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Dec 31, 2025
Delek Logistics Partners LP Q4 2025 Earnings Report
Delek Logistics Partners LP reported record fourth quarter 2025 results with higher net income, Adjusted EBITDA and distributable cash flow.
Key Takeaways
Delek Logistics delivered record Q4 2025 performance, with strong Adjusted EBITDA growth driven by acquisitions, increased wholesale margins and higher storage and transportation contributions.
Net income increased to 47292000 from 35305000 year-over-year.
Adjusted EBITDA rose to 142274000 compared to 114287000 in Q4 2024.
Distributable cash flow, as adjusted, grew to 73326000 with 1.22x coverage.
Storage and Transportation Adjusted EBITDA nearly doubled year-over-year.
Revenue by Segment
Forward Guidance
Delek Logistics initiated 2026 EBITDA guidance of 520000000 to 560000000, reflecting continued growth momentum.
Positive Outlook
- 2026 EBITDA guidance range of 520000000 to 560000000.
- Third-party EBITDA contribution expected to exceed 80 percent.
- Continued distribution growth with 52 consecutive quarterly increases.
- Integrated acid gas injection and sour gas treating solution supporting growth.
- Strong momentum in Delaware Basin operations.
Challenges Ahead
- Approximately 10000000 negative EBITDA impact expected from Winter Storm Fern in Q1 2026.
- Leverage ratio of approximately 4.07x.
- Exposure to commodity and volume fluctuations.
- Integration risks from recent acquisitions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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