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DKL Earnings

Delek Logistics Partners LP
$
42.600
+0.52(1.236%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

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 QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-08-06Pre-Market0.790.83+5.06275.76M246.35M-10.66-2.42-6.47
-2025-05-07Pre-Market0.730.73-244.24M249.93M+2.33+0.33+0.08
FY2024Q42025-02-25Pre-Market0.160.68+325.00240.04M209.86M-12.57+4.05+5.85
FY2024Q22024-08-06-0.810.87+7.41258.35M264.63M+2.43+0.30-0.89
FY2024Q12024-05-07-0.730.73-258.76M252.08M-2.58+1.60+0.86
FY2023Q32023-11-07-0.780.80+2.56261.55M275.82M+5.46+1.40+2.15
FY2023Q22023-08-07-0.810.73-9.88281.25M246.91M-12.21-11.05+3.97
-2023-05-08-1.110.86-22.52----0.25-5.00
-2023-02-28-1.140.98-14.04---+4.56+2.97
-2022-11-07-0.881.03+17.05---+0.70+2.85

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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 FY2025Q2, announced on 2025-08-06. The company achieved an EPS of 0.83, compared to analyst estimates of 0.79 by 5.06% . Revenue for the quarter reached 246.35M compared to expectations of 275.76M by -10.66% .
The stock price reacted with a -2.42% one-day change and a -6.47% 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/Q3 project quarter revenue of 250.75M and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -4.58%, while EPS estimates have been Revise Upward by 0.29%. For the upcoming , revenue estimates have been adjusted Go Up by 5.34% . These revisions correlate with a % 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 Downward
down Image
-4.58%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward
up Image
+0.29%
In Past 3 Month
Stock Price
Go Up
up Image
+5.34%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
--
Revenue Estimate-Annual FY 2025:1.10B
--
EPS Estimate-Annual FY 2025:0
Stock Price42.60

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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:
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)
FY2024Q4 (2025-02-25,Pre-Market):
EPS: 0.68 (Actual) vs.0.16 (Estimate) (325.00%)
Revenue: 209.86M (Actual) vs. 240.04M (Estimate) (-12.57%)
Price Reaction: 4.05%(1-Day), 5.85%(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 +1.65% change in stock price 10 days leading up to the earnings, and a +2.59% change 10 days following the report. On the earnings day itself, the stock moves by -0.36%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed 2.53% on the day following the earnings release and then changed by -2.96% 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

Delek Logistics Partners LP (DKL) Q2 2025 Earnings Call Summary
Positive
2025-08-06
The earnings report shows strong financial performance with a 17.6% increase in EBITDA and a 41.8% rise in gathering and processing EBITDA. The company maintains a positive outlook with increased quarterly distributions, successful project completions, and strategic acquisitions. Despite some risks, management's confidence in guidance and strategic execution, alongside the company's strong market position, supports a positive sentiment. Given the company's market cap and these factors, a stock price increase of 2% to 8% over the next two weeks is likely.
Delek Logistics Partners LP (DKL) Q1 2025 Earnings Call Summary
Positive
2025-05-07
The earnings call summary shows strong financial performance with significant EBITDA growth due to acquisitions and increased distributable cash flow. The company has a robust liquidity position and plans for capital expenditure, indicating financial health. Shareholder returns are positive with a distribution increase and share buyback authorization. The Q&A suggests stable customer relationships and increased water volume expectations. Despite some operational challenges and unclear management responses, the overall sentiment is positive, especially for a small-cap stock, suggesting a likely stock price increase of 2% to 8% over the next two weeks.
Delek Logistics Partners LP (DKL) Q1 2025 Earnings Call Summary
Positive
2025-05-07
The earnings call reflects strong financial performance with increased EBITDA, a consecutive distribution increase, and robust liquidity. Despite competitive and regulatory challenges, the company is expanding through acquisitions and has a solid shareholder return plan. The Q&A revealed some management opacity, but overall sentiment remains positive due to strategic acquisitions and a stable customer base. Given the company's market cap, the stock price is likely to see a positive movement of 2% to 8% over the next two weeks.
Delek Logistics Partners, LP Common Units (DKL) Q3 2024 Earnings Call Summary
Positive
2024-11-06
The earnings call highlights strong financial performance with increased EBITDA and distributable cash flow, alongside strategic growth initiatives like the gas processing plant and acquisition. The positive sentiment is bolstered by increased quarterly distributions and improved leverage. The Q&A section reflects management's confidence in ongoing projects, despite some unclear responses. Given the small-cap nature, the stock is likely to react positively, especially with optimistic guidance and strategic growth plans, resulting in a predicted stock price increase of 2% to 8% over the next two weeks.
Delek Logistics Partners, LP Common Units (DKL) Q2 2024 Earnings Call Summary
Positive
2024-08-06
The earnings call summary and Q&A reflect positive sentiment overall. Financial performance is strong with improved EBITDA and DCF, and the H2O Midstream acquisition is immediately accretive. The increase in quarterly distribution is a positive signal for shareholders. Despite some risks, like regulatory and market competition, the strategic moves and improved leverage ratio are favorable. The market cap indicates a moderate reaction, leading to a prediction of a 2% to 8% stock price increase over the next two weeks.

FAQ

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What were the key highlights of DKL’s latest earnings report for FY2025Q2?

DKL reported its FY2025Q2 earnings on 2025-08-06, showcasing a revenue of 246.35M against an estimate of 275.76M, resulting in a -10.66% surprise. The EPS was 0.83, surpassing the expected 0.79 by 5.06% . The stock experienced a -2.42% price change on the earnings day and a -6.47% change over the next five days, reflecting market reactions to the results.
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How did DKL’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for DKL for 2025/Q3?

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How does DKL’s stock price correlate with earnings forecast revisions?

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What should investors expect from DKL’s next earnings report?

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What is the sentiment in Delek Logistics Partners LP (DKL) Q2 2025 Earnings Call Summary?