CoverageForm 410-K10-Q8-K13D13G13F

DKL · Delek Logistics Partners, LP - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · DKL

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$297.47M-$261.28M$246.35M$249.93M-$214.07M$264.63M$252.07M-
Cost of Revenue$250.56M-$207.32M$182.76M$196.18M-$165.22M$190.26M$180.55M-
Gross Profit$46.91M-$53.95M$63.59M$53.75M-$48.84M$74.37M$71.52M-
R&D----------
SG&A$4.27M-$4.52M$8.94M$8.86M-$15.74M$6.02M$4.86M-
Total Operating Expenses$46.60M-$43.47M$37.52M$40.63M-$27.75M$29.45M$31.70M-
D&A$36.50M-$34.80M$27.10M$27.72M-$21.20M$24.21M$26.50M-
Operating Income$40.01M-$45.37M$52.44M$47.60M-$31.81M$68.46M$64.54M-
Interest Expense$51.59M-$47.99M$41.71M$40.23M-$36.90M$35.27M$40.23M-
Income Tax$0-$344.0K$245.0K$182.0K-$150.0K$57.0K$326.0K-
Net Income$32.35M---$39.03M---$32.65M-
EPS - Basic----------
EPS - Diluted----------

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$9.91M$10.89M$6.91M$1.44M$2.11M$5.38M$7.32M$5.11M$9.67M$3.75M
Accounts Receivable----------
Inventory$20.97M$17.91M$18.64M$17.14M$8.66M$5.43M$4.63M$1.76M$1.66M$2.26M
Accounts Payable$508.50M$292.91M$308.40M$382.37M$59.95M$41.38M---$26.29M
Current Assets$536.33M$400.77M$382.79M$409.85M$156.91M$145.89M$85.94M$96.57M$105.52M$76.27M
Total Assets$2.91B$2.78B$2.75B$2.75B$2.40B$2.04B$1.96B$1.62B$1.65B$1.64B
Current Liabilities$560.97M$356.49M$370.23M$442.60M$97.46M$88.78M$69.58M$70.03M$57.20M$90.59M
Long-term Debt$2.29B$2.34B$2.29B$2.21B$2.15B$1.88B$1.89B$1.57B$1.60B$1.67B
Total Liabilities----------
Stockholders' Equity----------
Retained Earnings----------

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$170.38M---$31.55M---$43.86M-
Investing Cash Flow($49.30M)---($234.77M)---($9.86M)-
Financing Cash Flow($122.06M)---$199.94M---($28.08M)-
CapEx$48.52M---$55.47M---$11.26M-
Free Cash Flow$121.85M---($23.92M)---$32.60M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin15.8%-20.6%25.8%21.5%-22.8%28.1%28.4%-
Operating margin13.4%-17.4%21.3%19.0%-14.9%25.9%25.6%-
EBITDA margin25.7%-30.7%32.3%30.1%-24.8%35.0%36.1%-
Net margin10.9%---15.6%---13.0%-
Free cash flow margin41.0%----9.6%---12.9%-
FCF / Net income3.77----0.61---1.00-
R&D / Revenue----------
SG&A / Revenue1.4%-1.7%3.6%3.5%-7.4%2.3%1.9%-
Effective tax rate0.0%---0.5%---1.0%-
Return on assets1.1%---1.6%---2.0%-
Return on equity----------
Return on invested capital----------
Liquidity
Current ratio0.961.121.030.931.611.641.241.381.840.84
Quick ratio0.921.070.980.891.521.581.171.351.820.82
Cash ratio0.020.030.020.000.020.060.110.070.170.04
Leverage
Debt / Equity----------
Debt / Assets0.790.840.830.800.900.920.970.960.971.02
Debt / EBITDA29.99-28.5427.8128.49-35.7316.9017.59-
Interest coverage0.8x-0.9x1.3x1.2x-0.9x1.9x1.6x-
Equity multiplier----------
Liabilities / Assets----------
Efficiency
Asset turnover0.10-0.100.090.10-0.110.160.15-
Inventory turnover11.95-11.1310.6622.66-35.67108.35109.10-
Days sales outstanding----------
Days inventory outstanding31d-33d34d16d-10d3d3d-
Days payable outstanding741d-543d764d112d-----
Cash conversion cycle----------
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)19.0%-22.1%-6.9%-0.9%--22.4%7.2%3.5%-
Revenue CAGR (3y)6.9%--3.9%-2.6%6.6%-4.1%16.2%18.1%-
Revenue CAGR (5y)14.2%-12.9%15.9%8.9%-9.2%11.2%10.6%-
Gross profit growth (YoY)-12.7%-10.5%-14.5%-24.8%--29.5%9.6%-20.5%-
Operating income growth (YoY)-15.9%-42.6%-23.4%-26.3%--49.2%14.2%1.0%-
Net income growth (YoY)-17.1%---19.6%----12.6%-
EPS growth (YoY)----------
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)--------2309.7%-
FCF CAGR (5y)17.0%-------5.4%-
Book value growth (YoY)----------

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$1.01B total
Gathering And Processing$498.10M · 49.2%
Wholesale Marketing And Terminalling$417.63M · 41.2%
Storage And Transportation$97.59M · 9.6%

Product / service

$346.01M total
Product Revenue Third Party$251.51M · 72.7%
Service Revenue Third Party$76.26M · 22.0%
Service Revenue Affiliate$13.10M · 3.8%
Product Revenue Affiliate$5.14M · 1.5%

Peer comparison

Same SIC group: Pipe Lines (No Natural Gas)

CompanyRevenue (last FY)Net marginROE
MPLX$13.00B37.8%-
DINO$26.87B2.2%6.3%
GEL$1.63B-27.0%-
MMP$3.20B32.4%-
NS---

Comparing Delek Logistics Partners against the 5 most active filers in the same SIC group.

Dividends

$4.49/share trailing 12 months · +1.9% YoY

Ex-datePer share
May 4, 2026$1.1300
Feb 5, 2026$1.1250
Nov 7, 2025$1.1200
Aug 8, 2025$1.1150
May 8, 2025$1.1100
Feb 4, 2025$1.1050
Nov 8, 2024$1.1000
Aug 9, 2024$1.0900
May 7, 2024$1.0700
Feb 2, 2024$1.0550
Nov 3, 2023$1.0450
Aug 4, 2023$1.0350
May 5, 2023$1.0250
Feb 1, 2023$1.0200
Nov 3, 2022$0.9900
Aug 3, 2022$0.9850
May 4, 2022$0.9800
Jan 31, 2022$0.9750
Nov 4, 2021$0.9500
Aug 4, 2021$0.9400
May 7, 2021$0.9200
Feb 1, 2021$0.9100
Nov 5, 2020$0.9050
Aug 6, 2020$0.9000