Earnings summaries and quarterly performance for Delek US Holdings.
Executive leadership at Delek US Holdings.
Avigal Soreq
Detailed
Chief Executive Officer and President
CEO
DM
Denise McWatters
Detailed
Executive Vice President, General Counsel, and Corporate Secretary
JI
Joseph Israel
Detailed
Executive Vice President, President, Refining and Renewables
MH
Mark Hobbs
Detailed
Executive Vice President and Chief Financial Officer
RS
Reuven Spiegel
Detailed
Executive Vice President, Special Projects
RW
Robert Wright
Detailed
Executive Vice President
Board of directors at Delek US Holdings.
CB
Christine Benson Schwartzstein
Detailed
Director
EU
Ezra Uzi Yemin
Detailed
Chairman of the Board
GM
Gary M. Sullivan, Jr.
Detailed
Director
LZ
Laurie Z. Tolson
Detailed
Director
LM
Leonardo Moreno
Detailed
Director
RJ
Richard J. Marcogliese
Detailed
Director
SZ
Shlomo Zohar
Detailed
Director
V(
Vasiliki (Vicky) Sutil
Detailed
Director
WJ
William J. Finnerty
Detailed
Lead Independent Director
Research analysts who have asked questions during Delek US Holdings earnings calls.
JG
Jason Gabelman
TD Cowen
8 questions for DK
Also covers: BP, CLMT, CLNE +19 more
Matthew Blair
Tudor, Pickering, Holt & Co.
8 questions for DK
Also covers: AMTX, CE, CLNE +19 more
Alexa Petrick
Goldman Sachs
5 questions for DK
Also covers: CLMT, CNQ, GTLS +2 more
Jean Ann Salisbury
Bank of America
5 questions for DK
Also covers: CQP, CVX, DTM +13 more
Joe Laetsch
Morgan Stanley
5 questions for DK
Also covers: DINO, MPC, PBF +2 more
Keith Stanley
Wolfe Research, LLC
5 questions for DK
Also covers: DTM, ENB, EPD +12 more
MG
Manav Gupta
UBS Group
3 questions for DK
Also covers: ADM, AMTX, BE +34 more
Joseph Laetsch
Morgan Stanley
2 questions for DK
Also covers: DINO, PBF, PSX +1 more
AP
Alexia Patrick
BofA Securities
1 question for DK
DG
Douglas George Blyth Leggate
Wolfe Research
1 question for DK
Also covers: APA, BP, COP +18 more
DL
Doug Leggate
Wolfe Research
1 question for DK
Also covers: APA, AR, BP +21 more
JR
John Royall
JPMorgan Chase & Co.
1 question for DK
Also covers: CASY, CNQ, CVE +13 more
MP
Michail Paraskevopoulos
Citigroup Inc.
1 question for DK
Also covers: ALIT
Neil Mehta
Goldman Sachs
1 question for DK
Also covers: AESI, APA, AR +36 more
RR
Roger Read
Wells Fargo & Company
1 question for DK
Also covers: APA, AR, BP +22 more
RT
Ryan Todd
Simmons Energy
1 question for DK
Also covers: BP, COP, CVX +9 more
Recent press releases and 8-K filings for DK.
Delek US Holdings, Inc. Files Investor Presentation with 2026 Guidance
DK
Guidance Update
New Projects/Investments
- Delek US Holdings, Inc. (DK) filed an 8-K on January 12, 2026, to furnish an Investor Presentation that senior management will use for investor presentations starting the same day.
- The Enterprise Optimization Plan (EOP) is projected to increase annual cash flow by at least $180 million, and Delek Logistics Partners (DKL) distributions are expected to add over $150 million to free cash flow.
- An Inventory Intermediation Agreement (IIA) Revamp is anticipated to generate an additional $30 - $50 million in incremental free cash flow.
- The company provided 2026 guidance including Standalone M&R Capex of $200 - $220 million, which incorporates a BSR Turnaround in Q1 2026.
