Short answer
Delek US Holdings, Inc. (DK) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $4.1B (up 47.8% year over year) with net income of $170M.
Q2 2026 key financials · XBRL
- Revenue
- $4.1B
- +47.8% YoY · +54.0% QoQ
- Net income
- $170M
- +259.3% YoY · +184.2% QoQ
- Operating margin
- 7.4%
- EPS (diluted)
- $2.82
- +259.3% YoY · +184.4% QoQ
Source: XBRL data from the Delek US Holdings, Inc. (DK) Q2 2026 10-Q on SEC EDGAR. USD.
Delek US Holdings, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Refining segment benefited from increased crack spreads and favorable crude differentials
- Logistics capital structure: $800.0M 6.875% notes issued, funding redemptions of 2028 and 2029 notes
- Shareholder returns: $51.2M through dividends and share buybacks as of June 30, 2026
- Near-term headwinds: geopolitical instability, commodity volatility, and RFS-2 compliance requirements
Risk Factors
- Newly added geopolitical risk: U.S.-Iran conflict and Strait of Hormuz disruption spiking crude prices from early-2026 levels
- Most materially updated market risk: Sustained volatility may reduce refinery utilization and demand for transportation, storage, and terminalling services
- Regulatory and compliance risk: Potential government-imposed price controls following terrorist attacks, armed conflict, or significant energy-price disruptions
- Operational risk: Direct attacks or sabotage against refineries, pipelines, terminals, or third-party assets could disrupt crude supplies and refined-product markets
- Financial risk: Terrorism, sabotage, or war could increase insurance costs and impair access to capital for debt repayment or refinancing
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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