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Compared to Estimates, Delek US Holdings (DK) Q3 Earnings: A Look at Key Metrics
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For the quarter ended September 2026, Delek US Holdings (DK - Free Report) reported revenue of $4.39 billion, up 52.1% over the same period last year. EPS came in at $10.53, compared to $1.52 in the year-ago quarter.
The reported revenue represents a surprise of +13.2% over the Zacks Consensus Estimate of $3.88 billion. With the consensus EPS estimate being $7.59, the EPS surprise was +38.74%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 Capacity Per Day - El Dorado, AR Refinery: 80,690.00 BBL/D compared to the 81,541.55 BBL/D average estimate based on five analysts.
Total Throughput Capacity Per Day - Krotz Springs, LA Refinery: 86,078.00 BBL/D versus 81,466.54 BBL/D estimated by five analysts on average.
Total Throughput Capacity Per Day - Big Spring, TX Refinery: 74,706.00 BBL/D compared to the 71,391.80 BBL/D average estimate based on five analysts.
Total Throughput Capacity Per Day - Tyler, TX Refinery: 74,817.00 BBL/D versus the five-analyst average estimate of 76,042.27 BBL/D.
Total throughput (average bpd) - Total Refining: 316,291.00 BBL/D versus 311,320.20 BBL/D estimated by four analysts on average.
Throughput (average barrels per day) - Crude oil - Tyler, TX Refinery: 72,653.00 BBL/D versus 73,148.91 BBL/D estimated by four analysts on average.
Krotz Springs, LA Refinery - Per barrel of throughput - Krotz Springs refining production margin: $37.6 million versus the four-analyst average estimate of $32.79 million.
El Dorado, AR Refinery - Per barrel of throughput - El Dorado refining production margin: $33.6 million versus $29.47 million estimated by four analysts on average.
Big Spring, TX Refinery - Per barrel of throughput - Big Spring refining production margin: $41.07 million versus the four-analyst average estimate of $33.89 million.
Total Revenues- Logistics: $372.5 million compared to the $354.12 million average estimate based on five analysts. The reported number represents a change of +42.6% year over year.
Total Revenues- Corporate, Other and Eliminations: $-300.5 million versus $-283.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +38.9% change.
Total Revenues- Refining: $4.32 billion versus the four-analyst average estimate of $3.66 billion. The reported number represents a year-over-year change of +52%.
Shares of Delek US Holdings have returned -18.4% over the past month versus the Zacks S&P 500 composite's -5.4% 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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Compared to Estimates, Delek US Holdings (DK) Q3 Earnings: A Look at Key Metrics
For the quarter ended September 2026, Delek US Holdings (DK - Free Report) reported revenue of $4.39 billion, up 52.1% over the same period last year. EPS came in at $10.53, compared to $1.52 in the year-ago quarter.
The reported revenue represents a surprise of +13.2% over the Zacks Consensus Estimate of $3.88 billion. With the consensus EPS estimate being $7.59, the EPS surprise was +38.74%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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 -18.4% over the past month versus the Zacks S&P 500 composite's -5.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.