Delek Logistics Partners, LP vs TMD Energy
Delek Logistics Partners, LP is the larger business, with $1.01bn of revenue in fiscal 2025 against $545m for TMD Energy (1.9 times as much). Delek Logistics Partners, LP grew faster (7.7% against -20.8%). Delek Logistics Partners, LP kept more of each dollar of sales as profit: a net margin of 17.4% against -3.4%.
| Latest fiscal year | Delek Logistics Partners, LPDKL, 2025 | TMD EnergyTMDE, 2026 |
|---|---|---|
| Revenue | $1.01bn | $545m |
| Revenue growth | 7.7% | -20.8% |
| Net income | $176m | −$18.6m |
| Operating margin | — | — |
| Net margin | 17.4% | -3.4% |
| Return on equity | — | -182.0% |
| Free cash flow | −$30.6m | $7.5m |
| Cash | $10.9m | $4.0m |
| Total debt | $2.36bn | $86.8m |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $10.0m | — |
| Employees | — | — |
| Market value | $2.93bn | $12.5m |
| Price vs our value range | Below our value range | — |
| Moat score | 74 (Strong) | — |
| Insider trades, 12 months | 5 buys, 5 sales | 0 buys, 0 sales |