Delek US is expected to report Q3 2026 revenue of approximately $3.88 billion and a consensus EPS of $7.59, while the current stock price of $70.19 remains below the average analyst price target of $85.21.
Investors are primarily focused on refining throughput and capture rates as the company aims to capitalize on surging crack spreads driven by geopolitical tensions in the Middle East.
Performance is anticipated to benefit from the successful completion of the Big Spring refinery turnaround and the realization of cost-saving initiatives under the Enterprise Optimization Plan (EOP).
Analysts will also watch for updates on small refinery exemptions (SREs) and capital allocation strategies following a recent 18% dividend increase.