earnings
confidence high
sentiment positive
materiality 0.80
Delek US Q2 net income $169.5M, adjusted EPS $5.48; refining EBITDA up sharply
Delek US Holdings, Inc.
2026-Q2 EPS
reported -$0.52
vs consensus $2.82
▼ miss
(-118.4%)
- Q2 net income $169.5M ($2.71 diluted EPS) vs $106.4M loss a year ago; adjusted EPS $5.48.
- Adjusted EBITDA $638.7M vs $177.9M; refining segment EBITDA $566.2M vs $114.8M on higher crack spreads.
- Logistics segment EBITDA $143.5M vs $127.4M; DKL on track for $520-560M annual guidance.
- Declared $0.255/share dividend payable Aug 10, 2026; bought back $20M stock in quarter.
- Cash $628.6M, net debt $2,561.1M; no more planned turnarounds in 2026.