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Investor Relations14 Oct 2025
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Delek Logistics Partners (DKL) investor relations material
Delek Logistics Partners Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved record Q2 2025 adjusted EBITDA of $120.9 million, up 18% year-over-year, with strong operational progress in crude, natural gas, and water services in the Permian Basin.
Net income for Q2 2025 was $44.6 million, up from $41.1 million year-over-year, driven by acquisitions and strategic initiatives.
Successfully commissioned the Libbey II gas plant, expanding capacity for producer customers and expected to reach full capacity by year-end 2025.
Marked 50th consecutive quarterly distribution increase to $1.115 per unit.
Liquidity exceeded $1 billion following a $700 million debt offering maturing in 2033.
Financial highlights
Q2 2025 adjusted EBITDA was $120.9 million, up from $102.4 million year-over-year.
Distributable cash flow (adjusted) for Q2 2025 was $72.5 million, with a coverage ratio of 1.22x.
Gathering and Processing segment adjusted EBITDA rose to $78 million from $54.7 million, driven by H2O and Gravity acquisitions.
Wholesale Marketing and Terminalling adjusted EBITDA declined to $23.3 million from $30.2 million year-over-year.
Storage and Transportation adjusted EBITDA remained stable at $17 million; pipeline JV segment contributed $10.5 million, up from $7.9 million.
Outlook and guidance
Reaffirmed full-year 2025 adjusted EBITDA guidance of $480–$520 million.
Expect DCF coverage ratio to continue rising as growth projects contribute more meaningfully.
Management expects continued distribution growth and further expansion of processing capacity at the Libbey Complex.
Minimum volume commitments and dedicated acreage agreements provide recessionary protection and support distribution growth.
Confident in guidance despite sector volatility, citing strong customer relationships and low breakeven costs.
When will Libby plant reach full capacity?
Compare DKL's sour gas system to Northwind.
M&A strategy given current liquidity?
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Next Delek Logistics Partners earnings date
Q3 20255 Nov, 2025
Next Delek Logistics Partners earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Delek Logistics Partners LP owns and operates logistics and marketing assets for crude oil, intermediate, and refined products. The company provides transportation, storage, wholesale marketing, and terminalling services primarily supporting Delek US Holdings and third-party customers. Delek Logistics operates pipelines, storage tanks, and terminals in the southern United States. The company is headquartered in Brentwood, Tennessee, and its shares are listed on the NYSE.
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