Summary
Delek Logistics Partners, LP Common Units (DKL) Q1 2026 Earnings Call Transcript
Delek Logistics Partners, LP Common Units (DKL) Q1 2026 Earnings Call Transcript
Delek Logistics' 13-Year Distribution Streak Meets a Cash Flow Reality Check
Delek Logistics Partners, LP (NYSE:DKL), which plays a critical role in the energy supply chain, just hit a milestone that almost no MLP can claim: 52 consecutive quarterly distribution increases spanning 13 consecutive years of distribution growth.
Delek Logistics: Robust Fundamentals And Valuation May Be Pipelined To More Upside
Delek Logistics Partners, LP remains a buy, supported by robust fundamentals, diversified revenue streams, and resilient domestic market coverage. Q4 2025 saw 22% YoY revenue growth to $255.77M, with third-party revenues rising 23.4% and comprising nearly half of total revenue. DKL's liquidity and prudent debt management position it well for emerging growth opportunities, while technicals remain bullish despite recent profit-taking.
Delek Logistics Partners L.P. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 1,185 | $53,700.74 | $60,897.15 | $7,196.41 | 13.4% |
| PJD Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 100 | $4,226 | $5,139 | $913 | 21.6% |
| RS Robert Shea NEOS Investment Management LLC | 111,094 | $5.48M | $5.71M | $226,171.35 | 4.12% |
| AM Ashley Meredith Abel Hall, LLC | 10,000 | $429,500 | $513,900 | $84,400 | 19.65% |
| SL Sharpepoint LLC Sharpepoint LLC | 38,479 | $1.56M | $1.98M | $418,872.86 | 26.88% |
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Delek Logistics Partners L.P. Profile
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Avigal Soreq CEO | NYSE Exchange | 24664T103 CUSIP |
| US Country | - Employees | 4 May 2026 Last Dividend | - Last Split | 2 Nov 2012 IPO Date |
Overview
Delek Logistics Partners, LP, operational since 2012 and headquartered in Brentwood, Tennessee, is a dedicated service provider in the energy sector of the United States. It specializes in an array of logistics and marketing services catering to crude oil, natural gas, refined products, intermediates, and other energy-related commodities. As a subsidiary of Delek US Holdings, Inc., the firm plays a pivotal role in the energy supply chain, mainly focusing on gathering, pipeline, transportation, storage, and wholesale marketing, in addition to terminalling water disposal and recycling services. Through its comprehensive infrastructure and strategic operations, Delek Logistics aims to facilitate efficient distribution and management of energy resources across its service territories.
Products and Services
- Gathering and Processing
This segment offers crucial services including the operation of pipelines, storage tanks, and offloading facilities dedicated to crude oil and natural gas. It also encompasses water disposal and recycling services, alongside crude oil transportation services to third parties. These facilities ensure the efficient and safe handling of hydrocarbons from the point of production to processing or storage sites.
- Wholesale Marketing and Terminalling
Catering primarily to refined products, this segment operates terminals and pipelines located in Texas, Tennessee, and Arkansas. It provides marketing services for these products and terminalling services at refined product terminals to independent third parties. Through these operations, Delek Logistics Partners facilitates the distribution and commercialization of refined petroleum products.
- Storage and Transportation
Encompassing a wide range of assets including tanks, offloading facilities, and a fleet of trucks, this segment offers transportation and storage services for crude oil, intermediates, and refined products. It is designed to support the movement and safekeeping of energy commodities, ensuring a seamless supply chain for Delek's clientele.
