{"filings":[{"id":442564,"accession_number":"0001193125-26-223986","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-05-14T20:06:09+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Delek Logistics issues $800M 6.875% senior notes due 2034; closes tender for $270.7M of 2028 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $800M aggregate principal of 6.875% senior notes due June 1, 2034; interest payable semi-annually starting Dec 1, 2026.","Notes are unsecured senior obligations, guaranteed by certain subsidiaries; covenants restrict additional debt, liens, distributions, and asset sales.","Up to 35% of notes redeemable before June 2029 at 106.875% of par using equity proceeds; make-whole prior to June 2029, then sliding scale from 103.438% in 2029 to par in 2031.","Change of control triggering event requires repurchase at 101% of principal plus accrued interest.","Tender offer accepted $270.7M of existing 7.125% notes due 2028; payment made on May 14, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93593,"accession_number":"0001193125-26-204602","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics prices $800M of 6.875% notes due 2034, plans to redeem higher-rate debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $800M aggregate principal of 6.875% senior notes due 2034 at par; expected to close May 14, 2026.","Issued conditional notice to redeem $400M of 8.625% Senior Notes due 2029 at 104.313% of par plus accrued interest.","Proceeds to repurchase all outstanding 7.125% Senior Notes due 2028 via tender offer or redemption, plus related fees.","Remaining net proceeds to be used for general corporate purposes; offering exempt under Rule 144A/Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93592,"accession_number":"0001193125-26-202744","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Delek Logistics launches tender for 7.125% notes due 2028, proposes $800M new notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tender offer for any and all 7.125% Senior Notes due 2028 at $1,001.35 per $1,000 principal plus accrued interest.","Offer expires May 11, 2026; settlement expected May 14, conditional on consummation of concurrent bond offering.","Proposed $800M private offering of new senior notes due 2034; proceeds to repurchase 2028 notes and redeem portion of 8.625% 2029 notes.","Leverage ratio information furnished as Exhibit 99.2; no specific figures disclosed in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93591,"accession_number":"0001628280-26-028090","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Partners reports Q1 2026 net income of $32.4M, adjusted EBITDA $132.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $32.4 million ($0.60 per unit) and adjusted EBITDA of $132.3 million for Q1 2026.","Completed drilling of first acid gas injection well at Libby Gas Complex.","Signed new credit facility increasing borrowing capacity by $150 million, extending maturities to 2031.","Reaffirmed 2026 EBITDA guidance of $520 million to $560 million.","Declared 53rd consecutive quarterly distribution increase to $1.130 per unit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":297466000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93590,"accession_number":"0001628280-26-026903","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics raises Q1 2026 distribution to $1.13/unit, payable May 11","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly distribution increased to $1.13 per common unit ($4.52 annualized).","Payable on May 11, 2026 to unitholders of record on May 4, 2026.","Exact prior quarter distribution amount not disclosed in the release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93589,"accession_number":"0001628280-26-026114","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Delek US Holdings appoints Amber Russell as EVP Refining; Joseph Israel departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amber Russell appointed EVP, Refining effective April 20, 2026, succeeding Joseph Israel.","Joseph Israel departed as EVP Refining and Renewables and from Delek Logistics Partners.","Russell brings ~30 years experience from bp (SVP bp Solutions) and ExxonMobil.","Separation agreement includes COBRA coverage for 18 months, release, and non-disparagement.","Russell will report to CEO Avigal Soreq and be based in Brentwood, Tennessee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105353,"accession_number":"0001193125-26-129319","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Delek Logistics enters new $1.3B revolving credit facility, replacing prior credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $1.3B Revolving Facility with $150M LC subfacility and $50M swingline; replaces $1.0B prior facility.","Maturity date March 26, 2031; accordion feature allows increase up to $525M or 100% EBITDA.","Covenants: total leverage ≤5.25x (5.50x during temporary increase), senior leverage ≤3.75x, interest coverage ≥2.00x.","Borrowings used to repay prior credit agreement, fund working capital, acquisitions, capex, and general corporate purposes.","Truist Bank acts as administrative agent; syndicate includes BofA, Citizens, Huntington, Mizuho, MUFG, Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105352,"accession_number":"0001628280-26-012560","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics posts record Q4: net income $47.3M, Adjusted EBITDA $142.3M; initiates 2026 guidance $520-560M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $47.3M ($0.88/unit) vs $35.3M ($0.68/unit) in Q4 2024.","Adjusted EBITDA of $142.3M for Q4 and $535.6M for full year 2025; record performance.","2026 EBITDA guidance $520-560M, with ~$10M negative impact from