NYSE$DKL

Delek Logistics Partners LP · Q2 2025 earnings

Q2 2025 earnings · · Before market open

Briefing

Delek Logistics Partners reported Q2 2025 net income of $44.6M, diluted EPS of $0.83.

For Q2 2025, Delek Logistics Partners reported net income was $44.6M, diluted EPS was $0.83. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Net income $44.6M.
  • Diluted EPS $0.83.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$246M

Previous: $265M-6.9%
EPS (adj)

$0.83

No prior period
Capital Expenditures

-$170M

Previous: -$26.4M-543.6%
Free Cash Flow

-$86.3M

Previous: $47.3M-282.5%
Net Income

$83.6M

Previous: $73.7M+13.4%
Operating Income

$52.4M

Previous: $68.5M-23.4%
Gross Profit

$63.6M

Previous: $74.4M-14.5%

Revenue & EPS history

Delek Logistics Partners LP · Revenue · Quarterly

$246M

Q2 2025-6.9%vs Q2 2024
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Energy and industrial outlook ties to commodity prices, volumes, and capital returns.

Tailwinds

  • Production or throughput growth and shareholder returns.
  • Cost discipline and balance-sheet improvement.

Headwinds

  • Commodity price volatility and regulatory change.
  • Impairments or integration costs can swing quarterly earnings.

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 Q2 2025

Historical avgQ2 2025

+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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