DKDelek US Holdings, Inc.
Price
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Survival is the story here: start there
Quality strong, hard red flags, price roughly fair, growth steady, the market undecided.
We are an integrated downstream energy business focused on petroleum refining ("Refining" or our "refining segment") and the transportation, storage and wholesale distribution of crude oil, intermediate and refined products ("Logistics" or our "logistics segment"). Delek US Holdings, Inc., a Delaware corporation formed in 2016 (a successor to the original Delek US Holdings, Inc. which was a Delaware corporation originally formed in 2001), operates through its consolidated subsidiaries, which include Delek US Energy, Inc. (and its subsidiaries) ("Delek Energy") and Alon (and its subsidiaries).
In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Delek US Holdings, Inc. (DK) reported revenue of $4.09B in Q2 2026 (quarter ended Jun 30, 2026), up 48% from the same quarter a year earlier. That came with a gross margin of 8.9% and net income of $170M (4.1% of revenue). For the full year FY2025, revenue was $10.7B (−9.5% year on year) and net income −$23M. Its largest segment in Q2 2026 was Refining at $3.91B, 96% of the disclosed total, well ahead of Logistics at 4.4%. The next results filing is expected around Nov 6, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 29, 2026Indenture and Notes On September 29, 2026, Delek US Holdings, Inc. (the “Company”) completed its previously announced private offering (the “Offering”) of $460,000,000 aggregate principal amount of the Company’s 0.00% Convertible Senior Notes due 2031 (the “Notes”), pursuant to an indenture, dated September 29, 2026 …Material agreement entered · Form 8-K
- Jul 23, 2026On July 23, 2026, Delek US Holdings, Inc. (the “Company”) announced that its Board of Directors has approved a quarterly dividend of $0.255 per share, to be paid on August 10, 2026, to shareholders as of record on August 3, 2026.Other event · Form 8-K
- Jul 2, 2026On June 26, 2026, the Boards of Directors of Delek US Holdings, Inc. (the “Company”) and the general partner of Delek Logistics Partners, LP (the “Partnership”) approved changes to certain executive officer titles and roles, effective as of July 1, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $4.09BThe company’s own SEC segment disclosure.
- Refining$3.91B96%
- Logistics$179.9M4%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Oil & Gas Refining & Marketing
Ranks #4 of 9 by RyuScore