DKL
Delek Logistics Partners, LP
Overview
Delek Logistics Partners, LP is a Energy company operating in Oil & Gas Refining & Marketing with a $2.64B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-295 Q&A exchanges
- Q4 FY2025Earnings2026-02-275 Q&A exchanges
- Q3 FY2025Earnings2025-11-076 Q&A exchanges
- Q2 FY2025Earnings2025-08-065 Q&A exchanges
- Q1 FY2025Earnings2025-05-074 Q&A exchanges
- Q4 FY2024Earnings2025-02-2515 Q&A exchanges
- Q3 FY2024Earnings2024-11-067 Q&A exchanges
- Q2 FY2024Earnings2024-08-067 Q&A exchanges
- Q1 FY2024Earnings2024-05-077 Q&A exchanges
- Q4 FY2023Earnings2024-02-2712 Q&A exchanges
- Q3 FY2023Earnings2023-11-072 Q&A exchanges
- Q2 FY2023Earnings2023-08-071 Q&A exchange
- Q1 FY2023Earnings2023-05-086 Q&A exchanges
- Q4 FY2022Earnings2023-02-284 Q&A exchanges
- Q3 FY2022Earnings2022-11-075 Q&A exchanges
- Q2 FY2022Earnings2022-08-073 Q&A exchanges
- Q1 FY2022Earnings2022-05-034 Q&A exchanges
- Q4 FY2021Earnings2022-02-243 Q&A exchanges
- Q3 FY2021Earnings2021-11-055 Q&A exchanges
- Q2 FY2021Earnings2021-08-045 Q&A exchanges
- Q1 FY2021Earnings2021-05-0510 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $1.47—Rev— vs ——EODHD
- Q1 FY20262026-05-11EPS$1.30 vs $1.14+14.2%Rev$297.5M vs ——EODHD
- Q4 FY20252026-03-02EPS$1.71 vs $1.14+49.6%Rev$255.8M vs ——EODHD
- Q3 FY20252025-11-06EPS$0.85 vs $0.97-12.4%Rev$261.3M vs ——EODHD
- Q2 FY20252025-08-05EPS$0.83 vs $0.87-4.6%Rev$246.3M vs ——EODHD
- Q1 FY20252025-05-04EPS$0.65 vs $0.92-29.5%Rev$249.9M vs ——EODHD
- Q4 FY20242025-02-24EPS$1.33 vs $1.09+22.1%Rev$209.9M vs ——EODHD
- Q3 FY20242024-11-05EPS$0.71 vs $0.84-15.5%Rev$214.1M vs ——EODHD
- Q2 FY20242024-08-05EPS$0.87 vs $0.82+6.1%Rev$264.6M vs ——EODHD
- Q1 FY20242024-05-06EPS$0.73 vs $0.79-7.6%Rev$252.1M vs ——EODHD
- Q4 FY20232024-02-26EPS$0.51 vs $0.89-42.7%Rev$254.1M vs ——EODHD
- Q3 FY20232023-11-06EPS$0.80 vs $0.79+1.3%Rev$275.8M vs ——EODHD
- Q2 FY20232023-08-06EPS$0.73 vs $0.83-12.0%Rev$246.9M vs ——EODHD
- Q1 FY20232023-05-07EPS$0.86 vs $1.01-14.8%Rev$243.5M vs ——EODHD
- Q4 FY20222023-02-27EPS$0.98 vs $1.10-10.9%Rev$269.1M vs ——EODHD
- Q3 FY20222022-11-06EPS$1.03 vs $1.21-14.9%Rev$294.0M vs ——EODHD
- Q2 FY20222022-08-03EPS$0.74 vs $1.02-27.5%Rev$266.8M vs ——EODHD
- Q1 FY20222022-05-02EPS$0.91 vs $0.97-6.2%Rev$206.6M vs ——EODHD
- Q4 FY20212022-02-22EPS$0.96 vs $0.99-3.0%Rev$189.9M vs ——EODHD
- Q3 FY20212021-11-04EPS$1.00 vs $1.03-2.9%Rev$189.6M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $1.47 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-11 | $1.30 | $1.14 | +14.2% | $297.5M | — | — | EODHD |
| Q4 FY2025 | 2026-03-02 | $1.71 | $1.14 | +49.6% | $255.8M | — | — | EODHD |
| Q3 FY2025 | 2025-11-06 | $0.85 | $0.97 | -12.4% | $261.3M | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $0.83 | $0.87 | -4.6% | $246.3M | — | — | EODHD |
| Q1 FY2025 | 2025-05-04 | $0.65 | $0.92 | -29.5% | $249.9M | — | — | EODHD |
| Q4 FY2024 | 2025-02-24 | $1.33 | $1.09 | +22.1% | $209.9M | — | — | EODHD |
| Q3 FY2024 | 2024-11-05 | $0.71 | $0.84 | -15.5% | $214.1M | — | — | EODHD |
