DKLDelek Logistics Partners, LP
The schedule
- Thu15Oct
Quarterly distribution update and capital allocation strategy presentation.
- Thu10Dec
Assessment of OPEC+ production quotas and President Trump's energy policies affecting domestic midstream volumes.
- Wed3Feb
Q3 2026 earnings release, focusing on free cash flow generation and debt management progress.
- Thu15Apr
Update on potential strategic drop-downs from parent Delek US Holdings or third-party M&A transactions.
- Wed5May
Q4 2026 earnings release accompanied by full-year 2027 capital expenditure and EBITDA guidance.
- Wed4Aug
Q1 2027 earnings release, evaluating early integration of acquired assets and seasonal throughput.
Past
- Wed5Aug
Actual outcome: Bear · $54.01 at outcome
Despite reporting a record Q2 adjusted EBITDA of $144 million and meeting EPS estimates of $0.60, the stock declined 5.4% following the earnings release. The sell-off was primarily driven by the company's announcement and subsequent pricing of a $175 million public offering of 4 million common units at $50.00 per unit, which diluted existing shareholders and pressured the stock downward.
Q2 2026 earnings release, testing heavily overbought technicals (RSI 71.5) against underlying midstream throughput metrics.