AI Earnings Predictions for Delek US Holdings Inc. (DK)

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Exhibit 99.1

Delek US Holdings Reports Third Quarter 2026 Results

•Delek US reported a record third quarter net income of $1,133.8 million or $18.22 per share, adjusted net income of $843.0 million or $13.55 per share and adjusted EBITDA of $1,280.4 million

◦Excluding the impacts of the RVO adjustment and SREs granted in the current quarter, adjusted EPS was $10.53 per share and adjusted EBITDA was $1,038.1 million

•Delek Logistics ("DKL") reported adjusted EBITDA of $142.9 million. Increased annual adjusted EBITDA guidance to $530-560 million

•Increasing the Enterprise Optimization Plan ("EOP") annual run-rate cash flow improvements guidance to at least $250 million

•Purchased $50.0 million in DK common stock and expecting to repurchase up to $100 million in 4Q'26

•Expects to repay the outstanding $850 million Term Loan during the fourth quarter

•Paid $15.6 million of dividends and increased regular quarterly dividend by approximately 18% to $0.30 per share

BRENTWOOD, Tenn.-- November 6, 2026 -- Delek US Holdings, Inc. (NYSE: DK) (“Delek US”, "Company") today announced financial results for its third quarter ended September 30, 2026.

“Our third quarter results are a testament to the strong progress we have made as a company in making Delek a strong free cash flow generator through the cycle. This has been enabled by our Enterprise Optimization Plan and we are once again increasing our EOP Improvement guidance from $220 million to at least $250 million” said Avigal Soreq, President and Chief Executive Officer of Delek US. “Our strong results are driven by smooth operations, access to advantaged barrels, and industry leading distillate and jet yield. With our full system online, we remain well positioned to capture the benefits of the constructive margin environment we continue to see for the remainder of the year. We have also taken great strides in improving our balance sheet and look forward to paying down our term loan in the fourth quarter. We are also maintaining our balanced approach to capital allocation and plan to buy back up to $100 million of stock in Q4".

“Delek Logistics Partners remains a key source of value creation, supported by its integrated three-stream service model, growing third-party cash flows, and continued asset optimization. As the economic separation between DK and DKL increases, we believe both companies are better positioned to unlock their respective standalone value. We have also increased our full year 2026 guidance today and for 2027 remain well positioned to add additional $60 million of our $75 million EBITDA growth guidance”.

“Looking ahead, we are encouraged by the setup for the remainder of 2026 and beyond. We remain focused on safe and reliable operations, capturing the higher margin environment, maintaining capital discipline, and advancing incremental value creation initiatives that support our Sum of the Parts objectives” Soreq concluded.

Delek US Results

Three Months Ended September 30,Nine Months Ended September 30,

($ in millions, except per share data)2026 2025 2026 2025

Net income (loss) attributable to Delek$1,133.8 $178.0 $1,102.0 $(101.1)

Total diluted income (loss) per share$18.22 $2.93 $17.65 $(1.66)

Adjusted net income (loss)$843.0 $434.2 $1,191.6 $256.7

Adjusted net income (loss) per share$13.55 $7.13 $19.08 $4.21

Adjusted EBITDA$1,280.4 $766.7 $2,130.8 $978.2

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Refining Segment

The refining segment Adjusted EBITDA was $1,242.1 million in the third quarter 2026 compared with $697.4 million in the same quarter last year, which reflects an increase in refining margin driven by increased crack spreads. During the third quarter 2026, Delek US's benchmark crack spreads were up an average of 191.2% from prior-year levels. Adjusted EBITDA was also impacted by inventory adjustments of $86.3 million and $67.5 million for third quarter 2026 and 2025, respectively.

Logistics Segment

The logistics segment Adjusted EBITDA in the third quarter 2026 was $142.9 million compared with $138.1 million in the prior-year quarter. The increase over last year's third quarter reflects higher margins in the wholesale business and increased interest income related to sales-type leases.

Shareholder Distributions

On October 29, 2026, the Board of Directors approved the regular quarterly dividend of $0.300 per share that will be paid on November 18, 2026 to shareholders of record on November 10, 2026.

