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Side-by-side financial comparison of Delek US Holdings, Inc. (DK) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
Delek US Holdings, Inc. is the larger business by last-quarter revenue ($2.6B vs $2.2B, roughly 1.2× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs -7.7%, a 31.2% gap on every dollar of revenue. On growth, Delek US Holdings, Inc. posted the faster year-over-year revenue change (-4.9% vs -36.8%). Over the past eight quarters, Delek US Holdings, Inc.'s revenue compounded faster (-10.8% CAGR vs -11.9%).
Delek US Holdings, Inc. is an oil refining, logistics and biofuels company founded in 2001 and headquartered in Brentwood, Tennessee.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
DK vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $2.2B |
| Net Profit | $-201.3M | $515.8M |
| Gross Margin | -5.8% | — |
| Operating Margin | — | — |
| Net Margin | -7.7% | 23.5% |
| Revenue YoY | -4.9% | -36.8% |
| Net Profit YoY | — | 72.6% |
| EPS (diluted) | $-3.34 | $6.57 |
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.
| Q1 26 | $2.6B | $2.2B | ||
| Q4 25 | $2.4B | $3.0B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.8B | $3.2B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $3.3B | $2.8B |
| Q1 26 | $-201.3M | $515.8M | ||
| Q4 25 | $78.3M | $760.5M | ||
| Q3 25 | $178.0M | $916.5M | ||
| Q2 25 | $-106.4M | $835.4M | ||
| Q1 25 | $-172.7M | $170.0M | ||
| Q4 24 | $-413.8M | $-189.7M | ||
| Q3 24 | $-76.8M | $1.2B | ||
| Q2 24 | $-37.2M | $503.9M |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 42.5% | ||
| Q3 25 | 10.2% | 46.3% | ||
| Q2 25 | -1.2% | 41.8% | ||
| Q1 25 | -4.8% | -2.0% | ||
| Q4 24 | -17.0% | -3.6% | ||
| Q3 24 | -4.0% | 43.7% | ||
| Q2 24 | 0.1% | 25.0% |
| Q1 26 | -7.7% | 23.5% | ||
| Q4 25 | 3.2% | 25.6% | ||
| Q3 25 | 6.2% | 28.7% | ||
| Q2 25 | -3.8% | 26.1% | ||
| Q1 25 | -6.5% | 4.9% | ||
| Q4 24 | -17.4% | -8.3% | ||
| Q3 24 | -2.5% | 29.8% | ||
| Q2 24 | -1.1% | 17.8% |
| Q1 26 | $-3.34 | $6.57 | ||
| Q4 25 | $1.23 | $16.16 | ||
| Q3 25 | $2.93 | $19.40 | ||
| Q2 25 | $-1.76 | $17.20 | ||
| Q1 25 | $-2.78 | $3.27 | ||
| Q4 24 | $-6.48 | $-3.76 | ||
| Q3 24 | $-1.20 | $22.62 | ||
| Q2 24 | $-0.58 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $1.6B |
| Total DebtLower is stronger | $3.2B | — |
| Stockholders' EquityBook value | $302.0M | $4.3B |
| Total Assets | $7.6B | $53.7B |
| Debt / EquityLower = less leverage | 10.54× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $624.1M | $1.6B | ||
| Q4 25 | $625.8M | $1.7B | ||
| Q3 25 | $630.9M | $1.7B | ||
| Q2 25 | $615.5M | $1.4B | ||
| Q1 25 | $623.8M | $1.6B | ||
| Q4 24 | $735.6M | $1.7B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $657.9M | $1.6B |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.1B | $2.3B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.5B | $2.0B |
| Q1 26 | $302.0M | $4.3B | ||
| Q4 25 | $547.3M | $11.6B | ||
| Q3 25 | $444.8M | $11.5B | ||
| Q2 25 | $294.9M | $10.8B | ||
| Q1 25 | $429.4M | $10.3B | ||
| Q4 24 | $575.2M | $10.6B | ||
| Q3 24 | $875.4M | $11.2B | ||
| Q2 24 | $982.8M | $10.2B |
| Q1 26 | $7.6B | $53.7B | ||
| Q4 25 | $6.8B | $53.8B | ||
| Q3 25 | $7.1B | $54.5B | ||
| Q2 25 | $7.1B | $54.7B | ||
| Q1 25 | $6.9B | $53.6B | ||
| Q4 24 | $6.7B | $50.7B | ||
| Q3 24 | $7.0B | $52.8B | ||
| Q2 24 | $6.9B | $51.6B |
| Q1 26 | 10.54× | — | ||
| Q4 25 | 5.91× | 0.20× | ||
| Q3 25 | 7.14× | 0.19× | ||
| Q2 25 | 10.51× | 0.21× | ||
| Q1 25 | 7.07× | 0.27× | ||
| Q4 24 | 4.81× | 0.18× | ||
| Q3 24 | 3.19× | 0.17× | ||
| Q2 24 | 2.50× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
