Delek US Holdings, Inc. (DK) FY2025 10-K Annual Report

Filed: Feb 27, 2026
Energy
Petroleum RefiningSEC EDGAR

Delek US Holdings, Inc. (DK) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Delek US Holdings, Inc. FY2025 10-K Analysis

Business Overview

  • Core business refining and logistics operations reliant on crude oil supply chains and third-party delivery systems
  • Emphasized significant investments in Permian Basin infrastructure with risk of overcapacity and competitive pressure on transportation rates
+3 more insights

Management Discussion & Analysis

  • Revenue impact implied by increased refining margins in 2025 vs 2024 due to higher crack spreads; exact revenue figure not disclosed
  • EBITDA growth supported by margin enhancements and small refinery exemptions, margin specifics not quantified in text
+3 more insights

Risk Factors

  • EPA consent decree June 2019, $0.5M penalty plus significant pollution control capital at Big Spring refinery over 3 years
  • Russia-Ukraine War and OPEC+ disputes causing global oil price volatility impacting Gulf Coast-focused operations
+3 more insights

Delek US Holdings, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$10.7B

-9.5% YoY

Net Income

-$23M

+95.9% YoY

Operating Margin

2.8%

+695bp YoY

Net Margin

-0.2%

+452bp YoY

ROE

-4.2%

+9326bp YoY

Total Assets

$6.8B

+2.7% YoY

EPS (Diluted)

$-0.38

+95.7% YoY

Operating Cash Flow

$536M

+902.1% YoY

Source: XBRL data from Delek US Holdings, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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