NYSE$DKL

Delek Logistics Partners LP · Q4 2025 earnings

Q4 2025 earnings · · Before market open

Briefing

Delek Logistics reported Q4 2025, revenue of $129.5M, net income of $47.3M, diluted EPS of $0.88.

For Q4 2025, Delek Logistics reported revenue of $129.5M, net income of $47.3M, diluted EPS was $0.88. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $129.5M.
  • Net income $47.3M.
  • Diluted EPS $0.88.

Headline financials

Total Revenue

$130M

No prior period
EPS (adj)

$0.88

No prior period
Net Income

$47.3M

No prior period
Operating Income

$36.4M

No prior period

Revenue & EPS history

Delek Logistics Partners LP · Revenue · Quarterly

$130M

Q4 2025
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year 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 Q4 2025

Historical avgQ4 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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