Liquidity

As of September 30, 2026, Delek US had a cash balance of $1,335.1 million and total consolidated long-term debt of $3,389.8 million, net of unamortized discount and premium and deferred financing costs, resulting in net debt of $2,054.7 million. As of September 30, 2026, Delek Logistics Partners, LP (NYSE: DKL) ("Delek Logistics") had $49.0 million of cash and $2,125.6 million of total long-term debt, which are included in the consolidated amounts on Delek US' balance sheet. Excluding D

EX-99.1

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Exhibit 99.1

Delek US Holdings Reports Second Quarter 2026 Results

•Delek US reported a second quarter net income of $169.5 million or $2.71 per share, adjusted net income of $343.9 million or $5.48 per share and adjusted EBITDA of $638.7 million

◦Excluding the impacts of the RVO adjustment, adjusted EPS was $3.64 per share and adjusted EBITDA was $490.1 million

•Delek’s high distillate yield, access to advantaged crudes, improving BSR performance and limited turnaround activity positions it well in the current margin environment

•Delek Logistics ("DKL") had its best quarter reporting adjusted EBITDA of $143.5 million. It is well positioned to meet its annual EBITDA guidance of $520-560 million

•EOP is progressing well paving the way for further improvements in the plan to sustain and scale EOP's momentum

•Successfully refinanced portions of our capital structure, extending debt maturities while reducing interest expense

•Purchased $20.0 million in DK common stock during the quarter

•Paid $15.6 million of dividends and announced regular quarterly dividend of $0.255 per share

BRENTWOOD, Tenn.-- August 5, 2026 -- Delek US Holdings, Inc. (NYSE: DK) (“Delek US”, "Company") today announced financial results for its second quarter ended June 30, 2026.

“Our second quarter results demonstrate the tangible progress we are making in strengthening Delek’s free cash flow profile” said Avigal Soreq, President and Chief Executive Officer of Delek US. “Following the successful completion of the Big Spring refinery turnaround in the first quarter, Big Spring ran well during the second quarter and is continuing this trend as we move through the third quarter. We have no more planned turnarounds for the remainder of the year. With our full system online, we are well positioned to capture the benefits of a more constructive margin environment, supported by our peer-leading distillate yield, enhanced reliability, and the ongoing improvements from our Enterprise Optimization Plan. As we enter the second half of the year, we remain focused on disciplined execution, operational reliability, and advance the initiatives we believe can unlock meaningful value for our shareholders."

“Delek Logistics Partners remains a key source of value creation, supported by its integrated three-stream service model, growing third-party cash flows, and continued asset optimization. As the economic separation between DK and DKL increases, we believe both companies are better positioned to unlock their respective standalone value”.

“Looking ahead, we are encouraged by the setup for the third quarter and the remainder of 2026. We remain focused on safe and reliable operations, capturing the higher margin environment, maintaining capital discipline, and advancing incremental value creation initiatives that support our Sum of the Parts objectives,” Soreq concluded.

Delek US Results

Three Months Ended June 30,Six Months Ended June 30,

($ in millions, except per share data)2026 2025 2026 2025

Net income (loss) attributable to Delek$169.5 $(106.4)$(31.8)$(279.1)

Total diluted income (loss) per share$2.71 $(1.76)$(0.52)$(4.55)

Adjusted net income (loss)$343.9 $(33.1)$348.6 $(177.5)

Adjusted net income (loss) per share$5.48 $(0.56)$5.73 $(2.90)

Adjusted EBITDA$638.7 $177.9 $850.4 $211.5

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Refining Segment

The refining segment Adjusted EBITDA was $566.2 million in the second quarter 2026 compared with $114.8 million in the same quarter last year, which reflects an increase in refining margin driven by increased crack spreads. During the second quarter 2026, Delek US's benchmark crack spreads were up an average of 136.0% from prior-year levels. Adjusted EBITDA was also impacted by inventory adjustments of $(157.3) million and $41.9 million for second quarter 2026 and 2025, respectively.

Logistics Segment

The logistics segment Adjusted EBITDA in the second quarter 2026 was $143.5 million compared with $127.4 million in the prior-year quarter. The increase over last year's second quarter reflects higher margins in the wholesale business and increased interest income related to sales-type leases.

Shareholder Distributions

On July 23, 2026, the Board of Directors approved the regular quarterly dividend of $0.255 per share that will be paid on August 10, 2026 to shareholders of record on August 3, 2026.

Liquidity

As of June 30, 2026, Delek US had a cash balance of $628.6 million and total consolidated long-term debt of $3,189.7 million, resulting in net debt of $2,561.1 million. As of June 30, 2026, Delek Logistics Partners, LP (NYSE: DKL) ("Delek Logistics") had $13.7 million of cash and $2,372.7 million of total long-term debt, which are included in the consolidated amounts on Delek US' balance sheet. Excluding Delek Logistics, Delek US had $614.9 million in cash and $817.0 million of long-term debt, or a $202.1 million net debt position.

Second Quarter 2026 Results | Con

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