What Delek US Holdings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

25 of 27 judged targets kept · 45 open · verdicts reflect calls analysed to Jun 2026.

Target	Original wording	Said	Latest call	Verdict
Big Spring refinery total throughput	65,000 to 70,000 barrels per day	Mar 2026	Jun 2026:Our refining system operated well, demonstrated by all 4 refineries. Call transcript, Jun 2026 · no direct link	Pending
Big Spring refinery planned turnaround completion	complete the first quarter 2026 planned turnaround on time and on budget	Dec 2025	Mar 2026:Big Spring successfully completed its planned turnout. This work was executed safely on budget, on time and refinery is running at full capacity. Call transcript, Mar 2026 · no direct link	Achieved

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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