NYSE$DKL

Delek Logistics Partners LP · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Delek Logistics reported Q1 2026 revenue of $297.5M and net income of $32.4M, with diluted EPS of $0.60.

For Q1 2026, Delek Logistics reported revenue of $297.5M and net income of $32.4M. The 10-Q discusses segment performance, costs, and liquidity in MD&A.

  • Revenue of $297.5M for Q1 2026.
  • Net income of $32.4M; diluted EPS $0.60.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$297M

Previous: $250M+19.0%
EPS (adj)

$0.60

Previous: $0.73-17.8%
Capital Expenditures

-$48.5M

Previous: -$55.5M+12.5%
Free Cash Flow

$122M

Previous: -$16.4M+841.2%
Net Income

$32.4M

Previous: $39M-17.1%
Operating Income

$40M

Previous: $47.6M-15.9%
Gross Profit

$46.9M

Previous: $53.8M-12.7%

Revenue & EPS history

Delek Logistics Partners LP · Revenue · Quarterly

$297M

Q1 2026+19%vs Q1 2025
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for Delek Logistics. MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the filing.
  • Segment or product trends are disclosed where applicable.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items may distort quarterly comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.0%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+5.3%

Avg return

30 days after

36%

9 / 25 earnings

Positive

+11.3%

Q1 2020

Best reaction

-6.6%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-0.0%-3.8%
Q4 2025-0.7%+1.7%+1.6%
Q3 2025-2.6%-0.0%-0.1%
Q2 2025-2.4%-6.5%-3.9%
Q1 2025+0.3%+0.1%+9.5%
Q3 2024+1.3%-2.5%-0.2%
Q2 2024+1.0%-3.9%+4.5%
Q1 2024+0.7%-0.7%-0.2%
Q3 2023-2.0%+0.7%+1.9%
Q2 2023+2.8%+4.1%+5.9%
Q1 2023-0.1%-4.8%+23.5%
Q3 2022-1.1%+2.1%-17.4%
Q2 2022-0.7%+6.5%+22.1%
Q1 2022-0.3%-5.0%+6.5%
Q3 2021-0.1%-1.0%-9.3%
Q2 2021-0.6%-2.2%+9.2%
Q1 2021-6.6%-12.2%-2.8%
Q3 2020+0.0%+6.0%+17.5%
Q2 2020-1.7%+0.6%-1.7%
Q1 2020+11.3%+7.7%+68.3%
Q3 2019-0.3%-0.8%-3.0%
Q2 2019+2.0%-4.1%-6.0%
Q1 2019-2.8%-2.1%-1.3%
Q3 2018+1.7%-1.2%+3.6%
Q2 2018-2.6%+3.0%+7.4%

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