{"filings":[{"id":1416005,"accession_number":"0001628280-26-046943","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-07-02T20:30:34+00:00","items":["5.02"],"status":"ready","headline":"Delek US Holdings appoints Robert Wright as CFO; Misty Lavender as General Counsel","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Hobbs becomes EVP, Logistics; Robert Wright succeeds him as CFO effective July 1, 2026.","Mohit Bhardwaj appointed EVP, New Energy, Strategy & IR, adding New Energy to his role.","Misty Lavender named EVP, General Counsel and Corporate Secretary, replacing Denise McWatters who transitions to consulting.","Wright's base salary increased to $540,000, bonus target to 90%, and LTI grants of $650K (2027) and $800K (2028).","Reuven Spiegel's employment term extended through Dec 31, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":473237,"accession_number":"0001193125-26-227267","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-05-15T21:27:32+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Delek US refinances term loan, reduces balance to $850M, extends maturity to 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Outstanding term loans reduced to $850M after refinancing; existing facility amended on May 15, 2026.","Maturity extended to six years from closing (2032); interest rate cut to SOFR+300bps or base+200bps.","MUFG Bank appointed administrative agent; U.S. Bank Trust as collateral agent, replacing Wells Fargo.","MUFG provided $337.4M additional commitment; existing lenders converted loans via cashless election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94764,"accession_number":"0001193125-26-214755","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Delek US refinances term loan to $850M at SOFR+300bps; maturity extended 6 years","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Principal after amendment and prepayments set at $850.0 million.","Interest rate reduced to term SOFR plus 300 bps (or base rate plus 200 bps).","Maturity extended to six years from closing; expected close May 15, 2026.","Reduction from prior rate; refinancing lowers interest cost and lengthens maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94763,"accession_number":"0001628280-26-028089","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek US Q1 2026 net loss $201.3M; adjusted net income $4.7M; dividend $0.255/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $201.3M ($3.34 diluted EPS); adjusted net income $4.7M ($0.08 EPS).","Adjusted EBITDA $211.7M vs $33.6M a year ago; refining segment Adjusted EBITDA $155.3M.","Big Spring refinery turnaround completed safely, on time and within budget.","Enterprise Optimization Plan annual run-rate cash flow improvements increased to ~$220M.","Regular quarterly dividend of $0.255 per share payable May 8, 2026 to holders of record May 1."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":2653100000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94762,"accession_number":"0001628280-26-026467","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 2026 Long-Term Incentive Plan and elect all ten director nominees at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2026 LTIP approved with 41.5M for vs 5.2M against; replaces 2016 plan; authorizes 1.3M new shares plus prior-plan rollover.","All ten director nominees elected; Vicky Sutil received 3M against votes but still passed with 43.8M for.","Advisory vote on executive compensation approved (46.4M for, 0.3M against).","Ratification of Ernst & Young as independent auditor for 2026 approved (50.6M for, 0.7M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94760,"accession_number":"0001628280-26-026061","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares $0.255/share quarterly dividend payable May 8, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share approved by Board.","Payable on May 8, 2026 to shareholders of record as of May 1, 2026.","Dividend announced via press release dated April 20, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94759,"accession_number":"0001193125-26-151245","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Delek US increases ABL revolving commitments to $1.25B, extends maturity to 2031, cuts margin 0.25%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving commitments increased from $1.1B to $1.25B.","Maturity extended from Oct 2027 to Apr 2031 (springing if term loan >$500M).","Interest rate margins reduced by 0.25%.","Incremental facility expanded to greater of $750M, 100% EBITDA, or adjusted availability.","Minimum $350M excess availability required upon effectiveness."