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Delek Logistics Partners, Lp (DKL)

NYSE: DKL · Pipe Lines (No Natural Gas) · Brentwood, TN · filing with the SEC since 2012
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Grade4.8
◀ Past 5.1● Present 4.6▶ Future 5.0
2 est.
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The grade of Delek Logistics Partners, Lp

Nine metrics read from its own filings, by tense
Headline grade
4.8/10
◀ Past5.130% of the headline
● Present4.640% of the headline
▶ Future5.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.1/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
5.8/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 58th percentile among 6 sector filers · read for itself

From the record

Delek Logistics Partners, Lp's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.8/10

What has it actually done, year after year?

+6.4% a year over 8 filed years; profitable in 8 of 8.

weight 45% of this tense · 58th percentile among 6 sector filers · read for its customers

From the record

Delek Logistics Partners, Lp's 8 filed years say what it did: revenue went from $658 million in fiscal 2018 to $1.0 billion in fiscal 2025, up 6.4% a year; it rose in 3 of 7 years; the deepest fall was 14% from fiscal 2018 to fiscal 2020; net income was positive in 8 of 8 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span6.4%bottom 42% of its family
  • the share of years revenue rosebottom 42% of its family
  • the share of filed years with a profittop 25% of its family
  • the deepest fall from a revenue peak14.3%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
2.5/10

How has it treated the people who own it?

SI estimate 2.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 25th percentile among 6 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the cash returned against operating cash flow, which ranks in the bottom 25% of 6 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: cash returned against operating cash flow, the one part on file, ranked among 6 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Delek Logistics Partners, Lp's shareholder treatment is put at 2.5 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the bottom 25% of 6 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.6/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

SI estimate
5.0/10

Is it financially healthy right now?

SI estimate 5.0/10, confidence 15 of 100 (universe median).

weight 33% of this tense · 50th percentile among 5056 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
No balance sheet on file, and its family carries too few readings to lean on, so the desk assumes the typical reading over all 5056 companies with one.
What the record cannot read
No balance sheet on file.
How it was reasoned
universe median, 5056 readings behind it.
Confidence
15 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Delek Logistics Partners, Lp's financial health is put at 5.0 of 10 with a confidence of 15 of 100, because no balance sheet on file, and its family carries too few readings to lean on, so the desk assumes the typical reading over all 5056 companies with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Industry position

as filed
3.7/10

How strong is its position in its industry?

bottom 37% of 6 in its family; net margin 17.4%.

weight 45% of this tense · 37th percentile among 6 sector filers · read for its customers

From the record

Delek Logistics Partners, Lp's standing among 6 graded names in its industry family: revenue of $1.0 billion in fiscal 2025 ranks in the bottom 10% by size; a net margin of 17.4% ranks in the top 42%; revenue growth of -0.7% a year over the last 3 filed years ranks in the bottom 42% (its annual reports).

What it rests on

  • revenue against the family$1.01Bbottom 10% of its family
  • net margin17.4%top 42% of its family
  • three-year revenue growth-0.7%bottom 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.6/10

What are the people in charge doing?

top 44% of 4 in its family for leadership.

weight 22% of this tense · 56th percentile among 4 sector filers · read for its shareholders

From the record

Delek Logistics Partners, Lp's leadership, from its insiders' filings and its current reports: no one files under a chief executive's title, so that part is not read; the 15 officers and directors filing in the last fifteen months have been on the record a median of 6.3 years (top 50%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 37%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge4 in three years among 15 peopletop 37% of its family
  • the median years the people in charge have filed6.3 yearstop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
1.4/10

How much room does it have to grow?

bottom 14% of 6 in its family for room to expand.

weight 22% of this tense · 14th percentile among 6 sector filers · read for itself

From the record

Delek Logistics Partners, Lp's room to grow, from the newest filed statements (fiscal 2025): cash of $11 million against debt of $2.3 billion leaves -84% of its assets as net cash, bottom 8% of its family; cash from operations less capital spending is -3% of revenue (bottom 8%); a gross margin of 21.2% (bottom 25%) (its annual report).

What it rests on

  • cash less debt against assets-84.0%bottom 8% of its family
  • cash from operations less capital spending against revenue-3.0%bottom 8% of its family
  • gross margin21.2%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.3/10

What could actually drive growth from here?

top 47% of 6 in its family for growth drivers.

weight 45% of this tense · 53rd percentile among 6 sector filers · read for its customers

From the record

Delek Logistics Partners, Lp's growth drivers, from the filed years to fiscal 2025: revenue grew -0.7% a year over the last three filed years against 6.4% over all 8, slowing (top 42% of its family); the newest year grew 7.7% (top 42%); capital spending grew 23.8% a year (bottom 42%) (its annual reports). Delek Logistics Partners, Lp reported 3 lines of business in fiscal 2025: Gathering and Processing at $498 million (49%), Wholesale Marketing and Terminalling at $418 million (41%), Storage and Transportation at $98 million (10%); 1 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-7.1 points a yeartop 42% of its family
  • the newest year's revenue growth7.7%top 42% of its family
  • three-year growth of capital spending23.8%bottom 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.0/10

Did its newest year beat what its own record pointed to?

top 30% of 5 in its family for expectations against reality.

weight 33% of this tense · 70th percentile among 5 sector filers · read for its shareholders

From the record

Delek Logistics Partners, Lp's newest year against its own record: revenue of $1.0 billion in fiscal 2025 came in 13.1% above the $896 million its prior three years' pace pointed to (top 50% of its family); net income of $176 million against a prior three-year average of $143 million (top 30%); a net margin of 17.4% against 14.3% before (top 10%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace13.1%top 50% of its family
  • net income against the prior three years' average+24%top 30% of its family
  • net margin against its prior average+3.1 pointstop 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton DKL · research, not advice