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Side-by-side financial comparison of Delek US Holdings, Inc. (DK) and RPM INTERNATIONAL INC (RPM). 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 $1.9B, roughly 1.4× RPM INTERNATIONAL INC). RPM INTERNATIONAL INC runs the higher net margin — 8.4% vs -7.7%, a 16.1% gap on every dollar of revenue. On growth, RPM INTERNATIONAL INC posted the faster year-over-year revenue change (3.5% vs -4.9%). Over the past eight quarters, RPM INTERNATIONAL INC's revenue compounded faster (12.0% CAGR vs -10.8%).

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

BVS Entertainment, Inc., formerly known as Saban Productions, Saban International and Saban Entertainment, is a subsidiary of the Walt Disney Company. Founded on April 24, 1980, as a music production company by Haim Saban and Shuki Levy, it slowly transitioned to or gravitated towards television production and distribution, where it is most known for producing and distributing children's programs for Fox Family/ABC Family and defunct channels Fox Kids and Jetix.

DK vs RPM — Head-to-Head

Bigger by revenue
DK
DK
1.4× larger
DK
$2.6B
$1.9B
RPM
Growing faster (revenue YoY)
RPM
RPM
+8.4% gap
RPM
3.5%
-4.9%
DK
Higher net margin
RPM
RPM
16.1% more per $
RPM
8.4%
-7.7%
DK
Faster 2-yr revenue CAGR
RPM
RPM
Annualised
RPM
12.0%
-10.8%
DK

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
DK
DK
RPM
RPM
Revenue
$2.6B
$1.9B
Net Profit
$-201.3M
$161.2M
Gross Margin
-5.8%
40.8%
Operating Margin
11.0%
Net Margin
-7.7%
8.4%
Revenue YoY
-4.9%
3.5%
Net Profit YoY
-12.0%
EPS (diluted)
$-3.34
$1.26

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
RPM
RPM
Q1 26
$2.6B
Q4 25
$2.4B
$1.9B
Q3 25
$2.9B
$2.1B
Q2 25
$2.8B
$2.1B
Q1 25
$2.6B
$1.5B
Q4 24
$2.4B
$1.8B
Q3 24
$3.0B
$2.0B
Q2 24
$3.3B
$2.0B
Net Profit
DK
DK
RPM
RPM
Q1 26
$-201.3M
Q4 25
$78.3M
$161.2M
Q3 25
$178.0M
$227.6M
Q2 25
$-106.4M
$225.8M
Q1 25
$-172.7M
$52.0M
Q4 24
$-413.8M
$183.2M
Q3 24
$-76.8M
$227.7M
Q2 24
$-37.2M
$180.6M
Gross Margin
DK
DK
RPM
RPM
Q1 26
-5.8%
Q4 25
9.3%
40.8%
Q3 25
13.8%
42.3%
Q2 25
1.9%
42.4%
Q1 25
-2.4%
38.4%
Q4 24
-5.7%
41.4%
Q3 24
-0.7%
42.5%
Q2 24
0.5%
41.4%
Operating Margin
DK
DK
RPM
RPM
Q1 26
Q4 25
6.8%
11.0%
Q3 25
10.2%
14.1%
Q2 25
-1.2%
11.9%
Q1 25
-4.8%
2.8%
Q4 24
-17.0%
11.5%
Q3 24
-4.0%
14.8%
Q2 24
0.1%
11.9%
Net Margin
DK
DK
RPM
RPM
Q1 26
-7.7%
Q4 25
3.2%
8.4%
Q3 25
6.2%
10.8%
Q2 25
-3.8%
10.8%
Q1 25
-6.5%
3.5%
Q4 24
-17.4%
9.9%
Q3 24
-2.5%
11.6%
Q2 24
-1.1%
9.0%
EPS (diluted)
DK
DK
RPM
RPM
Q1 26
$-3.34
Q4 25
$1.23
$1.26
Q3 25
$2.93
$1.77
Q2 25
$-1.76
$1.76
Q1 25
$-2.78
$0.40
Q4 24
$-6.48
$1.42
Q3 24
$-1.20
$1.77
Q2 24
$-0.58
$1.40

