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Delek US Holdings, Inc. (DK) Q4 2025 Earnings Call Transcript

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Delek US Holdings reported Q4 2025 earnings on February 27, 2026, led by CEO Avigal Soreq and CFO Mark Hobbs, outlining financial performance and strategic priorities. The call included forward-looking statements about 2026 guidance, with disclaimers noting risks tied to market volatility, regulatory changes, and operational challenges per SEC filings. Executives highlighted key operational metrics, including refining margins and retail segment growth, though specific figures were not detailed in the transcript excerpt. Analysts from Goldman Sachs, Scotiabank, and Wolfe Research participated, posing questions on cost management, expansion plans, and energy market trends during the Q&A session. The company reiterated no obligation to update projections, emphasizing investor reliance on SEC documents for material updates.
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SA Transcripts158.7K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Delek US Holdings, Inc. (DK) Q4 2025 Earnings Call February 27, 2026 11:00 AM EST Company Participants Robert Wright - Executive VP, Deputy CFO & Chief Accounting OfficerAvigal Soreq - President, CEO & DirectorMark Hobbs - Executive VP & CFOMohit Bhardwaj - Senior Vice President of Strategy & Growth Conference Call Participants Douglas George Blyth Leggate - Wolfe Research, LLCPaul Cheng - Scotiabank Global Banking and Markets, Research DivisionAlexa Petrick - Goldman Sachs Group, Inc., Research DivisionJason Gabelman - TD Cowen, Research DivisionRyan Todd - Piper Sandler & Co., Research Division Presentation Operator Thank you for standing by. My name is Jayle, and I will be your conference operator today. At this time, I would like to welcome everyone to the Delek US Fourth Quarter Earnings Call. [Operator Instructions] I would now like to turn the conference over to Robert Wright, EVP, Delek. You may begin. Robert WrightExecutive VP, Deputy CFO & Chief Accounting Officer Good morning, and welcome to the Delek US Fourth Quarter Earnings Conference Call. Participants joining me on today's call will include Avigal Soreq, President and CEO; Mark Hobbs, EVP, Chief Financial Officer; as well as other members of our management team. Today's presentation material can be found on the Investor Relations section of the Delek US website. Slide 2 contains our safe harbor statement regarding forward-looking information. As a reminder, this conference call will contain forward-looking information as defined under the federal securities laws, including statements regarding guidance and future business outlook. Any forward-looking statements made during today's call will involve risks and uncertainties that may cause actual results to differ materially from today's comments. Factors that could cause actual results to differ are included in our SEC filings. The company assumes no obligation to update any forward-looking statements. I will now

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Source: Seeking Alpha