Zacks lifts Delek US forecast from USD 2.05 to USD 4.19 for Delek US Holdings stock
Published on 10/28/2026 at 06:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSForecast and reporting timeline
- Zacks lifted the third-quarter earnings forecast to USD 4.19 on October 23, 2026.
- Second-quarter revenue reached USD 4.09 billion, up 47.90 percent year over year.
- Delek US Holdings plans to publish third-quarter results on November 6, 2026.
Delek US Holdings (ISIN US24665A1034) faces a higher third-quarter earnings bar after Zacks lifted its forecast to USD 4.19 from USD 2.05 on October 23, 2026, according to MarketBeat. Delek US Holdings stock now approaches its next formal test with third-quarter results due on November 6, 2026.
Forecast moves to USD 4.19
The revised estimate puts projected third-quarter earnings per share USD 2.14 above the earlier USD 2.05 forecast. The change came from Zacks Research in a report dated October 23, 2026, and represents a quantified shift in expectations rather than a company guidance update.
The estimate also sits against a strong second-quarter comparison. MarketBeat reported that Delek US delivered USD 5.48 in earnings per share and USD 4.09 billion in revenue in the second quarter of 2026. Revenue was up 47.90 percent year over year, while the prior-year quarter showed a loss of USD 0.56 per share.
What does the forecast mean?
The forecast reset raises the hurdle for the next report, but the latest reported figures provide a clear benchmark. Second-quarter revenue exceeded the USD 3.44 billion consensus cited by MarketBeat by USD 650.00 million, while earnings per share exceeded the USD 2.67 consensus by USD 2.81.
Delek US operates refining and logistics businesses, with refining capacity of 302,000 barrels per day, according to Yahoo Finance. That operating scale makes the November report important for assessing whether the second-quarter earnings level was sustained.
Three dated signals for DK
The recent sequence is measurable. On August 5, 2026, Delek US reported USD 5.48 in second-quarter earnings per share against a USD 2.67 consensus. On October 16, 2026, it announced a November 6, 2026 results release and conference call. On October 23, 2026, Zacks lifted its third-quarter forecast to USD 4.19 from USD 2.05.
Next result date
Yahoo Finance reported that Delek US plans to issue its third-quarter 2026 results before the US market opens on November 6, 2026, followed by a conference call at 11:00 a.m. ET.
Delek US enters the reporting window
The company enters the next reporting date with a higher analyst earnings benchmark and a second-quarter revenue comparison of USD 4.09 billion. The November figures will show whether the improved forecast reflects continuing operating strength.
The further course of trading is shown by the continuously updated real-time quote of Delek US Holdings stock.
Delek US Holdings key facts
- Company: Delek US Holdings, Inc.
- ISIN: US24665A1034
- Ticker: DK
- Primary exchange: NYSE
- Sector / Industry: Energy / Oil and Gas Refining and Marketing
- Index membership: S&P 1000
Market context: Market report S&P 500.
