Delek US Holdings, Inc.

Report azionario NYSE:DK

Capitalizzazione di mercato: US$2.8b

Delek US Holdings Crescita futura

Criteri Future verificati 4/6

Delek US Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 28.6% e 3.7% all'anno. Si prevede che l'EPS crescerà di 36.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 60.3% in 3 anni.

Informazioni chiave

28.6%

Tasso di crescita degli utili

36.16%

Tasso di crescita dell'EPS

Oil and Gas crescita degli utili11.3%
Tasso di crescita dei ricavi3.7%
Rendimento futuro del capitale proprio60.34%
Copertura analitica

Good

Ultimo aggiornamento14 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Apr 27

DK: Ongoing Share Repurchases Will Support A More Constructive Outlook

Analysts now view Delek US Holdings as aligning more closely with their updated price target of about $49 per share, up from roughly $40, based on revised assumptions regarding revenue, profit margins, and a higher potential P/E multiple. What's in the News Between October 1, 2025 and December 31, 2025, Delek US Holdings repurchased 585,565 shares for US$20 million, representing about 0.98% of the company.
Aggiornamento della narrazione • Apr 13

DK: Completed Buybacks And Lower Discount Rate Will Support Future P/E Re Rating

Analysts have raised their price target for Delek US Holdings to $63.00, based on revised assumptions that include updated views on fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News From October 1, 2025 to December 31, 2025, Delek US Holdings repurchased 585,565 shares for $20 million, representing 0.98% of its shares.
Seeking Alpha • Apr 02

Delek US Holdings: Iran War Benefits Justify The Rally (Downgrade)

Summary Delek US Holdings has surged nearly 200% over the past year, driven by regulatory relief and surging crack spreads from geopolitical disruptions. DK benefits from EPA small refinery exemptions and a favorable balance sheet, with $615 million in cash, $889 million in debt, and a valuable DKL stake. I estimate DK’s fair value at $53, reflecting both a one-time windfall from the Iran War and normalized free cash flow, implying ~20% upside. While no longer a "Strong Buy" after a 50% rally, DK remains a "Buy" with expectations to rally past $50 and ongoing share buybacks. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Mar 30

DK: Aggressive Share Repurchases Will Likely Fail To Justify Depressed Future P/E

Analysts have raised their price target on Delek US Holdings from $28.34 to $33.00, citing updated assumptions around discount rate, revenue trends, profit margins and future P/E that they believe better align with the company’s current profile. What's in the News Between October 1, 2025 and December 31, 2025, Delek US Holdings repurchased 585,565 shares for US$20 million, representing 0.98% of the company.
Aggiornamento della narrazione • Mar 16

DK: Completed Buybacks And Lower Discount Rate Will Support Future P/E Re Rating

Analysts have lifted their price target on Delek US Holdings by about $1.61 to $60.29, reflecting updated views on fair value, an adjusted discount rate of 8.19%, more conservative revenue growth of 1.34%, a higher profit margin estimate of 4.59%, and a revised future P/E of 8.49. What's in the News Between October 1, 2025 and December 31, 2025, Delek US Holdings repurchased 585,565 shares for US$20 million, equal to 0.98% of its shares.
Aggiornamento della narrazione • Mar 02

DK: Ongoing Buybacks And Lower Discount Rate Will Support Future P/E Re Rating

Analysts have raised their price target on Delek US Holdings by approximately $6. They cite updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of the change.
Aggiornamento della narrazione • Feb 16

DK: Higher Margins And Share Repurchases Will Support A Constructive Outlook

Analysts have trimmed their price target for Delek US Holdings from $41.50 to about $39.71, citing updated assumptions that include softer revenue growth, a higher projected profit margin, a slightly lower discount rate, and a reduced future P/E estimate. Valuation Changes Fair Value: Trimmed from $41.50 to about $39.71, a reduction of roughly 4%.
Aggiornamento della narrazione • Feb 02

DK: Ongoing Share Repurchases Will Support Higher Future P/E Re Rating

Analysts have kept their fair value estimate for Delek US Holdings steady at US$53.00. They have adjusted inputs such as a slightly lower discount rate, a more conservative revenue growth outlook, a modestly higher profit margin and a marginally reduced future P/E assumption to reflect updated views on the company’s earnings profile and risk.
Aggiornamento della narrazione • Jan 19

