Post by Delek US

Delek US (NYSE: DK) entered 2026 with strong momentum, delivering solid first-quarter execution against our strategic priorities. A key highlight from the quarter was the successful Big Spring Refinery turnaround, which was completed safely, on time, and within budget. This achievement reflects the team’s strong planning, disciplined execution, and unwavering focus on operational excellence. We also continued making meaningful progress on our Enterprise Optimization Plan (EOP), further strengthening our earnings power, improving our cash flow profile, and reinforcing our foundation for long-term growth. 1Q 2026 Highlights • Adjusted EPS: $2.31 | Adjusted EBITDA: $375M • Completed the Big Spring Refinery turnaround safely, within budget, and on time • Annual run-rate cash flow improvement increased to ~$220M through our Enterprise Optimization Plan (EOP) • Consistent track record of returning capital to shareholders through $15.6M in dividends • DKL successfully completed drilling of its first acid gas injection ("AGI") well, progressing DKL's key sour gas processing, treating and handling solution in the Delaware Basin “Looking ahead, we are excited about the opportunities in the remainder of 2026 as our full system is now back online following the successful turnaround at Big Spring. With improved reliability and readiness across our operations, we are well positioned to capitalize on a favorable margin environment and the approaching driving season. We remain focused on operating safely and efficiently, allocating capital with discipline, and advancing incremental value-creating initiatives that support our Sum of the Parts objectives” said Avigal Soreq. #DelekUS #DKStock #EarningsCall #1Q26 #InvestorRelations #EnergySector #OilAndGas #FinancialPerformance #BusinessStrategy