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107378,"accession_number":"0001628280-26-012561","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q4 net income $78.3M ($1.26/sh), adj. EBITDA $374.8M; announces dividend and EOP progress","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $78.3M ($1.26 diluted EPS); adjusted net income $143.0M ($2.31 adjusted EPS).","Adjusted EBITDA $374.8M vs $(15.2)M prior year; refining segment $314.1M, logistics $141.9M.","Enterprise Optimization Plan achieved ~$200M annual run-rate improvements; ~$50M realized in Q4.","Board declared $0.255/share quarterly dividend payable March 9, 2026; repurchased ~$20M stock in Q4.","Delek Logistics initiated 2026 adj. EBITDA guidance $520-$560M; reported record financial performance."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":10722900000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107377,"accession_number":"0001628280-26-009368","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares quarterly dividend of $0.255/share payable March 9, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share approved; payable March 9, 2026 to holders of record March 2, 2026.","Company is a downstream energy firm with 302k bpd refining capacity across four refineries.","Owns approximately 63.3% of Delek Logistics Partners (NYSE:DKL) as of September 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107376,"accession_number":"0001628280-26-001886","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek US Holdings provides investor presentation with no material new information disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company announced use of investor presentation materials starting Jan 12, 2026.","Presentation cover page only; no financial results, guidance, or operational updates provided.","Presentation available on company website; content not incorporated into SEC filings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123731,"accession_number":"0001628280-25-050409","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q3 net income $178M ($2.93 EPS); adj net income $434.2M ($7.13 EPS)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted EBITDA $759.6M, including $280.8M EPA SRE benefit; ex-SRE adj EBITDA $318.6M.","EOP annual run-rate cash flow improvement guidance raised to at least $180M from $130-170M.","DKL adjusted EBITDA guidance raised to $500-520M, expecting top half of prior $480-520M.","Board declared $0.255/share quarterly dividend payable Nov 17, record Nov 10.","Repurchased ~$15M of DK common stock during Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":8293500000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123730,"accession_number":"0001628280-25-047223","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares $0.255 quarterly dividend, payable Nov 17, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share approved by Board of Directors.","Dividend payable on November 17, 2025 to shareholders of record as of November 10, 2025.","Dividend is a regular quarterly distribution; no change in rate indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140413,"accession_number":"0001694426-25-000110","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q2 2025: Net loss $106.4M, adj loss $33.1M, adj EBITDA $170.2M, EOP target raised to $130-170M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $106.4M ($1.76/sh); adjusted net loss $33.1M ($0.56/sh), improving from $59.3M adj loss in Q2 2024.","Adjusted EBITDA $170.2M, up from $107.5M a year ago, driven by refining margin gains.","Refining segment adj EBITDA $113.6M (vs $42.1M); logistics adj EBITDA $120.2M (vs $100.6M).","DKL completed $700M debt offering due 2033; EOP run-rate target raised to $130-170M from original $120M.","Quarterly dividend maintained at $0.255/share; $13M in share repurchases during Q2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-4.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":5406500000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140412,"accession_number":"0001694426-25-000107","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares $0.255 quarterly dividend, payable Aug 18, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share on common stock (NYSE: DK).","Record date: August 11, 2025; payment date: August 18, 2025.","Board of Directors approved the dividend on July 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158080,"accession_number":"0001694426-25-000056","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q1 net loss $172.7M; EBITDA $26.5M; EOP to improve cash flow $120M in 2H25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $172.7M ($2.78/share) vs loss of $32.6M a year ago; adjusted net loss $144.4M ($2.32/share).","Adjusted EBITDA $26.5M, down from $158.7M in Q1 2024; refining segment EBITDA negative $27.4M due to lower crack spreads.","Logistics segment EBITDA $116.5M, up from $99.7M, driven by acquisitions (H2O, Gravity) and W2W dropdown.","Enterprise Optimization Plan to deliver at least $120M run-rate cash flow improvement in 2H 2025; new intercompany agreements unlock ~$250M liquidity.","DKL ownership reduced to 63.4% after Gravity acquisition; DKL on track for FY2025 EBITDA guidance $480-520M; DK bought $32M shares; dividend $0.255/share."