DK completed its Big Spring refinery turnaround on time and within budget, setting up improved operations as stronger refining markets create new opportunities.
NBIX, MYRG, XYZ, DK and DY show strong relative price strength, upbeat estimate revisions and solid fundamentals heading into the second half.
ECPG, DK and DVA made it to the Zacks Rank #1 (Strong Buy) value stocks list on June 17, 2026.
Delek US Has Further Upside Even If Middle East Tensions Ease
VLO, DK, and PBI it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 22, 2026.
VLO, DK, and PBI it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 20, 2026.
SITM, DK, and ECO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 18, 2026.
KSS, DK and VSNT made it to the Zacks Rank #1 (Strong Buy) value stocks list on May 18, 2026.
DK expects total crude throughput in the range of 283,000-303,000 bpd and total throughput in the band of 293,000-313,000 bpd for the second quarter of 2026.
Delek US Holdings, Inc. (DK) Q1 2026 Earnings Call Transcript
DK heads into Q1 earnings with revenue pressure, rising costs and refinery downtime, even as optimization efforts may help cushion the impact.
Delek US Holdings has surged nearly 200% over the past year, driven by regulatory relief and surging crack spreads from geopolitical disruptions. DK benefits from EPA small refinery exemptions and a favorable balance sheet, with $615 million in cash, $889 million in debt, and a valuable DKL stake. I estimate DK's fair value at $53, reflecting both a one-time windfall from the Iran War and normalized free cash flow, implying ~20% upside.