Winter Storm Fern.","Distribution raised to $1.125/unit, 52nd consecutive quarterly increase; 1.8% YoY growth.","Third-party EBITDA to exceed 80% in 2026, marking increased economic separation from sponsor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1013323000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105351,"accession_number":"0001628280-26-003429","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics increases quarterly distribution to $1.125/unit ($4.50 annualized)","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly distribution of $1.125 per common unit declared for Q4 2025, annualized to $4.50.","Payable on February 12, 2026 to unitholders of record on February 5, 2026.","Represents an increase from the previous quarter's distribution, signaling continued growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121625,"accession_number":"0001628280-25-050410","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Q3 net income $45.6M, Adjusted EBITDA $136.0M (up 27% YoY), raises FY guidance to $500-520M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $45.6M ($0.85/unit) vs $33.7M ($0.71) in Q3 2024; record crude gathering volumes in Delaware.","Adjusted EBITDA $136.0M, +27% YoY; full-year 2025 guidance raised to $500-$520M.","Q3 distribution increased to $1.120/unit (51st consecutive quarterly increase), payable Nov 13.","Gathering & Processing segment EBITDA $82.8M (up from $55.0M) driven by Gravity and H2O Midstream.","Total debt $2.3B, leverage 4.44x, $1.0B available under $1.2B revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":757557000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121624,"accession_number":"0001628280-25-046797","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics increases Q3 2025 distribution to $1.120/unit, payable Nov 13","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Declared quarterly cash distribution of $1.120 per common unit ($4.48 annualized).","Payable on November 13, 2025 to unitholders of record November 7, 2025.","Represents an increase from the prior quarterly distribution; exact prior amount not disclosed.","The distribution reflects the partnership's continued cash flow performance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138296,"accession_number":"0001552797-25-000093","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Q2 2025: net income $44.6M; Adjusted EBITDA up 18% to $120.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $0.83 vs $0.87 YoY; net income $44.6M includes $2.5M transaction costs.","Adjusted EBITDA $120.9M (+18% YoY); full-year guidance reaffirmed at $480-520M.","50th consecutive quarterly distribution increase to $1.115/unit (payable Aug 14, 2025).","Completed $700M debt offering due 2033, raising total liquidity to over $1B.","Gathering & Processing segment Adjusted EBITDA $78.0M (+43% YoY) driven by acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":496280000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138295,"accession_number":"0001552797-25-000087","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics increases quarterly distribution to $1.115/unit for Q2 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly distribution of $1.115 per common unit ($4.46 annualized) declared.","Payable August 14, 2025 to unitholders of record on August 8, 2025.","Distribution represents an increase from the prior quarterly rate.","Common units trade on NYSE under ticker DKL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155744,"accession_number":"0001193125-25-152780","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Delek Logistics closes upsized $700M 7.375% senior notes due 2033; liquidity exceeds $1B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $700M aggregate principal of 7.375% senior notes due June 30, 2033.","Proceeds increase total liquidity to over $1 billion for Permian Basin growth investments.","Notes are unsecured senior obligations; guaranteed jointly by existing and future subsidiaries.","Interest payable semi-annually on June 30 and December 30, starting December 30, 2025.","Optional redemption at 107.375% before June 30, 2028, then step-down prices through 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155743,"accession_number":"0001193125-25-147184","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics prices $700M 7.375% senior notes due 2033 to repay credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $700 million aggregate principal of 7.375% senior notes due 2033 at par.","Offering expected to close June 30, 2025, subject to customary conditions.","Net proceeds to repay a portion of outstanding borrowings under revolving credit facility.","Notes offered in reliance on Rule 144A and Regulation S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155742,"accession_number":"0001193125-25-146170","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"DKL proposes $500M senior notes offering due 2033; proceeds to repay credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of $500 million aggregate principal amount of senior notes due 2033.","Notes offered in private placement to QIBs and non-U.S. persons under Rule 144A/Reg S.","Net proceeds to repay outstanding borrowings under revolving credit facility.","Offering subject to market conditions; no registration under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155741,"accession_number":"0001552797-25-000051","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Q1 2025 Adj EBITDA $116.5M (+15% YoY), distribution raised to $1.110/unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $39.0M ($0.73/diluted unit); distributable cash flow $75.1M vs $68.0M YoY.","Adjusted EBITDA $116.5M, up 15% on