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Delek Logistics Partners DKL Q2 2026 earnings

Reported August 5, 2026 · Before market open

Revenue$384.8MBeat by $91.1M
EPS$0.54Miss by $0.39
Revenue estimate$293.6M
EPS estimate$0.93
“Delek Logistics delivered another strong quarter in 2026, underscoring the durability of our integrated crude, gas, and water platform and the growing contribution from third-party cash flows. As we continue positioning Delek Logistics for long-term success, we are pleased to announce that Mark Hobbs has transitioned into the role of Executive Vice President of DKL, and that Kris Kindrick has joined Delek Logistics Partners as Senior Vice President, Commercial. These changes reflect our ongoing investment in commercial leadership and the expertise needed to support our growth strategy. With the near completion of the integrated sour gas system at the Libby Complex and growing demand for our sour gas treating and acid gas injection capabilities, DKL is increasingly positioned as a differentiated Delaware Basin midstream platform with a clear path to long-term value creation.”
Avigal Soreq

Next report

Nov 6, 2026 (in 2 months)
Revenue estimate$356.4M
EPS estimate$0.99

Financials

Q2 2026

Income statement

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Revenue$384.8M+56.2%
Gross profit$66.1M+3.9%
Operating income$61.9M+18.0%
Net income$28.9M-35.2%
EPS (diluted)$0.54-34.9%

Balance sheet

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Cash & equivalents$13.7M+854%
Total debt$2.4B+8.4%
Total assets$2.9B+4.3%

Cash flow

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Operating cash flow$71.2M-33.7%
CapEx$59.5M-48.0%
Free cash flow$11.7M+265%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$3.25B+32.9%
Enterprise value$5.65B+21.0%
P/E21.1×+5.1×
P/S2.7×+0.1×

Profitability

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Gross margin17.6%-5.8pp
Operating margin15.3%-3.1pp
Net margin12.8%-3.7pp

Returns & leverage

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Current ratio1×0.0×

Segments

By segment

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Gathering and Processing$195.1M+65.7%
Wholesale Marketing and Terminalling$162.7M+55.5%
Storage and Transportation$26.9M+12.2%
Investments in Pipeline Joint Ventures-—

By product

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Product Revenue - Third Party$157.1M+42.4%
Product Revenue - Affiliate$110.0M+196%
Service Revenue - Third Party$22.9M+4.5%
Service Revenue - Affiliate$21.4M-2.3%

FAQ

When did Delek Logistics Partners report Q2 2026 earnings?
Delek Logistics Partners (DKL) reported Q2 2026 earnings on August 5, 2026 before market open.
What were Delek Logistics Partners's Q2 2026 revenue and EPS?
Delek Logistics Partners reported revenue of $384.8M and eps of $0.54 for Q2 2026.
Did Delek Logistics Partners beat estimates in Q2 2026?
Revenue beat the consensus estimate of $293.6M by $91.1M. EPS missed the consensus estimate of $0.93 by $0.39.
How did Delek Logistics Partners's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 56.2% from $246.4M a year earlier and eps declined 34.9% from $0.83.
Where can I find Delek Logistics Partners's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-052893) and the 10-Q periodic report (0001628280-26-053097) directly on SEC EDGAR. The filing index links above go to sec.gov.