Delek US Publishes Third-Quarter 2026 Earnings Call Transcript

By Public Technologies
  • Delek US held its third-quarter 2026 earnings call November 6 with CEO Avigal Soreq, CFO Robert Wright and EVP Mohit Bhardwaj.
  • Adjusted net income reached $843 million, or $13.55 per share.
  • Fourth-quarter share buybacks are expected to total approximately $100 million; the quarterly dividend rose approximately 18% to $0.30 per share.
  • Small refinery exemptions are expected to generate approximately $425 million in fourth-quarter proceeds, with total accounting benefits of $750 million-$800 million.
  • Management raised its enterprise optimization target to at least $250 million in annual run-rate improvement.


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