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DK

Delek US Holdings, Inc.

DK

NYSE·Energy·Oil & Gas Refining & Marketing·Mkt cap $3.3B

$51.63

▼ -2.85%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$19.81 - $54.17

P/E

-56.73

Fwd P/E

-58.52

Beta

0.58

Div Yield

1.92%

Avg Vol

1.2M

Shares Out

59.8M

Mkt Cap

$3.3B

Price action

Price chart

Up 129.8% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Vertical integration across refining, logistics, and retail reduces costs and improves margins
  • Significant logistics infrastructure with 10.2 million barrels of storage capacity and 850+ miles of pipelines
  • Four geographically diversified refineries with 400,000+ barrels per day combined capacity
  • Established retail network with 248 convenience stores providing direct consumer access
  • Biodiesel production capabilities across three facilities supporting renewable fuel demand
▼

Bear Case

1 risk

  • Low volatility (beta 0.6).

Growth

Mild headwinds expected

Growing mid-cap in Oil & Gas Refining & Marketing

Value

Deep value opportunity - significant discount to Refining & Marketing peers

Momentum

Strong

+18.1% over 3m

Quality

Thin

Strong fundamentals

Dividend

Modest

1.92% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 5, 2026

“
Q2 26 RECAP

APR 29, 2026

Reported EPS of $0.08 vs -$1.42 consensus (+105.7% surprise). Revenue of $2.7B vs $2.3B expected (+13.9%). Beat on both top and bottom lines.

EPS beat +105.7%
Rev beat +13.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+105.7%

Next: Aug 5, 2026

Revenue trend · last 8Q

—

—

-41%

-16%

-16%

-5%

+2%

+0%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$3.3B

$3.0B

$2.4B

$2.6B

$2.8B

$2.9B

$2.4B

$2.7B

Margins · last 8Q

Gross

—

Operating

—

Profit

-7.6%

View full earnings history →

Wall Street consensus

10 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

50%

Hold

5

50%

Sell

0%

Median Price Target

$55.00

▲ +6.5% vs $51.63

Low $41.00
Median $55.00
High $60.00

Latest: TD Cowen · Jun 29, 2026

4 analysts covering

View full analyst page →

vs Industry

How DK stacks vs Oil & Gas Refining & Marketing

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.