Gravity acquisition and higher throughput; full-year guidance reaffirmed at $480-$520M.","Distribution increased 0.5% QoQ to $1.110/unit, payable May 15, 2025; 49th consecutive increase.","Closed Gravity Water Midstream acquisition Jan 2, 2025, performing above expectations; third-party EBITDA now ~80%.","Bought back $10M of DKL units under $150M authorization; leverage ratio 4.21x with $444.9M revolver capacity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":249930000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155740,"accession_number":"0001552797-25-000048","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics increases quarterly distribution to $1.11 per unit for Q1 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Distribution increased to $1.11 per common unit ($4.44 annualized).","Payable May 15, 2025 to unitholders of record as of May 8, 2025.","Quarterly distribution raised for Q1 2025 compared to prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155739,"accession_number":"0001552797-25-000046","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Robert Wright named EVP & CFO of Delek Logistics; promotion at Delek US Holdings planned Nov 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Wright becomes EVP and CFO of Delek Logistics Partners, effective April 1, 2025.","To be promoted to EVP of Delek US Holdings on November 15, 2025; Mark Hobbs remains CFO.","Base salary of $450k, increasing to $500k on Nov 15, 2025; bonus target rises from 60% to 75%.","Long-term incentive award valued at $500k per year, effective Nov 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155738,"accession_number":"0001552797-25-000042","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek Logistics releases new investor presentation effective April 1, 2025","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Senior management of Delek Logistics GP, LLC, will begin using updated investor presentation materials.","Presentation is available on the Partnership's website at www.deleklogistics.com.","No financial or operational updates were disclosed in the 8-K or exhibit description."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174233,"accession_number":"0001552797-25-000016","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["1.01","2.02","8.01","9.01"],"status":"ready","headline":"Delek Logistics reports record Q4 2024 Adjusted EBITDA of $107.2M, announces $150M unit repurchase from sponsor","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $35.3M, distributable cash flow as adjusted $69.5M, distribution raised to $1.105/unit (4.7% YoY increase).","FY 2025 Adjusted EBITDA guidance of $480–$520M, capex $220–$250M, coverage ratio ~1.3x by year end.","Company entered $150M common unit repurchase agreement with sponsor Delek US Holdings; buys at 30-day VWAP through Dec 2026.","Pro forma third-party EBITDA contribution ~70% after Gravity Water Midstream acquisition closed Jan 2025.","Fourth quarter Adjusted EBITDA up 6% YoY driven by Permian assets, H2O Midstream, and W2W pipeline dropdown."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":940636000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174232,"accession_number":"0001552797-25-000013","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Delek Logistics announces CFO Reuven Spiegel to take on expanded role; Odely Sakazi departs with $229K severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Reuven Spiegel, EVP and CFO, also becomes EVP, Delek Logistics effective Feb 12, 2025; will step down as CFO on March 1, 2025.","Spiegel succeeds Odely Sakazi, who departed on Feb 12, 2025.","Sakazi eligible for severance payment of $229,000 in four installments subject to release.","Spiegel has served as CFO since May 2020 and is a board member of the general partner."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174231,"accession_number":"0001552797-25-000010","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-01-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics increases Q4 2024 distribution to $1.105/unit ($4.42 annualized)","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash distribution of $1.105 per common unit declared for Q4 2024.","Annualized distribution rate is $4.42 per common unit.","Payable on February 11, 2025 to unitholders of record on February 4, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174230,"accession_number":"0001193125-25-000983","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2025-01-03T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Delek Logistics closes $285M acquisition of Gravity Water Midstream in Permian Basin","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed acquisition of Gravity Water Intermediate Holdings for $285M on Jan 2, 2025; paid $209.3M cash and 2.175M DKL units.","Gravity provides integrated water systems in Permian and Bakken; synergies with prior H2O Midstream deal.","President Avigal Soreq expects >70% of EBITDA from third-party sources; sees best yield and growth in midstream.","DKL to file resale registration statement for 2.175M units issued to seller within 10 business days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191164,"accession_number":"0001193125-24-277458","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-12-13T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Delek Logistics announces $285M acquisition of Gravity Water, AGI project, and acreage expansion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires Gravity Water Midstream for $285M ($200M cash + $85M in DKL common units), expected close early 2025.","EBITDA multiple below 5.5x; immediately accretive to free cash flow, EBITDA, and leverage.","Final investment