Delek Logistics Partners demonstrated strong financial performance with record-setting adjusted EBITDA and increased full-year guidance. The successful commissioning of the Libby 2 gas plant and strategic acquisitions further bolster their market position. However, there was a decline in Wholesale Marketing and Terminalling EBITDA. Overall, the highlights significantly outweigh the lowlights, indicating a positive outlook.

Company Guidance

During the Delek Logistics Partners Third Quarter Earnings Conference Call, the company reported a record quarterly adjusted EBITDA of approximately $136 million, with a year-to-date increase in full-year EBITDA guidance to the upper end of $500 million to $520 million. The company completed the commissioning of the new Libby 2 gas plant and is advancing its efforts in acid gas injection and sour gas handling capabilities. The third quarter saw strong performance in crude gathering, with record volumes for DTG, and continued operations strength in the water gathering segments, supported by recent acquisitions of 3 Bear, H2O Midstream, and Gravity Water Midstream. The board approved a 51st consecutive increase in the quarterly distribution to $1.12 per unit. The adjusted EBITDA for the Gathering and Processing segment was $83 million, up from $55 million in the previous year, while the Wholesale Marketing and Terminalling segment saw a decrease. Capital expenditures for the quarter were approximately $50 million, with $44 million allocated to growth CapEx. The company maintains a strong financial position with approximately $1 billion of credit availability.

Record-Setting Quarterly Adjusted EBITDA

Delek Logistics Partners reported $136 million in quarterly adjusted EBITDA, marking a significant increase from $107 million in the same period last year.

Increase in Full Year EBITDA Guidance

DKL has raised its full year EBITDA guidance to the upper end of the range, now expected between $500 million and $520 million, due to strong progress year-to-date.

Successful Commissioning of Libby 2 Gas Plant

The Libby 2 gas plant was successfully commissioned and is performing according to expectations, with plans for future expansion due to increased demand for sour gas handling capabilities.

51st Consecutive Increase in Quarterly Distribution

The Board of Directors approved the 51st consecutive increase in the quarterly distribution to $1.12 per unit, showcasing strong financial prudence and commitment to stakeholders.

Strong Financial Position and Acquisition Strategy

The company maintains a strong financial position with approximately $1 billion of availability on credit facilities and has successfully closed two timely acquisitions, H2O Midstream and Gravity Water Midstream.

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

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DKL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	1.17 / -	0.68	―	―	―
Oct 28, 2025	2025 (Q3)	1.04 / 0.85	0.71	19.72% (+0.14)	―	―
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)	―

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
Oct 28, 2025	$44.28	$44.76	+1.08%
Jul 29, 2025	$42.07	$42.69	+1.47%
May 07, 2025	$35.94	$36.06	+0.33%
Feb 25, 2025	$36.99	$38.49	+4.06%

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 Mar 03, 2026, After Close (Confirmed).

What is Delek Logistics Partners (DKL) earnings time?

Delek Logistics Partners (DKL) earnings time is at Mar 03, 2026, 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 (Q4) is 1.17.

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