Education
About Us
Working with TipRanks
Follow Us
Delek Logistics (DKL)
NYSE:DKL
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.87Last Year’s EPS
0.87Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 3.28%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
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
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.
---
DKL Earnings History
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 |
|---|---|---|---|
| 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% |
| Aug 06, 2024 | $35.54 | $35.65 | +0.31% |
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 (DKL) report earnings?
Delek Logistics (DKL) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Delek Logistics (DKL) earnings time?
Delek Logistics (DKL) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 0.87.
---