Marathon vs. Delek US: Which Refining Stock Is the Better Buy Now?
MPC and DK report stronger earnings as refining margins improve, but the latter's lower valuation and stronger earnings estimate revisions give it an edge.
Can Government-Backed Refinery Expansion Fuel Delek Stock Gains?
DK's government-backed Tyler refinery expansion, stronger refining margins and a $220M cash flow improvement plan could fuel further stock gains.
Delek's Margin Capture Improves Sharply: Is This More Than a Cycle?
DK is boosting refining profit capture as higher margins, throughput and reliability drive stronger economics.
Delek US Holdings: The Refining Cycle Is Strong, But The More Interesting Story Is What Survives It
Delek US Holdings (DK) is capitalizing on favorable refining conditions, strong execution, and strategic transformation into a cleaner refining and logistics business. DK's operational improvements—especially at Big Spring—are driving higher yields, reliability, and crude flexibility, providing structural advantages beyond current crack spreads. Enterprise Optimization Plan targets at least $220 million in annualized cash flow gains, while supply and marketing and DKL's midstream evolution add growth levers.
DK Stock Rallies 59.5% in 3 Months: Is There More Upside Ahead?
DK enters second-half 2026 with stronger refining profits, no planned turnarounds and EOP gains boosting cash-flow potential.
Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?
Delek's cash flow is improving as refining margins and optimization efforts gain traction, while low valuation, leverage and regulatory uncertainty shape the case.
Can Phillips 66, Marathon, or Valero Afford Delek US Holdings Now?
Delek US Holdings (NYSE:DK) closed at $71.47 on August 21, 2026, up 141.0% year to date and 215.7% over one year, brushing its 52-week high of $72.00.
Delek US Holdings Stock Surges 189% in a Year: Is It Still a Buy?
DK benefits from stronger refining margins, advantaged crude access, improved refinery performance, logistics growth and greater financial flexibility.
4 Refining Stocks to Buy as Gas Prices Top $4 a Gallon
Gasoline prices above $4 per gallon are painful for consumers, but the environment can be very favorable for those investing in refiners that are able to capture strong margins on the fuels they produce.
Delek US Q2 Earnings Beat Estimates on Strong Refining Margins
DK posts a major Q2 earnings gain as stronger refining margins and record logistics results drive EBITDA higher.
Delek US Q2 Earnings Call Highlights
Delek US NYSE: DK reported second-quarter 2026 net income of approximately $170 million, or $2.71 per share, as stronger refining margins, improved throughput and record logistics results supported performance.
DK Q2 Earnings Call Highlights Cash Flow and Refining Flexibility
DK highlights stronger cash generation, reliable refineries and logistics separation as it targets $650-$700 million in mid-cycle free cash flow.
