DKL Earning Date, Earning Analysis and Earning Prediction
Earning Analysis
Welcome to our in-depth analysis of Delek Logistics Partners LP(DKL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Delek Logistics Partners LP earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
Name
EPS
Revenue
Price Reaction
Fiscal Quarter
Earning Date
Time
Estimate
Actual
Surprise%
Estimate
Actual
Surprise%
1D
5D
FY2025Q3
2025-11-07
Pre-Market
1.11
0.85
-23.42
253.62M
261.28M
+3.02
-2.60
-0.02
FY2025Q2
2025-08-06
Pre-Market
0.79
0.83
+5.06
275.76M
246.35M
-10.66
-2.42
-6.47
-
2025-05-07
Pre-Market
0.73
0.73
-
244.24M
249.93M
+2.33
+0.33
+0.08
FY2024Q4
2025-02-25
Pre-Market
0.16
0.68
+325.00
240.04M
209.86M
-12.57
+4.05
+5.85
FY2024Q2
2024-08-06
-
0.81
0.87
+7.41
258.35M
264.63M
+2.43
+0.30
-0.89
FY2024Q1
2024-05-07
-
0.73
0.73
-
258.76M
252.08M
-2.58
+1.60
+0.86
FY2023Q3
2023-11-07
-
0.78
0.80
+2.56
261.55M
275.82M
+5.46
+1.40
+2.15
FY2023Q2
2023-08-07
-
0.81
0.73
-9.88
281.25M
246.91M
-12.21
-11.05
+3.97
-
2023-05-08
-
1.11
0.86
-22.52
-
-
-
-0.25
-5.00
-
2023-02-28
-
1.14
0.98
-14.04
-
-
-
+4.56
+2.97
DKL Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Delek Logistics Partners LP reported performance for FY2025Q3, announced on 2025-11-07. The company achieved an EPS of 0.85, compared to analyst estimates of 1.11 by -23.42% . Revenue for the quarter reached 261.28M compared to expectations of 253.62M by 3.02% .
The stock price reacted with a -2.60% one-day change and a -0.02% five-day change following the earnings release. These movements reflect market reaction in Delek Logistics Partners LP growth trajectory and strategic initiatives.
DKL Earnings Forecast
Looking ahead, Delek Logistics Partners LP(DKL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 284.00M and an EPS of 1.12.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 3.56%, while EPS estimates have been Revise Downward by -2.67%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 10.38% . These revisions correlate with a -0.49% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Delek Logistics Partners LP long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between DKL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+3.56%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-2.67%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+10.38%
In Past 3 Month
Stock Price
Go Down
-0.49%
In Past 3 Month
1Y
3Y
5Y
Currency: USD
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:1.04B
--
EPS Estimate-Annual FY 2025:3.54
—
Stock Price44.94
DKL Revenue and EPS Performance: A Historical Perspective
Delek Logistics Partners LP revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-07,Pre-Market):
EPS: 0.85 (Actual) vs.1.11 (Estimate) (-23.42%)
Revenue: 261.28M (Actual) vs. 253.62M (Estimate) (3.02%)
Price Reaction:-2.60%(1-Day), -0.02%(5-Day)
FY2025Q2 (2025-08-06,Pre-Market):
EPS: 0.83 (Actual) vs.0.79 (Estimate) (5.06%)
Revenue: 246.35M (Actual) vs. 275.76M (Estimate) (-10.66%)
Price Reaction:-2.42%(1-Day), -6.47%(5-Day)
(2025-05-07,Pre-Market):
EPS: 0.73 (Actual) vs.0.73 (Estimate) (0.00%)
Revenue: 249.93M (Actual) vs. 244.24M (Estimate) (2.33%)
Price Reaction:0.33%(1-Day), 0.08%(5-Day)
Earnings Reaction
The chart below shows how DKL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DKL sees a +2.53% change in stock price 10 days leading up to the earnings, and a +2.91% change 10 days following the report. On the earnings day itself, the stock moves by -0.69%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 1.03% on the day following the earnings release and then changed by 0.40% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
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Frequently Asked Questions
What were the key highlights of DKL's latest earnings report for FY2025Q3?
DKL reported its FY2025Q3 earnings on 2025-11-07, showcasing a revenue of 261.28M against an estimate of 253.62M, resulting in a 3.02% surprise. The EPS was 0.85, surpassing the expected 1.11 by -23.42% . The stock experienced a -2.6% price change on the earnings day and a -0.02% change over the next five days, reflecting market reactions to the results.
How did DKL's stock price react after the FY2025Q3 earnings release?
Following DKL's FY2025Q3 earnings announcement on 2025-11-07, the stock price moved by -2.60% on the day of the release. Over the subsequent five days, it saw a -0.02% change. Historically, DKL's stock price tends to shift by an average of +2.53% in the 10 days leading up to earnings and +2.91% in the 10 days following, providing insight into potential market.
What are the revenue and EPS estimates for DKL for 2025/Q4?
For 2025/Q4, analysts estimate DKL’s annual revenue to reach 284.00M, while the EPS is projected at 1.12. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 3.56% and EPS estimates Revise Upward by 10.38% over the past three months, indicating analyst expectation in the company’s performance.
How does DKL's stock price correlate with earnings forecast revisions?
The correlation between DKL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 3.56%, while EPS estimates moved Revise Upward by 10.38% . This trend suggests that price dips could present buying opportunities for investors.
What should investors expect from DKL's next earnings report?
Based on historical trends, DKL's stock price typically moves by +2.53% in the 10 days before its earnings and +2.91% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.12 and revenue of 284.00M.
What is the sentiment in Delek Logistics Partners LP (DKL) Q3 2025 Earnings Call Summary?
The earnings call highlighted strong financial performance, with a significant increase in EBITDA and distributable cash flow. The company announced its 51st consecutive distribution increase, indicating strong shareholder returns. Although there were concerns about operational risks and financial leverage, the Q&A revealed confidence in meeting producer needs and strong performance from joint ventures. Despite management avoiding direct answers on future CapEx and Libby 3 timing, the positive guidance, expansion plans, and acquisitions suggest a positive stock price movement, especially for a small-cap company.