Delek US Holdings, Inc. (NYSE:DK ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Avigal Soreq - President, CEO & Director Joseph Israel - Executive VP and President of Refining & Renewables Mark Hobbs - Executive VP & CFO Mohit Bhardwaj - Senior Vice President of Strategy & Growth Robert Wright - Senior VP, Deputy CFO & Chief Accounting Officer Conference Call Participants Alexa Petrick - Goldman Sachs Group, Inc., Research Division Jason Daniel Gabelman - TD Cowen, Research Division Jean Ann Salisbury - BofA Securities, Research Division Joseph Gregory Laetsch - Morgan Stanley, Research Division Keith T. Stanley - Wolfe Research, LLC Matthew Robert Lovseth Blair - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Operator Thank you for standing by.
The headline numbers for Delek US Holdings (DK) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
DK's operational gains and strategic steps support growth, yet margin softness, execution risks and crude supply uncertainty temper the outlook.
![]() DK Today Announced | Quarterly | $0.26 Per Share |
![]() DK 2 months ago Paid | Quarterly | $0.26 Per Share |
![]() DK 5 months ago Paid | Quarterly | $0.26 Per Share |
![]() DK 8 months ago Paid | Quarterly | $0.26 Per Share |
![]() DK 11 months ago Paid | Quarterly | $0.26 Per Share |
5 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
5 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
12 Aug 2025 (In 1 day) Date | | - Cons. EPS | - EPS |
6 Aug 2025 Date | | - Cons. EPS | - EPS |
![]() DK Today Announced | Quarterly | $0.26 Per Share |
![]() DK 2 months ago Paid | Quarterly | $0.26 Per Share |
![]() DK 5 months ago Paid | Quarterly | $0.26 Per Share |
![]() DK 8 months ago Paid | Quarterly | $0.26 Per Share |
![]() DK 11 months ago Paid | Quarterly | $0.26 Per Share |
5 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
5 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
4 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
12 Aug 2025 (In 1 day) Date | | - Cons. EPS | - EPS |
6 Aug 2025 Date | | - Cons. EPS | - EPS |
Oil & Gas Refining & Marketing Industry | Energy Sector | Avigal Soreq CPA CEO | XBER Exchange | US24665A1034 ISIN |
US Country | 1,987 Employees | 11 Aug 2025 Last Dividend | - Last Split | 4 May 2006 IPO Date |
Delek US Holdings, Inc. is a diversified downstream energy company actively engaged in the integrated operations across the United States. Founded in 2001 and headquartered in Brentwood, Tennessee, the company has crafted a unique position in the energy sector through its multi-faceted operations that span refining, logistics, and retail. Delek's business model is structured around three main segments: Refining, Logistics, and Retail, each designed to work symbiotically to maximize efficiency and profitability. This comprehensive approach not only enables Delek to process crude oil and other feedstocks into a wide range of petroleum-based products but also to manage the logistics and distribution of these products efficiently. Further, through its strategic retail operations, Delek ensures direct access to end-consumers, enhancing its market presence and operational integration within the energy landscape of the United States.
Delek US Holdings, Inc. offers a broad array of products and services that cater to various facets of the energy sector:
- Gasoline, for general consumer use and transportation needs.
- Diesel fuel, catering to transportation and industrial applications.
- Aviation fuel, supplying the aviation industry.
- Asphalt, for construction and road-building projects.
Delek owns and operates state-of-the-art refineries in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana. In addition, it manages biodiesel facilities in Crossett, Arkansas; Cleburne, Texas; and New Albany, Mississippi, reflecting its commitment to renewable energy sources.
- Crude oil pipelines, ensuring secure and efficient transportation.
- Refined product pipelines and associated storage tanks, facilitating the distribution process.
- Crude oil gathering systems, optimizing crude oil collection and transportation.
- Light product distribution terminals and the utilization of third-party terminals for broader market reach.
This segment underscores Delek's capability in handling the logistics complexities associated with energy distribution.
- Various grades of gasoline and diesel, primarily under the DK or Alon brands, directly meeting consumer fuel needs.
- Food products and services, enhancing the convenience store experience.
- Non-alcoholic and alcoholic beverages, tobacco products, and general merchandise, providing a comprehensive shopping solution.
Delek's retail operations, largely concentrated in West Texas and New Mexico, operate primarily under the recognizable 7-Eleven and DK or Alon brand names, directly serving the public and contributing significantly to the company's diversified revenue streams.