Delek Q4 Performance

Delek US Holdings reported Q4 2025 adjusted earnings of $0.44 per share, a swing from the $‑0.25 loss forecast by Zacks. Net revenues rose 2.3 % year‑over‑year to $2.4 billion, beating the $‑0.63 % consensus estimate. The company’s Enterprise Optimization Plan has driven a projected annual run‑rate cash‑flow improvement of at least $200 million. In addition, Delek monetised a large portion of its 2023 and 2024 Renewable Identification Numbers faster than expected, yielding roughly $360 million in the fourth quarter alone.