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":2641900000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158079,"accession_number":"0001694426-25-000053","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Delek US holders approve 1.9M share increase for LTIP; all directors elected at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved Sixth Amendment to 2016 LTIP, increasing shares reserved by 1.9M to 18.91M shares.","All 10 director nominees elected, including CEO Ezra Uzi Yemin, at annual meeting on April 29, 2025.","Advisory vote on executive compensation passed with 47.2M for and 1.6M against.","Ratification of Ernst & Young as 2025 auditor approved by 53.4M votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158078,"accession_number":"0001694426-25-000051","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares $0.255 quarterly dividend payable May 19","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share approved; record date May 12, pay date May 19, 2025.","Company operates four refineries with combined nameplate capacity of 302,000 bpd in Texas, Arkansas, Louisiana.","Owns approximately 63.4% of Delek Logistics Partners, LP (NYSE:DKL) as of March 31, 2025.","Business includes petroleum refining, logistics, pipelines, and renewable fuels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176456,"accession_number":"0001694426-25-000044","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K/A","filed_at":"2025-03-18T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Delek Logistics completes acquisition of 100% of Gravity on Jan 2, 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"low","bullets":["Delek US Holdings (DK) owns ~63.6% of the Partnership's outstanding limited partner units.","Historical audited financials of Gravity for FY 2023 and unaudited for 9M 2024 filed as exhibits.","Pro forma condensed combined financial information provided, giving effect to the acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176460,"accession_number":"0001694426-25-000010","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Delek US reports Q4 net loss $413.8M; announces $150M unit repurchase from DKL","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $413.8M ($6.55 diluted loss per share); adjusted net loss $160.5M ($2.54 adjusted loss per share).","Adjusted EBITDA -$23.2M vs +$60.6M in Q4 2023; refining segment weakest at -$69.6M.","Delek Logistics authorized to repurchase up to $150M of DKL common units from DK through 2026; accretive to DKL FCF.","Enterprise Optimization Plan expected at high end of $80M-$120M cash flow improvement; 2H'2025 run-rate target.","Regular quarterly dividend $0.255 per share, payable March 10, 2025 to holders of record March 3."],"consensus_eps_estimate":null,"consensus_eps_actual":-8.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":11852200000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176459,"accession_number":"0001694426-25-000007","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Delek US Holdings CFO Reuven Spiegel to transition from CFO role on March 1, 2025; remains EVP at Delek Logistics","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Reuven Spiegel will also serve as EVP, Delek Logistics, effective Feb 12, 2025, in addition to CFO role.","He will transition from CFO role on March 1, 2025; no successor announced.","Spiegel has been CFO since May 2020 and also serves on board of general partner of Delek Logistics Partners, LP.","No reportable transactions under Item 404(a) between Spiegel and company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176458,"accession_number":"0001694426-25-000004","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares $0.255 quarterly dividend, payable March 10, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share approved by Board.","Record date: March 3, 2025; payment date: March 10, 2025.","Dividend is payable on common stock (NYSE: DK).","Delek owned ~63.6% of Delek Logistics Partners (DKL) as of Feb 18, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193309,"accession_number":"0001694426-24-000152","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q3 net loss $76.8M; refining EBITDA plunges to $10.2M from $296M YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $76.8M ($1.20/share) vs net income $128.7M last year; adjusted net loss $93.0M ($1.45/share).","Refining segment Adjusted EBITDA fell to $10.2M from $296.1M YoY due to 49% lower benchmark crack spreads.","Logistics segment record EBITDA of $106.1M, up from $96.5M, driven by Delaware Gathering and W2W dropdown.","Closed retail sale for $390M; completed W2W drop-down and H2O Midstream acquisition; announced EOP targeting at least $100M profitability improvement by 2H25.","Regular dividend $0.255/share payable Nov 18; Q4 guidance: total throughput 265,000-276,000 bpd."