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, LP Common Units (DKL) Q4 2025 Earnings Call Transcript
Delek Logistics Partners, LP Common Units (DKL) Q4 2025 Earnings Call Transcript
Is the Options Market Predicting a Spike in Delek Logistics Stock?
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 Transcript
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.
All You Need to Know About Delek Logistics Partners (DKL) Rating Upgrade to Buy
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 (DKL) Q2 2025 Earnings Call Transcript
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 Holdings: Still Value In A Risky SOTP
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 (DKL) Q1 2025 Earnings Call Transcript
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: Positioned For Permian-Driven Growth
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.
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 8% Dividend Yields
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.
