Delek Logistics Partners LP is expected to report Q3 2026 revenue of $355.44 million and earnings per share of $0.97, as the current stock price of $56.80 trades slightly above the $55.60 average analyst target.
Investors are primarily focused on the partnership's Adjusted EBITDA and its ability to maintain a sustainable distribution coverage ratio following its recent dividend increase to $1.14 per unit.
Growth is expected to be driven by the integration of recent Permian and Delaware Basin acquisitions, alongside higher throughput volumes from its parent company, Delek US. Management’s guidance on future capital allocation and the impact of its enterprise optimization plan will be critical for assessing long-term payout stability.