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Delek US Holdings has shifted from a deep value/SOTP play to a pure bet on refining and crack spreads after regulatory relief and asset sales. That's not necessarily a bad trade: refiners have short- and long-term tailwinds, and there's still more potential help for Delek from Small Refiner Exemptions. But a bet on the refining cycle seems better made through other methods, whether through larger and high-quality rivals or an ETF.
DK's premium valuation reflects improving operations, stronger earnings expectations and strategic initiatives that are reshaping its refining business.
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek US Holdings, Inc. (NYSE: DK) (“Delek US”) today announced that the Company intends to issue a press release summarizing second quarter 2026 results before the U.S. stock market opens on Wednesday, August 5, 2026. A conference call to discuss these results is scheduled to begin at 10:00 a.m. CT (11:00 a.m. ET) on Wednesday, August 5, 2026. The live broadcast of this conference call will be available online by going to www.DelekUS.com and clicking on the i.
DK has surged on stronger execution, while PBF bets on a refinery turnaround. See which refiner may better fit your portfolio.
DK completed its Big Spring refinery turnaround on time and within budget, setting up improved operations as stronger refining markets create new opportunities.
DK, CZFS, and ALH made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 1, 2026.
NBIX, MYRG, XYZ, DK and DY show strong relative price strength, upbeat estimate revisions and solid fundamentals heading into the second half.
LIEN, DK, ALH, CVE and LEGH have been added to the Zacks Rank #1 (Strong Buy) List on July 1, 2026.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.