US · Energy · Oil & Gas Refining & Marketing
EPS came in at 0.85 against a street estimate of 1.38 — a miss of 38.4%.
Analysts rate Delek Logistics Partners LP a hold (1 buy, 4 hold, 1 sell out of 6) with an average price target of $53.33.
CONFIDENT DKL delivered record Q2 EBITDA of $144M, reaffirmed $520–560M full-year guidance, and raised distribution for 54th consecutive quarter. Sour gas solution nearing completion; third-party EBITDA mix 80%. Leverage 4.23x amid $180–190M growth capex targeting $75M EBITDA returns. Q2 2026 DKL operates integrated crude, gas, and water services across Delaware and Midland basins; uniquely positioned on sour gas trend in Northern Delaware (Lea County). Analysts probed margin durability (commodity-linked vs. structural), Waha upside, and Libby expansion triggers. Management emphasized operational discipline, customer alignment, and optionality to raise guidance if warranted—avoiding premature raises. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| ALPS Advisors Inc | 7.59% |
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| Amvescap Plc. | 2.62% |
| Morgan Stanley - Brokerage Accounts | 0.91% |
| The Goldman Sachs Group Inc | 0.85% |
| ClearBridge Advisors, LLC | 0.85% |
| JPMorgan Chase & Co | 0.57% |
| Cohen & Steers Inc | 0.33% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Delek Logistics Partners, LP announced the declaration of its quarterly distribution for the third quarter of 2026 on October 23, | 2026-10-23 |
| Reg FD disclosure · Q3 2026 DELEK LOGISTICS PARTNERS, LP - 8-K SUMMARY HEADLINE NUMBERS • Company completed underwritten public offering of 4,600,000 common units on August 14, | 2026-08-14 |
| Material agreement · Q3 2026 DELEK LOGISTICS PARTNERS, LP – 8-K SUMMARY HEADLINE NUMBERS • Partnership entering into underwriting agreement on August 12, 2026 to sell 4,000,000 | 2026-08-14 |
| Company announcement · Q3 2026 DELEK LOGISTICS PARTNERS, LP – 8-K SUMMARY HEADLINE NUMBERS • Public offering announced August 12, 2026: 4,000,000 common units priced at $50.00 per | 2026-08-13 |
| Company announcement · Q3 2026 DELEK LOGISTICS PARTNERS, LP – 8-K SUMMARY HEADLINE NUMBERS • Company announced underwritten public offering of $175 million in common units (limite | 2026-08-12 |
| Quarterly report · Q2 2026 DELEK LOGISTICS PARTNERS, LP – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net revenues (6 months): $682.2 million, up | 2026-08-05 |
| Quarterly report · Q1 2026 DELEK LOGISTICS PARTNERS, LP – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net revenues: $297.5 million (Q1 2026) vs. $249.9 million (Q1 2025) — up 19% | 2026-04-29 |
| Annual report FY2025 DELEK LOGISTICS PARTNERS, LP – FORM 10-K SUMMARY For Fiscal Year Ended December 31, 2025 --- HEADLINE NUMBERS • Company Structure: Delaware limited | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.14 / share ex-date Nov 3, 2026 · pay Nov 10, 2026 | 2026-11-03 |
| Dividend | $1.14 / share ex-date Aug 3, 2026 · pay Aug 10, 2026 | 2026-08-03 |
| Dividend | $1.13 / share ex-date May 4, 2026 · pay May 11, 2026 | 2026-05-04 |
| Dividend | $1.12 / share ex-date Feb 5, 2026 · pay Feb 12, 2026 | 2026-02-05 |
| Dividend | $1.12 / share ex-date Nov 7, 2025 · pay Nov 13, 2025 | 2025-11-07 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Delek Logistics Partners LP — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.