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Delek US Holdings DK Q2 2026 earnings

Reported August 5, 2026 · Before market open

Revenue$4.1BBeat by $646.1M
EPS$5.48Beat by $2.81
Revenue estimate$3.4B
EPS estimate$2.67
“Our second quarter results demonstrate the tangible progress we are making in strengthening Delek's free cash flow profile. Following the successful completion of the Big Spring refinery turnaround in the first quarter, Big Spring ran well during the second quarter and is continuing this trend as we move through the third quarter. We have no more planned turnarounds for the remainder of the year. With our full system online, we are well positioned to capture the benefits of a more constructive margin environment, supported by our peer-leading distillate yield, enhanced reliability, and the ongoing improvements from our Enterprise Optimization Plan. As we enter the second half of the year, we remain focused on disciplined execution, operational reliability, and advance the initiatives we believe can unlock meaningful value for our shareholders.”
Avigal Soreq

Next report

Nov 6, 2026 (in 2 months)
Revenue estimate$3.5B
EPS estimate$6.31

Financials

Q2 2026

Income statement

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Revenue$4.1B+47.8%
Gross profit$365.1M+599%
Operating income$302.4M+1,003%
Net income$169.5M+259%
EPS (diluted)$2.71+254%

Balance sheet

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Cash & equivalents$628.6M+2.1%
Total debt$3.3B+2.1%
Total equity$422.7M+43.3%
Total assets$7.6B+6.8%

Cash flow

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Operating cash flow$262.9M+411%
CapEx$173.8M+4.8%
Free cash flow$89.1M+178%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$4.85B+159%
Enterprise value$7.47B+68.1%
P/E21.6×—
P/S0.4×+0.2×

Profitability

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Gross margin7.1%+6.0pp
Operating margin4.8%+3.1pp
Net margin1.9%+1.0pp
FCF margin5.7%+3.6pp

Returns & leverage

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Return on equity62.6%+37.7pp
Debt / equity7.7×-3.1×
Current ratio0.8×0.0×

Segments

By segment

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Refining$4.1B+49.3%
Logistics$384.7M+56.1%

FAQ

When did Delek US Holdings report Q2 2026 earnings?
Delek US Holdings (DK) reported Q2 2026 earnings on August 5, 2026 before market open.
What were Delek US Holdings's Q2 2026 revenue and EPS?
Delek US Holdings reported revenue of $4.1B and eps of $5.48 for Q2 2026.
Did Delek US Holdings beat estimates in Q2 2026?
Revenue beat the consensus estimate of $3.4B by $646.1M. EPS beat the consensus estimate of $2.67 by $2.81.
How did Delek US Holdings's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 47.8% from $2.8B a year earlier.
Where can I find Delek US Holdings's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-052892) and the 10-Q periodic report (0001628280-26-053106) directly on SEC EDGAR. The filing index links above go to sec.gov.