Research · Sep 3, 2026
DK: FY25 Deep Dive
Delek US FY25 at $10.72B. NI $-23M; EPS $-0.38.
DK
Delek US Holdings, Inc.
NYSE · Energy · Oil & Gas Refining & Marketing · US
$72.43
+0.04%Research · Apr 23, 2026
Which US Refiners Reap Most From Record Margins as Jet Fuel Doubles?
Record refining margins and jet fuel spikes position VLO, MPC and PSX for 15-25% Q2 beats, overlooked in consensus models. Coastal giants lead on complexity and scale versus mid-tiers. Falsifies on crack collapse below $15/bbl by Q3 end.
Research · Apr 10, 2026
US Fuel Exports Hit Record High: Why VLO and MPC Are Primed for the Margin Boom
Record March US fuel exports to Europe/Asia amid Middle East gaps have ignited global refining margins, favoring Gulf Coast-heavy US refiners like VLO and MPC. We analyze six downstream leaders, ranking conviction based on export access, costs, and valuations amid the crack boom.