DK Delek US Holdings, Inc.

CIK 0001694426 31 ready 8-Ks latest May 15, 2026, 5:27 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline

Ready 8-Ks 31

Latest filing May 15, 2026, 5:27 PM ET

Top materiality 0.85

Event mix earnings ×9 · dividend ×9 · other_material ×6

Sentiment 10 pos · 6 neg · 15 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for DK

Highest-materiality recent filing

Delek US Q3 net income $178M ($2.93 EPS); adj net income $434.2M ($7.13 EPS)

November 7, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

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.

Read filing →

May 15, 2026, 5:27 PM ET debt materiality 0.60 positive item 1.01 item 2.03 item 9.01

Delek US refinances term loan, reduces balance to $850M, extends maturity to 2032

Outstanding term loans reduced to $850M after refinancing; existing facility amended on May 15, 2026.
May 8, 2026, 7:59 PM ET debt materiality 0.65 positive item 7.01

Delek US refinances term loan to $850M at SOFR+300bps; maturity extended 6 years

Principal after amendment and prepayments set at $850.0 million.
April 29, 2026, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01 ◈ Earnings Releases

Delek US Q1 2026 net loss $201.3M; adjusted net income $4.7M; dividend $0.255/share

Net loss of $201.3M ($3.34 diluted EPS); adjusted net income $4.7M ($0.08 EPS).
April 22, 2026, 7:59 PM ET other material materiality 0.35 neutral item 5.02 item 5.07 item 9.01

Shareholders approve 2026 Long-Term Incentive Plan and elect all ten director nominees at annual meeting

2026 LTIP approved with 41.5M for vs 5.2M against; replaces 2016 plan; authorizes 1.3M new shares plus prior-plan rollover.
April 21, 2026, 7:59 PM ET dividend materiality 0.25 neutral item 8.01 item 9.01

Delek US Holdings declares $0.255/share quarterly dividend payable May 8, 2026

Quarterly dividend of $0.255 per share approved by Board.
April 10, 2026, 7:59 PM ET debt materiality 0.70 positive item 1.01 item 2.03 item 9.01 ◈ Debt Financings◈ Material Agreements

Delek US increases ABL revolving commitments to $1.25B, extends maturity to 2031, cuts margin 0.25%

Revolving commitments increased from $1.1B to $1.25B.
February 27, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Delek US Q4 net income $78.3M ($1.26/sh), adj. EBITDA $374.8M; announces dividend and EOP progress

Q4 net income $78.3M ($1.26 diluted EPS); adjusted net income $143.0M ($2.31 adjusted EPS).
February 19, 2026, 6:59 PM ET dividend materiality 0.40 neutral item 8.01 item 9.01

Delek US Holdings declares quarterly dividend of $0.255/share payable March 9, 2026

Quarterly dividend of $0.255 per share approved; payable March 9, 2026 to holders of record March 2, 2026.
January 13, 2026, 6:59 PM ET other material materiality 0.10 neutral item 7.01 item 9.01

Delek US Holdings provides investor presentation with no material new information disclosed

Company announced use of investor presentation materials starting Jan 12, 2026.
November 7, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

Delek US Q3 net income $178M ($2.93 EPS); adj net income $434.2M ($7.13 EPS)

Adjusted EBITDA $759.6M, including $280.8M EPA SRE benefit; ex-SRE adj EBITDA $318.6M.
October 30, 2025, 7:59 PM ET dividend materiality 0.30 neutral item 8.01 item 9.01

Delek US Holdings declares $0.255 quarterly dividend, payable Nov 17, 2025

Quarterly dividend of $0.255 per share approved by Board of Directors.
August 6, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01

Delek US Q2 2025: Net loss $106.4M, adj loss $33.1M, adj EBITDA $170.2M, EOP target raised to $130-170M

Net loss $106.4M ($1.76/sh); adjusted net loss $33.1M ($0.56/sh), improving from $59.3M adj loss in Q2 2024.
July 31, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01 item 9.01

Delek US Holdings declares $0.255 quarterly dividend, payable Aug 18, 2025

Quarterly dividend of $0.255 per share on common stock (NYSE: DK).
May 7, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02 item 7.01 item 9.01

Delek US Q1 net loss $172.7M; EBITDA $26.5M; EOP to improve cash flow $120M in 2H25

Net loss of $172.7M ($2.78/share) vs loss of $32.6M a year ago; adjusted net loss $144.4M ($2.32/share).
May 1, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.02 item 5.07 item 9.01

Delek US holders approve 1.9M share increase for LTIP; all directors elected at annual meeting

Stockholders approved Sixth Amendment to 2016 LTIP, increasing shares reserved by 1.9M to 18.91M shares.
April 30, 2025, 7:59 PM ET dividend materiality 0.30 neutral item 8.01 item 9.01

