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Delek Logistics Partners, L.P.

DKL Energy Oil & Gas Refining & Marketing

Delek Logistics Partners, L.P.’s revenue for fiscal 2025 (year ended December 2025) was $1.0 billion, up 7.73% from fiscal 2024.

Revenue
+56.2%
EPS
−34.9%
Free cash flow
+193.3%
Total debt
+8.22%

Quarter to June 2026, against a year earlier

50.75 1.56 −2.98%
Market cap
$3.0B
P/E
17.7×
Fwd P/E
16.1×
Dividend yield
11.1%
F-score
4/9
Altman Z
n/a
Beneish M
−0.50
Dividend safety
10/100
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Bought, $m 0.75
Sold, $m 0.05
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — 5 — — —
Sell 1 1 1 1 — — — — — — — —
Insider Ownership 56.37%

Capital & Financial Ratios $m

Size
Market Cap 2,960.00
Revenue ttm 1,199.27
Net income ttm 154.08
Free cash flow ttm 118.03
Net debt Q 2,379.51
Valuation
P/E 17.68
Forward P/E 16.10
Price / sales 2.25
Forward P/S Powerpack
Price / FCF 22.86
Price / book 0.00
Financial health
Current ratio Q 0.96 (below 1: weak)
Debt / equity Q (34.54) (negative: negative equity)
Interest coverage Q 0.88
Growth
Revenue growth Q +56.18% (above 0%: growing)
Operating income growth Q +18.04% (above 0%: growing)
EPS, this year −6.68% (below 0%: weak)
EPS, next year A +43.94% (at or above 15%: strong)
Revenue, next year A +38.46% (at or above 10%: strong)
EPS, past 5 yrs −4.62% (below 0%: weak)
EPS, next 5 yrs A +14.68%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 4.3×, against a ten-year median of 3.5×; over the ten years it ranged from 1.8× in 2016 to 5.2× in 2021.
P/E against its own 10 years 96.26%
10-year low 10-year high
P/S against its own 10 years 69.23%
10-year low 10-year high
EV/Sales against its own 10 years 75.83%
10-year low 10-year high
EV/FCF against its own 10 years 69.77%
10-year low 10-year high

Dividends

Yield
11.1%
Annual rate
5.65
Payout ratio
196.9%
Growth, 2018–26
+5.13%/yr
  1. 3.04 ’18
  2. 3.36 ’19 +11
  3. 3.58 ’20 +7
  4. 3.72 ’21 +4
  5. 3.93 ’22 +6
  6. 4.13 ’23 +5
  7. 4.56 ’24 +11
  8. 4.45 ’25 −2
  9. 4.53 ’26 +2
paid change on the year, % Powerpack

Assets vs Liabilities $m

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

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%

Earnings Trends EPS, adjusted, against the consensus

Q2 FY26 Estimate 1.12 Actual 0.54

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY25 1.11 0.85 Miss by 0.26
Q4 FY25 1.26 0.88 Miss by 0.38
Q1 FY26 0.86 0.60 Miss by 0.26
Q2 FY26 1.12 0.54 Miss by 0.58
Q3 FY26 1.38 — Reports 6 November 2026

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.

Revenue $m

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
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

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
Fiscal quarters ending in the months shown.

