Delek Logistics Partners Performance degli utili passati
Criteri Il passato verificati 3/6
Gli utili di Delek Logistics Partners sono diminuiti a un tasso medio annuo di -1.3%, mentre il settore Oil and Gas ha visto gli utili crescere a un tasso medio annuo di 7.5%. I ricavi sono cresciuti crescere a un tasso medio annuo di 8.2%.
Informazioni chiave
-1.29%
Tasso di crescita degli utili
-6.62%
Tasso di crescita dell'EPS
| Oil and Gas Crescita del settore | 33.67% |
| Tasso di crescita dei ricavi | 8.18% |
| Rendimento del capitale proprio | n/a |
| Margine netto | 16.00% |
| Prossimo aggiornamento sugli utili | 05 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Jul 29
DKL: Future Payout And Delaware Basin Assets Suggest Balanced Outlook
The analyst price target for Delek Logistics Partners has moved from $55.00 to $60.00, with analysts pointing to refined assumptions around growth, margins and P/E expectations, supported by recent coverage that highlights the company’s mix of Delaware Basin assets and a generally balanced risk and reward profile. Analyst Commentary on Delek Logistics Partners Recent research coverage on Delek Logistics Partners has focused on how the company’s asset mix and risk profile line up with current valuation.Seeking Alpha • Jul 21
Delek Logistics Partners: At 8% Yield, This Is Too Good To Pass Up
Summary Delek Logistics Partners offers an 8.24% forward yield, well supported by robust cash flow and resilient operating performance amid an energy export boom. DKL trades at an attractive 9.7x FWD EV/EBITDA, with fair value estimated at $60–$65 per unit, underpinned by strong growth and market tailwinds. Recent aggressive PP&E investments and rising revenue per barrel (up 37.7% YoY) highlight DKL's pricing power and strategic positioning in the Permian Basin. I rate DKL a Buy, anticipating continued distribution growth, volume recovery, and upside from export-driven demand and improved unit economics. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 15
DKL: Higher P/E Assumptions Will Shape Future Return Potential
Analysts have raised their fair value estimate for Delek Logistics Partners to $52.00 from $36.00, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E that align with the recent series of higher analyst price targets. Analyst Commentary Recent Street research on Delek Logistics Partners has focused on refining valuation assumptions around discount rates, revenue growth, margins, and future P/E multiples, with price targets adjusted to reflect these updated views.
Aggiornamento narrativa • Jul 01
DKL: Fair Payout And Revised Market Assumptions Will Shape Future Returns
Analysts have lifted their fair value estimate for Delek Logistics Partners from $51.40 to $55.25, citing updated assumptions around revenue growth, profit margins, the discount rate, and a higher future P/E multiple as key drivers of the new $3 to $7 price target increases seen in recent research. Analyst Commentary Recent research on Delek Logistics Partners points to a mix of optimism and caution, with the revised fair value estimate reflecting how analysts are reassessing the stock’s valuation, execution risks, and growth profile.Articolo di analisi • Jun 20
Delek Logistics Partners (DKL) Stock Could Be 1.9% Undervalued After Strong Quarterly Growth
Delek Logistics Partners (DKL) is back on investors’ radar after reporting quarterly revenue growth of 19.02% and net profit growth of 17.12%, highlighting efficient operations despite a relatively weak overall financial health score. See our latest analysis for Delek Logistics Partners. The latest share price of Delek Logistics Partners at US$50.41 sits against a backdrop of a 7.26% year to date share price gain and a 28.41% 1 year total shareholder return. This suggests longer term momentum...Aggiornamento narrativa • Jun 17
DKL: Fair Payout And Mixed Street Views Will Shape Future Returns
The analyst price target for Delek Logistics Partners now stands at $51.40. The unchanged figure reflects updated analyst models that fine tune assumptions such as discount rate and future P/E, while keeping the overall valuation view steady.Aggiornamento narrativa • Jun 02
DKL: Fair Payout And Slower Libby 2 Ramp Will Shape Returns
Narrative Update: Delek Logistics Partners (DKL) The analyst price target for Delek Logistics Partners has been raised to $52, up $5 from $47. Analysts point to updated views on valuation, a longer ramp period for the Libby 2 sour gas complex, and recent target hikes from several firms as key drivers of the change.Aggiornamento narrativa • May 04
DKL: Neutral Stance And Slower Libby 2 Ramp Will Shape Outlook
Narrative Update Analysts have lifted the fair value estimate for Delek Logistics Partners to $51.40, up from $49.00. This reflects updated views on its discount rate, revenue growth, profit margin profile, and future P/E assumptions following recent Street price target increases.Aggiornamento narrativa • Apr 19
DKL: Slower Libby 2 Ramp And Neutral Stance Will Shape 2027 Outlook
Narrative Update on Delek Logistics Partners The analyst price target for Delek Logistics Partners has been lifted by $5 to $52, as analysts point to valuation after the recent rally and a growth profile that leans more heavily on 2027 given the longer ramp for the Libby 2 sour gas complex. Analyst Commentary Recent research on Delek Logistics Partners points to a more balanced stance, with analysts acknowledging both supporting factors and areas of caution around the current price and growth timing.Aggiornamento narrativa • Apr 04
DKL: Slower Libby 2 Ramp Will Shape Balanced 2027 Skewed Outlook