DK: Future Share Repurchases Will Support A Higher P/E Re‑Rating

Analysts have raised their price target for Delek US Holdings from US$37.34 to US$53.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Between July 1, 2025 and September 30, 2025, Delek US Holdings repurchased 559,933 shares for US$14.95 million, equal to 0.93% of its shares (Key Developments).
Aggiornamento della narrazione • Jan 05

DK: Share Repurchases And Higher Multiple Will Shape Balanced Future Outlook

Analysts have raised their price target on Delek US Holdings by roughly 90 percent to reflect a higher estimated fair value of approximately 28.34 dollars per share, even as they factor in a higher discount rate, weaker expected revenue growth and profit margins, and a meaningfully higher future earnings multiple. What's in the News Completed multi year share repurchase program, buying back a total of 20,745,590 shares (about 29.73 percent of shares outstanding) for approximately 586.1 million dollars under the authorization announced November 6, 2018 (company filing) The most recent tranche, from July 1, 2025 to September 30, 2025, saw the repurchase of 559,933 shares (around 0.93 percent of shares outstanding) for 14.95 million dollars (company filing) Valuation Changes The fair value estimate has risen significantly, from 15.00 dollars per share to approximately 28.34 dollars per share.
Aggiornamento della narrazione • Dec 17

DK: Ongoing Share Repurchases Will Support A Constructive Future Outlook

Analysts have modestly reduced their price target on Delek US Holdings to approximately 41 dollars and 50 cents from about 41 dollars and 93 cents, citing a slightly higher perceived discount rate and largely unchanged expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Completed long running share repurchase program announced in November 2018, retiring a total of 20,745,590 shares, or 29.73 percent of shares outstanding, for 586.1 million dollars (company filing) Most recent tranche, from July 1, 2025 to September 30, 2025, saw the company buy back 559,933 shares, or 0.93 percent of shares outstanding, for 14.95 million dollars (company filing) Valuation Changes The fair value estimate has decreased slightly, moving from about 41 dollars and 93 cents to approximately 41 dollars and 50 cents per share.
Aggiornamento della narrazione • Dec 03

DK: Share Repurchases And Tighter Margins Will Shape A Balanced Outlook

Analysts have modestly raised their price target on Delek US Holdings to approximately $41.93 from about $41.14, citing slightly improved revenue growth expectations despite some pressure on profit margins and a higher anticipated future P/E multiple. What's in the News Completed a long-running share repurchase program announced in November 2018, retiring a total of 20,745,590 shares (about 29.73% of shares outstanding) for approximately $586.1 million (company filing).
Aggiornamento della narrazione • Nov 19

DK: Share Buybacks And Higher Margins Will Shape Outlook Amid Revenue Pressure

Analysts have raised their price target for Delek US Holdings from $34.64 to $41.14 per share, citing improved profit margins and a more favorable profit outlook, even with slightly lower revenue forecasts. What's in the News Delek US Holdings has repurchased 559,933 shares between July 1, 2025 and September 30, 2025, totaling $14.95 million (Key Developments).
Aggiornamento della narrazione • Nov 03

DK: Share Repurchases And Margin Improvements Will Support Fair Valuation Outlook

Analysts have raised their price target for Delek US Holdings from $33.86 to $34.64, citing modest improvements in projected profit margins, even though expectations for revenue growth are slightly lower. What's in the News Delek US Holdings completed a repurchase of 1,027,395 shares between April 1, 2025 and August 6, 2025, totaling $20.83 million (Key Developments).
Articolo di analisi • Nov 02

Delek US Holdings (NYSE:DK) Has Announced A Dividend Of $0.255

Delek US Holdings, Inc.'s ( NYSE:DK ) investors are due to receive a payment of $0.255 per share on 17th of November...
Aggiornamento della narrazione • Oct 20

Enterprise Optimization And Midstream Investment Will Strengthen US Refining

Analysts have increased the price target for Delek US Holdings from $29.62 to $33.86, reflecting improved revenue growth expectations and strategic financial adjustments. What's in the News Between April 1, 2025 and August 6, 2025, Delek US Holdings repurchased 1,027,395 shares for $20.83 million.
Aggiornamento della narrazione • Oct 05