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":9478500000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193308,"accession_number":"0001694426-24-000149","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings declares $0.255 quarterly dividend payable Nov 18, 2024","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.255 per share approved by Board of Directors.","Payable on November 18, 2024 to shareholders of record as of November 12, 2024.","Represents a regular quarterly dividend; no change from prior rate indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193307,"accession_number":"0001694426-24-000136","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-10-04T23:59:59+00:00","items":["2.01","9.01"],"status":"ready","headline":"Delek US Holdings closes $385M sale of retail assets to FEMSA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed sale of 100% equity in Delek US Retail subsidiaries to FEMSA for ~$385M cash, including inventory.","Sold 249 retail stores located in Texas, New Mexico, and Arkansas.","Entered a 10-year supply agreement for fuel to the acquired entities.","Pro forma gain on sale estimated at $79.7M net of tax; sale will be reported as discontinued operations.","Pro forma cash and cash equivalents increased to $1.04B as of June 30, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209661,"accession_number":"0001694426-24-000122","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Delek US increases share repurchase authorization by $400M, total available ~$562M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved $400M increase in share repurchase authorization, bringing total available to ~$562M.","CEO Avigal Soreq cites desire to deliver increased cash returns and sees value in equity.","Repurchases subject to market conditions; company committed to returning value via buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209660,"accession_number":"0001694426-24-000106","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US posts Q2 net loss $37.2M; announces retail sale, DKL acquisitions","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $37.2M ($0.58/share) vs net loss $8.3M in Q2 2023; adjusted net loss $59.3M ($0.92/share).","Refining segment Adjusted EBITDA fell to $42.1M from $212.4M YoY on lower crack spreads.","Agreed to sell retail assets for ~$385M; entered 10-year fuel supply deal with FEMSA.","DKL dropped down Wink-to-Webster pipeline, agreed to acquire H2O Midstream for ~$230M, FID on new gas plant.","Quarterly dividend raised to $0.255/share; Board approved for Aug 19 payment to record Aug 12."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":6649300000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209659,"accession_number":"0001193125-24-194413","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Delek sells 249 retail convenience stores to FEMSA for $385M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Alon Brands subsidiary sells 100% of retail subsidiaries to Emprex Proximity (FEMSA) for $385M including inventory.","Transaction includes 249 DK-branded stores in Texas, New Mexico, and Arkansas; expected close late Q3/Q4 2024.","Delek will supply motor fuel to the stores under a 10-year agreement post-closing.","Delek cites 'unlock sum-of-parts value' and partnership with FEMSA as strategic benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209658,"accession_number":"0001694426-24-000102","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings raises quarterly dividend to $0.255/share, a $0.005 increase","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend increased by $0.005 (2%) to $0.255 per share.","Payable August 19, 2024, to shareholders of record as of August 12, 2024.","Board approved the increase, continuing the company's return-of-capital strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227791,"accession_number":"0001694426-24-000065","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek US reports 1Q24 net loss $32.6M, adj. loss $0.41/share; Q2 guidance issued","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["1Q24 net loss $32.6M vs 1Q23 net income $64.3M; adjusted net loss $26.2M ($0.41/share) vs adj. income $92.7M.","Adjusted EBITDA $158.7M in 1Q24, up from $60.6M in 4Q23; cash from operations $166.7M.","Q2 2024 guidance: crude throughput 287-300k bpd, operating expenses $215-225M, net interest $80-90M.","2024 capital forecast $330M; consolidated net debt $1.74B; Delek US ex-DKL net debt only $152M.","Evaluating strategic alternatives; highlights retail 6.5x-10x multiple and ~$1.4B DKL stake (72.7% ownership)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227790,"accession_number":"0001694426-24-000056","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q1 net loss $32.6M vs prior year profit; dividends raised to $0.25/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $32.6M (diluted loss $0.51/share) vs net income $64.3M in Q1 2023; adjusted net loss $26.2M ($0.41/share).","Adjusted EBITDA fell to $158.7M from $284.6M; refining segment EBITDA $106.1M, down 54% due to lower crack spreads.","Logistics segment EBITDA rose to $99.7M (up 9% YoY) on Delaware Gathering contributions and annual rate increases.","Quarterly dividend increased to $0.25 per share, payable May 24 to holders of record May 17.","Company initiated process to unlock value in retail business; liquidity ~$800M after DKL debt/equity offerings."