# Delek Us Holdings (DK) — Earnings

DK · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/dk/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | $5.48 |
| EPS estimate | $2.67 |
| EPS surprise | +105.57% |
| Revenue surprise | +18.78% |
| Revenue | $4.1B |
| Revenue estimate | $3.4B |
| Reported | Aug 5, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1694426/000162828026053106/dk-20260630.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/f315bab5-6f1d-e39a-4ea8-d0d16f09858a.html) |

Delek US reported Q2 2026 results on August 5, 2026. EPS was $5.48 against a $2.67 estimate, a 105.57% beat. Revenue was $4.1 billion, 18.78% above the $3.4 billion consensus. A year earlier, Q2 2025 showed a loss of $0.56 per share on $2.8 billion in revenue, so revenue rose about 46%.

Results have swung sharply. After profits of $5.88 per share in 2022 and $2.93 in 2023, Delek US lost $5.32 per share in 2024, with losses in seven straight quarters from Q4 2023 to Q2 2025. Annual EPS returned to $6.56 in 2025, led by $7.13 in Q3 2025, the table high. The first half of 2026 adds up to $5.56 per share. Revenue has run well below 2022 levels: annual revenue was $10.7 billion in 2025, about 47% less than 2022's $20.3 billion. Delek US beat the EPS estimate in 19 of the 20 quarters, and the only miss was Q4 2023.

Q3 results came between November 4 and November 7 in each of the past five years, pointing to early November 2026. The next report will show whether the profits of the last four quarters carry into the third quarter.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Aug 5, 2026 | $2.67 | $5.48 | 105.57% | $3.4B | $4.1B |
| Q1 2026 | Apr 29, 2026 | −$1.42 | $0.08 | 105.65% | $2.3B | $2.7B |
| Q4 2025 | Feb 27, 2026 | −$0.19 | $2.31 | 1320.93% | $2.5B | $2.4B |
| Q3 2025 | Nov 7, 2025 | $0.17 | $7.13 | 4007.14% | $2.7B | $2.9B |
| Q2 2025 | Aug 6, 2025 | −$0.87 | −$0.56 | 35.99% | $2.6B | $2.8B |
| Q1 2025 | May 7, 2025 | −$2.42 | −$2.32 | 4.14% | $2.6B | $2.6B |
| Q4 2024 | Feb 25, 2025 | −$2.82 | −$2.54 | 9.78% | $2.6B | $2.4B |
| Q3 2024 | Nov 6, 2024 | −$1.68 | −$1.45 | 13.64% | $3.2B | $3.0B |
| Q2 2024 | Aug 6, 2024 | −$1.33 | −$0.92 | 31.03% | $3.3B | $3.4B |
| Q1 2024 | May 7, 2024 | −$0.43 | −$0.41 | 5.18% | $3.3B | $3.2B |
| Q4 2023 | Feb 27, 2024 | −$1.28 | −$1.46 | -13.87% | $3.5B | $4.0B |
| Q3 2023 | Nov 7, 2023 | $1.40 | $2.02 | 44.14% | $3.6B | $4.7B |
| Q2 2023 | Aug 7, 2023 | $0.74 | $1.00 | 36.05% | $3.3B | $4.2B |
| Q1 2023 | May 8, 2023 | $1.02 | $1.37 | 34.35% | $3.1B | $3.9B |
| Q4 2022 | Feb 28, 2023 | $0.82 | $0.88 | 7.84% | $3.4B | $4.5B |
| Q3 2022 | Nov 7, 2022 | −$0.15 | $0.02 | 113.34% | $3.8B | $5.3B |
| Q2 2022 | Aug 4, 2022 | $3.27 | $4.40 | 34.59% | $4.0B | $6.0B |
| Q1 2022 | May 3, 2022 | −$0.11 | $0.58 | 609.22% | $3.0B | $4.5B |
| Q4 2021 | Feb 23, 2022 | −$0.77 | −$0.61 | 21.19% | $2.7B | $3.1B |
| Q3 2021 | Nov 4, 2021 | −$0.35 | $0.13 | 137.23% | $2.5B | $3.0B |

## Frequently Asked Questions

### When did Delek Us Holdings (DK) last report earnings?

Delek Us Holdings last reported on Aug 5, 2026, covering fiscal Q2 2026.

### Did DK beat earnings estimates?

Yes. Delek Us Holdings reported EPS of $5.48 for Q2 2026 against a $2.67 estimate — a 105.57% beat.

### How much revenue did DK report last quarter?

Delek Us Holdings reported $4.1B in revenue for Q2 2026, against a consensus estimate of $3.4B.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).