Delek US Holdings declares $0.255 quarterly dividend payable May 19

Quarterly dividend of $0.255 per share approved; record date May 12, pay date May 19, 2025.
March 18, 2025, 7:59 PM ET M&A materiality 0.70 neutral item 2.01 item 9.01

Delek Logistics completes acquisition of 100% of Gravity on Jan 2, 2025

Delek US Holdings (DK) owns ~63.6% of the Partnership's outstanding limited partner units.
February 25, 2025, 6:59 PM ET earnings materiality 0.75 negative item 1.01 item 2.02 item 7.01 item 9.01

Delek US reports Q4 net loss $413.8M; announces $150M unit repurchase from DKL

Net loss $413.8M ($6.55 diluted loss per share); adjusted net loss $160.5M ($2.54 adjusted loss per share).
February 19, 2025, 6:59 PM ET dividend materiality 0.40 neutral item 8.01 item 9.01

Delek US Holdings declares $0.255 quarterly dividend, payable March 10, 2025

Quarterly dividend of $0.255 per share approved by Board.
February 19, 2025, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 ◈ executive_change ×2

Delek US Holdings CFO Reuven Spiegel to transition from CFO role on March 1, 2025; remains EVP at Delek Logistics

Reuven Spiegel will also serve as EVP, Delek Logistics, effective Feb 12, 2025, in addition to CFO role.
November 6, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02 item 7.01 item 9.01

Delek US Q3 net loss $76.8M; refining EBITDA plunges to $10.2M from $296M YoY

Net loss of $76.8M ($1.20/share) vs net income $128.7M last year; adjusted net loss $93.0M ($1.45/share).
October 31, 2024, 7:59 PM ET dividend materiality 0.25 neutral item 8.01 item 9.01

Delek US Holdings declares $0.255 quarterly dividend payable Nov 18, 2024

Quarterly dividend of $0.255 per share approved by Board of Directors.
October 4, 2024, 7:59 PM ET M&A materiality 0.75 positive item 2.01 item 9.01

Delek US Holdings closes $385M sale of retail assets to FEMSA

Closed sale of 100% equity in Delek US Retail subsidiaries to FEMSA for ~$385M cash, including inventory.
September 3, 2024, 7:59 PM ET other material materiality 0.70 positive item 7.01 item 8.01 item 9.01

Delek US increases share repurchase authorization by $400M, total available ~$562M

Board approved $400M increase in share repurchase authorization, bringing total available to ~$562M.
August 6, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.01 item 7.01 item 9.01

Delek sells 249 retail convenience stores to FEMSA for $385M cash

Alon Brands subsidiary sells 100% of retail subsidiaries to Emprex Proximity (FEMSA) for $385M including inventory.
August 6, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01

Delek US posts Q2 net loss $37.2M; announces retail sale, DKL acquisitions

Net loss $37.2M ($0.58/share) vs net loss $8.3M in Q2 2023; adjusted net loss $59.3M ($0.92/share).
August 1, 2024, 7:59 PM ET dividend materiality 0.25 positive item 8.01 item 9.01

Delek US Holdings raises quarterly dividend to $0.255/share, a $0.005 increase

Quarterly dividend increased by $0.005 (2%) to $0.255 per share.
June 4, 2024, 7:59 PM ET other material materiality 0.65 negative item 7.01 item 9.01

Delek US reports 1Q24 net loss $32.6M, adj. loss $0.41/share; Q2 guidance issued

1Q24 net loss $32.6M vs 1Q23 net income $64.3M; adjusted net loss $26.2M ($0.41/share) vs adj. income $92.7M.
May 7, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Delek US Q1 net loss $32.6M vs prior year profit; dividends raised to $0.25/share

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).
May 2, 2024, 7:59 PM ET other material materiality 0.25 neutral item 5.03 item 5.07 item 9.01 ◈ Shareholder Votes ×4◈ Governance Changes

Delek US shareholders approve charter amendment to exculpate officers, elect 10 directors

All 10 director nominees elected at May 2 annual meeting; Ezra Uzi Yemin received 50.1M for, 899K against.
May 2, 2024, 7:59 PM ET dividend materiality 0.35 positive item 8.01 item 9.01

Delek US increases quarterly dividend to $0.25/share, a $0.005 increase

Board approved $0.25 per share quarterly dividend, up $0.005 from prior $0.245.

Executive changes

Role change

Reuven Spiegel

Chief Financial Officer

DK · Delek US Holdings, Inc.

Effective: 2025-03-01
Filed: February 19, 2025, 6:59 PM ET

will transition from his role as Chief Financial Officer on March 1, 2025.

Appointed

Reuven Spiegel

Executive Vice President, Delek Logistics

DK · Delek US Holdings, Inc.

Effective: 2025-02-12
Filed: February 19, 2025, 6:59 PM ET

will also serve as the Executive Vice President, Delek Logistics, effective February 12, 2025.

Earnings & guidance

2026-Q1 EPS reported -$3.34 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

10 positive 6 negative 15 neutral

source · DK on sec.gov