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":3227600000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227789,"accession_number":"0001694426-24-000054","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US increases quarterly dividend to $0.25/share, a $0.005 increase","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board approved $0.25 per share quarterly dividend, up $0.005 from prior $0.245.","Record date: May 17, 2024; payment date: May 24, 2024.","Ticker DK; new dividend rate reflects a 2% sequential increase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227788,"accession_number":"0001694426-24-000053","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Delek US shareholders approve charter amendment to exculpate officers, elect 10 directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected at May 2 annual meeting; Ezra Uzi Yemin received 50.1M for, 899K against.","Charter amendment approved (43.8M for, 7.3M against) to add officer exculpation provisions under Delaware law.","Advisory vote on executive compensation approved (48.7M for, 2.3M against) on a non-binding basis.","Ernst & Young ratified as independent auditor for fiscal 2024 with 55.5M for, 1.9M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246589,"accession_number":"0001694426-24-000045","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek US 2023 net income falls to $19.8M; Q1 2024 throughput guidance 269-281k bpd","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net income attributable to Delek US dropped to $19.8M in 2023 from $257.1M in 2022; Adjusted EBITDA fell to $949.7M.","Cash from operations $1,013.6M; consolidated net debt reduced to $1.78B; DK ex-DKL net debt only $77.6M.","Completed DKL public equity offering of ~3.6M units (net $132.5M) and $650M private placement of 8.625% Senior Notes due 2029.","Q1 2024 guidance: crude throughput 269-281k bpd; operating expenses $215-225M; total capex forecast $330M for 2024.","Evaluating value-unlocking alternatives including highlighting retail segment multiple of 6.5x-10x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246588,"accession_number":"0001694426-24-000024","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q4 net loss $164.9M, adj loss $1.46/shr; FY net income $19.8M; dividend raised to $0.245","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $164.9M ($2.57 diluted loss); adjusted net loss $93.2M ($1.46 adjusted loss).","Full-year 2023 net income $19.8M ($0.30 EPS); adjusted net income $196.6M ($2.98 adj EPS); adj EBITDA $949.7M.","Refining segment adj EBITDA -$10.4M in Q4 vs $170.9M YoY; logistics segment record $99.4M adj EBITDA.","Increased quarterly dividend to $0.245 per share (payable Mar 8 to holders of record Mar 1).","FY 2024 capex guided at ~$330M; Q1 2024 throughput guidance 289k-301k bpd."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":16917400000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246587,"accession_number":"0001694426-24-000019","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings raises quarterly dividend by $0.005 to $0.245 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Regular quarterly dividend increased to $0.245 per share from $0.24 per share.","Dividend payable on March 8, 2024 to shareholders of record as of March 1, 2024.","The $0.005 increase reflects continued capital return to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246586,"accession_number":"0001694426-24-000011","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2024-01-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Delek US appoints Christine Benson Schwartzstein as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointment effective Jan 16, 2024; will stand for election at May 2, 2024 annual meeting.","Board expands to 10 directors, 8 of whom are independent.","Schwartzstein has 20 years in risk management, capital markets, green energies.","Previously Managing Director at Goldman Sachs; currently director at Apollo Infrastructure and Talen Energy.","No arrangements or transactions under Item 404(a) related to her selection."