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NYSE · Industrials

Delek Logistics Partners, LP (DKL)

As-reported financials and SEC filings for Delek Logistics Partners, LP. The latest annual period is FY2025. The latest reported quarter is Q1 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Delek Logistics Partners, LP

Delek Logistics Partners, LP operates in the midstream energy sector, providing gathering, processing, transportation, and storage services for crude oil and refined products. The company serves customers in the energy industry by managing pipelines, terminals, and related infrastructure. It also offers wholesale marketing and terminalling services.

Snapshot

Revenue
$1.01B
Revenue growth (YoY)
7.7%
Net income
$176.5M
Diluted EPS
Gross margin
21.2%
Operating margin
17.9%
Net margin
17.4%
FCF margin
-3.0%
ROE
net income / fiscal-year-end equity
P/E
19.0×
trailing when available, otherwise FY EPS
Market cap
$3.17B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Delek Logistics Partners

  • Revenue grew 7.7% to $1.0B in FY2025, after a 7.8% decline the year before.
  • Operating margin is 17.9% in FY2025, -9.2 pp against 27.2% in FY2021.
  • Most recent quarter Q1 FY2026: revenue $297M, up 19.0% from Q1 FY2025.
  • Free cash flow was negative $31M in FY2025.
  • Net income rose 23.7% to $176M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Delek Logistics Partners’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin21.2%
34th percentile of 466
Operating margin17.9%
84th percentile of 605
Net margin17.4%
90th percentile of 645
FCF margin-3.0%
20th percentile of 562
Revenue growth (YoY)+7.7%
59th percentile of 668
P/E19.0×
36th percentile of 434
Short interest1.18d
19th percentile of 676

Delek Logistics Partners’s net margin of 17.4% ranks in the 90th percentile of the 645 Industrials companies reporting it.

5 reported insider purchases (code P) totaling $750,000 in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 quant / multi-strat book among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+1 quant / multi-strat
Initiated / added
1
0 new, 1 added
Reduced / exited
0
0 trimmed, 0 exited
Combined position
$3.6M
reported long value
InvestorAs ofPosition valueSharesChange
Citadel AdvisorsquantQ2 2026$3.6M70.7KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
5
5 insiders
Bought (90d)
$750K
code P value
Sells (90d)
0
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-08-13
filed 2026-08-17
Yemin Ezra UziChairmanBuy6.0K$50.00$300K
2026-08-13
filed 2026-08-17
Hobbs Mark WayneEVPBuy4.0K$50.00$200K
2026-08-13
filed 2026-08-17
Soreq AvigalPresidentBuy2.5K$50.00$125K
2026-08-13
filed 2026-08-17
Wright Robert G.EVP, Chief Financial OfficerBuy1.5K$50.00$75K
2026-08-13
filed 2026-08-17
Spiegel ReuvenExecutive Vice President, DKLBuy1.0K$50.00$50K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
358.8K
settled 2026-08-14
Change vs prior
-29.0%
vs previous settlement
Days to cover
1.18
at avg daily volume
Avg daily volume
303.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14358.8K-29.0%1.18
2026-07-31505.4K-6.8%6.17
2026-07-15542.4K+6.3%10.32
2026-06-30510.0K-9.2%2.88
2026-06-15561.8K-0.2%7.42
2026-05-29563.0K+3.1%15.96
2026-05-15546.3K-9.8%8.90
2026-04-30605.6K+6.3%10.33

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$1.01B$940.6M$1.02B$1.04B$700.9M
Gross profit$215.2M$243.7M$285.0M$249.4M$216.1M
Operating income$181.8M$202.8M$238.9M$209.7M$190.5M
Net income$176.5M$142.7M$126.2M$159.1M$164.8M
Diluted EPS

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$10.9M$5.4M$3.8M$8.0M$4.3M
Current assets$400.8M$145.9M$76.3M$65.2M$23.0M
Total assets$2.78B$2.04B$1.64B$1.68B$935.1M
Current liabilities$356.5M$88.8M$90.6M$106.2M$96.8M
Long-term debt$2.34B$1.88B$1.67B$1.65B$899.0M
Total liabilities
Total equity

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$237.1M$206.3M$225.3M$192.2M$275.2M
Capital expenditure$267.8M$129.0M$96.1M$141.1M$23.1M
Free cash flow$-30.6M$77.3M$129.2M$51.1M$252.1M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2026$297.5M19.0%$32.4M
Q4 FY2025$255.8M21.9%$47.3M
Q1 FY2025$249.9M-0.9%$39.0M
Q4 FY2024$209.9M-17.4%$35.3M
Q1 FY2024$252.1M3.5%$32.6M
Q4 FY2023$254.1M-5.5%$22.1M
Q1 FY2023$243.5M17.9%$37.4M
Q4 FY2022$269.1M41.7%$42.7M

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryPipe Lines (No Natural Gas)
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ1 FY2026 (ended March 31, 2026)
Oldest indexed filing2012
SEC CIK1552797

Selected SEC filings

10-K2026-02-27
View on EDGAR →
10-Q2026-08-05
View on EDGAR →
10-Q2026-04-29
View on EDGAR →
8-K2026-08-14
View on EDGAR →
8-K2026-08-14
View on EDGAR →
8-K2026-08-13
View on EDGAR →
8-K2026-08-12
View on EDGAR →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.