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Delek US Holdings (DK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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Delek US Holdings (DK - Free Report) reported $4.09 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 47.8%. EPS of $5.48 for the same period compares to -$0.56 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.03 billion, representing a surprise of +34.83%. The company delivered an EPS surprise of +147.96%, with the consensus EPS estimate being $2.21.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Delek US Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total throughput (average bpd) - Total Refining: 315,555.00 BBL/D compared to the 305,149.50 BBL/D average estimate based on four analysts.
Total Throughput Capacity Per Day - Tyler, TX Refinery: 77,887.00 BBL/D compared to the 75,199.22 BBL/D average estimate based on four analysts.
Tyler, TX Refinery - Per barrel of throughput - Tyler refining production margin: $23.3 million versus the four-analyst average estimate of $19.13 million.
Total refining production margin per bbl total throughput: $19.84 versus $15.86 estimated by four analysts on average.
Total Throughput Capacity Per Day - Big Spring, TX Refinery: 70,137.00 BBL/D versus 67,771.98 BBL/D estimated by four analysts on average.
Total Throughput Capacity Per Day - Krotz Springs, LA Refinery: 83,025.00 BBL/D compared to the 81,088.97 BBL/D average estimate based on four analysts.
El Dorado, AR Refinery - Per barrel of throughput - El Dorado refining production margin: $16.4 million versus $14.07 million estimated by four analysts on average.
Big Spring, TX Refinery - Per barrel of throughput - Big Spring refining production margin: $20.47 million versus the four-analyst average estimate of $15.68 million.
Total Throughput Capacity Per Day - El Dorado, AR Refinery: 84,506.00 BBL/D versus the four-analyst average estimate of 81,089.31 BBL/D.
Total Revenues- Logistics: $384.7 million versus $296.9 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +56.1% change.
Total Revenues- Corporate, Other and Eliminations: $-353.7 million compared to the $-240.47 million average estimate based on three analysts. The reported number represents a change of +78.1% year over year.
Total Revenues- Refining: $4.06 billion versus $2.96 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +49.3% change.
Shares of Delek US Holdings have returned +26.5% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Delek US Holdings (DK) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Delek US Holdings (DK - Free Report) reported $4.09 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 47.8%. EPS of $5.48 for the same period compares to -$0.56 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.03 billion, representing a surprise of +34.83%. The company delivered an EPS surprise of +147.96%, with the consensus EPS estimate being $2.21.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Delek US Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Delek US Holdings here>>>
Shares of Delek US Holdings have returned +26.5% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.