DK · Delek US Holdings, Inc.
$65.07
+2.27 (+3.61%)
At close · Jul 29
Market Cap
$3.85B
Shares
61.29M
Delek US Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for Delek US Holdings, Inc. (DK) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲80.1%
$5.32B
$7.40M
'22 Q3
22-11-07
▲44.1%
$4.48B
−$118.70M
'22 Q4
23-02-28
▼14.3%
$3.82B
$64.30M
'23 Q1
23-05-08
▼31.9%
$4.07B
−$8.30M
'23 Q2
23-08-07
▼13.1%
$4.63B
$128.70M
'23 Q3
23-11-07
▼12%
$3.94B
−$164.90M
'23 Q4
24-02-27
▼18.2%
$3.13B
−$32.60M
'24 Q1
24-05-07
▼18.8%
$3.31B
−$37.20M
'24 Q2
24-08-06
▼34.3%
$3.04B
−$76.80M
'24 Q3
24-11-06
▼39.8%
$2.37B
−$413.80M
'24 Q4
25-02-25
▼15.5%
$2.64B
−$172.70M
'25 Q1
25-05-07
▼16.4%
$2.76B
−$106.40M
'25 Q2
25-08-06
▼5.1%
$2.89B
$178.00M
'25 Q3
25-11-07
▲2.3%
$2.43B
$78.30M
'25 Q4
26-02-27
LATEST
▲0.4%
$2.65B
−$201.30M
'26 Q1
26-04-29
Earnings call
FY26 · Q3
2026-08-05
Delek US Holdings Inc - Delek US Second Quarter Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Delek US Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
RFS / SRE / RIN regulation
Big Spring turnaround
Delek Logistics (DKL) / Sum-of-the-parts
Revenue
$2.65B
▲ 0.4% YoY Diluted EPS
$-3.34
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-27
Delek US Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
RINs and SRE monetization
Refining operations and turnaround
Enterprise Optimization Plan (EOP)
Revenue
$2.43B
▲ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-07
Delek US Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
SRE petition grants and RIN monetization
DKL (Delek Logistics) and Permian/Delaware Basin growth
Refining operations and throughput by site
Revenue
$2.89B
▼ 5.1% YoY Diluted EPS
$2.93
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Delek US Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone
Enterprise Optimization Plan (EOP)
Sum of the Parts / DKL Separation
Refining Operations & Throughput
Revenue
$2.76B
▼ 16.4% YoY Diluted EPS
$-1.76
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Delek US Holdings, Inc. Q1 FY2025 Earnings Call
Positive tone
Refinery operations and outages
Logistics segment (DKL) performance and guidance
Operating expense and G&A
Revenue
$2.64B
▼ 15.5% YoY Diluted EPS
$-2.78
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
Delek US Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
Economic Separation / Buyback
Capital Structure & Liquidity
EBITDA Growth & Guidance
Revenue
$2.37B
▼ 39.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Delek US Holdings, Inc. Q3 FY2024 Earnings Call
Positive tone
Cost reduction and margin improvement (EOP)
Sum-of-the-part and deconsolidation
Refinery operations and turnaround
Revenue
$3.04B
▼ 34.3% YoY Diluted EPS
$-1.20
▼ 160.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Delek US Holdings, Inc. Q2 FY2024 Earnings Call
Positive tone
Operational excellence and record throughput
Big Spring turnaround and recovery
DK-DKL strategic transactions and sum-of-the-parts
Revenue
$3.31B
▼ 18.8% YoY Diluted EPS
$-0.58
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Delek US Holdings, Inc. Q1 FY2024 Earnings Call
Positive tone
Refining operations and throughput
DKL midstream value unlock
Supply and marketing
Revenue
$3.13B
▼ 18.2% YoY Diluted EPS
$-0.51
▼ 153.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-27
Delek US Holdings, Inc. Q4 FY2023 Earnings Call
Positive tone
Refinery operations and turnarounds
Shareholder returns
Wholesale and asphalt weakness
Revenue
$3.94B
▼ 12% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
Delek US Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$4.63B
▼ 13.1% YoY Diluted EPS
$1.97
▲ 1870% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-07
Delek US Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$4.07B
▼ 31.9% YoY Diluted EPS
$-0.13
▼ 102.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-08
Delek US Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$3.82B
▼ 14.3% YoY Diluted EPS
$0.95
▲ 955.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Delek US Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$4.48B
▲ 44.1% YoY Diluted EPS
$-1.73
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-07
Delek US Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$5.32B
▲ 80.1% YoY Diluted EPS
$0.10
▼ 37.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Delek US Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$5.98B
▲ 173% YoY Diluted EPS
$5.05
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Delek US Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$4.46B
▲ 86.4% YoY Diluted EPS
$0.09
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
Delek US Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$3.11B
▲ 65.1% YoY Diluted EPS
$-0.18
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Delek US Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$2.96B
▲ 43.3% YoY Diluted EPS
$0.16
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Delek US Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$2.19B
▲ 42.7% YoY Diluted EPS
$-0.77
▼ 165.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Delek US Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$2.39B
▲ 31.4% YoY Diluted EPS
$-0.95
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Delek US Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$1.88B
▼ 17.6% YoY Diluted EPS
$-3.98
▼ 1004.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Delek US Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$2.06B
▼ 11.6% YoY Diluted EPS
$-1.20
▼ 276.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Delek US Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$1.54B
▼ 38.1% YoY Diluted EPS
$1.18
▲ 18% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Delek US Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$1.82B
▼ 17.2% YoY Diluted EPS
$-4.28
▼ 325.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Delek US Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$2.28B
▼ 7.7% YoY Diluted EPS
$0.44
▼ 70.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1694426
CUSIP
24665A103
13F (30d)
76 filings
52 filers
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