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264005,"accession_number":"0001694426-23-000115","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-12-22T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Delek US amends Inventory Intermediation Agreement with Citi; extends term and boosts deferral capacity to $250M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Term extended from December 30, 2024 to January 31, 2026.","Citi's unilateral extension option reduced from 12 months to 6 months.","Payment deferral mechanism increased from $70 million to $250 million.","Storage tank information updated under the agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264004,"accession_number":"0001694426-23-000100","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-11-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek US highlights record logistics EBITDA, $85M buybacks, and Q4 2023 guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["3Q23 record Logistics EBITDA of $278.8M; Retail best EBITDA since COVID at $37.6M.","YTD 2023 cash from operations $922.8M; net debt reduced by $476M vs Dec 2022.","Targeting $100M run-rate cost reduction in 2024; Q4 2023 crude throughput 284-302 kbpd.","$85M in share buybacks through Oct 31, 2023; quarterly dividend raised to $0.24/share.","Delek US excluding DKL had $(0.9)M net cash (i.e., essentially zero net debt) at Sep 30."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264003,"accession_number":"0001694426-23-000092","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q3 net income $128.7M ($1.97 EPS); record throughput, dividend raised to $0.24","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted net income $131.9M ($2.02 EPS); Adjusted EBITDA $345.1M.","Record total refining throughput; Logistics segment EBITDA record $96.5M.","Q3 debt reduction $175.6M; YTD debt cut $415.7M; net cash ex-DKL $0.9M.","Returned $40.2M to shareholders Q3; additional $20M buyback post-Q3.","Quarterly dividend increased to $0.24/share, fifth consecutive quarterly raise."],"consensus_eps_estimate":null,"consensus_eps_actual":2.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":12868300000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264002,"accession_number":"0001694426-23-000089","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings increases quarterly dividend to $0.24/share, up $0.05","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend raised by $0.05 to $0.24 per share, a 26.3% increase.","Payable on Nov 20, 2023 to shareholders of record as of Nov 13, 2023.","Previous dividend was $0.19 per share; new rate effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281227,"accession_number":"0001694426-23-000078","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-09-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek US issues Q3 2023 guidance and updates strategic review","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q3 2023 guidance: crude throughput 283k-301k bpd; operating expenses $210-220M.","1H 2023 adjusted EBITDA $544M, flat vs $546M in 1H 2022.","Refining segment adj. EBITDA improved to $431M in 1H 2023 from $182M.","Evaluating opportunities to unlock value; retail segment multiple target 7x-10x.","2023 capex forecast $350M; sustaining capex $100-125M/yr; growth IRR >15%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281226,"accession_number":"0001694426-23-000068","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US reports Q2 net loss $8.3M, adjusted net income $65.2M; raises dividend to $0.235/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $8.3M ($0.13/sh); adjusted net income $65.2M ($1.00/sh); adjusted EBITDA $259.4M.","Refining segment Adj. EBITDA $201.1M vs $463.1M YoY due to lower crack spreads (down ~49%).","Logistics segment Adj. EBITDA $90.9M vs $69.0M YoY on Permian position and 3 Bear acquisition.","Quarterly dividend raised to $0.235 (fourth consecutive increase); payable Aug 21, record Aug 14.","Repurchased $40M shares in Q2, $25M after quarter end; $95M returned YTD via dividends and buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":8119900000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299996,"accession_number":"0001694426-23-000040","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek US unveils investor presentation with 2Q23 throughput guidance and strategic review","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2Q23 crude throughput guided at 290,000–300,000 bpd; total throughput 301,000–311,000 bpd.","FY 2023 capital expenditure expected ~$350M; $192M spent in 1Q23.","Cash of $865M and net debt of $1.91B as of March 31, 2023; DK excluding DKL net debt $213M.","Evaluating strategic alternatives to unlock value, referencing a 9x-11x retail multiple.","Owns 78.7% of DKL; implied equity value ~$1.5B or $22 per DK share."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299995,"accession_number":"0001694426-23-000035","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q1 net income $64.3M, adj. EPS $1.37; raises dividend 4.