Delek US Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
12analysts covering
FY Revenue (est.)
$13.7Bnext fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 6 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Enterprise Optimization Plan (EOP) Annual Run-Rate Cash Flow Improvement Quarterly220MTarget: At least $220 million
Delek Logistics Partners (DKL) Reaffirmed 2026 Adjusted EBITDA Guidance Quarterly540MTarget: $520 million to $560 million
System Throughput Target (Barrels Per Day) Quarterly303KTarget: 293,000 to 313,000 bpd
Watch Items
- Refining Crack Spreads and Margin Volatility
- RFS/RIN Compliance CostsTrigger: Blended RIN prices rising significantly above $1.50 per gallon, pushing projected annual RVO compliance costs past $750 million
- Delek Logistics Partners (DKL) Standalone Valuation and Deconsolidation
Research as of 20 Jun 2026