Delek US Beats Q3 2026 Estimates as Revenue Rises 52% to $4.39B

Delek US (DK) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $4.39 billion, up 52% from a year earlier, above the $3.88 billion estimate, and adjusted EPS was $13.55, up 791% from a year earlier, above the $8.05 estimate.

Q3 2026 scorecard

By our calculation, revenue was $514.3 million above the estimate and adjusted EPS was $5.50 above it. The QoQ column compares with the previous quarter's revenue of $4.09 billion and adjusted EPS of $5.48. The YoY column compares with $2.89 billion and $1.52 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 5 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $2.89 billion, $2.43 billion, $2.65 billion, $4.09 billion and $4.39 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $5.13 and revenue of $3.62 billion next quarter, based on 8 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 52% increase to $4.39 billion.
• Estimate record. Whether Delek US extends a record of beating EPS estimates in 6 of its last 8 reports.
• Related coverage. See our reports on Utz Brands, Elanco Animal Health, Marcus & Millichap and Humana.

Sources: Results are from Delek US's Nov. 6, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Delek US's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.