Balance Sheet & Financial Strength

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

Metric
DK
DK
RPM
RPM
Cash + ST InvestmentsLiquidity on hand
$624.1M
$316.6M
Total DebtLower is stronger
$3.2B
$2.5B
Stockholders' EquityBook value
$302.0M
$3.1B
Total Assets
$7.6B
$7.9B
Debt / EquityLower = less leverage
10.54×
0.80×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DK
DK
RPM
RPM
Q1 26
$624.1M
Q4 25
$625.8M
$316.6M
Q3 25
$630.9M
$297.1M
Q2 25
$615.5M
$302.1M
Q1 25
$623.8M
$241.9M
Q4 24
$735.6M
$268.7M
Q3 24
$1.0B
$231.6M
Q2 24
$657.9M
$237.4M
Total Debt
DK
DK
RPM
RPM
Q1 26
$3.2B
Q4 25
$3.2B
$2.5B
Q3 25
$3.2B
$2.7B
Q2 25
$3.1B
$2.6B
Q1 25
$3.0B
$2.1B
Q4 24
$2.8B
$2.0B
Q3 24
$2.8B
$2.0B
Q2 24
$2.5B
$2.0B
Stockholders' Equity
DK
DK
RPM
RPM
Q1 26
$302.0M
Q4 25
$547.3M
$3.1B
Q3 25
$444.8M
$3.1B
Q2 25
$294.9M
$2.9B
Q1 25
$429.4M
$2.7B
Q4 24
$575.2M
$2.7B
Q3 24
$875.4M
$2.6B
Q2 24
$982.8M
$2.5B
Total Assets
DK
DK
RPM
RPM
Q1 26
$7.6B
Q4 25
$6.8B
$7.9B
Q3 25
$7.1B
$7.9B
Q2 25
$7.1B
$7.8B
Q1 25
$6.9B
$6.6B
Q4 24
$6.7B
$6.7B
Q3 24
$7.0B
$6.6B
Q2 24
$6.9B
$6.6B
Debt / Equity
DK
DK
RPM
RPM
Q1 26
10.54×
Q4 25
5.91×
0.80×
Q3 25
7.14×
0.87×
Q2 25
10.51×
0.91×
Q1 25
7.07×
0.78×
Q4 24
4.81×
0.74×
Q3 24
3.19×
0.77×
Q2 24
2.50×
0.79×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DK
DK
RPM
RPM
Operating Cash FlowLast quarter
$345.7M
Free Cash FlowOCF − Capex
$296.4M
FCF MarginFCF / Revenue
15.5%
Capex IntensityCapex / Revenue
2.6%
Cash ConversionOCF / Net Profit
2.14×
TTM Free Cash FlowTrailing 4 quarters
$582.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DK
DK
RPM
RPM
Q1 26
Q4 25
$502.8M
$345.7M
Q3 25
$44.0M
$237.5M
Q2 25
$51.4M
$149.2M
Q1 25
$-62.4M
$91.5M
Q4 24
$-163.5M
$279.4M
Q3 24
$-21.6M
$248.1M
Q2 24
$-48.4M
$181.2M
Free Cash Flow
DK
DK
RPM
RPM
Q1 26
Q4 25
$382.8M
$296.4M
Q3 25
$-64.0M
$175.0M
Q2 25
$-114.4M
$78.2M
Q1 25
$-198.1M
$33.3M
Q4 24
$-354.0M
$229.5M
Q3 24
$-140.6M
$197.3M
Q2 24
$-128.3M
$105.3M
FCF Margin
DK
DK
RPM
RPM
Q1 26
Q4 25
15.8%
15.5%
Q3 25
-2.2%
8.3%
Q2 25
-4.1%
3.8%
Q1 25
-7.5%
2.3%
Q4 24
-14.9%
12.4%
Q3 24
-4.6%
10.0%
Q2 24
-3.9%
5.2%
Capex Intensity
DK
DK
RPM
RPM
Q1 26
Q4 25
4.9%
2.6%
Q3 25
3.7%
3.0%
Q2 25
6.0%
3.4%
Q1 25
5.1%
3.9%
Q4 24
8.0%
2.7%
Q3 24
3.9%
2.6%
Q2 24
2.4%
3.8%
Cash Conversion
DK
DK
RPM
RPM
Q1 26
Q4 25
6.42×
2.14×
Q3 25
0.25×
1.04×
Q2 25
0.66×
Q1 25
1.76×
Q4 24
1.53×
Q3 24
1.09×
Q2 24
1.00×

Financial Flow Comparison

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

Revenue Breakdown by Segment

DK
DK

Segment breakdown not available.

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

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