Free Cash Flow $m

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
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 448 538 658 584 563 701 1,036 1,020 941 1,013 1,199 +9.5% 1,403 1,433 1,503 +14.0%
Gross margin, % 28.05 19.70 22.58 25.91 36.69 30.83 24.06 27.93 25.91 21.23 17.58 (6.8) pt
EBT 63 69 91 98 159 165 159 127 143 177 154 +12.2%
EBT margin, % 14.03 12.86 13.79 16.73 28.31 23.54 15.38 12.49 15.22 17.46 12.85 +3.4 pt
Net income 63 69 90 97 159 165 159 126 143 176 154 +12.2%
Per share, $
Per share, $ Revenue 19.92 22.07 26.96 23.92 16.77 16.13 23.83 23.41 19.82 18.94 22.55 (0.6%)
Earnings 2.08 2.09 2.65 2.61 4.18 3.79 3.66 2.90 2.99 3.30 2.87 +5.3%
Cash flow 4.48 3.74 6.27 5.34 5.75 6.33 4.42 5.17 4.35 4.43 6.39 (0.1%)
Capex (0.49) (1.11) (9.39) (0.37) (3.38) (0.55) (3.37) (2.26) (4.34) (5.17) (4.17) +29.8%
Free cash flow 3.98 2.63 (3.12) 4.98 2.36 5.79 1.05 2.91 0.01 (0.74) 2.22 n/m
Book value (0.59) (1.20) (5.53) (6.19) (3.22) (2.39) (2.55) (3.71) 0.75 0.11 (1.30) n/m
Shares, m 22 24 24 24 34 43 43 44 47 54 53 +10.1%
Valuation, ×
Valuation, × P/E 14.01 15.45 11.08 12.25 7.73 11.27 12.42 15.22 14.09 13.56 17.68 12.7
P/S 1.46 1.46 1.08 1.34 1.91 2.65 1.91 1.89 2.13 2.36 2.25 1.8
P/B 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 56.44 390.45 0.00 44.7
EV/Sales 2.34 2.24 2.14 2.75 3.66 3.93 3.49 3.55 4.15 4.71 4.26 3.3
EV/FCF 11.70 18.81 (18.53) (70.69) 26.01 10.94 79.26 28.61 7,540.44 (120.90) 43.28 750.6
Cash, $m
Cash, $m Operating cash flow 101 91 153 130 193 275 192 225 206 237 340 +10.0%
Capex (11) (27) (229) (9) (114) (24) (147) (99) (206) (277) (222) +42.9%
Free cash flow 90 64 (76) 121 79 251 46 127 1 (39) 118 n/m
Balance, $m
Balance, $m Working capital 11 19 (4) (2) 1 (74) (41) (14) 57 44 (19) +16.4%
Net debt 393 418 696 828 988 895 1,639 1,700 1,871 2,354 2,380 +22.0%
Shareholders’ equity (13) (29) (135) (151) (108) (104) (111) (162) 36 6 (69) n/m
Returns, %
Returns, % ROA 12.80 11.87 12.10 9.30 16.52 17.43 12.17 7.60 7.70 7.32 5.48 (5.5) pt
ROIC 12.80 14.18 14.01 11.62 12.77 15.06 8.58 9.71 6.65 4.82 4.97 (8.0) pt
ROE (416.52) (239.86) (78.80) (44.53) (108.34) (155.28) (148.17) (92.63) (224.66) 847.51 (826.14) +1,264.0 pt
People
People Employees — — — — — — — — — — — —
Revenue/emp, $m 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Delek Logistics Partners, L.P. vs peers in Oil & Gas Refining & Marketing (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
PBF PBF Energy Inc. $8.3B 3.0× 2.7× +58.58% (above 0%: growing) +765.99% (above 0%: growing) +3,603.79% (above 0%: growing) 23.56% 17.32% Compare
UGP Ultrapar Participacoes S.A. $6.0B 8.8× — +36.71% (above 0%: growing) +61.11% (above 0%: growing) +873.56% (above 0%: growing) 11.12% 7.25% Compare
CVI CVR Energy Inc. $4.0B 15.6× 20.1× +68.78% (above 0%: growing) +50.59% (above 0%: growing) +374.40% (above 0%: growing) 23.86% 22.07% Compare
DK Delek US Holdings, Inc. $3.8B 17.0× 5.8× +47.83% (above 0%: growing) n/m +173.86% (above 0%: growing) 8.93% 7.40% Compare
IEP Icahn Enterprises L.P. $3.7B — (loss-making) 18.5× +16.37% (above 0%: growing) n/m +400.00% (above 0%: growing) 0.00% 0.00% Compare
PARR Par Pacific Holdings, Inc. $3.4B 3.5× 3.4× +51.64% (above 0%: growing) +38.16% (above 0%: growing) +328.39% (above 0%: growing) 23.43% 15.47% Compare
DKL Delek Logistics Partners, L.P. $3.0B 17.7× 16.1× +56.18% (above 0%: growing) −34.94% (below 0%: shrinking) +193.34% (above 0%: growing) 17.18% 16.09%
WKC World Kinect Corporation $1.9B — (loss-making) 12.2× +41.30% (above 0%: growing) +60.87% (above 0%: growing) +61.18% (above 0%: growing) 2.17% 0.60% Compare
CAPL CrossAmerica Partners LP $752.4M 15.9× 16.3× +22.92% (above 0%: growing) −38.24% (below 0%: shrinking) −29.95% (below 0%: shrinking) 8.47% 1.98% Compare
Median of peers $3.7B 12.2× 12.2× +44.57% +55.73% +351.40% 10.03% 7.33%

All 19 Oil & Gas Refining & Marketing stocks →

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

6 Nov

Impact 3 · · Business Wire

29 Oct

Impact 3 · · Business Wire

23 Oct

Impact 3 · · Business Wire

14 Oct

Impact 4 · · Zacks

1 Oct

Impact 3 · · Simply Wall St.

28 Sep

Impact 4 · · Zacks

22 Aug

Impact 4 ·

14 Aug

Impact 3 ·

11 Aug

Impact 3 ·

8 Aug

Impact 3 ·
Impact 3 · · MarketBeat

5 Aug

Impact 3 · · Moby transcript
Impact 3 ·

28 Jul

Impact 3 ·

12 May

Impact 4 · · Business Wire

6 May

Impact 4 · · Simply Wall St.

4 May

Impact 4 · · Business Wire
Impact 4 · · Business Wire
Impact 4 · · Business Wire
Impact 3 · · Zacks

3 May

Impact 3 · · Simply Wall St.

30 Apr

Impact 4 · · GuruFocus.com
Impact 3 · · MarketBeat

29 Apr

Impact 4 · · Moby
Impact 4 · · Business Wire
Impact 3 · · InvestorsHub

28 Apr

Impact 4 · · Simply Wall St.

23 Apr

Impact 4 · · Business Wire

13 Apr

Impact 4 · · Insider Monkey

24 Mar

Impact 4 · · 24/7 Wall St.

DKL metrics, ten years each

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