{"filings":[{"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; 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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; 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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; 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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}],"next_cursor":null}