Delek Logistics Partners Declares Q2 2026 Distribution, Reinforcing Commitment to Unitholders

Partnership Structure and Distribution Strategy

Delek Logistics Partners, LP is a Delaware limited partnership with common units traded on the New York Stock Exchange under the symbol DKL. The partnership’s structure focuses on generating operational cash flow and distributing a portion to unitholders quarterly. This approach aligns with typical master limited partnerships (MLPs) and energy infrastructure entities that aim to offer steady income streams alongside potential unit appreciation.

Headquartered in Brentwood, Tennessee, the partnership is governed by its general partner, Delek Logistics GP, LLC. Executive Vice President and Chief Financial Officer Robert Wright signed the disclosure on behalf of the general partner. The quarterly distribution framework supports investor confidence by providing predictable capital returns while allowing operational flexibility for growth and debt servicing.

Q2 2026 Distribution Declaration Details

Delek Logistics Partners issued a press release on July 22, 2026, confirming the declaration of its second quarter 2026 distribution to unitholders. Submitted as an official SEC filing, the announcement reaffirms the partnership’s adherence to its distribution schedule. Although the specific per-unit distribution amount was not disclosed in this filing, the declaration serves as a key update on the partnership's financial health and cash generation during Q2 2026.

The timing of this announcement corresponds with standard mid-year reporting and distribution practices common among energy infrastructure partnerships. It indicates that the partnership has completed its second quarter operations and evaluated distributable cash available for allocation. Detailed distribution information and management commentary can be found in the press release filed as Exhibit 99.1.

Operational Overview and Business Model

Operating in the energy logistics and midstream infrastructure sector, Delek Logistics Partners provides essential transportation and storage services for crude oil and refined petroleum products. Its business model relies on fee-based and volume-driven revenues from moving, storing, and distributing energy products, placing the partnership within a critical segment of North America's energy infrastructure.

Revenue depends on throughput volumes and service fees charged to customers utilizing its logistics network and storage facilities. This model generates relatively stable cash flows that underpin the quarterly distribution program. Consistent cash generation enables management to forecast distributable earnings and maintain regular distributions, which is important for income-focused investors.

Regulatory Compliance and Disclosure

The Q2 2026 distribution declaration was filed with the Securities and Exchange Commission on July 22, 2026, ensuring all investors receive timely and equal notification. The filing includes the partnership's principal office address at 310 Seven Springs Way, Suite 500, Brentwood, Tennessee, and provides contact details for investor inquiries.

Delek Logistics Partners is not designated as an emerging growth company and complies fully with all Securities Exchange Act requirements for nationally registered securities. This disclosure underscores the partnership’s commitment to transparency and accurate reporting of significant corporate actions.

Investor Implications for Income-Oriented Portfolios

For unitholders, the quarterly distribution declaration represents a direct cash return on investment, confirming the partnership’s ability to generate sufficient cash flow to support its distribution obligations in Q2 2026. Income-focused investors closely monitor these announcements for insights into the partnership’s financial stability and operational performance.

Future distributions depend on stable operating cash flows from logistics assets. Influencing factors include transported crude oil and refined product volumes, pricing for logistics services, capital expenditure needs for maintenance and expansion, and interest rates impacting debt service. While distributions provide cash returns, unitholders should be aware that amounts may vary based on these operational and financial factors.

Tax and Capital Allocation Considerations for MLP Investors

As a limited partnership, Delek Logistics Partners passes taxable income to unitholders quarterly via Schedule K-1 forms. Investors must report their share of partnership income on their tax returns regardless of cash distributions received, a typical MLP tax structure that requires awareness of filing and estimated tax payment obligations.

Capital allocation priorities include funding distributions, servicing debt, maintaining and upgrading infrastructure, and supporting strategic growth. The Q2 distribution declaration reflects management’s determination that distributable cash was available after covering operating expenses, capital expenditures, and debt obligations. Future distributions will depend on consistent cash flow generation and effective capital management.

Energy Infrastructure Market Context

Delek Logistics Partners operates in a sector driven by essential service demand, regulatory oversight, and long-term contracts. Crude oil transportation, storage, and refined product distribution are fundamental components of the petroleum supply chain, supporting stable cash generation and enabling sustained distributions over time.

The partnership’s infrastructure assets are often subject to tariff regulation and long-term agreements with major energy producers and refiners, providing revenue stability and cash flow visibility. Changes in product volumes, crude pricing, and refining patterns across North America may impact throughput and revenue, influencing distributable cash for quarterly distributions.

Governance and Financial Management

Delek Logistics GP, LLC, as general partner, oversees daily operations, strategic planning, and financial management. It ensures distributions comply with partnership agreements and legal requirements. Experienced energy sector leadership provides governance and operational expertise to manage complex logistics assets and maintain customer relationships.

Robert Wright, Executive Vice President and CFO, exemplifies disciplined financial oversight. His signature on the disclosure confirms thorough review and regulatory compliance, assuring unitholders that qualified professionals manage accounting, reporting, and capital allocation decisions.