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 itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$1.01B$940.64M$1.02B$1.04B$700.90M$563.42M
Cost of Revenue$798.15M$696.89M$735.45M$787.01M$483.75M$356.68M
Gross Profit$215.17M$243.75M$284.96M$249.40M$217.15M$206.74M
R&D------
SG&A$28.64M$35.94M$24.77M$34.18M$22.55M$22.59M
Total Operating Expenses$166.75M$122.02M$115.68M$85.44M$58.40M$53.85M
D&A$125.60M$96.38M$92.38M$62.99M$42.77M$35.73M
Operating Income$181.84M$202.83M$238.95M$209.68M$190.50M$179.79M
Interest Expense$179.30M$150.96M$143.24M$82.30M$50.22M$42.87M
Income Tax$458.0K$479.0K$1.21M$382.0K$153.0K$223.0K
Net Income$176.46M$142.69M$126.24M$159.05M$164.82M$159.26M
EPS - Basic------
EPS - Diluted------

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$10.89M$5.38M$3.75M$7.97M$4.29M$4.24M
Accounts Receivable---$53.31M$15.38M$15.68M
Inventory$17.91M$5.43M$2.26M$1.48M$2.41M$3.13M
Accounts Payable$292.91M$26.29M-$57.40M$8.16M$6.66M
Current Assets$400.77M$145.89M$76.27M$65.23M$23.03M$29.31M
Total Assets$2.78B$2.04B$1.64B$1.68B$935.07M$956.42M
Current Liabilities$356.49M$88.78M$90.59M$106.22M$96.81M$28.30M
Long-term Debt$2.34B$1.88B$1.67B$1.66B--
Total Liabilities------
Stockholders' Equity------
Retained Earnings------

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$237.12M$206.34M$225.32M$192.17M$275.16M$193.02M
Investing Cash Flow($444.20M)($384.58M)($89.63M)($770.44M)($16.36M)($123.14M)
Financing Cash Flow$212.59M$179.87M($139.91M)$581.95M($258.75M)($71.18M)
CapEx$267.76M$129.04M$96.10M$23.05M$13.28M$13.27M
Free Cash Flow($30.64M)$77.30M$129.22M$169.12M$261.88M$179.75M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin21.2%25.9%27.9%24.1%31.0%36.7%
Operating margin17.9%21.6%23.4%20.2%27.2%31.9%
EBITDA margin30.3%31.8%32.5%26.3%33.3%38.3%
Net margin17.4%15.2%12.4%15.3%23.5%28.3%
Free cash flow margin-3.0%8.2%12.7%16.3%37.4%31.9%
FCF / Net income-0.170.541.021.061.591.13
R&D / Revenue------
SG&A / Revenue2.8%3.8%2.4%3.3%3.2%4.0%
Effective tax rate0.3%0.3%0.9%0.2%0.1%0.1%
Return on assets6.3%7.0%7.7%9.5%17.6%16.7%
Return on equity------
Return on invested capital------
Liquidity
Current ratio1.121.640.840.610.241.04
Quick ratio1.071.580.820.600.210.93
Cash ratio0.030.060.040.080.040.15
Leverage
Debt / Equity------
Debt / Assets0.840.921.020.99--
Debt / EBITDA7.636.275.056.09--
Interest coverage1.0x1.3x1.7x2.5x3.8x4.2x
Equity multiplier------
Liabilities / Assets------
Efficiency
Asset turnover0.360.460.620.620.750.59
Inventory turnover44.56128.41324.84530.69201.06114.06
Days sales outstanding---19d8d10d
Days inventory outstanding8d3d1d1d2d3d
Days payable outstanding134d14d-27d6d7d
Cash conversion cycle----7d4d7d
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)7.7%-7.8%-1.5%47.9%24.4%-3.5%
Revenue CAGR (3y)-0.7%10.3%21.9%21.1%16.1%1.5%
Revenue CAGR (5y)12.5%10.0%17.9%14.0%9.4%-0.9%
Gross profit growth (YoY)-11.7%-14.5%14.3%14.8%5.0%36.1%
Operating income growth (YoY)-10.3%-15.1%14.0%10.1%6.0%42.9%
Net income growth (YoY)23.7%13.0%-20.6%-3.5%3.5%64.6%
EPS growth (YoY)------
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)--40.2%-23.6%-35.4%45.7%48.1%
FCF CAGR (5y)--8.6%-0.9%19.5%24.0%30.2%
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%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

3/9
Weak
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • -No share dilution
  • Gross margin improved
  • Asset turnover improved

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