Delek Logistics Partners, L.P. DKL
- Market cap
- $3.2B
- P/E
- 18.8×
Follow DKL
Target Price Range
Analyst price targets
Free account| 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
|
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| 35.25 | 36.05 | 35.50 | 34.12 | 34.91 | 51.56 | 64.47 | 58.81 | 47.67 | 48.00 |
High Price
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| — | — | — | — | — | — | — | — | — | — | 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
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|||
| 28.05% | 19.70% | 22.58% | 25.91% | 36.69% | 30.83% | 24.06% | 27.93% | 25.91% | 21.23% |
Gross Margin
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| 63 | 69 | 91 | 98 | 159 | 165 | 159 | 127 | 143 | 177 |
EBT
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| 14.03% | 12.86% | 13.79% | 16.73% | 28.31% | 23.54% | 15.38% | 12.49% | 15.22% | 17.46% |
EBT Margin
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| 63 | 69 | 90 | 97 | 159 | 165 | 159 | 126 | 143 | 176 |
Net Income
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| 21 | 23 | 33 | 35 | 43 | 51 | 72 | 104 | 103 | 127 |
Depreciation
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| 19.92 | 22.07 | 26.96 | 23.92 | 16.77 | 16.13 | 23.83 | 23.41 | 19.82 | 18.94 |
Revenue/Sh
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| 2.08 | 2.09 | 2.65 | 2.61 | 4.18 | 3.79 | 3.66 | 2.90 | 2.99 | 3.30 |
Earnings/Sh
|
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| 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
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| 3.98 | 2.63 | (3.12) | 4.98 | 2.36 | 5.79 | 1.05 | 2.91 | 0.01 | (0.74) |
Free CF/Sh
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| (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
|
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| 14.01 | 15.45 | 11.08 | 12.25 | 7.73 | 11.27 | 12.42 | 15.22 | 14.09 | 13.56 |
PE Ratio
|
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| 1.46 | 1.46 | 1.08 | 1.34 | 1.91 | 2.65 | 1.91 | 1.89 | 2.13 | 2.36 |
PS Ratio
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| 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 56.44 | 390.45 |
PB Ratio
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| 2.34 | 2.24 | 2.14 | 2.75 | 3.66 | 3.93 | 3.49 | 3.55 | 4.15 | 4.71 |
EV/Sales
|
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| 11.70 | 18.81 | (18.53) | (70.69) | 26.01 | 10.94 | 79.26 | 28.61 | 7,540.44 | (120.90) |
EV/FCF
|
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| 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
|
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| 11 | 19 | (4) | (2) | 1 | (74) | (41) | (14) | 57 | 44 |
Working Cap'
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| 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
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| 12.80% | 11.87% | 12.10% | 9.30% | 16.52% | 17.43% | 12.17% | 7.60% | 7.70% | 7.32% |
ROA
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| 12.80% | 14.18% | 14.01% | 11.62% | 12.77% | 15.06% | 8.58% | 9.71% | 6.65% | 4.82% |
ROIC
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| (416.52%) | (239.86%) | (78.80%) | (44.53%) | (108.34%) | (155.28%) | (148.17%) | (92.63%) | (224.66%) | 847.51% |
ROE
|
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Delek Logistics Partners, L.P. peers in Oil & Gas Refining & Marketing
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|---|---|---|---|
| CSANY Cosan S.A. Sponsored ADR | $2.7B | 0.0× | Compare |
| SHI SINOPEC Shangai Petrochemical Company, Ltd. | $3.8B | 117× | Compare |
| PARR Par Pacific Holdings, Inc. | $3.9B | 4.4× | Compare |
| DK Delek US Holdings, Inc. | $4.1B | 18.4× | Compare |
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| IEP Icahn Enterprises L.P. | $4.9B | 0.0× | Compare |
| CVI CVR Energy Inc. | $5.2B | 75.6× | Compare |
| WKC World Kinect Corporation | $1.8B | 0.0× | Compare |
| UGP Ultrapar Participacoes S.A. | $8.0B | 11.3× | Compare |
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.
Delek Logistics Partners, L.P. (DKL) Latest News
22 Aug
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
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
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
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.
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
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.
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
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
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
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
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.
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.
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.
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
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
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.
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
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.
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.
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
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
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
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
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
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
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.
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.
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.
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
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.