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Side-by-side financial comparison of Delek US Holdings, Inc. (DK) and Kimberly-Clark (KMB). Click either name above to swap in a different company.

Kimberly-Clark is the larger business by last-quarter revenue ($4.2B vs $2.6B, roughly 1.6× Delek US Holdings, Inc.). Kimberly-Clark runs the higher net margin — 16.2% vs -7.7%, a 23.9% gap on every dollar of revenue. On growth, Kimberly-Clark posted the faster year-over-year revenue change (2.7% vs -4.9%). Over the past eight quarters, Kimberly-Clark's revenue compounded faster (-9.0% CAGR vs -10.8%).

Delek US Holdings, Inc. is an oil refining, logistics and biofuels company founded in 2001 and headquartered in Brentwood, Tennessee.

Kimberly-Clark Corporation is an American multinational consumer goods and personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.

DK vs KMB — Head-to-Head

Bigger by revenue
KMB
KMB
1.6× larger
KMB
$4.2B
$2.6B
DK
Growing faster (revenue YoY)
KMB
KMB
+7.6% gap
KMB
2.7%
-4.9%
DK
Higher net margin
KMB
KMB
23.9% more per $
KMB
16.2%
-7.7%
DK
Faster 2-yr revenue CAGR
KMB
KMB
Annualised
KMB
-9.0%
-10.8%
DK

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
DK
DK
KMB
KMB
Revenue
$2.6B
$4.2B
Net Profit
$-201.3M
$675.0M
Gross Margin
-5.8%
36.8%
Operating Margin
18.1%
Net Margin
-7.7%
16.2%
Revenue YoY
-4.9%
2.7%
Net Profit YoY
17.3%
EPS (diluted)
$-3.34
$2.00

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DK
DK
KMB
KMB
Q1 26
$2.6B
$4.2B
Q4 25
$2.4B
$3.3B
Q3 25
$2.9B
$4.2B
Q2 25
$2.8B
$4.2B
Q1 25
$2.6B
$4.8B
Q4 24
$2.4B
$4.9B
Q3 24
$3.0B
$5.0B
Q2 24
$3.3B
$5.0B
Net Profit
DK
DK
KMB
KMB
Q1 26
$-201.3M
$675.0M
Q4 25
$78.3M
$499.0M
Q3 25
$178.0M
$446.0M
Q2 25
$-106.4M
$509.0M
Q1 25
$-172.7M
$567.0M
Q4 24
$-413.8M
$447.0M
Q3 24
$-76.8M
$907.0M
Q2 24
$-37.2M
$544.0M
Gross Margin
DK
DK
KMB
KMB
Q1 26
-5.8%
36.8%
Q4 25
9.3%
37.7%
Q3 25
13.8%
36.0%
Q2 25
1.9%
35.0%
Q1 25
-2.4%
35.8%
Q4 24
-5.7%
34.0%
Q3 24
-0.7%
36.0%
Q2 24
0.5%
36.0%
Operating Margin
DK
DK
KMB
KMB
Q1 26
18.1%
Q4 25
6.8%
11.2%
Q3 25
10.2%
15.0%
Q2 25
-1.2%
14.2%
Q1 25
-4.8%
15.9%
Q4 24
-17.0%
11.1%
Q3 24
-4.0%
23.3%
Q2 24
0.1%
13.0%
Net Margin
DK
DK
KMB
KMB
Q1 26
-7.7%
16.2%
Q4 25
3.2%
15.1%
Q3 25
6.2%
10.7%
Q2 25
-3.8%
12.2%
Q1 25
-6.5%
11.7%
Q4 24
-17.4%
9.1%
Q3 24
-2.5%
18.3%
Q2 24
-1.1%
10.8%
EPS (diluted)
DK
DK
KMB
KMB
Q1 26
$-3.34
$2.00
Q4 25
$1.23
$1.50
Q3 25
$2.93
$1.34
Q2 25
$-1.76
$1.53
Q1 25
$-2.78
$1.70
Q4 24
$-6.48
$1.34
Q3 24
$-1.20
$2.69
Q2 24
$-0.58
$1.61

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DK
DK
KMB
KMB
Cash + ST InvestmentsLiquidity on hand
$624.1M
$542.0K
Total DebtLower is stronger
$3.2B
$6.5M
Stockholders' EquityBook value
$302.0M
$1.9M
Total Assets
$7.6B
$17.2M
Debt / EquityLower = less leverage
10.54×
3.38×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DK
DK
KMB
KMB
Q1 26
$624.1M
$542.0K
Q4 25
$625.8M
$688.0M
Q3 25
$630.9M
$617.0M
Q2 25
$615.5M
$634.0M
Q1 25
$623.8M
$563.0M
Q4 24
$735.6M
$1.0B
Q3 24
$1.0B
$1.1B
Q2 24
$657.9M
$1.2B
Total Debt
DK
DK
KMB
KMB
Q1 26
$3.2B
$6.5M
Q4 25
$3.2B
$6.5B
Q3 25
$3.2B
$6.5B
Q2 25
$3.1B
$6.5B
Q1 25
$3.0B
$6.5B
Q4 24
$2.8B
$6.9B
Q3 24
$2.8B
$6.9B
Q2 24
$2.5B
$7.2B
Stockholders' Equity
DK
DK
KMB
KMB
Q1 26
$302.0M
$1.9M
Q4 25
$547.3M
$1.5B
Q3 25
$444.8M
$1.3B
Q2 25
$294.9M
$1.3B
Q1 25
$429.4M
$1.1B
Q4 24
$575.2M
$840.0M
Q3 24
$875.4M
$1.3B
Q2 24
$982.8M
$1.1B
Total Assets
DK
DK
KMB
KMB
Q1 26
$7.6B
$17.2M
Q4 25
$6.8B
$17.1B
Q3 25
$7.1B
$16.9B
Q2 25
$7.1B
$16.8B
Q1 25
$6.9B
$16.3B
Q4 24
$6.7B
$16.5B
Q3 24
$7.0B
$17.2B
Q2 24
$6.9B
$17.3B
Debt / Equity
DK
DK
KMB
KMB
Q1 26
10.54×
3.38×
Q4 25
5.91×
4.31×
Q3 25
7.14×
4.86×
Q2 25
10.51×
5.09×
Q1 25
7.07×
5.89×
Q4 24
4.81×
8.18×
Q3 24
3.19×
5.36×
Q2 24
2.50×
6.30×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

DK
DK

Segment breakdown not available.

KMB
KMB

NA$2.7B64%
IPC$1.5B36%

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