Equity Profile

DKL

Delek Logistics Partners, LP

EnergyOil & Gas Storage & Transportation$3.1B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Delek Logistics Partners, LP (DKL) operates in the energy sector, focusing on oil and gas storage and transportation. With a market cap of $3 billion, the company plays a crucial role in the supply chain of energy, which is vital for both consumers and businesses.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.60

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its services.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

DKL Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-43.27%

Avg Stock Reaction

+0.34%

Last Quarter Recap

In Q1 2026, Delek Logistics reported an EPS of $0.60, falling short of expectations by 30%. The stock reacted positively, increasing by 4.33% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for DKL are cautious, given its recent earnings misses. Investors are looking for signs of recovery in profitability and revenue.

Bull Case

If DKL can show improved operational efficiency and better market conditions, it may exceed expectations and regain investor confidence.

Bear Case

Continued earnings misses could signal deeper issues within the company, leading to further declines in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.60

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue

N/A

Revenue figures provide insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will DKL's EPS meet or exceed the expected $0.60 this quarter?

Given the company's recent history of earnings misses, achieving this EPS target is crucial for restoring investor confidence.

What are the revenue figures for this quarter?

Revenue performance will provide insight into the company's operational effectiveness and market demand, which are critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in DKL's operational efficiency, which could lead to better-than-expected earnings.

Supporting Evidence

Despite recent misses, the stock's positive reaction to the last earnings report suggests some investor optimism.

Options pricing indicates a significant expected move, which could reflect underlying volatility that the Street is not fully accounting for.

Key Risk

If DKL manages to report an EPS above $0.60, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

Investors are weighing the potential for recovery against the backdrop of recent earnings misses and market conditions.

Bull Confirmed If

Achieving an EPS of $0.60 or better would confirm a recovery in profitability.

Bear Confirmed If

An EPS below $0.60 would reinforce concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±10.18%

Historical Avg

±1.9%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±10.2% while DKL has averaged ±1.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

31.3%

Calls (47K)P/C Ratio: 4.25Puts (900)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DKL beats expectations, history suggests a potential stock increase of around 2.18%, confirming a positive turnaround.

In-Line / Cautious

A cautious in-line report may lead to muted reactions, as investors will be looking for further guidance on future performance.

Miss

If DKL misses again, the stock could drop by an average of 0.27%, raising concerns about the company's operational issues.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational improvements or cost-cutting measures.
2Insights into market demand for oil and gas storage and transportation.
3Management's outlook on future revenue growth.
4Details on any significant contracts or partnerships that could impact earnings.
5Responses to how the company plans to address past earnings misses.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.60

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its services.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

DKL Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-43.27%

Avg Stock Reaction

+0.34%

Last Quarter Recap

In Q1 2026, Delek Logistics reported an EPS of $0.60, falling short of expectations by 30%. The stock reacted positively, increasing by 4.33% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for DKL are cautious, given its recent earnings misses. Investors are looking for signs of recovery in profitability and revenue.

Bull Case

If DKL can show improved operational efficiency and better market conditions, it may exceed expectations and regain investor confidence.

Bear Case

Continued earnings misses could signal deeper issues within the company, leading to further declines in stock price.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.60

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue

N/A

Revenue figures provide insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will DKL's EPS meet or exceed the expected $0.60 this quarter?

Given the company's recent history of earnings misses, achieving this EPS target is crucial for restoring investor confidence.

What are the revenue figures for this quarter?

Revenue performance will provide insight into the company's operational effectiveness and market demand, which are critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in DKL's operational efficiency, which could lead to better-than-expected earnings.

Supporting Evidence

Despite recent misses, the stock's positive reaction to the last earnings report suggests some investor optimism.

Options pricing indicates a significant expected move, which could reflect underlying volatility that the Street is not fully accounting for.

Key Risk

If DKL manages to report an EPS above $0.60, it could shift market sentiment dramatically.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

Investors are weighing the potential for recovery against the backdrop of recent earnings misses and market conditions.

Bull Confirmed If

Achieving an EPS of $0.60 or better would confirm a recovery in profitability.

Bear Confirmed If

An EPS below $0.60 would reinforce concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±10.18%

Historical Avg

±1.9%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±10.2% while DKL has averaged ±1.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

31.3%

Calls (47K)P/C Ratio: 4.25Puts (900)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If DKL beats expectations, history suggests a potential stock increase of around 2.18%, confirming a positive turnaround.

In-Line / Cautious

A cautious in-line report may lead to muted reactions, as investors will be looking for further guidance on future performance.

Miss

If DKL misses again, the stock could drop by an average of 0.27%, raising concerns about the company's operational issues.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational improvements or cost-cutting measures.
2Insights into market demand for oil and gas storage and transportation.
3Management's outlook on future revenue growth.
4Details on any significant contracts or partnerships that could impact earnings.
5Responses to how the company plans to address past earnings misses.