles of refined product pipelines, an approximately 900-mile crude oil gathering system, and associated crude oil storage tanks with an aggregate of approximately 10.2 million barrels of active shell capacity; and owns and operates ten light product distribution terminals, as well as markets light products using third-party terminals. The Retail segment owns and leases 248 convenience store sites located primarily in West Texas and New Mexico. Its convenience stores offer various grades of gasoline and diesel under the DK or Alon brand; and food products and service, tobacco products, non-alcoholic and alcoholic beverages, and general merchandise, as well as money orders to the public primarily under the 7-Eleven and DK or Alon brand names. It serves oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation companies, the U.S. government, and independent retail fuel operators. Delek US Holdings, Inc. was founded in 2001 and is headquartered in Brentwood, Tennessee.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 11th 2025 | TD Cowen | Reiterated | Hold | $36← $28 |
| October 17th 2025 | Wells Fargo | Initiation | Overweight | $43 |
| October 3rd 2025 | Morgan Stanley | Upgrade | Equal Weight | $34 |
| September 19th 2025 | TD Cowen | Upgrade | Hold | $28 |
| September 3rd 2025 | Wolfe Research | Upgrade | Outperform | $40 |
| August 8th 2025 | TD Cowen | Reiterated | Sell | $15← $18 |
| May 13th 2025 | Mizuho | Upgrade | Outperform | $23 |
| January 3rd 2025 | Wolfe Research | Upgrade | Peer Perform | - |
| October 17th 2024 | BofA Securities | Resumed | Underperform | $15 |
| September 16th 2024 | Mizuho | Upgrade | Neutral | $26← $28 |
| September 10th 2024 | JP Morgan | Upgrade | Neutral | $26← $23 |
| August 8th 2024 | TD Cowen | Reiterated | Sell | $18← $19 |
| July 18th 2024 | Wolfe Research | Resumed | Underperform | $19 |
| June 10th 2024 | TD Cowen | Downgrade | Sell | $20 |
| May 8th 2024 | TD Cowen | Reiterated | Hold | $25← $27 |
Earnings History & Surprises
DKEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 5, 2026 | — | — | — | — |
Q1 2026 | Feb 24, 2026 | $-0.11 | — | — | — |
Q4 2025 | Nov 7, 2025 | $0.28 | $1.52 | +442.9% | ✓ BEAT |
Q3 2025 | Aug 6, 2025 | $-0.92 | $-0.56 | +39.1% | ✓ BEAT |
Q2 2025 | May 7, 2025 | $-2.27 | $-2.32 | -2.2% | ✗ MISS |
Q1 2025 | Feb 25, 2025 | $-1.53 | $-2.54 | -66.0% | ✗ MISS |
Q4 2024 | Nov 6, 2024 | $-1.71 | $-1.45 | +15.2% | ✓ BEAT |
Q3 2024 | Aug 6, 2024 | $-1.42 | $-0.92 | +35.2% | ✓ BEAT |
Q2 2024 | May 7, 2024 | $-0.56 | $-0.41 | +26.8% | ✓ BEAT |
Q1 2024 | Feb 27, 2024 | $-1.28 | $-1.46 | -14.1% | ✗ MISS |
Q4 2023 | Nov 7, 2023 | $1.33 | $2.02 | +51.9% | ✓ BEAT |
Q3 2023 | Aug 7, 2023 | $0.66 | $1.00 | +51.5% | ✓ BEAT |
Q2 2023 | May 8, 2023 | $1.06 | $1.37 | +29.2% | ✓ BEAT |
Q1 2023 | Feb 28, 2023 | $0.82 | $0.88 | +7.3% | ✓ BEAT |
Q4 2022 | Nov 7, 2022 | $0.31 | $0.02 | -93.5% | ✗ MISS |
Q3 2022 | Aug 4, 2022 | $3.27 | $4.40 | +34.6% | ✓ BEAT |
Q2 2022 | May 3, 2022 | $-0.14 | $0.58 | +514.3% | ✓ BEAT |
Q1 2022 | Feb 23, 2022 | $-0.80 | $-0.61 | +23.8% | ✓ BEAT |
Q4 2021 | Nov 4, 2021 | $-0.35 | $0.13 | +137.1% | ✓ BEAT |
Q3 2021 | Aug 3, 2021 | $-1.01 | $-0.88 | +12.9% | ✓ BEAT |
Latest News
Mizuho Maintains Outperform on Delek US Hldgs, Raises Price Target to $51
📈 PositiveShares of broader energy stocks are trading lower amid an overall market downturn as investors assess September jobs data, which could put a December rate cut into question.
📉 NegativeMorgan Stanley Maintains Equal-Weight on Delek US Hldgs, Raises Price Target to $40
➖ NeutralPiper Sandler Maintains Neutral on Delek US Hldgs, Raises Price Target to $47
➖ NeutralMizuho Maintains Outperform on Delek US Hldgs, Raises Price Target to $45
📈 PositiveScotiabank Maintains Sector Perform on Delek US Hldgs, Raises Price Target to $40
📈 PositiveWells Fargo Maintains Overweight on Delek US Hldgs, Raises Price Target to $53
📈 PositiveDelek US Holdings shares are trading higher after the company reported better-than-expected Q3 sales results and a year-over-year increase in Q3 adjusted EPS results.
📈 PositiveDelek US Hldgs Q3 Adj. EPS $7.13 Up From $(1.45) YoY
📈 PositiveDelek US Hldgs Q3 Sales $2.887B Beat $2.763B Estimate
📈 PositiveGoldman Sachs Maintains Neutral on Delek US Hldgs, Raises Price Target to $39
➖ NeutralRaymond James Maintains Outperform on Delek US Hldgs, Raises Price Target to $37
📈 PositiveWells Fargo Initiates Coverage On Delek US Hldgs with Overweight Rating, Announces Price Target of $43
📈 PositiveScotiabank Maintains Sector Perform on Delek US Hldgs, Raises Price Target to $33
📈 PositiveMorgan Stanley Upgrades Delek US Hldgs to Equal-Weight, Raises Price Target to $34
📈 PositiveTD Cowen Upgrades Delek US Hldgs to Hold, Raises Price Target to $28
📈 PositiveGoldman Sachs Maintains Neutral on Delek US Hldgs, Raises Price Target to $28
➖ NeutralPiper Sandler Maintains Neutral on Delek US Hldgs, Raises Price Target to $34
➖ NeutralRaymond James Maintains Outperform on Delek US Hldgs, Raises Price Target to $33
📈 PositiveB of A Securities Maintains Underperform on Delek US Hldgs, Raises Price Target to $24
➖ NeutralFrequently Asked Questions about DK
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