Delek Logistics Partners Cuts 2026 Revenue Estimate 10.4% to $1.03B, Sees Q1 EPS $0.93
Delek Logistics Partners LP is forecast to post Q1 2026 revenue of $240 million and EPS of $0.93, with full-year revenue estimates cut 10.4% to $1.03 billion and EPS lowered 17.9% to $3.87. In Q4 2025, $260 million revenue fell 9.8% short and EPS of $0.88 missed estimates by 24.6%.
1. Q1 2026 Estimates Released
Delek Logistics Partners LP is expected to report Q1 2026 revenue of $240 million and earnings of $0.93 per share when it releases results on April 29, reflecting analyst consensus forecasts for its midstream operations.
2. Full-Year Outlook Revised
Consensus revenue estimates for full-year 2026 have declined from $1.15 billion to $1.03 billion, while EPS projections were cut from $4.71 to $3.87. Estimates for 2027 revenue have slipped from $1.11 billion to $1.09 billion and EPS forecasts fell from $4.94 to $4.14 over the past 90 days.
3. Q4 2025 Performance and Reaction
In the quarter ended December 31, 2025, Delek Logistics reported $260 million in revenue, missing expectations by 9.8%, and EPS of $0.88, 24.6% below estimates. Shares declined 0.7% the day following the Q4 release.
4. Analyst Targets and Recommendations
Five analysts set a one-year average price target of $50.40, ranging from $36.00 to $57.00, implying a modest downside. A consensus brokerage recommendation of 3.0 signals a Hold, and the estimated GF Value of $38.35 suggests a 24% downside from current levels.