Jun 2026 (Q2 FY26) — Aug 5, 2026
Delek Logistics Partners Q2 FY26 — Record Crude Volumes and Reaffirmed EBITDA Guidance
Read the full callDelek Logistics Partners earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 385 | +56.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 16.1 | −5.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
1Y: $44.29 on 14 Oct 2025 → $55.94. High $60.31 (31 Jul 2026), low $43.3 (16 Oct 2025).
Overview
Call summaries
Delek Logistics Partners Q2 FY26 — Record Crude Volumes and Reaffirmed EBITDA Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: −17% (quarter to mar 2026 against mar 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 214 | 210 | 250 | 246 | 261 | 256 | 297 | 385 |
| Expenses | 182 | 172 | 202 | 194 | 216 | 219 | 257 | 323 |
| Operating profit | 32 | 38 | 48 | 52 | 45 | 36 | 40 | 62 |
| Operating margin | 14.9% | 18.1% | 19.0% | 21.3% | 17.4% | 14.3% | 13.4% | 16.1% |
| Interest | 37 | 38 | 41 | 42 | 48 | 48 | 52 | 70 |
| Profit before tax | 34 | 35 | 39 | 45 | 46 | 47 | 32 | 29 |
| Tax rate | 0.4% | −0.1% | 0.5% | 0.6% | 0.8% | −0.7% | 0.0% | 0.0% |
| Net profit | — | 35 | 39 | — | — | 47 | 32 | — |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Fixed assets | 313 | 295 | 465 | 449 | 924 | 936 | 1,064 | 1,424 |
| Total assets | 625 | 744 | 956 | 935 | 1,679 | 1,642 | 2,042 | 2,779 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 153 | 130 | 193 | 275 | 192 | 225 | 206 | 237 |
| Cash from investing | -228 | -147 | -123 | -16 | -770 | -90 | -385 | -444 |
| Cash from financing | 75 | 18 | -71 | -259 | 582 | -140 | 180 | 213 |
| Net cash flow | -0 | 1 | -1 | 0 | 4 | -4 | 2 | 6 |
| Capital expenditure | -13 | -9 | -13 | -23 | -141 | -96 | -129 | -268 |
| Free cash flow | 140 | 121 | 180 | 252 | 51 | 129 | 77 | -31 |
46 filings between Nov 5, 2025 and Sep 10, 2026.
Purchases
$750.0K
5 purchases by 5 insiders
Sales
$60.9K
5 sales by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 disposition to issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Yemin Ezra Uzi | $300.0K | — | Aug 13, 2026 |
| Hobbs Mark Wayne | $200.0K | — | Aug 13, 2026 |
| Soreq Avigal | $125.0K | — | Aug 13, 2026 |
| Spiegel Reuven | $50.0K | $60.9K | Aug 13, 2026 |
| Wright Robert G. | $75.0K | — | Aug 13, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 10, 2026 | Spiegel Reuven EVP, Delek Logistics | Tax withheld | 743 | $42.4K |
| Sep 10, 2026 | Soreq Avigal President | Tax withheld | 3,038 | $173.2K |
| Sep 10, 2026 | Hobbs Mark Wayne EVP | Tax withheld | 659 | $37.6K |
| Sep 10, 2026 | Wright Robert G. EVP, Chief Financial Officer | Tax withheld | 229 | $13.1K |
| Aug 13, 2026 | Wright Robert G. EVP, Chief Financial Officer | Purchase | 1,500 | $75.0K |
| Aug 13, 2026 | Soreq Avigal President | Purchase | 2,500 | $125.0K |
| Aug 13, 2026 | Yemin Ezra Uzi Chairman | Purchase | 6,000 | $300.0K |
| Aug 13, 2026 | Hobbs Mark Wayne EVP | Purchase | 4,000 | $200.0K |
| Aug 13, 2026 | Spiegel Reuven Executive Vice President, DKL | Purchase | 1,000 | $50.0K |
| Jun 10, 2026 | Green Frederec Director | Award | 2,476 | $130.0K |
| Jun 10, 2026 | Hobbs Mark Wayne EVP | Tax withheld | 350 | $18.4K |
