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Side-by-side financial comparison of Delek US Holdings, Inc. (DK) and Roper Technologies (ROP). 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 $2.1B, roughly 1.3× Roper Technologies). Roper Technologies runs the higher net margin — 15.8% vs -7.7%, a 23.4% gap on every dollar of revenue. On growth, Roper Technologies posted the faster year-over-year revenue change (11.3% vs -4.9%). Over the past eight quarters, Roper Technologies's revenue compounded faster (10.5% CAGR vs -10.8%).
Delek US Holdings, Inc. is an oil refining, logistics and biofuels company founded in 2001 and headquartered in Brentwood, Tennessee.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
DK vs ROP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.6B | $2.1B |
| Net Profit | $-201.3M | $331.0M |
| Gross Margin | -5.8% | 69.4% |
| Operating Margin | — | 27.2% |
| Net Margin | -7.7% | 15.8% |
| Revenue YoY | -4.9% | 11.3% |
| Net Profit YoY | — | 53.7% |
| EPS (diluted) | $-3.34 | $4.87 |
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 | $2.1B | ||
| Q4 25 | $2.4B | $2.1B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $2.8B | $1.9B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $3.3B | $1.7B |
| Q1 26 | $-201.3M | $331.0M | ||
| Q4 25 | $78.3M | $428.4M | ||
| Q3 25 | $178.0M | $398.5M | ||
| Q2 25 | $-106.4M | $378.3M | ||
| Q1 25 | $-172.7M | $331.1M | ||
| Q4 24 | $-413.8M | $462.3M | ||
| Q3 24 | $-76.8M | $367.9M | ||
| Q2 24 | $-37.2M | $337.1M |
| Q1 26 | -5.8% | 69.4% | ||
| Q4 25 | 9.3% | 69.5% | ||
| Q3 25 | 13.8% | 69.5% | ||
| Q2 25 | 1.9% | 69.2% | ||
| Q1 25 | -2.4% | 68.7% | ||
| Q4 24 | -5.7% | 68.3% | ||
| Q3 24 | -0.7% | 69.2% | ||
| Q2 24 | 0.5% | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | 6.8% | 28.6% | ||
| Q3 25 | 10.2% | 28.4% | ||
| Q2 25 | -1.2% | 28.2% | ||
| Q1 25 | -4.8% | 27.9% | ||
| Q4 24 | -17.0% | 28.0% | ||
| Q3 24 | -4.0% | 28.1% | ||
| Q2 24 | 0.1% | 28.8% |
| Q1 26 | -7.7% | 15.8% | ||
| Q4 25 | 3.2% | 20.8% | ||
| Q3 25 | 6.2% | 19.8% | ||
| Q2 25 | -3.8% | 19.5% | ||
| Q1 25 | -6.5% | 17.6% | ||
| Q4 24 | -17.4% | 24.6% | ||
| Q3 24 | -2.5% | 20.8% | ||
| Q2 24 | -1.1% | 19.6% |
| Q1 26 | $-3.34 | $4.87 | ||
| Q4 25 | $1.23 | $3.97 | ||
| Q3 25 | $2.93 | $3.68 | ||
| Q2 25 | $-1.76 | $3.49 | ||
| Q1 25 | $-2.78 | $3.06 | ||
| Q4 24 | $-6.48 | $4.29 | ||
| Q3 24 | $-1.20 | $3.40 | ||
| Q2 24 | $-0.58 | $3.12 |
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 | $382.9M |
| Total DebtLower is stronger | $3.2B | $9.7B |
| Stockholders' EquityBook value | $302.0M | $18.8B |
| Total Assets | $7.6B | $34.6B |
| Debt / EquityLower = less leverage | 10.54× | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $624.1M | $382.9M | ||
| Q4 25 | $625.8M | $297.4M | ||
| Q3 25 | $630.9M | $320.0M | ||
| Q2 25 | $615.5M | $242.4M | ||
| Q1 25 | $623.8M | $372.8M | ||
| Q4 24 | $735.6M | $188.2M | ||
| Q3 24 | $1.0B | $269.6M | ||
| Q2 24 | $657.9M | $251.5M |
| Q1 26 | $3.2B | $9.7B | ||
| Q4 25 | $3.2B | $9.3B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.8B | $7.6B | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $2.5B | — |
| Q1 26 | $302.0M | $18.8B | ||
| Q4 25 | $547.3M | $19.9B | ||
| Q3 25 | $444.8M | $20.0B | ||
| Q2 25 | $294.9M | $19.6B | ||
| Q1 25 | $429.4M | $19.2B | ||
| Q4 24 | $575.2M | $18.9B | ||
| Q3 24 | $875.4M | $18.5B | ||
| Q2 24 | $982.8M | $18.1B |
| Q1 26 | $7.6B | $34.6B | ||
| Q4 25 | $6.8B | $34.6B | ||
| Q3 25 | $7.1B | $34.6B | ||
| Q2 25 | $7.1B | $33.2B | ||
| Q1 25 | $6.9B | $31.4B | ||
| Q4 24 | $6.7B | $31.3B | ||
| Q3 24 | $7.0B | $31.6B | ||
| Q2 24 | $6.9B | $29.8B |
| Q1 26 | 10.54× | 0.52× | ||
| Q4 25 | 5.91× | 0.47× | ||
| Q3 25 | 7.14× | — | ||
| Q2 25 | 10.51× | — | ||
| Q1 25 | 7.07× | — | ||
| Q4 24 | 4.81× | 0.40× | ||
| Q3 24 | 3.19× | — | ||
| Q2 24 | 2.50× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | — |
| Free Cash FlowOCF − Capex | — | $507.0M |
| FCF MarginFCF / Revenue | — | 24.2% |
| Capex IntensityCapex / Revenue | — | 0.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $502.8M | $738.0M | ||
| Q3 25 | $44.0M | $869.5M | ||
| Q2 25 | $51.4M | $404.1M | ||
| Q1 25 | $-62.4M | $528.7M | ||
| Q4 24 | $-163.5M | $722.2M | ||
| Q3 24 | $-21.6M | $755.4M | ||
| Q2 24 | $-48.4M | $384.1M |
| Q1 26 | — | $507.0M | ||
| Q4 25 | $382.8M | — | ||
| Q3 25 | $-64.0M | — | ||
| Q2 25 | $-114.4M | — | ||
| Q1 25 | $-198.1M | — | ||
| Q4 24 | $-354.0M | — | ||
| Q3 24 | $-140.6M | — | ||
| Q2 24 | $-128.3M | — |
| Q1 26 | — | 24.2% | ||
| Q4 25 | 15.8% | — | ||
| Q3 25 | -2.2% | — | ||
| Q2 25 | -4.1% | — | ||
| Q1 25 | -7.5% | — | ||
| Q4 24 | -14.9% | — | ||
| Q3 24 | -4.6% | — | ||
| Q2 24 | -3.9% | — |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.42× | 1.72× | ||
| Q3 25 | 0.25× | 2.18× | ||
| Q2 25 | — | 1.07× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
