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DKL NYSE

Delek Logistics Partners, LP
1W: -0.7% 1M: +5.9% 3M: -1.4% YTD: +23.5% 1Y: +28.6% 3Y: +68.2% 5Y: +69.3%
$56.92
-0.48 (-0.84%)
 
Weekly Expected Move ±2.7%
$54 $56 $57 $59 $61
NYSE · Energy · Oil & Gas Midstream · Tech Score Strong Buy · Power 70 · $3.3B mcap · 22M float · 0.702% daily turnover · Short 59% of daily vol
Credit Risk of going bust: lower than 58% of companies Debt: 42.3% of company value Bonds: $195.5M held by 267 funds, 236 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.23 (down 96%), Delek Logistics Partners, LP would be worth roughly what it owes.
Total debt $2.41B against a stock market value of $3.29B.
Distance to default 6.02 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.19B (short-term plus half of long-term), stock volatility 29.8%; Altman Z'' 0.68. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Supply Chain Overview

20 relationships
20
As Filer
counterparties named
0
As Counterparty
mentioned by others
5
Rel. Types
2021-05-26
Earliest Filing
2025-02-25
Latest Filing
target: 9 partner: 5 acquirer: 3 investor: 2 customer: 1

Counterparties (Filed by DKL)

20 relationships

Companies named in DKL's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
Delek US Holdings, Inc. DK customer Significant customer and sponsor owning the general partner interest and majority limited partner interest in Delek Logi 2025-02-25 View
Gravity Water Holdings LLC — target Seller of water disposal and recycling operations in the Permian Basin and Bakken acquired by Delek Logistics Partners, 2025-01-03 View
Gravity Water Holdings LLC — target Seller of 100% of Gravity Water Intermediate Holdings LLC interests for $285 million 2024-12-13 View
Delek Logistics Partners, LP DKL acquirer Buyer of 100% of Gravity Water Intermediate Holdings LLC interests for $285 million 2024-12-13 View
H2O Midstream Holdings, LLC — acquirer Seller of water disposal and recycling operations assets to Delek Logistics Partners, LP 2024-09-13 View
DKL Neptune Recycling, LLC — acquirer Subsidiary of Delek Logistics Partners, LP that acted as the Buyer in the asset acquisition 2024-09-13 View
H2O Midstream Holdings, LLC — target Seller of water disposal and recycling operations in the Permian Basin 2024-08-07 View
H2O Midstream Intermediate, LLC — target Target subsidiary interest being purchased 2024-08-07 View
H2O Midstream Permian LLC — target Target subsidiary interest being purchased 2024-08-07 View
H2O Midstream LLC — target Target subsidiary interest being purchased 2024-08-07 View
Barclays Bank PLC TAPR partner Co-documentation agent in the amended credit agreement 2022-10-17 View
U.S. Bank National Association — partner Co-documentation agent in the amended credit agreement 2022-10-17 View
Regions Bank — partner Co-documentation agent in the amended credit agreement 2022-10-17 View
Truist Bank — partner Co-documentation agent in the amended credit agreement 2022-10-17 View
3 Bear Energy – New Mexico LLC — target Seller of crude oil and gas gathering assets 2022-06-02 View
3 Bear Delaware Holding - NM, LLC — target Target entity whose equity interests were acquired 2022-06-02 View
3 Bear Delaware Holding - NM, LLC — target Target of the previously announced equity acquisition 2022-05-19 View
Ernst & Young LLP — investor Independent accountant providing opinion on financial statements 2021-05-26 View
Weaver and Tidwell, L.L.P. — investor Independent accountant providing opinion on Red River JV financial statements 2021-05-26 View
Red River Pipeline Company LLC — partner Joint Venture entity whose financial statements were audited by Weaver and Tidwell 2021-05-26 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-10-23 Other Events; Exhibits View
2026-08-14 Material Agreement; Exhibits Agreement View
2026-08-14 Regulation FD; Exhibits View
2026-08-13 Other Events; Exhibits View
2026-08-12 Other Events; Exhibits View
2026-08-05 Earnings Release; Exhibits View
2026-07-22 Other Events; Exhibits View
2026-05-14 Material Agreement; Financial Obligation; Other Events; Exhibits Agreement View
2026-05-05 Other Events; Exhibits View
2026-05-04 Regulation FD; Other Events; Exhibits View
2026-04-29 Earnings Release; Exhibits View
2026-04-23 Other Events; Exhibits View
2026-03-27 Material Agreement; Termination of Agreement; Financial Obligation; Exhibits Agreement View
2026-02-27 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2026-01-26 Other Events; Financial Statements and Exhibits View
2025-11-07 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-10-28 Other Events; Financial Statements and Exhibits View
2025-08-06 Results of Operations and Financial Condition; Financial Statements and Exhibits View
2025-07-29 Other Events; Financial Statements and Exhibits View
2025-06-30 Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Regulation FD Dis Agreement View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms