Delek Logistics Partners, L.P. DKL

53.89 (0.59) (1.08%) as of 25 Sep
Market cap
$3.2B
P/E
18.8×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.75
Total sells 0.07
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — 5 —
Sell 1 1 1 1 1 1 — — — — — —
Insider Ownership 56.37%

Capital & Financial Ratios

Market Cap 3,150.00
Revenue 1,199.27
Net Income 154.08
Free Cash Flow 118.03
Net Debt 2,379.51
Current Ratio 0.96
Debt/Equity (34.54)
P/E ratio 18.78
P/S ratio 2.39
P/B ratio 0.00
Past 5Y EPS Growth 2.77%
This Y EPS Growth (7.17%)
Next Y EPS Growth 39.95%
Next 5Y EPS Growth 14.11%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield 9.38%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 4.57
1.13
1.13
1.14
2025 4.45
1.11
1.11
1.12
1.12
2024 4.56
1.06
0.25
1.07
1.09
1.10
2023 4.13
1.02
1.03
1.04
1.05
2022 3.93
0.98
0.98
0.99
0.99
2021 3.72
0.91
0.92
0.94
0.95
2020 3.58
0.89
0.89
0.90
0.91
2019 3.36
0.81
0.82
0.85
0.88
2018 3.04
0.73
0.75
0.77
0.79
2017 2.79
0.68
0.69
0.71
0.72
2016 2.49
0.59
0.61
0.63
0.66
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 4 5 11 14
Receivables 70 111 368 428
Inventory 2 5 18 24
Other 1 24 4 5
76 146 401 470
2023 2024 2025 Q'26
Payables 26 41 293 427
ST’ Debt 30 — — —
Other — — — —
91 89 356 489
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 5.56% 12.46% (0.75%)
Cash Flow 13.30% 4.20% 7.26%
Earnings 11.08% 4.66% 3.52%
Book Value 0.00% 0.00% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 297 385 — — —
’25 250 246 261 256 1,013
’24 252 265 214 210 941
’23 244 247 276 254 1,020
’22 207 267 294 269 1,036
’21 153 168 190 190 701
’20 163 118 142 140 563
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 170 71 — — —
’25 32 107 55 43 237
’24 44 88 25 50 206
’23 29 35 47 115 225
’22 48 85 164 (105) 192
’21 62 86 75 53 275
’20 35 38 62 58 193
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 116 8 — — —
’25 (24) (9) (197) 190 (39)
’24 32 82 (275) 162 1
’23 1 7 43 76 127
’22 35 59 122 (170) 46
’21 55 83 71 42 251
’20 (69) 36 60 52 79
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.60 0.54 — — —
’25 0.73 0.83 0.85 0.88 3.30
’24 0.73 0.87 0.71 0.68 2.99
’23 0.86 0.73 0.80 0.51 2.89
’22 0.91 0.74 1.03 0.98 3.66
’21 0.83 1.00 1.00 0.96 3.79
’20 0.76 1.18 1.26 0.94 4.18
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
21.30 26.80 26.50 27.76 5.51 31.01 39.00 36.50 37.02 34.59

Analyst estimates 2026–2028

Powerpack
Low Price
35.25 36.05 35.50 34.12 34.91 51.56 64.47 58.81 47.67 48.00
High Price
— — — — — — — — — —
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
448 538 658 584 563 701 1,036 1,020 941 1,013
Revenue
28.05% 19.70% 22.58% 25.91% 36.69% 30.83% 24.06% 27.93% 25.91% 21.23%
Gross Margin
63 69 91 98 159 165 159 127 143 177
EBT
14.03% 12.86% 13.79% 16.73% 28.31% 23.54% 15.38% 12.49% 15.22% 17.46%
EBT Margin
63 69 90 97 159 165 159 126 143 176
Net Income
21 23 33 35 43 51 72 104 103 127
Depreciation
19.92 22.07 26.96 23.92 16.77 16.13 23.83 23.41 19.82 18.94
Revenue/Sh
2.08 2.09 2.65 2.61 4.18 3.79 3.66 2.90 2.99 3.30
Earnings/Sh
4.48 3.74 6.27 5.34 5.75 6.33 4.42 5.17 4.35 4.43
Cash Flow/Sh
(0.49) (1.11) (9.39) (0.37) (3.38) (0.55) (3.37) (2.26) (4.34) (5.17)
Capex/Sh
3.98 2.63 (3.12) 4.98 2.36 5.79 1.05 2.91 0.01 (0.74)
Free CF/Sh
(0.59) (1.20) (5.53) (6.19) (3.22) (2.39) (2.55) (3.71) 0.75 0.11
Book Value/Sh
22 24 24 24 34 43 43 44 47 54
Shares
14.01 15.45 11.08 12.25 7.73 11.27 12.42 15.22 14.09 13.56
PE Ratio
1.46 1.46 1.08 1.34 1.91 2.65 1.91 1.89 2.13 2.36
PS Ratio
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 56.44 390.45
PB Ratio
2.34 2.24 2.14 2.75 3.66 3.93 3.49 3.55 4.15 4.71
EV/Sales
11.70 18.81 (18.53) (70.69) 26.01 10.94 79.26 28.61 7,540.44 (120.90)
EV/FCF
101 91 153 130 193 275 192 225 206 237
Op' Cash Flow
(11) (27) (229) (9) (114) (24) (147) (99) (206) (277)
Capex
90 64 (76) 121 79 251 46 127 1 (39)
FCF
11 19 (4) (2) 1 (74) (41) (14) 57 44
Working Cap'
393 423 700 833 992 899 1,647 1,704 1,876 2,365
Total Debt
393 418 696 828 988 895 1,639 1,700 1,871 2,354
Net Debt
(13) (29) (135) (151) (108) (104) (111) (162) 36 6
Sh' Equity
12.80% 11.87% 12.10% 9.30% 16.52% 17.43% 12.17% 7.60% 7.70% 7.32%
ROA
12.80% 14.18% 14.01% 11.62% 12.77% 15.06% 8.58% 9.71% 6.65% 4.82%
ROIC
(416.52%) (239.86%) (78.80%) (44.53%) (108.34%) (155.28%) (148.17%) (92.63%) (224.66%) 847.51%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Delek Logistics Partners, L.P. (DKL) key facts

  • Delek Logistics Partners, L.P. (DKL) is an Oil & Gas Refining & Marketing company in the Energy sector, listed on the New York Stock Exchange.
  • Delek Logistics Partners, L.P.’s revenue for fiscal 2025 (year ended December 2025) was $1.0 billion, up 7.73% from fiscal 2024.
  • As of September 25, 2026, DKL traded at $53.89, a market capitalization of $3.2 billion.
  • Return on equity was 847.5% and debt-to-equity -34.54.

Source: company filings (standardised) and stockrow calculations.

Delek Logistics Partners, L.P. (DKL) Latest News

News by impact score

Fine-tune

22 Aug

4

Delek Logistics Partners raised $200 million in equity and added two underwriters. $200 million equity raise supplies major new capital that can reshape capital structure and growth plans.

14 Aug

3

Delek Logistics Partners closed its public offering of common units with underwriters fully exercising the option to buy additional units. Unit offering supplies fresh capital while increasing outstanding shares and potentially pressuring distributions.

11 Aug

3

Delek US Q2 earnings beat estimates due to strong refining margins. Q2 earnings beat signals positive financial performance with moderate effects on DKL trajectory.

8 Aug

3

Delek Logistics Partners LP delivered record EBITDA in Q2 2026 earnings call while extending its distribution streak to 54 consecutive quarters. Record EBITDA confirms strong operational results but represents routine earnings data unlikely to reshape long-term trajectory.

3

Delek Logistics Partners Q2 earnings call highlighted financial results, distribution coverage, segment performance in pipelines and terminals, and management outlook on volumes and growth projects. Q2 earnings updates and forward guidance can moderately sway near-term investor views on cash flow stability and distribution sustainability.

5 Aug

3 transcript

Delek Logistics Partners, LP held its Q2 2026 earnings call covering financial results, distributions, and operational updates for the partnership. Quarterly earnings calls deliver financial metrics and guidance that can shift near-term investor sentiment and unit price.

3

Delek Logistics Partners, L.P. released second quarter 2026 financial results. Quarterly results update key financial metrics that shape near-term market views.

28 Jul

3

Earnings estimates for Delek Logistics Partners (DKL) are rising, raising questions about potential stock gains. Rising earnings estimates may positively influence market sentiment and short-term stock performance for Delek Logistics Partners.

12 May

4

Delek Logistics Partners, LP and Delek Logistics Finance Corp. announced the results of their tender offer for any and all outstanding 7.125% Senior Notes due 2028. Tender offer results reshape DKL's debt profile, interest obligations, and financial strategy.

6 May

4

Delek Logistics Partners (DKL) narrative shifts with new targets and adjusted project timing, signaling evolving strategic outlook. New targets and project timing shifts mark major strategic changes that could significantly alter DKL's trajectory and investor sentiment.

4 May

4

Delek Logistics Partners, LP priced an offering of $800 million of 7.500% senior notes due 2033 at par, upsized from $700 million, with proceeds to repay borrowings under its revolving credit facility and for general corporate purposes. $800 million senior notes offering provides significant new capital, strengthening balance sheet and enabling debt repayment or growth investments.

4

Delek Logistics Partners, LP and Delek Logistics Finance Corp. announced a tender offer to purchase any and all of their outstanding 7.125% Senior Notes due 2028, with the offer set to expire on a specified date unless extended. Tender offer for all outstanding senior notes due 2028 signals major debt restructuring that could optimize capital structure and boost investor confidence.

4

Delek Logistics Partners, L.P. (DKL) announced a proposed offering of $800 million of senior notes. The $800 million senior notes offering constitutes a major debt issuance that could significantly alter DKL's capital structure and market performance.

3

Delek US Q1 earnings and revenues beat estimates, with adjusted EBITDA rising year-over-year. Delek US earnings beat bolsters DKL's midstream volumes and financial outlook due to operational interdependence.

3 May

3

Delek Logistics Partners (DKL) reported Q1 results and increased its distribution, prompting a valuation analysis highlighting potential upside in current trading levels amid strong performance metrics and growth outlook. Q1 results and distribution increase signal solid financial health and boost investor sentiment without fundamentally altering long-term trajectory.

30 Apr

4

Delek Logistics Partners LP (DKL) reported strong execution in Q1 2026 earnings call highlights, navigating challenges effectively. Q1 2026 earnings highlights reveal strong execution amid challenges, significantly boosting financial outlook and investor sentiment.

3

Delek Logistics Partners released Q1 earnings call highlights detailing financial performance, operational updates, and forward guidance. Q1 earnings highlights moderately influence financial performance and market sentiment without fundamentally altering long-term trajectory.

29 Apr

4

Delek Logistics Partners, LP released Q1 2026 earnings call summary detailing quarterly financial performance, operational updates, and forward guidance. Q1 2026 earnings call summary discloses financial results and outlook that can significantly sway investor sentiment and stock trajectory.

4

Delek Logistics Partners, L.P. (DKL) reported first quarter 2026 results. Quarterly earnings announcements often drive significant shifts in stock price and market sentiment due to revealed financial performance.

3

Delek Logistics Partners, L.P. (DKL) missed earnings expectations despite reporting revenue growth. Earnings miss despite revenue growth moderately impacts financial performance and investor sentiment.

28 Apr

4

Delek Logistics Partners (DKL) plans higher 2026 payout, prompting debate on whether it clarifies cash flow strength or complicates coverage amid projections. Higher 2026 payout signals major shift in DKL's distribution policy, potentially reshaping investor views on cash flow sustainability and long-term performance.

23 Apr

4

Delek Logistics Partners, L.P. (DKL) increased its quarterly cash distribution to $1.13 per common limited partner unit. Distribution increase signals robust cash flows and enhances attractiveness to income-focused investors.

13 Apr

4

Delek Logistics Partners (DKL) secures $1.3 billion credit facility. Securing a $1.3 billion credit facility boosts DKL's liquidity and enables expansion, significantly enhancing financial flexibility and investor confidence.

24 Mar

4

Delek Logistics Partners' 13-year streak of uninterrupted quarterly distributions faces suspension amid cash flow shortfalls from weak refined products demand, lower volumes, and higher costs, prompting coverage below 1x and potential cuts. Cash flow constraints ending a 13-year distribution streak threaten payout sustainability, investor confidence, and long-term market performance.

28 Feb

4

Delek Logistics Partners, LP released Q4 2025 earnings call summary detailing financial results, operational updates, and future guidance. Earnings call summary reveals financial performance and strategic outlook, significantly impacting investor sentiment and stock trajectory.

27 Feb

4

Delek Logistics Partners LP (DKL) reported record EBITDA in Q4 2025 earnings call highlights, alongside strategic initiatives boosting outlook. Record EBITDA and strategic initiatives indicate major positive shifts in financial performance and growth trajectory for DKL.

4 transcript

Delek Logistics Partners, L.P. (DKL) released Q4 2025 earnings call transcript detailing quarterly financial performance, operational updates, and forward guidance. Q4 2025 earnings transcript discloses financial results, strategic initiatives, and outlook likely to significantly sway DKL's stock price and investor confidence.

4

Delek Logistics Partners, L.P. (DKL) reported record fourth quarter 2025 results. Record Q4 2025 results highlight strong financial performance likely to enhance investor sentiment and future trajectory.

3

Delek Logistics Partners, L.P. (DKL) released Q4 earnings call highlights covering financial results, operational updates, and forward guidance. Q4 earnings highlights moderately influence financial performance and investor sentiment without fundamentally altering long-term trajectory.

31 Jan

4

Delek Logistics Partners, L.P. (DKL) has announced a distribution hike alongside an improved EBITDA outlook, reflecting strong operational performance and growth potential. The company is expected to benefit from increased demand and favorable market conditions, positioning it for enhanced financial results in the near future. Investors are likely to respond positively to these developments, which may bolster DKL's market performance. The distribution hike and higher EBITDA outlook indicate significant operational improvements that could positively influence investor sentiment and financial performance.

stockrow.com/DKL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com