vs

Side-by-side financial comparison of Delek US Holdings, Inc. (DK) and Raymond James Financial (RJF). Click either name above to swap in a different company.

Raymond James Financial is the larger business by last-quarter revenue ($3.9B vs $2.6B, roughly 1.5× Delek US Holdings, Inc.). Raymond James Financial runs the higher net margin — 14.1% vs -7.7%, a 21.7% gap on every dollar of revenue. On growth, Raymond James Financial posted the faster year-over-year revenue change (13.0% vs -4.9%). Over the past eight quarters, Raymond James Financial's revenue compounded faster (1.3% CAGR vs -10.8%).

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

Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida.

DK vs RJF — Head-to-Head

Bigger by revenue
RJF
RJF
1.5× larger
RJF
$3.9B
$2.6B
DK
Growing faster (revenue YoY)
RJF
RJF
+17.9% gap
RJF
13.0%
-4.9%
DK
Higher net margin
RJF
RJF
21.7% more per $
RJF
14.1%
-7.7%
DK
Faster 2-yr revenue CAGR
RJF
RJF
Annualised
RJF
1.3%
-10.8%
DK

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
DK
DK
RJF
RJF
Revenue
$2.6B
$3.9B
Net Profit
$-201.3M
$544.0M
Gross Margin
-5.8%
Operating Margin
Net Margin
-7.7%
14.1%
Revenue YoY
-4.9%
13.0%
Net Profit YoY
10.0%
EPS (diluted)
$-3.34
$2.83

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
RJF
RJF
Q1 26
$2.6B
$3.9B
Q4 25
$2.4B
$4.2B
Q3 25
$2.9B
$4.2B
Q2 25
$2.8B
$3.8B
Q1 25
$2.6B
$3.8B
Q4 24
$2.4B
$4.0B
Q3 24
$3.0B
$4.0B
Q2 24
$3.3B
$3.8B
Net Profit
DK
DK
RJF
RJF
Q1 26
$-201.3M
$544.0M
Q4 25
$78.3M
$563.0M
Q3 25
$178.0M
$604.0M
Q2 25
$-106.4M
$436.0M
Q1 25
$-172.7M
$495.0M
Q4 24
$-413.8M
$600.0M
Q3 24
$-76.8M
$602.0M
Q2 24
$-37.2M
$492.0M
Gross Margin
DK
DK
RJF
RJF
Q1 26
-5.8%
Q4 25
9.3%
Q3 25
13.8%
Q2 25
1.9%
Q1 25
-2.4%
Q4 24
-5.7%
Q3 24
-0.7%
Q2 24
0.5%
Operating Margin
DK
DK
RJF
RJF
Q1 26
Q4 25
6.8%
Q3 25
10.2%
Q2 25
-1.2%
14.7%
Q1 25
-4.8%
17.5%
Q4 24
-17.0%
18.6%
Q3 24
-4.0%
Q2 24
0.1%
17.1%
Net Margin
DK
DK
RJF
RJF
Q1 26
-7.7%
14.1%
Q4 25
3.2%
13.5%
Q3 25
6.2%
14.4%
Q2 25
-3.8%
11.3%
Q1 25
-6.5%
12.9%
Q4 24
-17.4%
14.9%
Q3 24
-2.5%
15.0%
Q2 24
-1.1%
13.1%
EPS (diluted)
DK
DK
RJF
RJF
Q1 26
$-3.34
$2.83
Q4 25
$1.23
$2.79
Q3 25
$2.93
$2.96
Q2 25
$-1.76
$2.12
Q1 25
$-2.78
$2.36
Q4 24
$-6.48
$2.86
Q3 24
$-1.20
$2.85
Q2 24
$-0.58
$2.31

Balance Sheet & Financial Strength

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

Metric
DK
DK
RJF
RJF
Cash + ST InvestmentsLiquidity on hand
$624.1M
$5.4B
Total DebtLower is stronger
$3.2B
Stockholders' EquityBook value
$302.0M
$52.0M
Total Assets
$7.6B
$91.9B
Debt / EquityLower = less leverage
10.54×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DK
DK
RJF
RJF
Q1 26
$624.1M
$5.4B
Q4 25
$625.8M
$9.9B
Q3 25
$630.9M
$11.4B
Q2 25
$615.5M
$9.2B
Q1 25
$623.8M
$9.7B
Q4 24
$735.6M
$10.0B
Q3 24
$1.0B
$11.0B
Q2 24
$657.9M
$9.1B
Total Debt
DK
DK
RJF
RJF
Q1 26
$3.2B
Q4 25
$3.2B
Q3 25
$3.2B
Q2 25
$3.1B
Q1 25
$3.0B
Q4 24
$2.8B
Q3 24
$2.8B
Q2 24
$2.5B
Stockholders' Equity
DK
DK
RJF
RJF
Q1 26
$302.0M
$52.0M
Q4 25
$547.3M
$12.6B
Q3 25
$444.8M
$12.5B
Q2 25
$294.9M
$12.3B
Q1 25
$429.4M
$12.2B
Q4 24
$575.2M
$11.9B
Q3 24
$875.4M
$11.7B
Q2 24
$982.8M
$11.2B
Total Assets
DK
DK
RJF
RJF
Q1 26
$7.6B
$91.9B
Q4 25
$6.8B
$88.8B
Q3 25
$7.1B
$88.2B
Q2 25
$7.1B
$84.8B
Q1 25
$6.9B
$83.1B
Q4 24
$6.7B
$82.3B
Q3 24
$7.0B
$83.0B
Q2 24
$6.9B
$80.6B
Debt / Equity
DK
DK
RJF
RJF
Q1 26
10.54×
Q4 25
5.91×
Q3 25
7.14×
Q2 25
10.51×
Q1 25
7.07×
Q4 24
4.81×
Q3 24
3.19×
Q2 24
2.50×

Financial Flow Comparison

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

Revenue Breakdown by Segment

DK
DK

Segment breakdown not available.

RJF
RJF

Private Client Group$2.8B73%
Bank$486.0M13%
Capital Markets$464.0M12%
Other$99.0M3%

Related Comparisons