Investors need to pay close attention to DKL stock based on the movements in the options market lately.
Delek Logistics Partners, LP Common Units ( DKL ) Q3 2025 Earnings Call November 7, 2025 12:00 PM EST Company Participants Robert Wright - Executive VP & CFO of Delek Logistics GP, LLC Avigal Soreq - President, CEO & Director of Delek Logistics GP, LLC Reuven Spiegel - Executive VP of Special Projects & Director of Delek Logistics GP, LLC Mohit Bhardwaj Conference Call Participants Douglas Irwin - Citigroup Inc., Research Division Gabriel Moreen - Mizuho Securities USA LLC, Research Division Presentation Operator Thank you for standing by. My name is Joe, and I will be your conference operator today.
Delek Logistics Partners (DKL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Delek Logistics Partners, LP Common Units (NYSE:DKL ) Q2 2025 Earnings Conference Call August 6, 2025 12:30 PM ET Company Participants Avigal Soreq - President, CEO & Director of Delek Logistics GP, LLC Mohit Bhardwaj - Senior Vice President of Strategy & Growth Reuven Avraham Spiegel - Executive VP of Special Projects & Director of Delek Logistics GP, LLC Robert Wright - Executive VP & CFO of Delek Logistics GP, LLC Conference Call Participants Douglas Baker Irwin - Citigroup Inc., Research Division Gabriel Philip Moreen - Mizuho Securities USA LLC, Research Division Operator Thank you for standing by. My name is Jael, and I will be your conference operator today.
Delek US trades near the value of its Delek Logistics stake, making the refining business appear 'free' on a sum-of-the-parts basis. The market discounts management's optimistic valuation due to volatile refining earnings and skepticism over mid-cycle estimates and appropriate multiples. Recent strategic moves, including asset swaps and reducing DKL ownership, have improved business separation and could unlock value over time.
Delek Logistics Partners, LP Common Units (NYSE:DKL ) Q1 2025 Earnings Conference Call May 7, 2025 12:30 PM ET Company Participants Robert Wright - Senior EVP, CFO Avigal Soreq – President Reuven Spiegel – EVP Conference Call Participants Doug Irwin – Citi Operator Thank you for standing by. My name is Joel, and I will be your conference operator today.
Delek is strategically positioned in the Permian Basin, offering integrated midstream services and benefiting from long-term, fee-based contracts for stable cash flows. DKL's recent investments and acquisitions, including Liberty gas plants and Gravity water handling, are expected to drive significant EBITDA growth and profitability in 2025. The company has a strong financial profile with consistent distribution growth, maintaining a prudent coverage ratio and offering a 10% payout yield.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Delek Logistics is diversifying its customer base and sources of revenue, increasing the contribution of the water segment. Adjusted EBITDA is expected to grow by 20%, driven by the recent acquisitions in the water segment and the new gas facility. Cash distributions keep increasing, and if the recent acquisitions translate into higher income, they are sustainable.
Delek Logistics Partners (DKL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Delek Logistics Partners (DKL) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
Here is how Delek Logistics Partners, L.P. (DKL) and OMV AG (OMVKY) have performed compared to their sector so far this year.