3 days ago
Delek US Reports Strong Q3 2025 Results, Raises EOP and DKL Guidance, and Expects Significant SRE Monetization
DK
Earnings
Guidance Update
Dividends
- Delek US reported adjusted EPS of $1.52 and adjusted EBITDA of approximately $319 million for Q3 2025, excluding SREs. Including SREs, adjusted EBITDA was $760 million and adjusted net income was $434 million or $7.13 per share.
- The company increased its Enterprise Optimization Plan (EOP) guidance to at least $180 million on an annual run rate basis, up from a previous midpoint of $150 million.
- Delek US expects to receive approximately $400 million in profits from the monetization of granted Small Refinery Exemption (SRE) RINs over the next six to nine months, following EPA approval of 2019-2024 SRE petitions.
- Delek Logistics (DKL) full-year 2025 EBITDA guidance was increased to between $500 million and $520 million.
- During Q3 2025, the company returned capital to shareholders through approximately $15 million in dividends and $15 million in share repurchases.
Nov 7, 2025, 3:30 PM
Delek US Holdings Reports Strong Q3 2025 Results, Raises EOP and DKL Guidance, and Anticipates $400 Million from SRE Monetization
DK
Earnings
Guidance Update
Share Buyback
- Delek US Holdings reported adjusted EPS of $1.52 and adjusted EBITDA of approximately $319 million for Q3 2025, excluding SREs. Including SREs, adjusted EBITDA was approximately $760 million.
- The company increased its Enterprise Optimization Plan (EOP) annual run rate guidance to at least $180 million, with $60 million contributed in Q3 2025.
- EPA approval of pending Small Refinery Exemption (SRE) petitions is expected to generate approximately $400 million in profits from RIN monetization over the next six to nine months. Delek anticipates 100% of its refining capacity will qualify for SREs in 2025.
- Delek Logistics (DKL) full-year 2025 EBITDA guidance was raised to between $500 million and $520 million.
- In Q3 2025, Delek returned capital to shareholders through approximately $15 million in dividends and $15 million in share repurchases.
Nov 7, 2025, 3:30 PM
Delek US Holdings Reports Strong Q3 2025 Results, Raises EOP and DKL Guidance
DK
Earnings
Guidance Update
Share Buyback
- Delek US Holdings reported Q3 2025 adjusted EPS of $1.52 and adjusted EBITDA of approximately $319 million, both excluding SREs. Including SREs, adjusted EBITDA was approximately $760 million.
- The company expects to receive approximately $400 million in profits from the monetization of granted RINs for 2023 and 2024 SRE petitions over the next six to nine months.
- Delek has again increased its Enterprise Optimization Plan (EOP) guidance to at least $180 million on an annual run rate basis, with approximately $60 million contributed in Q3.
- Delek Logistics (DKL) full-year 2025 EBITDA guidance has been increased to between $500 million and $520 million.
- During Q3, Delek paid approximately $15 million in dividends and bought back approximately $15 million of its shares.
Nov 7, 2025, 3:30 PM
Delek US Holdings Reports Third Quarter 2025 Results
DK
Earnings
Guidance Update
Share Buyback
- Delek US Holdings reported adjusted net income of $434.2 million or $7.13 per share and adjusted EBITDA of $759.6 million for the third quarter of 2025.
- These results include a $280.8 million benefit related to Small Refinery Exemptions (SREs), with ~$400 million in proceeds from historical SRE grants expected over the next six to nine months.
- The company increased its Enterprise Optimization Plan (EOP) annual run-rate cash flow improvements guidance to at least $180 million, recognizing ~$60 million in improvements during Q3 2025.
- Delek Logistics (DKL) raised its expected full-year adjusted EBITDA guidance range to $500-$520 million, and Delek US purchased ~$15 million in common stock during the quarter.
Nov 7, 2025, 11:31 AM
Quarterly earnings call transcripts for Delek US Holdings.
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