DKL · Delek Logistics Partners, LP
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. DKL reported a quarterly record adjusted EBITDA of $143.5 million, with record Delaware crude gathering volumes, ramp at the Libby Gas Complex, and reaffirmed 2026 EBITDA guidance of $520–$560 million while announcing its 54th consecutive quarterly distribution increase to $1.135/unit.
- + Quarterly record adjusted EBITDA of $143.5 million, up from $127.4 million year-over-year.
- + Libby Gas Complex volumes ramped to over 80 MMcfd in Q2, up from ~64 MMcfd in Q1, with a step change expected as the integrated sour gas solution completes.
- + Refinanced capital structure with a new $800 million senior note due 2034, extending maturities and lowering interest costs.
- + Announced 54th consecutive quarterly distribution increase, raising distribution to $1.135/unit.
- − Wholesale Marketing and Terminalling adjusted EBITDA fell to $12.6 million from $23.3 million year-over-year due to East Texas marketing agreement termination and lower wholesale margins.
- − GAAP net income declined to $28.9 million ($0.54/unit) from $44.6 million ($0.83/unit) year-over-year.
- − Net cash provided by operating activities fell to $71.2 million from $107.4 million year-over-year.
- − Storage and Transportation adjusted EBITDA decreased to $16.3 million from $16.9 million year-over-year on lower sales-type lease income.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Oil & Gas Refining & Marketing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DKL
this stock
Delek Logistics Partners, LP
|
$2.92B | +22.1% | -11.2% | — | 0.5% |
|
VLO
Valero Energy Corp/Tx
|
$111.48B | +150.9% | -5.5% | 16.1 | 3.4% |
|
MPC
Marathon Petroleum Corp
|
$110.51B | +158.3% | +25.8% | 13.6 | 2.7% |
|
PSX
Phillips 66
|
$102.05B | +104.8% | -7.5% | 14.6 | 1.7% |
|
DINO
HF Sinclair Corp
|
$18.97B | +144.6% | +64.4% | 10.2 | 5.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DKL | 0.0% | -1.8% | +9.3% | +2.4% | +22.1% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +0.4% | -1.6% | -3.2% | +2.2% | +10.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.