| Q2 FY2024 | 2024-08-05 | $0.87 | $0.82 | +6.1% | $264.6M | — | — | EODHD |
| Q1 FY2024 | 2024-05-06 | $0.73 | $0.79 | -7.6% | $252.1M | — | — | EODHD |
| Q4 FY2023 | 2024-02-26 | $0.51 | $0.89 | -42.7% | $254.1M | — | — | EODHD |
| Q3 FY2023 | 2023-11-06 | $0.80 | $0.79 | +1.3% | $275.8M | — | — | EODHD |
| Q2 FY2023 | 2023-08-06 | $0.73 | $0.83 | -12.0% | $246.9M | — | — | EODHD |
| Q1 FY2023 | 2023-05-07 | $0.86 | $1.01 | -14.8% | $243.5M | — | — | EODHD |
| Q4 FY2022 | 2023-02-27 | $0.98 | $1.10 | -10.9% | $269.1M | — | — | EODHD |
| Q3 FY2022 | 2022-11-06 | $1.03 | $1.21 | -14.9% | $294.0M | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $0.74 | $1.02 | -27.5% | $266.8M | — | — | EODHD |
| Q1 FY2022 | 2022-05-02 | $0.91 | $0.97 | -6.2% | $206.6M | — | — | EODHD |
| Q4 FY2021 | 2022-02-22 | $0.96 | $0.99 | -3.0% | $189.9M | — | — | EODHD |
| Q3 FY2021 | 2021-11-04 | $1.00 | $1.03 | -2.9% | $189.6M | — | — | EODHD |
Source: EODHD. DKL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks DKL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.76 | $4.11 | +15.7% | +2.4% | +4.5% |
| Q4 FY2026 | $5.01 | $4.10 | +22.3% | -0.4% | +1.4% |
| Q3 FY2026 | $4.73 | $4.01 | +18.0% | +4.1% | +1.2% |
| Q2 FY2026 | $4.31 | $3.94 | +9.5% | +1.6% | +2.0% |
| Q1 FY2025 | $4.73 | $3.94 | +20.1% | -4.3% | -1.8% |
| Q4 FY2025 | $4.52 | $4.06 | +11.4% | +2.4% | +3.2% |
| Q3 FY2025 | $5.15 | $4.14 | +24.3% | -2.7% | 0.0% |
| Q2 FY2025 | $4.71 | $4.24 | +11.2% | -2.6% | +0.2% |
| Q1 FY2024 | $4.70 | $4.22 | +11.4% | -3.8% | -4.6% |
| Q4 FY2024 | $4.65 | $4.24 | +9.7% | +1.3% | -1.3% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Robert G WrightCFO1 yr8 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last call held guidance Q3 FY2026
- Avigal SoreqPresident1 yr16 callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Joseph IsraelEVP6 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Denise Clark McWattersEVP, Gen Counsel & Corp Sec9 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Mark Wayne HobbsEVP1 yrno recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Reuven SpiegelExecutive Vice President, DKL1 yr18 callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
Peers
Other companies in Energy
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for DKL.
$ curl https://api.spokenalpha.com/v1/companies/DKLFAQ
Frequently asked about DKL
Where can I find Delek Logistics Partners, LP's (DKL) earnings call transcripts?
Spoken Alpha indexes DKL's earnings call transcripts at https://spokenalpha.com/companies/DKL. Each call links to attributed speakers and parsed analyst Q&A. Delek Logistics Partners, LP's own investor relations page is at https://ir.deleklogistics.com/overview/default.aspx.
When was Delek Logistics Partners, LP's most recent earnings call?
Delek Logistics Partners, LP (DKL) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
What sector is DKL in?
Delek Logistics Partners, LP (DKL) operates in the Energy sector (Oil & Gas Refining & Marketing industry).