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Delek Logistics Partners LP Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.86 |
| EPS actual | $0.600 |
| EPS Surprise | -30.23% |
| Revenue estimate | 239.869M |
| Revenue actual | 297.466M |
| Revenue Surprise | 24.01% |
| Release date | Feb 27, 2026 |
| EPS estimate | $1.43 |
| EPS actual | $0.88 |
| EPS Surprise | -38.46% |
| Revenue estimate | 283.644M |
| Revenue actual | 255.766M |
| Revenue Surprise | -9.83% |
| Release date | Nov 07, 2025 |
| EPS estimate | $1.11 |
| EPS actual | $0.85 |
| EPS Surprise | -23.42% |
| Revenue estimate | 283.644M |
| Revenue actual | 261.277M |
| Revenue Surprise | -7.89% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.790 |
| EPS actual | $0.83 |
| EPS Surprise | 5.06% |
| Revenue estimate | 250.752M |
| Revenue actual | 246.35M |
| Revenue Surprise | -1.76% |
Last 4 Quarters for Delek Logistics Partners LP
Below you can see how DKL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $43.90 |
| EPS estimate | $0.790 |
| EPS actual | $0.83 |
| EPS surprise | 5.06% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $46.11 |
| Aug 01, 2025 | $44.31 |
| Aug 04, 2025 | $45.08 |
| Aug 05, 2025 | $44.99 |
| Aug 06, 2025 | $43.90 |
| Aug 07, 2025 | $45.01 |
| Aug 08, 2025 | $43.47 |
| Aug 11, 2025 | $42.08 |
| Aug 12, 2025 | $42.60 |
| 4 days before | -4.79% |
| 4 days after | -2.96% |
| On release day | 2.53% |
| Change in period | -7.61% |
| Release date | Nov 07, 2025 |
| Price on release | $44.66 |
| EPS estimate | $1.11 |
| EPS actual | $0.85 |
| EPS surprise | -23.42% |
| Date | Price |
|---|---|
| Nov 03, 2025 | $44.30 |
| Nov 04, 2025 | $44.19 |
| Nov 05, 2025 | $45.13 |
| Nov 06, 2025 | $45.85 |
| Nov 07, 2025 | $44.66 |
| Nov 10, 2025 | $45.12 |
| Nov 11, 2025 | $45.61 |
| Nov 12, 2025 | $45.84 |
| Nov 13, 2025 | $45.21 |
| 4 days before | 0.81% |
| 4 days after | 1.23% |
| On release day | 1.03% |
| Change in period | 2.05% |
| Release date | Feb 27, 2026 |
| Price on release | $51.93 |
| EPS estimate | $1.43 |
| EPS actual | $0.88 |
| EPS surprise | -38.46% |
| Date | Price |
|---|---|
| Feb 23, 2026 | $53.47 |
| Feb 24, 2026 | $53.74 |
| Feb 25, 2026 | $52.05 |
| Feb 26, 2026 | $52.29 |
| Feb 27, 2026 | $51.93 |
| Mar 02, 2026 | $54.60 |
| Mar 03, 2026 | $53.97 |
| Mar 04, 2026 | $53.20 |
| Mar 05, 2026 | $53.52 |
| 4 days before | -2.88% |
| 4 days after | 3.06% |
| On release day | 5.14% |
| Change in period | 0.0935% |
| Release date | Apr 29, 2026 |
| Price on release | $53.06 |
| EPS estimate | $0.86 |
| EPS actual | $0.600 |
| EPS surprise | -30.23% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $51.50 |
| Apr 24, 2026 | $50.41 |
| Apr 27, 2026 | $50.49 |
| Apr 28, 2026 | $50.86 |
| Apr 29, 2026 | $53.06 |
| Apr 30, 2026 | $53.13 |
| May 01, 2026 | $53.95 |
| May 04, 2026 | $51.16 |
| May 05, 2026 | $52.58 |
| 4 days before | 3.03% |
| 4 days after | -0.90% |
| On release day | 0.132% |
| Change in period | 2.10% |
Delek Logistics Partners LP Earnings Call Transcript Summary of Q1 2026
Delek Logistics (DKL) reported strong Q1 results with adjusted EBITDA of $132 million and reaffirmed full-year 2026 EBITDA guidance of $520–$560 million. Management highlighted execution across its three Permian businesses (gas, crude gathering, and produced water), progress on the sour gas (AGI) well and associated gathering infrastructure, and a recovering crude gathering run-rate following Winter Storm Fern (approximately $10 million headwind in the quarter). The company completed drilling its first AGI well, expects gas utilization to ramp materially in the next 3–6 months, and is evaluating additional processing capacity to capture step-change demand. Water gathering and disposal momentum increased following recent acquisitions, and the combined crude–water–gas offering is driving more third-party business; pro forma ~80% of run-rate EBITDA is expected to be third-party in 2026. DKL increased its revolving credit facility to $1.3 billion (liquidity ~ $1.1 billion), exited the quarter with adjusted leverage of 4.05x, and is proceeding with $180–$190 million of 2026 growth capex expected to generate ~ $75 million of incremental run-rate EBITDA. The Board approved the 53rd consecutive quarterly distribution increase to $1.13 per unit. Overall, management emphasized confidence in delivering guidance, disciplined capital allocation, and continued growth from integrated Permian midstream services.
