DK
Delek US Holdings Inc.
DK · Delek US Holdings Inc. · Energy
Up next day
6/12
50%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±4.0%
typical swing on earnings
Price when beating
+1.5%
avg over 11 beats
Biggest single move
+9.2%
'25.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 6 of 11 beats (55%)
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Energy sector avg (49 peers)
This
+0.8%
Sector
+0.2%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 6Before open
'26.9 expectedEst. EPS $4.89
Quarter ended 6/2026
Reported 2026-08-05
Next-day move
-1.8%
After 5 days +12.5%
vs Consensus$2.64→$5.48+107.8% beat
Beat by +107.8% but stock -1.8%
EPS
$5.48
YoY +1079%
Revenue
$4.1B
YoY +48%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -1.6%p+22% run-up before
Earnings trend · last 12 quarters
EPS$5.48YoY +1079%
'23.9'26.6
Revenue$4.1BYoY +48%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Price rose even on weak earnings — bad news priced in / buy-the-dip · 3 of 12q (25%)
Community · DK
What do you think of this stock's earnings pattern?
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