Enterprise Optimization And Midstream Investment Will Strengthen US Refining

Analysts have raised their price target for Delek US Holdings from $28.46 to $29.62 per share, citing a modest improvement in fair value while maintaining largely steady expectations for key financial metrics. What's in the News From April 1, 2025 to August 6, 2025, Delek US Holdings repurchased 1,027,395 shares, representing 1.69% of its outstanding shares, for $20.83 million (Key Developments).
Aggiornamento della narrazione • Sep 20

Enterprise Optimization And Midstream Investment Will Strengthen US Refining

The upward revision in Delek US Holdings' price target reflects improved sentiment driven by slightly better consensus revenue growth and a higher projected future P/E, raising the fair value estimate from $24.92 to $28.46. What's in the News Repurchased 1,027,395 shares for $20.83 million; total buyback under current program is 20,528,002 shares (29.36%) for $579.05 million.
Aggiornamento della narrazione • Sep 05

Enterprise Optimization And Midstream Investment Will Strengthen US Refining

A substantial decline in Delek US Holdings’ discount rate alongside a modest improvement in consensus revenue growth forecasts has driven a meaningful increase in the consensus analyst price target from $22.17 to $24.92. What's in the News Delek US Holdings completed the repurchase of 1,027,395 shares for $20.83 million during the latest tranche, bringing total buybacks to 20,528,002 shares (29.36%) for $579.05 million under the current program.
Articolo di analisi • Jul 15

Is There An Opportunity With Delek US Holdings, Inc.'s (NYSE:DK) 42% Undervaluation?

Key Insights The projected fair value for Delek US Holdings is US$44.84 based on 2 Stage Free Cash Flow to Equity Delek...
Articolo di analisi • May 03

Delek US Holdings' (NYSE:DK) Dividend Will Be $0.255

Delek US Holdings, Inc. ( NYSE:DK ) has announced that it will pay a dividend of $0.255 per share on the 19th of May...
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Nuova narrazione • Mar 24

Refinery Upgrades And Cost Cutting Will Drive Future Profitability

Improved operational performance and asset swaps enhance refinery profitability and revenue growth, positively impacting earnings and net margins.

Previsioni di crescita degli utili e dei ricavi

NYSE:DK - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202812,297-863538594
12/31/202711,9342383028378
12/31/202612,6622592191,1858
3/31/202610,734-484641,059N/A
12/31/202510,723-20-6536N/A
9/30/202510,667-541-741-130N/A
6/30/202510,823-864-816-196N/A
3/31/202511,366-803-828-296N/A
12/31/202411,852-666-497-67N/A
9/30/202413,421-401-125188N/A
6/30/202415,007-139404642N/A
3/31/202415,671-115561785N/A
12/31/202316,467-156171,014N/A
9/30/202317,00442189632N/A
6/30/202317,700-69-164330N/A
3/31/202319,711315297794N/A
12/31/202219,801225140425N/A
9/30/202218,875362621877N/A
6/30/202216,506367631822N/A
3/31/202212,715-52226433N/A
12/31/202110,648-128148371N/A
9/30/20219,422-408135327N/A
6/30/20218,529-5087175N/A
3/31/20217,873-364-295-163N/A
12/31/20207,302-611-555-283N/A
9/30/20207,703-288-644-273N/A
6/30/20207,975-149-45417N/A
3/31/20208,920-158-210288N/A
12/31/20199,298305N/A575N/A
9/30/20199,489401N/A808N/A
6/30/20199,923529N/A932N/A
3/31/201910,080530N/A884N/A
12/31/201810,233349N/A560N/A
9/30/201810,243440N/A449N/A
6/30/20189,844369N/A230N/A
3/31/20188,438251N/A176N/A
12/31/20177,267295N/A320N/A
9/30/20175,86845N/A219N/A
6/30/20174,577-231N/A65N/A
3/31/20174,494-202N/A149N/A
12/31/20164,198-240N/A248N/A
9/30/20164,236-235N/A110N/A
6/30/20164,450-57N/A263N/A
3/31/20164,5182N/A313N/A
12/31/20154,78213N/A180N/A
9/30/20155,42182N/A280N/A
6/30/20156,449144N/A232N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che DK diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che DK diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede DK diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di DK ( 3.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di DK ( 3.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di DK sarà molto alto tra 3 anni ( 60.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 12:28
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Delek US Holdings, Inc. è coperta da 26 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Yim ChengBarclays
Jean Ann SalisburyBofA Global Research
Vikram BagriCitigroup Inc