The analyst price target for Delek Logistics Partners has moved from $47 to $49, with analysts pointing to updated assumptions around discount rates, revenue growth, margins and a higher future P/E multiple, while also noting that much of the growth opportunity is expected to be weighted toward 2027 following a longer than anticipated ramp for the Libby 2 sour gas complex. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target and updated P/E assumptions as a sign that earnings power in the outer years could justify a richer multiple, especially once Libby 2 is fully contributing.Nuova narrativa • Mar 21
Sour Gas Corridor And Water Integration Will Constrain Future Utilization And Margin Potential
Catalysts About Delek Logistics Partners Delek Logistics Partners operates midstream energy assets focused on natural gas, crude oil and produced water services in the Permian Basin. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 20
DKL: Slower Libby 2 Ramp Will Likely Cap Future Upside
Analysts have lifted the fair value estimate for Delek Logistics Partners from $45.75 to $47.00, indicating a higher price target and updated expectations around the timing of Libby 2 related growth and valuation. Analyst Commentary Recent research reflects a more balanced view on Delek Logistics Partners, with valuation and the timing of Libby 2 related growth both in focus.Nuova narrativa • Mar 06
Sour Gas Build Out And Permian Water Footprint Will Support Long Term Strength
Catalysts About Delek Logistics Partners Delek Logistics Partners is a midstream partnership focused on gathering, processing, storage, transportation and related services for crude oil, natural gas and produced water, with a core position in the Permian Basin. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Mar 06
DKL: Lower Margin Outlook Will Likely Outweigh Supportive Distribution Yield
Analysts have raised their price target on Delek Logistics Partners to $45.75 from $43.75, citing updated assumptions related to revenue growth, profit margins, and a revised P/E multiple under a lower discount rate. What's in the News Delek Logistics Partners declared a quarterly cash distribution for the fourth quarter of 2025 of US$1.125 per common limited partner unit, or US$4.50 per unit on an annualized basis (Key Developments).Seeking Alpha • Mar 26
Delek US Holdings: Focusing On Growing Cash Flows Into 2025 - Hold
Summary Delek US Holdings' shares dropped 44.78% YoY, with annual revenues declining 28.18% in FY 2024, but management plans to boost free cash flow in 2025. The company's cash balance fell 10.5% YoY, but CapEx reduction and an enterprise optimization plan aim to improve cash flow by $80-$120 million by H2 2025. Delek's EBITDA guidance for 2025 is $480-$520 million, a significant improvement from a $58 million loss in 2024, despite facing lower production margins. Delek Logistics' $150 million buyback could reduce DK's share balance by 14% by 2026, enhancing shareholder value despite ongoing challenges in the supply segment. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Delek Logistics Partners Downgraded On Operational Concerns
Summary Delek Logistics Partners LP is rated as a hold at $44 due to its fair valuation and high dividend yield despite debt concerns. Positive industry trends and political banter about the energy industry boost prospects for higher stock prices, but insider selling and debt-financed growth raise red flags. Acquisitions are the company's growth path, yet the strategy increases debt and issuing shares dilutes shareholders. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Delek Logistics Partners: Impressive Q3 Performance, Buy
Summary Delek Logistics Partners, LP has shown impressive yield growth, now at nearly 11%, with 47 consecutive quarterly dividend increases despite recent capital losses. The Q3 earnings report highlighted a record $107M in quarterly adjusted EBITDA, an 8.5% YoY increase, and successful integration of new acquisitions. DKL management's focus on operational efficiency and strategic acquisitions supports ongoing dividend hikes and financial stability, despite the sector's inherent volatility. Read the full article on Seeking Alpha
Nuova narrativa • Sep 12
Calculated Moves Secure DKL's Future In The Permian Basin With Promising Profit Margins
Extension of the contract with DK and acquisitions, including the W2W pipeline, enhance Delek Logistics Partners' revenue streams and asset quality.Seeking Alpha • Sep 09
Delek US Holdings: Refining Troubles And Rising Debt Spell Ratings Downgrade
Summary Delek US Holdings, Inc.'s Q2 performance was mixed, but Delek saw operational improvements but still struggled, with adjusted EBITDA of $201 million. Challenges persist, as Delek underperformed the S&P 500 and has negative earnings growth and inconsistent dividends. Recent sale: Delek sold its retail arm for $385 million to reduce debt and improve liquidity, but risks remain. Bearish outlook: High debt load, liquidity problems, and declining refining margins signal trouble. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
DKL Logistics LP: Record Earnings, 11% Yield, Major Expansion
Summary DKL Logistics LP, a master limited partnership, focuses on crude oil and refined products logistics, with significant assets supporting Delek US Holdings' refineries. Despite flat revenues and net income decline in 2023, DKL saw a 23.5% rise in EBITDA and 8.5% growth in distributable cash flow. DKL's recent acquisition of H2O Midstream for $230 million aims to diversify operations and reduce dependence on Delek US Holdings. At $39.00, DKL offers an 11.18% yield with strong distribution coverage and is trading below analysts' price targets, presenting a potential value opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Delek Logistics Partners, LP Curiouser And Curiouser!
