Delek Logistics

DKL

Market cap $2.62B

BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) today announced that the Partnership intends to issue a press release summarizing first quarter 2026 results before the U.S. stock market opens on Wednesday, April 29, 2026. A conference call to discuss these results is scheduled to begin at 11:30 a.m. CT (12:30 p.m. ET) on Friday, Wednesday, April 29, 2026. The live broadcast of this conference call will be available online by going to www.DelekLogi.

Delek Logistics Partners offers an 8.53% forward yield, but distribution coverage appears weak based on operating cash flow and even adjusted distributable cash flow. DKL boasts thirteen years of consecutive distribution growth, the best track record in its peer group. Delek's 3-year distribution growth rate is 4%, lagging behind WES and PAA with rates of 22% and 19%, respectively.

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 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.

BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) today announced that 2025 K-1 tax packages are now available on our third-party provider's website, https://www.taxpackagesupport.com/DelekLogistics. Printing and mailing these tax packages are currently underway. Questions regarding the 2025 Tax Reporting Package can be addressed by contacting 1-833-263-0144 between 8:00 a.m. and 5:00 p.m. CST, Monday through Friday. About Delek Logistics Partners, LP Delek Logistics P.

BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) (“Delek Logistics”) today announced that its Annual Report on Form 10-K for the fiscal year ended December 31, 2025 was filed with the U.S. Securities and Exchange Commission on February 27, 2026 and can be viewed on the Partnership's website at www.deleklogistics.com. The filing can be accessed by selecting the “SEC Filings” link. Also, upon written request, limited partners may receive, free of charge, a printed copy.

Conagra boasts the highest dividend yield among S&P 500 members. Delek Logistics Partners has increased its monster distribution for 52 consecutive quarters.

Twenty-nine midstream energy companies were evaluated on a relative favorability matrix with factors representing yield, yield coverage, valuation, profitability, growth, and leverage. Based on this analysis, UGP, HESM, and USAC are the most favorable prospects in the midstream industry. I recommend investors who own TRP, GEL, or DKL carefully review their position, as these midstreams compare unfavorably to peers.

Delek Logistics Partners, LP Common Units (DKL) Q4 2025 Earnings Call Transcript

BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) ("Delek Logistics") today announced its financial results for the fourth quarter 2025. “Delek Logistics delivered another record year, driven by strong execution across our crude, gas, and water businesses and the continued dedication of our team,” said Avigal Soreq, President of Delek Logistics' general partner. “2025 was a pivotal year for Delek Logistics, highlighted by the successful startup of the Libby 2 gas plant.