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $64.3M ($0.95 diluted EPS); adjusted net income $92.7M ($1.37 adj. EPS).","Adjusted EBITDA $284.6M, up from $83.6M YoY; refining segment $230.2M, logistics record $91.4M.","Repaid $281M consolidated debt; repurchased ~$40M shares after quarter end.","Increased quarterly dividend 4.5% to $0.23/share; paid $14.7M in dividends in Q1.","Cash from operations $395.1M; net debt $1.91B, down from $2.21B at year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":3924300000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299994,"accession_number":"0001193125-23-138368","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Delek US stockholders approve LTIP amendment; share pool increased by 2M to 17M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved 5th amendment to 2016 LTIP, increasing authorized shares from ~15M to 17,010,000 (a 13.4% increase).","Fungible ratio for full-value awards (RSUs/PSUs) reduced from 2.28:1 to 1.74:1 per share issued.","All nine director nominees elected at annual meeting; advisory say-on-pay resolution passed with over 54M votes for.","Ernst & Young ratified as independent auditor for fiscal 2023 with ~57.8M votes in favor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299993,"accession_number":"0001694426-23-000031","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek US Holdings increases quarterly dividend to $0.23 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend raised by $0.01 to $0.23 per share.","Record date: May 15, 2023; payment date: May 22, 2023.","Regular cash dividend on common stock, subject to Board approval each quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":299992,"accession_number":"0001694426-23-000026","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-04-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Holdings begins using investor presentation with Q1 2023 data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation includes financial and operational information for quarter ended March 31, 2023.","No specific financial figures or guidance changes are disclosed in the filing or exhibit text.","Presentation will be used in meetings with existing and prospective investors starting April 4, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320081,"accession_number":"0001140361-23-013621","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-03-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Delek US announces senior leadership changes; COO and President of Refining depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joseph Israel named EVP Operations (March 27); Tommy Chavez named SVP Refining (April 10).","Todd O'Malley (EVP/COO) resigns effective Sept 22, 2023; Nithia Thaver (EVP/Pres Refining) departs May 21.","CFO Reuven Spiegel's employment extended to Dec 31, 2024; base salary increased to $600,000.","Spiegel's target bonus set at 90% of base; granted $1.1M RSUs split time- and performance-vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320080,"accession_number":"0001694426-23-000003","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Delek US Q4 net loss $118.7M; adjusted EPS $0.88; raises dividend to $0.22/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $118.7M ($1.73/share); adjusted net income $60.8M ($0.88/share) and Adjusted EBITDA $220.9M.","Refining segment Adjusted EBITDA $182.0M vs -$3.3M a year ago; Logistics record $90.6M.","Board raises quarterly dividend to $0.22/share (payable March 17, 2023); Q4 returned $104.1M to shareholders.","Cost reduction initiative: expect $30-40M lower costs in 2023, $90-100M annual run rate.","Q1 2023 outlook: crude throughput 250-260k bpd; 2023 capex est. $351M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":20245800000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338241,"accession_number":"0001193125-22-314753","cik":1694426,"company_name":"Delek US Holdings, Inc.","ticker":"DK","form_type":"8-K","filed_at":"2022-12-29T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"Delek US enters $800M inventory intermediation with Citigroup, replacing J. Aron agreements","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["DK Trading & Supply entered inventory intermediation agreement with Citigroup Energy Inc., providing up to $800M working capital capacity.","Agreement has initial 24-month term, extendable by Citi for 12 months, effective December 30, 2022.","Replaces prior supply and offtake agreements with J. Aron & Company LLC, expiring December 30, 2022 without penalty.","Pledge and security agreement grants Citigroup security interests in crude oil, refined products, and business interruption insurance.","Amendment to ABL credit agreement includes business interruption insurance as collateral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2719328396.5978155,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-12-29T23:59:59+00:00|338241"}