earnings
confidence high
sentiment positive
materiality 0.80
Delek Logistics posts record Q4: net income $47.3M, Adjusted EBITDA $142.3M; initiates 2026 guidance $520-560M
Delek Logistics Partners, LP
- 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.