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Delek Logistics Partners DKL Q3 2025 earnings

Reported November 7, 2025 · Before market open

Revenue$261.3MMiss by $22.4M
EPS$0.85Miss by $0.26
Revenue estimate$283.6M
EPS estimate$1.11

Next report

Aug 5, 2026 (In 1 week)
Revenue estimate$293.6M
EPS estimate$0.93

Financials

Q3 2025

Income statement

See full
Revenue$261.3M+22.1%
Gross profit$54.0M+10.5%
Operating income$45.4M+42.6%
Net income$45.6M+35.3%
EPS (diluted)$0.85+19.7%

Balance sheet

See full
Cash & equivalents$6.9M-5.5%
Total debt$2.3B+20.5%
Total assets$2.7B+40.1%

Cash flow

See full
Operating cash flow$54.9M+120%
CapEx$67.2M+18.7%
Free cash flow-$12.3M—

Valuation & ratios

Valuation

as of 09/30/25
See full
Market cap$2.43B+18.4%
Enterprise value$4.72B+19.5%
P/E14.8×-1.1×
P/S2.5×+0.4×

Profitability

See full
Gross margin22.8%-4.5pp
Operating margin19%-3.1pp
Net margin17%+3.9pp
FCF margin-4.1%—

Returns & leverage

See full
Current ratio1×-0.2×

Segments

By segment

See full
Gathering and Processing$132.2M+62.2%
Wholesale Marketing and Terminalling$104.7M-2.1%
Storage and Transportation$24.3M-5.0%
Investments in Pipeline Joint Ventures-—

By product

See full
Product Revenue - Third Party$110.2M+42.1%
Product Revenue - Affiliate$42.6M+15.2%
Service Revenue - Affiliate$25.8M+6.0%
Service Revenue - Third Party$20.1M-7.2%

Versus estimates

Revenue

Q1 2026$297.5MBeat by $57.6MQ4 2025$255.8MMiss by $27.9M
Q3 2025$261.3MMiss by $22.4M
Q2 2025$246.4MMiss by $4.4MQ1 2025$249.9MBeat by $13.0MQ4 2024$209.9MMiss by $32.3M

Diluted EPS

Q1 2026$0.60Miss by $0.26Q4 2025$0.88Miss by $0.55
Q3 2025$0.85Miss by $0.26
Q2 2025$0.83Beat by $0.04Q1 2025$0.73In lineQ4 2024$0.68Miss by $0.06

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Questions, answered.

When did Delek Logistics Partners report Q3 2025 earnings?
Delek Logistics Partners (DKL) reported Q3 2025 earnings on November 7, 2025 before market open.
What were Delek Logistics Partners's Q3 2025 revenue and EPS?
Delek Logistics Partners reported revenue of $261.3M and eps of $0.85 for Q3 2025.
Did Delek Logistics Partners beat estimates in Q3 2025?
Revenue missed the consensus estimate of $283.6M by $22.4M. EPS missed the consensus estimate of $1.11 by $0.26.
How did Delek Logistics Partners's Q3 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 22.1% from $214.1M a year earlier and eps grew 19.7% from $0.71.
Where can I find Delek Logistics Partners's Q3 2025 SEC filings?
You can read the 8-K earnings release (0001628280-25-050410) and the 10-Q periodic report (0001628280-25-050542) directly on SEC EDGAR. The filing index links above go to sec.gov.