Delek US Holdings, Inc. (DK) Reports Performance for Q2 2025
A row of massive oil rigs in a desert landscape, against a setting sun.
On August 6, 2025, Delek US Holdings, Inc. (NYSE:DK) reported its performance for the second quarter of 2025. The company reported an adjusted loss per share of $0.56, compared to the consensus loss of $0.92. The improvement was a result of better refining margins and record system throughput. Meanwhile, its adjusted EBITDA reached $170.2 million, driven by strong performance at the Big Spring and Krotz Springs refineries.
Looking ahead, Delek US Holdings, Inc. (NYSE:DK) increased its Enterprise Optimization Plan (EOP) guidance from $120 million to $130-$170 million in run-rate benefits starting in the second half of 2025. This reflects cost improvements and enhanced operations. Meanwhile, Delek Logistics (DKL), the company's logistics subsidiary, reported $120 million in adjusted EBITDA and is expected to generate $480-$520 million for the year. This highlights the segment's growing independence and liquidity. The company's pipeline looks strong with the Libby 2 gas plant commissioning and expanded sour gas gathering capacity in the Delaware Basin. Lastly, the company's financial health is further reflected through $29 million in dividends and share repurchases.
With its Refining and Logistics segments, Delek US Holdings, Inc. (NYSE:DK) operates as an integrated energy company in the U.S.
While we acknowledge the potential of DK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 12 Cheap Value Stocks to Buy Now According to Warren Buffett and 7 Best Potash Stocks to Buy According to Analysts.
Disclosure: None.
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