Wall Street analyst estimates for Delek US Holdings, Inc. (DK): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Delek US Holdings, Inc. is an integrated downstream energy corporation operating within the United States. Its operations are divided into three core segments: Refining, Logistics, and Retail. The Refining segment processes crude oil and other raw materials to produce a variety of petroleum-based goods, such as gasoline, diesel, aviation fuel, and asphalt. These products are distributed through both company-owned and third-party facilities.
Consensus price target
$89.43 (+27 % vs price $70.30)
between $81.00 and $97.00 · 8 targets published in the last quarter
Closing price, Oct 28
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $14.4B | $12.0B – $15.9B | $18.18 | 7 |
| 2027E | $13.2B | $10.5B – $16.7B | $10.95 | 7 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 10 |
| Hold | 14 |
| Sell | 2 |
| Strong Sell | 0 |
| Total analysts | 26 |
| Avg rating (−2 sell to +2 buy) | 0.31 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-06 | $8.05 | ||
| 2026-08-05 | $5.48 | $2.67 | +105.2% |
| 2026-04-29 | $0.08 | $-1.56 | +105.1% |
| 2026-02-27 | $0.44 | $-0.19 | +327.1% |
| 2025-11-07 | $1.52 | $0.28 | +442.9% |
| 2025-08-06 | $-0.56 | $-0.92 | +39.1% |
| 2025-05-07 | $-2.32 | $-2.27 | -2.2% |
| 2025-02-25 | $-2.54 | $-1.53 | -66.0% |
Valuation Ratios
| P/E Ratio | 19.75 |
| Price / Book | 10.20 |
| EV / EBITDA | 6.73 |
| Dividend Yield | 1.45% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.20B | $7.27B | $10.17B | $9.30B | $7.30B | $10.65B | $19.80B | $16.92B | $11.85B | $10.72B |
| Cost of Revenue | $4.06B | $6.76B | $9.20B | $8.41B | $7.59B | $10.42B | $19.06B | $15.88B | $11.92B | $10.15B |
| Gross Profit | $135.7M | $510.5M | $972.8M | $890.1M | -$287.0M | $225.5M | $736.5M | $1.04B | -$67.9M | $568.3M |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $106.1M | $169.8M | $247.6M | $274.7M | $234.6M | $200.4M | $313.7M | $286.4M | $252.8M | $198.4M |
| Operating Expenses | $227.3M | $324.1M | $360.9M | $397.8M | $445.3M | $260.2M | $279.0M | $756.1M | $423.6M | $172.4M |
| Operating Income | -$49.2M | $186.4M | $611.9M | $492.3M | -$732.3M | -$34.7M | $457.5M | $279.9M | -$491.5M | $395.9M |
| EBITDA | -$220.4M | $549.8M | $818.3M | $728.1M | -$374.1M | $264.0M | $792.6M | $664.0M | -$18.5M | $782.0M |
| Interest Expense | $54.4M | $93.8M | $125.9M | $131.1M | $129.0M | $137.2M | $195.8M | $318.2M | $313.0M | $345.3M |
| Pre-tax Income | -$391.2M | $299.3M | $485.5M | $402.7M | -$767.4M | -$137.3M | $321.8M | $51.8M | -$706.0M | $38.9M |
| Income Tax | -$171.5M | -$29.2M | $96.4M | $71.7M | -$193.6M | -$42.0M | $56.4M | $5.1M | -$107.9M | -$6.8M |
| Net Income | -$153.7M | $288.8M | $345.6M | $310.6M | -$611.4M | -$128.3M | $257.1M | $19.8M | -$560.4M | -$22.8M |
| EPS | $-2.48 | $4.04 | $4.17 | $4.01 | $-7.75 | $-2.30 | $3.63 | $0.30 | $-8.77 | $-0.38 |
| EPS (Diluted) | $-2.48 | $4.00 | $3.98 | $3.97 | $-7.75 | $-2.30 | $3.60 | $0.30 | $-8.77 | $-0.38 |
| Shares Outstanding (Diluted) | 61.9 M | 72.3 M | 86.8 M | 76.6 M | 73.6 M | 74.0 M | 71.5 M | 66.0 M | 63.9 M | 60.7 M |
Price
| Price | $70.30 (closing price, October 28, 2026) |
| Market Cap | $4.3B |
| Exchange | NYSE |
| Country | US |
Related companies: PTEN · TRMD · CRGY · INSW · PARR · NOG · DKL
Explore sector: Energy · Oil & Gas Refining & Marketing
More sections of DK: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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