| Jun 10, 2026 | Wright Robert G. EVP, Chief Financial Officer | Tax withheld | 74 | $3.9K |
| Jun 10, 2026 | Kelly Gennifer F. Director | Award | 2,476 | $130.0K |
| Jun 10, 2026 | Brillon Sherri Anne Director | Award | 2,476 | $130.0K |
| Jun 10, 2026 | Soreq Avigal President | Tax withheld | 1,646 | $86.4K |
| Jun 10, 2026 | Yemin Ezra Uzi Chairman | Award | 2,476 | $130.0K |
| Jun 10, 2026 | Spiegel Reuven Executive Vice President, DKL | Tax withheld | 1,485 | $77.9K |
| Jun 10, 2026 | Brown Charles J III Director | Award | 2,476 | $130.0K |
| Jun 10, 2026 | GADD ERIC D Director | Award | 2,476 | $130.0K |
| Jun 10, 2026 | HADDOCK RON W Director | Award | 2,476 | $130.0K |
| Jun 10, 2026 | McWatters Denise Clark EVP, Gen Counsel & Corp Sec | Tax withheld | 1,277 | $67.0K |
| Apr 1, 2026 | Delek US Holdings, Inc. Director | Disposition to issuer | 359,372 | — |
| Mar 10, 2026 | Wright Robert G. EVP, Chief Financial Officer | Award | 2,357 | $0 |
| Mar 10, 2026 | Hobbs Mark Wayne EVP | Tax withheld | 461 | $24.4K |
| Mar 10, 2026 | Hobbs Mark Wayne EVP | Award | 4,715 | $0 |
| Mar 10, 2026 | Wright Robert G. EVP, Chief Financial Officer | Tax withheld | 831 | $44.1K |
| Mar 10, 2026 | Wright Robert G. EVP, Chief Financial Officer | Award | 1,922 | $0 |
| Mar 10, 2026 | Soreq Avigal President | Tax withheld | 2,201 | $116.7K |
| Mar 10, 2026 | Soreq Avigal President | Award | 21,218 | $0 |
| Mar 10, 2026 | Spiegel Reuven Executive Vice President, DKL | Award | 7,544 | $0 |
| Mar 10, 2026 | McWatters Denise Clark EVP, Gen Counsel & Corp Sec | Tax withheld | 1,439 | $76.3K |
| Mar 10, 2026 | Israel Joseph EVP | Tax withheld | 575 | $30.5K |
| Mar 10, 2026 | Israel Joseph EVP | Award | 5,658 | $0 |
| Mar 9, 2026 | Israel Joseph EVP | Tax withheld | 168 | $8.7K |
| Mar 4, 2026 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $13.3K |
| Feb 4, 2026 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $13.1K |
| Jan 5, 2026 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $11.7K |
| Dec 10, 2025 | Hobbs Mark Wayne EVP | Tax withheld | 461 | $20.8K |
| Dec 10, 2025 | Israel Joseph EVP | Tax withheld | 575 | $25.9K |
| Dec 10, 2025 | Wright Robert G. EVP, Chief Financial Officer | Tax withheld | 499 | $22.5K |
| Dec 10, 2025 | Soreq Avigal President | Tax withheld | 2,201 | $99.1K |
| Dec 10, 2025 | Spiegel Reuven Executive Vice President, DKL | Tax withheld | 972 | $43.8K |
| Dec 10, 2025 | McWatters Denise Clark EVP, Gen Counsel & Corp Sec | Tax withheld | 987 | $44.4K |
| Dec 9, 2025 | Israel Joseph EVP | Tax withheld | 168 | $7.6K |
| Dec 4, 2025 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $11.5K |
| Nov 5, 2025 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $11.3K |
| Oct 6, 2025 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $11.3K |
| Sep 12, 2025 | Spiegel Reuven Executive Vice President, DKL | Sale 10b5-1 plan | 250 | $11.3K |
| Sep 10, 2025 | Spiegel Reuven Executive Vice President, DKL | Tax withheld | 972 | $42.8K |
| Sep 10, 2025 | Israel Joseph EVP, Operations | Tax withheld | 939 | $41.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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