The earnings call highlighted Delek Logistics Partners' strong financial performance, strategic progress in increasing economic separation, and successful expansion efforts, particularly in the Delaware Basin. However, there were some challenges in specific segments such as wholesale marketing and terminalling, as well as storage and transportation, which experienced declines in EBITDA. Overall, the positive developments and growth opportunities presented outweighed the negative aspects.

Company Guidance -

Q3 2025

During the Delek Logistics Partners first quarter 2025 earnings call, the company provided guidance indicating strong financial and operational performance. They reported a quarterly adjusted EBITDA of approximately $117 million and reaffirmed their full-year EBITDA guidance of $480 million to $520 million. The company highlighted significant progress in the Permian Basin, particularly with the commissioning of the Libby II gas plant, expected to add 100 to 120 million cubic feet per day of incremental capacity. The first quarter saw a distributable cash flow of $75 million with a DCF coverage ratio of 1.27x, projected to increase. Additionally, the company emphasized their strategic moves to enhance their competitive position through intercompany transactions, increasing third-party contributions to cash flow from 70% to 80% on a pro forma basis. They also announced a 49th consecutive quarterly distribution increase to $1.11 per unit, underscoring their commitment to growth and value creation.

Record Quarterly Adjusted EBITDA

Delek Logistics Partners reported approximately $117 million in quarterly adjusted EBITDA, putting the company on track to deliver on its full year EBITDA guidance of $480 million to $520 million.

Increased Economic Separation

Intercompany transactions increased Delek Logistics' economic separation, bringing third-party contribution to cash flow from 70% to around 80% on a pro forma basis.

Libby Plant Expansion Progress

The commissioning phase of the new Libby plant expansion is underway, with expected capacity fulfillment in the second half of 2025.

49th Consecutive Quarterly Distribution Increase

The Board of Directors approved a 49th consecutive increase in the quarterly distribution to $1.11 per unit.

Strong Performance in Gathering and Processing Segment

The segment's adjusted EBITDA for the quarter was $81 million, up from $50 million in the first quarter of 2024, primarily due to acquisitions of H2O and Gravity Midstream.

Significant Available Liquidity

Post-acquisition of Gravity and progress on the Libby 2 construction, Delek Logistics currently has approximately $450 million of available liquidity.

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	$44.22	$44.87	+1.47%
May 07, 2025	$37.77	$37.90	+0.34%
Feb 25, 2025	$38.88	$40.46	+4.06%
Nov 06, 2024	$36.38	$36.17	-0.58%

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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