decision on acid gas injection (AGI) at Libby 2 plant in Permian, targeted second half 2025.","Secured additional ~34,000 acre dedication in Midland Basin, total ~400,000 acres; supports Delek Permian Gathering System.","DKL has >$700M liquidity to pursue growth without external capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191163,"accession_number":"0001552797-24-000097","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Q3 record Adj EBITDA $106.8M (+9% YoY); distribution raised to $1.10/unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $33.7M ($0.71 diluted unit) vs $34.8M ($0.80) in Q3 2023.","Record Adjusted EBITDA $106.8M (+9% YoY) driven by Midland Gathering, W2W dropdown, and H2O Midstream.","Closed H2O Midstream acquisition and completed Wink to Webster pipeline dropdown from Delek US; amended long-term agreements.","Raised $165.3M via October primary offering; distribution increased 0.9% QoQ to $1.10/unit, 47th consecutive increase.","Leverage 4.15x; $695.1M available under $1.15B revolver; distribution coverage 1.1x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":730773000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191162,"accession_number":"0001552797-24-000095","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek Logistics declares Q3 2024 distribution of $1.10/unit, payable Nov 14","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly distribution of $1.10 per common limited partner unit ($4.40 annualized).","Payable on November 14, 2024 to unitholders of record on November 8, 2024.","Distribution covers the third quarter of 2024.","Ticker: DKL (NYSE)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191161,"accession_number":"0001193125-24-236159","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek Logistics closes $166M public offering of 4.4M common units at $39/unit; proceeds to redeem preferred, repay debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 4,423,075 common units including 576,922 from full exercise of underwriters' option, at $39.00 per unit.","Gross proceeds of approximately $166 million after underwriting fees and commissions.","Proceeds used to redeem outstanding convertible preferred units and repay revolver borrowings.","President Avigal Soreq and other executives purchased 7,177 units in the offering.","Joint book-running managers: BofA Securities, Barclays, RBC Capital Markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191160,"accession_number":"0001193125-24-235525","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Delek Logistics Partners launches public offering of 3.85M common units at $39.00/unit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriters to sell 3,846,153 common units at $39.00/unit; gross proceeds ~$150M.","Underwriters granted 30-day option to purchase up to 576,922 additional units.","Offering is made under an existing shelf registration statement filed April 26, 2024.","Underwriting agreement contains customary reps, warranties, and indemnification provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191159,"accession_number":"0001193125-24-234609","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-10-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics Prices 3.85M Common Units at $39/Unit in Underwritten Offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 3,846,153 common units at $39.00 per unit; underwriters have 30-day option for 576,922 additional units.","Net proceeds to redeem outstanding convertible preferred units and repay borrowings under revolving credit agreement.","Delek Holdings' ownership to decline from 70.4% to approximately 65.2% after offering.","Executives indicate non-binding interest to purchase up to $300,000 of units at public offering price.","Offering expected to close October 10, 2024; BofA Securities, Barclays, RBC Capital Markets are joint book-runners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191158,"accession_number":"0001193125-24-234381","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-10-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics Partners launches $150M common unit offering to redeem preferred units and repay debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Announced underwritten public offering of $150,000,000 of common units; option for additional $22,500,000.","Net proceeds to be used to redeem outstanding convertible preferred units and repay revolving credit borrowings.","Executives (incl. CEO Avigal Soreq) indicated interest in up to $300,000 of units at public price.","BofA Securities, Barclays, and RBC Capital Markets are joint book-running managers; offering subject to market conditions.","Offering made under existing shelf registration; no assurance on completion or size."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207639,"accession_number":"0001552797-24-000093","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-09-13T23:59:59+00:00","items":["1.01","2.01","3.02","3.03","5.03","7.01","9.01"],"status":"ready","headline":"Delek Logistics closes $230M acquisition of H2O Midstream; $160M cash + $70M convertible preferred","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of H2O Midstream water gathering, recycling, and disposal assets in Permian Basin closed on September 11, 2024.","Total consideration $230M: $160M cash plus $70M convertible preferred equity convertible at $49.25 per common unit.","Operations in Midland Basin overlap with existing DKL Permian operations; management expects cost and cross-sale synergies.","Third Amended and Restated Partnership Agreement adopted to establish preferred units with conversion and redemption rights.","Registration rights agreement filed to register resale