DK Delek US Holdings, Inc.

CIK 0001694426 50 ready 8-Ks latest May 15, 2026, 5:27 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing July 2, 2026, 4:30 PM ET

Top materiality 0.85

Event mix earnings ×14 · other_material ×13 · dividend ×12

Sentiment 16 pos · 7 neg · 27 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 ◈ Material Agreements

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 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).
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.
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.
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).
March 18, 2025, 7:59 PM ET M&A materiality 0.70 neutral item 2.01 item 9.01 ◈ M&A Transactions

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).
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 4, 2024, 7:59 PM ET M&A materiality 0.75 positive item 2.01 item 9.01 ◈ M&A Transactions

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).
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).
March 15, 2024, 7:59 PM ET other material materiality 0.70 neutral item 7.01 item 9.01

Delek US 2023 net income falls to $19.8M; Q1 2024 throughput guidance 269-281k bpd

Net income attributable to Delek US dropped to $19.8M in 2023 from $257.1M in 2022; Adjusted EBITDA fell to $949.7M.
February 27, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

Delek US Q4 net loss $164.9M, adj loss $1.46/shr; FY net income $19.8M; dividend raised to $0.245

Q4 net loss $164.9M ($2.57 diluted loss); adjusted net loss $93.2M ($1.46 adjusted loss).
November 28, 2023, 6:59 PM ET other material materiality 0.60 positive item 7.01 item 9.01

Delek US highlights record logistics EBITDA, $85M buybacks, and Q4 2023 guidance

3Q23 record Logistics EBITDA of $278.8M; Retail best EBITDA since COVID at $37.6M.
November 7, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Delek US Q3 net income $128.7M ($1.97 EPS); record throughput, dividend raised to $0.24

Adjusted net income $131.9M ($2.02 EPS); Adjusted EBITDA $345.1M.
November 2, 2023, 7:59 PM ET dividend materiality 0.60 positive item 8.01 item 9.01

Delek US Holdings increases quarterly dividend to $0.24/share, up $0.05

Quarterly dividend raised by $0.05 to $0.24 per share, a 26.3% increase.
September 5, 2023, 7:59 PM ET other material materiality 0.60 neutral item 7.01 item 9.01

Delek US issues Q3 2023 guidance and updates strategic review

Q3 2023 guidance: crude throughput 283k-301k bpd; operating expenses $210-220M.
August 7, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Delek US reports Q2 net loss $8.3M, adjusted net income $65.2M; raises dividend to $0.235/share

Net loss $8.3M ($0.13/sh); adjusted net income $65.2M ($1.00/sh); adjusted EBITDA $259.4M.
May 24, 2023, 7:59 PM ET other material materiality 0.75 neutral item 7.01 item 9.01

Delek US unveils investor presentation with 2Q23 throughput guidance and strategic review

2Q23 crude throughput guided at 290,000–300,000 bpd; total throughput 301,000–311,000 bpd.
May 8, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Delek US Q1 net income $64.3M, adj. EPS $1.37; raises dividend 4.5%

Net income $64.3M ($0.95 diluted EPS); adjusted net income $92.7M ($1.37 adj. EPS).
March 24, 2023, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×4

Delek US announces senior leadership changes; COO and President of Refining depart

Joseph Israel named EVP Operations (March 27); Tommy Chavez named SVP Refining (April 10).
February 28, 2023, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Delek US Q4 net loss $118.7M; adjusted EPS $0.88; raises dividend to $0.22/share

Net loss of $118.7M ($1.73/share); adjusted net income $60.8M ($0.88/share) and Adjusted EBITDA $220.9M.
December 29, 2022, 6:59 PM ET other material materiality 0.65 neutral item 1.01 item 1.02 item 9.01 ◈ Material Agreements ×4

Delek US enters $800M inventory intermediation with Citigroup, replacing J. Aron agreements

DK Trading & Supply entered inventory intermediation agreement with Citigroup Energy Inc., providing up to $800M working capital capacity.

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.

Appointed

Christine Benson Schwartzstein

independent director

DK · Delek US Holdings, Inc.

Effective: 2024-01-16
Filed: January 18, 2024, 6:59 PM ET

On January 16, 2024, Christine Benson Schwartzstein was appointed to the Board of Directors (the "Board") of Delek US Holdings, Inc. (the "Company" or "Delek US") as an independent director, effective immediately.

Departed

Todd O'Malley

Executive Vice President and Chief Operating Officer

DK · Delek US Holdings, Inc.

Effective: 2023-09-22
Filed: March 24, 2023, 7:59 PM ET

On March 21, 2023, Todd O’Malley, the Company’s Executive Vice President and Chief Operating Officer, resigned to pursue other opportunities and will remain with the company until September 22, 2023 to ensure a smooth transition.

Appointed

Tommy Chavez

Senior Vice President, Refining

DK · Delek US Holdings, Inc.

Effective: 2023-04-10
Filed: March 24, 2023, 7:59 PM ET

Tommy Chavez will be named Senior Vice President, Refining, effective April 10, 2023, and will oversee refining operations at the Company.

Departed

Nithia Thaver

Executive Vice President, President of Refining

DK · Delek US Holdings, Inc.

Effective: 2023-05-21
Filed: March 24, 2023, 7:59 PM ET

On March 23, 2023, Nithia Thaver, the Company’s Executive Vice President, President of Refining, announced he will depart the company.

Appointed

Joseph Israel

Executive Vice President, Operations

DK · Delek US Holdings, Inc.

Effective: 2023-03-27
Filed: March 24, 2023, 7:59 PM ET

Joseph Israel will join the Company as Executive Vice President, Operations, effective March 27, 2023, and will be responsible for refining operations at the Company and logistics operations at Delek Logistics Partners, LP.

Appointed

Avigal Soreq

Director

DK · Delek US Holdings, Inc.

Effective: 2022-06-09
Filed: June 9, 2022, 7:59 PM ET

increased the size of the Board from eight to nine directors and appointed Avigal Soreq, the Company’s President and Chief Executive Officer, to fill the resulting vacancy as a director of the Company.

Appointed

Avigal Soreq

President and Chief Executive Officer

DK · Delek US Holdings, Inc.

Effective: 2022-06-09
Filed: June 9, 2022, 7:59 PM ET

Mr. Soreq, age 44, rejoined the Company as President and Chief Executive Officer on June 9, 2022

Role change

Uzi Yemin

Executive Chairman of the Board of Directors

DK · Delek US Holdings, Inc.

Successor: Avigal Soreq
Filed: March 28, 2022, 7:59 PM ET

On March 28, 2022, Delek US Holdings, Inc. (the “Company”) announced a CEO succession plan under which Ezra Uzi Yemin, the Company’s current President and Chief Executive Officer, will become Executive Chairman of the Board of Directors (the “Board”).

Appointed

Nithia Thaver

Executive Vice President and President of Refining

DK · Delek US Holdings, Inc.

Effective: 2022-03-27
Filed: March 28, 2022, 7:59 PM ET

The Company also announced that it has named Nithia Thaver an Executive Vice President and the Company’s President of Refining.

Appointed

Todd O'Malley

Chief Operating Officer

DK · Delek US Holdings, Inc.

Effective: 2022-03-27
Filed: March 28, 2022, 7:59 PM ET

Effective March 27, 2022, the Board named Todd O’Malley the Chief Operating Officer of the Company.

Earnings & guidance

2026-Q1 EPS reported -$3.34 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

16 positive 7 negative 27 neutral

source · DK on sec.gov