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Delek Logistics Partners DKL Service Revenue - Third Party — Revenue

Other product segments

Product Revenue - Third Party
$157.14M+42.4%
Product Revenue - Affiliate
$109.99M+196%
Service Revenue - Affiliate
$21.36M-2.3%

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Other financials

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

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Market cap$3.13B+33.5%
Enterprise value$5.53B+21.0%
P/E20.3×+5.0×
P/S2.6×+0.1×

Profitability

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Gross margin17.6%-5.8pp
Operating margin15.3%-3.1pp
Net margin12.8%-3.7pp
FCF margin-4.1%

Returns & leverage

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Current ratio0.0×

Where this comes from

Reported directly by Delek Logistics Partners in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Delek Logistics Partners’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 1:03 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-053097
Line itemThree Months Ended June 30, 2026 / Gathering and ProcessingThree Months Ended June 30, 2026 / Wholesale Marketing and TerminallingThree Months Ended June 30, 2026 / Storage and TransportationConsolidated
Service Revenue - Third Party$21,734$1,119$22,853
Service Revenue - Affiliate3,26050217,59821,360
Product Revenue - Third Party110,26846,875157,143
Product Revenue - Affiliate2,183107,810109,993
Lease Revenue - Affiliate57,6947,5418,17673,411
Total Revenue$195,139$162,728$26,893$384,760
Three Months Ended June 30, 2025
Gathering and ProcessingWholesale Marketing and TerminallingStorage and TransportationConsolidated

Item 1. Financial Statements

FAQ

What is Delek Logistics Partners's service revenue - third party — revenue?
Delek Logistics Partners (DKL) reported service revenue - third party — revenue of $22.85M in Q2 2026.
How has Delek Logistics Partners's service revenue - third party — revenue changed year-over-year?
Delek Logistics Partners's service revenue - third party — revenue increased by 4.5% year-over-year, from $21.88M to $22.85M.
What is the long-term trend for Delek Logistics Partners's service revenue - third party — revenue?
Over 4 years (2021 to 2025), Delek Logistics Partners's service revenue - third party — revenue has grown at a 47.8% compound annual growth rate (CAGR), from $17.1M to $81.71M.
What does service revenue - third party — revenue mean?
This metric represents the total revenue generated from providing logistics, transportation, and storage services to external customers who are not affiliated with the parent organization. It serves as a key indicator of the company's ability to monetize its infrastructure assets by capturing market demand beyond internal operational requirements. Growth in this area highlights the firm's competitive positioning and the utilization efficiency of its pipeline and terminal network.

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