NYSE$DK
Delek US Holdings Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Delek US reported Q1 2026 total revenues of $2.63B and a net loss attributable to Delek of $201.3M.
For the three months ended March 31, 2026, Delek posted total revenues of $2.63 billion and a net loss attributable to Delek of $201.3 million versus a $172.7 million loss a year ago. Refining margins and operating losses in refining remained pressured; corporate and logistics segments partially offset weakness.
- Total revenues $2.63B; net loss attributable to Delek $201.3M.
- Refining operating loss widened on margin and throughput dynamics.
- Interest expense declined on lower rates and debt levels.
- Management focuses on portfolio optimization and cost control.
- Macro crack spreads and turnarounds drive quarterly volatility.
Headline financials
Revenue & EPS history
Delek US · Revenue · Quarterly
$2.65B
Revenue by segment
Delek US · $3.88K total across 2 segments · Q4 2024
- Refining$3.78K—97.4%
- Logistics$99.4—2.6%
Forward guidance
The 10-Q does not provide numeric consolidated annual EPS guidance for DK. Management commentary in MD&A covers costs, capital, and sector-specific risks.
Tailwinds
- Management discusses operational priorities and liquidity in the quarterly filing.
- Segment or product trends are disclosed where applicable to the business model.
Headwinds
- Macro, input-cost, and interest-rate exposure can affect near-term results.
- One-time items, impairments, or fair-value marks may distort quarterly comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
+1.1%
Avg return
Earnings day
+1.7%
Avg return
5 days after
+5.2%
Avg return
30 days after
46%
12 / 26 earnings
Positive
+13.7%
Q1 2026
Best reaction
-6.8%
Q2 2020
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +13.7% | +17.0% | +8.4% | |
| Q4 2025 | +4.8% | +18.7% | +30.4% | |
| Q3 2025 | +5.7% | +4.2% | -7.1% | |
| Q2 2025 | -4.9% | -1.8% | +48.6% | |
| Q1 2025 | +1.4% | +11.3% | +38.3% | |
| Q4 2024 | +4.3% | +5.0% | +3.4% | |
| Q3 2024 | -0.7% | +7.3% | -15.2% | |
| Q2 2024 | +0.0% | -4.8% | -3.4% | |
| Q1 2024 | +0.0% | +8.6% | -11.1% | |
| Q3 2023 | -1.3% | +0.1% | -0.8% | |
| Q2 2023 | +2.7% | +2.9% | +12.1% | |
| Q1 2023 | +1.8% | +3.1% | +12.3% | |
| Q3 2022 | -0.6% | +0.1% | -22.6% | |
| Q2 2022 | -0.2% | +7.1% | +14.5% | |
| Q1 2022 | -2.6% | -13.2% | +10.2% | |
| Q3 2021 | +3.1% | -0.2% | -10.6% | |
| Q2 2021 | +3.4% | -0.4% | +0.6% | |
| Q1 2021 | -1.9% | -6.4% | -1.2% | |
| Q3 2020 | +0.0% | +18.5% | +45.2% | |
| Q2 2020 | -6.8% | -0.7% | -3.6% | |
| Q1 2020 | +12.8% | -4.5% | +18.6% | |
| Q3 2019 | +1.1% | +0.0% | -10.8% | |
| Q2 2019 | -1.2% | -8.2% | -1.6% | |
| Q1 2019 | -3.8% | -9.7% | -7.2% | |
| Q3 2018 | +0.5% | -4.4% | -2.4% | |
| Q2 2018 | -1.6% | -6.0% | -9.7% |
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