DK · Delek US Holdings, Inc. · Webcasts, Transcripts & Audio
$70.23
-0.08 (-0.11%)
At close · Oct 28
Return incl. dividend (before tax)
Q2 2026 earnings call transcript
Market Cap
$4.30B
Shares
61.23M
Volume · Oct 28
533.36K
Avg daily vol (3M)
1.99M
Delek US Holdings, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Delek US Holdings, Inc. (DK), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-11-06
Delek US Holdings, Inc. (DK) Q3 2026 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-08-05
Delek US Holdings, Inc. (DK) Q2 2026 Earnings Call Transcript
Confident tone
RFS / SRE / RVO Burden
Enterprise Optimization Plan (EOP)
Refining Operations & Turnaround
Revenue
$4.09B
▲ 47.8% YoY Diluted EPS
$2.71
Gross margin
8.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Delek US Holdings, Inc. (DK) Q1 2026 Earnings Call Transcript
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
Gross margin
-4.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-27
Delek US Holdings, Inc. (DK) Q4 2025 Earnings Call Transcript
Confident tone
RINs and SRE monetization
Refining operations and turnaround
Enterprise Optimization Plan (EOP)
Revenue
$2.43B
▲ 2.3% YoY Gross margin
9.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-07
Delek US Holdings, Inc. (DK) Q3 2025 Earnings Call Transcript
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
Gross margin
13.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Delek US Holdings, Inc. (DK) Q2 2025 Earnings Call Transcript
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
Gross margin
1.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Delek US Holdings, Inc. (DK) Q1 2025 Earnings Call Transcript
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
Gross margin
-2.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
Delek US Holdings, Inc. (DK) Q4 2024 Earnings Call Transcript
Confident tone
Economic Separation / Buyback
Capital Structure & Liquidity
EBITDA Growth & Guidance
Revenue
$2.37B
▼ 39.8% YoY Gross margin
-5.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
Delek US Holdings, Inc. (DK) Q3 2024 Earnings Call Transcript
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 Gross margin
-0.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Delek US Holdings, Inc. (DK) Q2 2024 Earnings Call Transcript
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
Gross margin
0.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Delek US Holdings, Inc. (DK) Q1 2024 Earnings Call Transcript
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 Gross margin
3.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-27
Delek US Holdings, Inc. (DK) Q4 2023 Earnings Call Transcript
Positive tone
Refinery operations and turnarounds
Shareholder returns
Wholesale and asphalt weakness
Revenue
$3.94B
▼ 12% YoY Gross margin
2.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
Delek US Holdings, Inc. (DK) Q3 2023 Earnings Call Transcript
Revenue
$4.63B
▼ 13.1% YoY Diluted EPS
$1.97
▲ 1870% YoY Gross margin
6.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-07
Delek US Holdings, Inc. (DK) Q2 2023 Earnings Call Transcript
Revenue
$4.07B
▼ 31.9% YoY Diluted EPS
$-0.13
▼ 102.6% YoY Gross margin
0.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-08
Delek US Holdings, Inc. (DK) Q1 2023 Earnings Call Transcript
Revenue
$3.82B
▼ 14.3% YoY Diluted EPS
$0.95
▲ 955.6% YoY Gross margin
3.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Delek US Holdings, Inc. (DK) Q4 2022 Earnings Call Transcript
Revenue
$4.48B
▲ 44.1% YoY Diluted EPS
$-1.73
Gross margin
6.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-07
Delek US Holdings, Inc. (DK) Q3 2022 Earnings Call Transcript
Revenue
$5.32B
▲ 80.1% YoY Diluted EPS
$0.10
▼ 37.5% YoY Gross margin
2.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Delek US Holdings, Inc. (DK) Q2 2022 Earnings Call Transcript
Revenue
$5.98B
▲ 173% YoY Diluted EPS
$5.05
Gross margin
10.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-03
Delek US Holdings, Inc. (DK) Q1 2022 Earnings Call Transcript
Revenue
$4.46B
▲ 86.4% YoY Diluted EPS
$0.09
Gross margin
2.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Delek US Holdings, Inc. (DK) Q4 2021 Earnings Call Transcript
Revenue
$3.11B
▲ 65.1% YoY Diluted EPS
$-0.18
Gross margin
2.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-05
Delek US Holdings, Inc. (DK) Q3 2021 Earnings Call Transcript
Revenue
$2.96B
▲ 43.3% YoY Diluted EPS
$0.16
Gross margin
4.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Delek US Holdings, Inc. (DK) Q2 2021 Earnings Call Transcript
Revenue
$2.19B
▲ 42.7% YoY Diluted EPS
$-0.77
▼ 165.3% YoY Gross margin
1.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Delek US Holdings, Inc. (DK) Q1 2021 Earnings Call Transcript
Revenue
$2.39B
▲ 31.4% YoY Diluted EPS
$-0.95
Gross margin
1.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Delek US Holdings, Inc. (DK) Q4 2020 Earnings Call Transcript
Revenue
$1.88B
▼ 17.6% YoY Diluted EPS
$-3.98
▼ 1004.5% YoY Gross margin
-5.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Delek US Holdings, Inc. (DK) Q3 2020 Earnings Call Transcript
Revenue
$2.06B
▼ 11.6% YoY Diluted EPS
$-1.20
▼ 276.5% YoY Gross margin
0.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Delek US Holdings, Inc. (DK) Q2 2020 Earnings Call Transcript
Revenue
$1.54B
▼ 38.1% YoY Diluted EPS
$1.18
▲ 18% YoY Gross margin
6.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Delek US Holdings, Inc. (DK) Q1 2020 Earnings Call Transcript
Revenue
$1.82B
▼ 17.2% YoY Diluted EPS
$-4.28
▼ 325.3% YoY Gross margin
-14.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Delek US Holdings, Inc. (DK) Q4 2019 Earnings Call
Revenue
$2.28B
▼ 7.7% YoY Diluted EPS
$0.44
▼ 70.3% YoY Gross margin
6.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
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Key facts
CIK
1694426
CUSIP
24665A103
13F (30d)
67 filings
67 filers
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