Delek US Holdings, Inc. (DK) Q1 2025 Earnings Call Transcript
Delek US Holdings, Inc. (NYSE:DK ) Q1 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Robert Wright - SVP & Deputy Chief Financial Officer Avigal Soreq - President and Chief Executive Officer Joseph Israel - Executive Vice President, Operations Mark Hobbs - Executive Vice President, Chief Financial Officer Mohit Bhardwaj - Senior Vice President, Strategy & Growth Conference Call Participants Alexa Patrick - Goldman Sachs Matthew Blair - TPH Manav Gupta - UBS Doug Leggate - Wolfe Research Joe Lack - Morgan Stanley Ryan Todd - Piper Sandler Jason Gabelman - TD Cowen Operator Thank you for standing by. My name is Jale and I will be your conference operator today.
Delek US Holdings (DK) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Delek US Holdings (DK) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Delek US Holdings (DK) Expected to Beat Earnings Estimates: Should You Buy?
Delek US Holdings (DK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here's Why Retain Strategy is Apt for the Delek US Stock Now
DK's diversified business model and refining strength provide stability, though supply risks and competition from larger players could hinder growth.
Delek US Holdings (DK) Up 6.1% Since Last Earnings Report: Can It Continue?
Delek US Holdings (DK) reported earnings 30 days ago. What's next for the stock?
Delek Q4 Loss Narrower Than Expected, Revenues Lag Estimates
DK expects a total crude throughput of 255,000-269,000 barrels per day and a total throughput of 278,000-292,000 barrels per day in the first quarter of 2025.
Delek US Holdings (DK) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Delek US Holdings (DK) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Delek US Holdings (DK) Reports Q4 Loss, Misses Revenue Estimates
Delek US Holdings (DK) came out with a quarterly loss of $2.54 per share versus the Zacks Consensus Estimate of a loss of $2.89. This compares to loss of $1.46 per share a year ago.
Why Now is the Right Time to Hold Delek US Holdings Stock
DK shows promise with strong liquidity, shareholder returns and Permian Basin assets, but refining setbacks and market volatility raise concerns for the future.
Wolfe upgrades Delek US to Peer Perform, says value based on Logistics stake
Wolfe Research upgraded Delek US (DK) to Peer Perform from Underperform. At current levels, the entire value of Delek is its 66.3% interest in Delek Logistics (DKL), the analyst tells investors in a research note. Valued on an after tax basis with no debt is essentially where Delek trades, the analyst added, noting that a negative call on refining is priced in and options on a seasonal recovery or progress on its Enterprise Optimization Plan as upside. Delek US + Delek Logistics -0.27 (-0.64%)
Here's Why Hold Strategy Is Apt for Delek US Holdings Stock Now
DK capitalizes on logistics growth and deconsolidation but faces risks from volatile refining margins, high debt and limited growth in refining operations.
Delek US Holdings (DK) Up 5% Since Last Earnings Report: Can It Continue?
Delek US Holdings (DK) reported earnings 30 days ago. What's next for the stock?
