Why Delek Holdings Stock Flew Almost 5% Higher on Friday
Key Points
The oil company's fourth quarter was a gusher, in several respects.
It did especially well on the bottom line.
- 10 stocks we like better than Delek Us ›
Downstream oil company Delek US Holdings (NYSE: DK) put quite a cap on its trading week with an almost 5% gain in its share price on Friday. Much of this had to do with the company's latest earnings release, disseminated that morning; it featured rather positive developments, such as a flip into the black on the bottom line.
An unexpected development
In its fourth quarter of 2025, Delek's revenue was just under $2.43 billion; this topped the year-ago result by 2%. More impressively, the company posted a surprise net profit not according to generally accepted accounting principles (GAAP) of $143 million ($2.31 per share). That was a massive improvement over the nearly $161 million it lost in the fourth quarter of 2024.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Image source: Getty Images.
On average, analysts tracking Delek stock were modeling $2.55 billion on the top line, and a non-GAAP (adjusted) net loss of $0.07 per share.
The radical improvement in the bottom line was attributable mainly to the company's refining segment. Delek said its operations generated adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $314 million, quite the shift from the year-ago loss of nearly $69 million. This was due to an increase in refining margin, Delek wrote.
One to keep an eye on
Any time a company makes such a robust recovery in a crucial financial line item, it's worth paying attention. Yet I'd caution that one quarter does not a future make, and at this point I'd like to see Delek build some momentum before I consider its stock an unambiguous buy.
Should you buy stock in Delek Us right now?
Before you buy stock in Delek Us, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Delek Us wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $456,188!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,133,413!*
Now, it’s worth noting Stock Advisor’s total average return is 916% — a market-crushing outperformance compared to 194% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of February 27, 2026.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends Delek Us. The Motley Fool has a disclosure policy.
Recommended Articles
