NYSE$DKL

Delek Logistics Partners LP · Q3 2025 earnings

Q3 2025 earnings · · Before market open

Briefing

Delek Logistics reported Q3 2025, revenue of $261.3M, net income of $45.6M, diluted EPS of $0.85.

For Q3 2025, Delek Logistics reported revenue of $261.3M, net income of $45.6M, diluted EPS was $0.85. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $261.3M.
  • Net income $45.6M.
  • Diluted EPS $0.85.

Headline financials

Total Revenue

$261M

Previous: $214M+22.1%
EPS (adj)

$0.85

No prior period
Adjusted EBITDA

$136M

No prior period
EBITDA

$102M

No prior period
Distributable Cash Flow

$73.6M

No prior period
Distribution per Unit

$1.12

No prior period
Total Debt

$2.29B

No prior period
Capital Expenditures

-$237M

Previous: -$83M-185.7%
Free Cash Flow

-$108M

Previous: $24.4M-543.0%
Net Income

$129M

Previous: $107M+20.3%
Operating Income

$45.4M

Previous: $31.8M+42.6%
Gross Profit

$54M

Previous: $48.8M+10.5%

Revenue & EPS history

Delek Logistics Partners LP · Revenue · Quarterly

$261M

Q3 2025+22.1%vs Q3 2024
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Utility and midstream outlook ties to rates, load growth, and regulatory outcomes.

Tailwinds

  • Regulated rate base growth.
  • Load and customer growth.
  • Defined capital investment plans.

Headwinds

  • Interest rates and regulatory lag.
  • Weather and fuel costs.
  • Policy and litigation risk.

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 Q3 2025

Historical avgQ3 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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