From Alphastreet - Earnings Decoded. Market Intelligence Delivered · AlphaStreet Newsdesk · · 40s
Delek Logistics Q3 Revenue Surges 42%
Delek Logistics Partners reports 42% revenue growth in Q3 2026 despite earnings miss.
In brief
Delek Logistics Partners reports 42% revenue growth in Q3 2026 despite earnings miss. Delek Logistics Partners delivered 42.5% year-over-year revenue growth in Q3 2026 but missed earnings estimates due to margin compression. Originally reported by Alphastreet - Earnings Decoded. Market Intelligence Delivered.
Earnings Miss
Delek Logistics Partners reported Q3 2026 diluted earnings of $0.85 per share, falling short of the $1.04 consensus estimate by 18.3%.
Revenue Acceleration
The partnership delivered 42.5% year-over-year revenue growth from $261.3M in Q3 2025 to $372.4M in Q3 2026.
“As Avigal and Mark have highlighted, the partnership delivered another strong quarter with adjusted EBITDA of $143 million”
Profitability Concerns
Earnings per share remained flat at $0.85 despite 42.5% revenue growth, indicating margin deterioration.
“Turning to our results, as mentioned already, DKL posted another strong quarter with adjusted EBITDA of approximately $143 million”
Optimistic Guidance
Management raised FY26 adjusted EBITDA guidance to $530.0M-$560.0M, indicating sustained momentum.
What it means
Delek Logistics Partners delivered 42.5% year-over-year revenue growth in Q3 2026 but missed earnings estimates due to margin compression.
