The earnings call presented a largely positive outlook with significant achievements, such as record adjusted EBITDA, successful expansion projects, and increased distributions. Despite a minor setback in the Wholesale Marketing and Terminalling segment, the company's financial health and strategic growth initiatives provide a strong foundation for future performance.

Company Guidance

During the Delek Logistics Partners Second Quarter 2025 Earnings Call, the company provided robust guidance, highlighting a projected full-year EBITDA of $480 million to $520 million. The second quarter saw a record adjusted EBITDA of approximately $120 million, marking an increase from $102 million in the same period of 2024. The Gathering and Processing segment contributed significantly with an adjusted EBITDA of $78 million, up from $55 million the previous year, primarily due to acquisitions of H2O and Gravity. The company announced the commissioning of the Libby 2 gas plant, expected to reach full capacity by the year's end, which supports this guidance. Additionally, Delek Logistics reported a 50th consecutive increase in quarterly distributions to $1.11 per unit, reinforcing its commitment to rewarding stakeholders. The company's strategic focus on expanding sour gas processing capabilities in the Delaware Basin, alongside prudent management of leverage and coverage, underscores its growth trajectory and competitive positioning in the Permian Basin.

Record Quarterly Adjusted EBITDA

Delek Logistics Partners reported approximately $120 million in quarterly adjusted EBITDA, showing a significant increase from the $102 million in the same period of 2024.

Strong Performance in Gathering and Processing Segment

Adjusted EBITDA for the Gathering and Processing segment was $78 million, compared to $55 million in the second quarter of 2024, primarily due to the acquisitions of H2O and Gravity.

50th Consecutive Increase in Quarterly Distributions

The Board of Directors approved the 50th consecutive increase in quarterly distributions to $1.11 per unit.

Successful Commissioning of Libby 2 Gas Plant

The Libby 2 gas plant was successfully completed and transferred to operations on time and within budget, with expectations to be fully operational by year-end.

Increased Financial Liquidity

The high-yield notes offering increased availability by $700 million to over $1 billion, enhancing financial flexibility for future growth.

Delek Logistics (DKL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DKL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.99 / -	0.71	―	―	―
Jul 29, 2025	2025 (Q2)	0.82 / 0.83	0.87	-4.60% (-0.04)	―	―
May 07, 2025	2025 (Q1)	0.81 / 0.73	0.73	0.00% (0.00)	―
Feb 25, 2025	2024 (Q4)	0.68 / 0.68	0.51	33.33% (+0.17)	―
Nov 06, 2024	2024 (Q3)	0.84 / 0.71	0.8	-11.25% (-0.09)	―
Aug 06, 2024	2024 (Q2)	0.82 / 0.87	0.73	19.18% (+0.14)	―
May 07, 2024	2024 (Q1)	0.79 / 0.73	0.86	-15.12% (-0.13)	―
Feb 27, 2024	2023 (Q4)	0.89 / 0.51	0.98	-47.96% (-0.47)	―
Nov 07, 2023	2023 (Q3)	0.79 / 0.80	1.03	-22.33% (-0.23)	―
Aug 07, 2023	2023 (Q2)	0.83 / 0.73	0.74	-1.35% (-0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DKL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$43.12	$43.76	+1.48%
May 07, 2025	$36.84	$36.96	+0.33%
Feb 25, 2025	$37.92	$39.45	+4.03%
Nov 06, 2024	$35.47	$35.28	-0.54%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Delek Logistics Partners (DKL) report earnings?

Delek Logistics Partners (DKL) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Delek Logistics Partners (DKL) earnings time?

Delek Logistics Partners (DKL) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DKL EPS forecast?

DKL EPS forecast for the fiscal quarter 2025 (Q3) is 0.99.

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