of common units issuable upon conversion of preferred equity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207638,"accession_number":"0001193125-24-202121","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-08-16T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Delek Logistics issues additional $200M of 8.625% senior notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $200M additional 8.625% senior notes due 2029, priced at par, fungible with existing $850M notes.","Net proceeds to repay outstanding borrowings under revolving credit facility.","Notes rank pari passu with existing notes, same terms except issue date and offering price.","Interest payable semi-annually March 15 and September 15, maturing March 15, 2029.","Optional redemption: up to 35% at 108.625% from equity offerings; make-whole prior to 2026; then declining percentages."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207637,"accession_number":"0001193125-24-199934","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics prices upsized $200M offering of 8.625% senior notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Upsized private offering of $200M in additional 8.625% senior notes due 2029 (upsized from $100M).","Offering price of 103.250% of face value, plus accrued interest from March 13, 2024.","Expected to close August 16, 2024, subject to customary conditions.","Net proceeds used to repay a portion of outstanding borrowings under revolving credit facility.","Additional Notes form part of same series as existing $850M aggregate 8.625% notes due 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207636,"accession_number":"0001193125-24-199461","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Delek Logistics plans $100M add-on offering of 8.625% senior notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuers intend to offer $100M aggregate principal of additional 8.625% senior notes due 2029.","The notes will be part of same series as $650M issued March 2024 and $200M issued April 2024.","Net proceeds will be used to repay a portion of outstanding borrowings under revolving credit facility.","Offered in private placement to QIBs under Rule 144A and non-U.S. persons under Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207635,"accession_number":"0001193125-24-195883","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Delek Logistics to buy H2O Midstream Permian water assets for $230M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $230M, paid in cash and preferred equity interests of the Partnership.","Acquires 100% of three H2O Midstream entities with water disposal/recycling ops in Permian Basin.","Closing expected by end of 2024; $23M deposit subject to forfeiture on certain termination events.","Transaction subject to customary closing conditions and regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207634,"accession_number":"0001552797-24-000066","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Q2 net income $41.1M, EBITDA $102.4M; announces $230M H2O Midstream acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $41.1M ($0.87/diluted unit) vs $31.9M ($0.73) in Q2 2023.","EBITDA $102.4M, up from $92.8M; distributable cash flow $67.8M, coverage ratio 1.32x.","Acquired H2O Midstream for $230M; also buying Delek US' Wink to Webster pipeline interest.","Quarterly distribution raised to $1.090/unit, 1.9% sequential increase; 46th consecutive increase.","Leverage ratio improved to 3.81x from 4.34x at year-end 2023; total debt $1.57B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":516703000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207633,"accession_number":"0001552797-24-000063","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek Logistics increases quarterly distribution to $1.09/unit, annualized $4.36","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly distribution of $1.09 per common unit declared for Q2 2024.","Annualized rate of $4.36 per common limited partner unit.","Payable on August 16, 2024 to unitholders of record on August 9, 2024.","This represents an increase from the prior distribution level."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225104,"accession_number":"0001552797-24-000037","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delek Logistics Q1 2024: net income $32.6M ($0.73/unit), EBITDA $101.5M, distribution $1.07/unit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to all partners of $32.6M ($0.73/diluted unit) vs $37.4M ($0.86) in Q1 2023.","EBITDA $101.5M (up from $93.2M); distributable cash flow $68.0M, coverage ratio 1.35x.","Distribution increased to $1.07/unit; 45th consecutive increase; 1.4% QoQ, 4.4% YoY.","Leverage ratio improved to 4.01x from 4.34x; liquidity ~$800M after debt and equity offerings.","Segment EBITDA: Gathering & Processing $57.8M, Wholesale Marketing $25.3M, Storage & Transportation $18.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":252075000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225103,"accession_number":"0001552797-24-000032","cik":1552797,"company_name":"Delek Logistics Partners, LP","ticker":"DKL","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delek Logistics increases quarterly distribution to $1.07/unit, files $500M shelf registration","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 2024 cash distribution raised 4.4% to $1.07/unit ($4.28 annualized), up from $1.025/unit in Q1 2023.","Distribution payable May 15, 2024 to unitholders of record on May 8, 2024.","Shelf registration statement on Form S-3 filed with SEC for up to $500M to enhance financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2686057586.1606717,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}