Delek US Holdings (DK) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Delek US Holdings (DK) reported revenue of $2.43 billion, up 2.4% over the same period last year. EPS came in at $0.44, compared to -$2.54 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.28 billion, representing a surprise of +6.32%. The company delivered an EPS surprise of +273.98%, with the consensus EPS estimate being -$0.25.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Capacity Per Day - Big Spring, TX Refinery: 62,792.00 BBL/D versus 66,365.93 BBL/D estimated by five analysts on average.
• Total Throughput Capacity Per Day - El Dorado, AR Refinery: 70,642.00 BBL/D versus the five-analyst average estimate of 71,658.98 BBL/D.
• Tyler, TX Refinery - Per barrel of throughput - Tyler refining production margin: $12.45 million versus the five-analyst average estimate of $9.65 million.
• Total Throughput Capacity Per Day - Tyler, TX Refinery: 80,173.00 BBL/D compared to the 74,224.16 BBL/D average estimate based on five analysts.
• Total throughput (average bpd) - Total Refining: 294,763.00 BBL/D versus the five-analyst average estimate of 288,867.70 BBL/D.
• El Dorado, AR Refinery - Per barrel of throughput - El Dorado refining production margin: $8.37 million compared to the $6.98 million average estimate based on five analysts.
• Total refining production margin per bbl total throughput: $10.49 versus the five-analyst average estimate of $9.01.
• Krotz Springs, LA Refinery - Per barrel of throughput - Krotz Springs refining production margin: $9.59 million versus $9.51 million estimated by five analysts on average.
• Total Throughput Capacity Per Day - Krotz Springs, LA Refinery: 81,156.00 BBL/D compared to the 76,618.62 BBL/D average estimate based on five analysts.
• Total Revenues- Logistics: $255.7 million versus $278.08 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +21.9% change.
• Total Revenues- Corporate, Other and Eliminations: $-210.4 million versus $-204.48 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.7% change.
• Total Revenues- Refining: $2.38 billion versus the three-analyst average estimate of $2.13 billion. The reported number represents a year-over-year change of +1.9%.

View all Key Company Metrics for Delek US Holdings here>>>

Shares of Delek US Holdings have returned +25.7% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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