{"schema_version":"secwatch.filing_event.v1","accession":"0001694426-25-000056","form_type":"8-K","ticker":"DK","cik":"0001694426","company_name":"Delek US Holdings, Inc.","filed_at":"2025-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:49.373106+00:00","generated_at":"2026-05-22T08:28:03.970958+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Delek US Q1 net loss $172.7M; EBITDA $26.5M; EOP to improve cash flow $120M in 2H25","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001694426-25-000056","json":"https://secwatch.observer/filing/0001694426-25-000056.json","markdown":"https://secwatch.observer/filing/0001694426-25-000056.md","text":"https://secwatch.observer/filing/0001694426-25-000056.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1694426/000169442625000056/0001694426-25-000056-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1694426/000169442625000056/dk-20250507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T08:28:03.970958+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}