Summary Delek Logistics Partners, LP was benefitting in June from record-breaking oil production, but the share price of Delek Logistics dived since then. The company's primary source of income comes from its storage and transportation segment, which operates pipelines, tanks, and offloading facilities. Delek Logistics is financially curious to us. Its debt, low gross profit margin, little cash flow from operations, and extraordinarily high dividend payout ratio and yield undergird our Sell assessment. Read the full article on Seeking AlphaSeeking Alpha • Oct 18
Delek Logistics: Great Distribution Growth, But There Are Better Options
Summary Delek Logistics has a great track record increasing its distribution. However, it has higher than peer leverage and it's not generating any excess cash after distributions. There are better values in the midstream space. Read the full article on Seeking AlphaSeeking Alpha • Jul 31
Delek Logistics Partners LP: Offering A Great Dividend At A Good Price
Summary Delek Logistics Partners LP offers a unique way to benefit from the strong demand for oil in the US, with a dividend yield of over 8%. DKL is well-positioned to capture the growth in the US oil industry and has a solid base of revenues from diversified contracts. Despite some risks in the oil and gas sector, DKL's strong financial performance and potential for double-digit EPS growth make it an attractive investment opportunity. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Delek Logistics Partners guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,061 | 170 | 26 | 0 |
| 31 Dec 25 | 1,013 | 176 | 30 | 0 |
| 30 Sep 25 | 967 | 164 | 33 | 0 |
| 30 Jun 25 | 920 | 152 | 44 | 0 |
| 31 Mar 25 | 938 | 148 | 41 | 0 |
| 31 Dec 24 | 941 | 142 | 37 | 0 |
| 30 Sep 24 | 985 | 130 | 33 | 0 |
| 30 Jun 24 | 1,047 | 131 | 23 | 0 |
| 31 Mar 24 | 1,029 | 122 | 24 | 0 |
| 31 Dec 23 | 1,020 | 126 | 27 | 0 |
| 30 Sep 23 | 1,035 | 147 | 25 | 0 |
| 30 Jun 23 | 1,054 | 157 | 32 | 0 |
| 31 Mar 23 | 1,073 | 157 | 39 | 0 |
| 31 Dec 22 | 1,036 | 159 | 37 | 0 |
| 30 Sep 22 | 957 | 158 | 39 | 0 |
| 30 Jun 22 | 853 | 157 | 33 | 0 |
| 31 Mar 22 | 755 | 168 | 25 | 0 |
| 31 Dec 21 | 701 | 165 | 24 | 0 |
| 30 Sep 21 | 651 | 164 | 24 | 0 |
| 30 Jun 21 | 604 | 167 | 24 | 0 |
| 31 Mar 21 | 553 | 158 | 23 | 0 |
| 31 Dec 20 | 563 | 141 | 25 | 0 |
| 30 Sep 20 | 562 | 113 | 25 | 0 |
| 30 Jun 20 | 557 | 88 | 25 | 0 |
| 31 Mar 20 | 595 | 70 | 25 | 0 |
| 31 Dec 19 | 584 | 64 | 24 | 0 |
| 30 Sep 19 | 605 | 65 | 25 | 0 |
| 30 Jun 19 | 631 | 60 | 23 | 0 |
| 31 Mar 19 | 642 | 63 | 22 | 0 |
| 31 Dec 18 | 658 | 65 | 20 | 0 |
| 30 Sep 18 | 650 | 64 | 17 | 0 |
| 30 Jun 18 | 616 | 60 | -3 | 0 |
| 31 Mar 18 | 577 | 55 | 5 | 0 |
| 31 Dec 17 | 538 | 51 | 15 | 0 |
| 30 Sep 17 | 512 | 49 | 22 | 0 |
| 30 Jun 17 | 488 | 46 | 48 | 0 |
| 31 Mar 17 | 473 | 48 | 47 | 0 |
| 31 Dec 16 | 448 | 51 | 13 | 0 |
| 30 Sep 16 | 432 | 53 | 50 | 0 |
| 30 Jun 16 | 490 | 60 | 53 | 0 |
| 31 Mar 16 | 550 | 61 | 55 | 0 |
| 31 Dec 15 | 590 | 62 | 56 | 0 |
| 30 Sep 15 | 654 | 68 | 55 | 0 |
Guadagni di qualità: DKL ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di DKL (16%) DKL sono più alti rispetto allo scorso anno (15.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di DKL sono diminuiti del 1.3% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di DKL nell'ultimo anno ( 14.5% ) supera la media quinquennale ( -1.3% all'anno).
Guadagni vs Settore: La crescita degli utili DKL nell'ultimo anno ( 14.5% ) non ha superato quella del settore Oil and Gas 16.5%.
Rendimento del capitale proprio
ROE elevato: Le passività di DKL superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/04 06:55 |
| Prezzo dell'azione a fine giornata | 2026/08/03 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Delek Logistics Partners, LP è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Richard Gross | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Douglas Irwin | Citigroup Inc |