Delek Logistics Partners Q3 2026 Revenue Tops Estimates at $372.4M, but EPS Misses at $0.85

Delek Logistics Partners (DKL) posted mixed third-quarter 2026 results, with revenue above the estimate and EPS below it. Revenue was $372.4 million, up 43% from a year earlier, above the $355.4 million estimate, and EPS was $0.85, unchanged from a year earlier, below the $0.97 estimate.

Q3 2026 scorecard

By our calculation, revenue was $17.0 million above the estimate and EPS was $0.12 below it. The QoQ column compares with the previous quarter's revenue of $384.8 million and EPS of $0.54. The YoY column compares with $261.3 million and $0.85 in the same quarter a year earlier.

GAAP results

• Net income. The company reported net income of $47.4 million on a GAAP basis, compared with net income of $45.6 million a year earlier.

Track record

• EPS record. EPS beat the estimate in 1 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 4 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $261.3 million, $255.8 million, $297.5 million, $384.8 million and $372.4 million.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $0.97 and revenue of $358.3 million next quarter, based on 3 analysts.
• Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 43% increase to $372.4 million.
• Estimate record. Whether Delek Logistics Partners returns to beating EPS estimates, which it did in 1 of its last 8 reports.
• Related coverage. See our reports on Delek US, Brookdale Senior Living, Utz Brands and Elanco Animal Health.

Sources: Results are from Delek Logistics Partners's Nov. 6, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Delek Logistics Partners's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.