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Side-by-side financial comparison of Climb Global Solutions, Inc. (CLMB) and Delek Logistics Partners, LP (DKL). Click either name above to swap in a different company.

Climb Global Solutions, Inc. is the larger business by last-quarter revenue ($182.4M vs $154.7M, roughly 1.2× Delek Logistics Partners, LP). Delek Logistics Partners, LP runs the higher net margin — 20.9% vs 1.8%, a 19.1% gap on every dollar of revenue. On growth, Delek Logistics Partners, LP posted the faster year-over-year revenue change (518.9% vs 32.1%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs -23.5%).

Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.

Delek Logistics Partners, LP is a U.S.-based midstream energy logistics enterprise that offers storage, transportation, and distribution services for crude oil, refined petroleum products, and renewable fuels. It mainly serves downstream energy operators, retail fuel networks and industrial clients across the U.S. Gulf Coast and Southeast regions.

CLMB vs DKL — Head-to-Head

Bigger by revenue
CLMB
CLMB
1.2× larger
CLMB
$182.4M
$154.7M
DKL
Growing faster (revenue YoY)
DKL
DKL
+486.7% gap
DKL
518.9%
32.1%
CLMB
Higher net margin
DKL
DKL
19.1% more per $
DKL
20.9%
1.8%
CLMB
Faster 2-yr revenue CAGR
CLMB
CLMB
Annualised
CLMB
40.7%
-23.5%
DKL

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
CLMB
CLMB
DKL
DKL
Revenue
$182.4M
$154.7M
Net Profit
$3.3M
$32.4M
Gross Margin
14.5%
-62.0%
Operating Margin
2.1%
25.9%
Net Margin
1.8%
20.9%
Revenue YoY
32.1%
518.9%
Net Profit YoY
-9.5%
EPS (diluted)
$0.18
$0.60

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CLMB
CLMB
DKL
DKL
Q1 26
$182.4M
$154.7M
Q4 25
$193.8M
$255.8M
Q3 25
$161.3M
$261.3M
Q2 25
$159.3M
$246.3M
Q1 25
$138.0M
$249.9M
Q4 24
$161.8M
$209.9M
Q3 24
$119.3M
$214.1M
Q2 24
$92.1M
$264.6M
Net Profit
CLMB
CLMB
DKL
DKL
Q1 26
$3.3M
$32.4M
Q4 25
$7.0M
$47.3M
Q3 25
$4.7M
$45.6M
Q2 25
$6.0M
$44.6M
Q1 25
$3.7M
$39.0M
Q4 24
$7.0M
$35.3M
Q3 24
$5.5M
$33.7M
Q2 24
$3.4M
$41.1M
Gross Margin
CLMB
CLMB
DKL
DKL
Q1 26
14.5%
-62.0%
Q4 25
15.4%
17.2%
Q3 25
15.9%
20.6%
Q2 25
16.5%
25.8%
Q1 25
16.9%
21.5%
Q4 24
19.3%
23.4%
Q3 24
20.3%
22.8%
Q2 24
20.2%
28.1%
Operating Margin
CLMB
CLMB
DKL
DKL
Q1 26
2.1%
25.9%
Q4 25
4.9%
14.2%
Q3 25
4.3%
17.4%
Q2 25
5.0%
21.3%
Q1 25
3.5%
19.0%
Q4 24
7.2%
18.1%
Q3 24
7.1%
14.9%
Q2 24
4.6%
25.9%
Net Margin
CLMB
CLMB
DKL
DKL
Q1 26
1.8%
20.9%
Q4 25
3.6%
18.5%
Q3 25
2.9%
17.4%
Q2 25
3.7%
18.1%
Q1 25
2.7%
15.6%
Q4 24
4.3%
16.8%
Q3 24
4.6%
15.7%
Q2 24
3.7%
15.5%
EPS (diluted)
CLMB
CLMB
DKL
DKL
Q1 26
$0.18
$0.60
Q4 25
$1.51
Q3 25
$1.02
Q2 25
$1.30
Q1 25
$0.81
Q4 24
$1.52
Q3 24
$1.19
Q2 24
$0.75

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CLMB
CLMB
DKL
DKL
Cash + ST InvestmentsLiquidity on hand
$41.8M
$9.9M
Total DebtLower is stronger
$2.3B
Stockholders' EquityBook value
$118.4M
Total Assets
$458.8M
$2.9B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CLMB
CLMB
DKL
DKL
Q1 26
$41.8M
$9.9M
Q4 25
$36.6M
$10.9M
Q3 25
$49.8M
$6.9M
Q2 25
$28.6M
$1.4M
Q1 25
$32.5M
$2.1M
Q4 24
$29.8M
$5.4M
Q3 24
$22.1M
$7.3M
Q2 24
$48.4M
$5.1M
Total Debt
CLMB
CLMB
DKL
DKL
Q1 26
$2.3B
Q4 25
$2.3B
Q3 25
$2.3B
Q2 25
$2.2B
Q1 25
$2.1B
Q4 24
$1.9B
Q3 24
$1.9B
Q2 24
$1.6B
Stockholders' Equity
CLMB
CLMB
DKL
DKL
Q1 26
$118.4M
Q4 25
$116.6M
Q3 25
$109.3M
Q2 25
$105.2M
Q1 25
$95.6M
Q4 24
$90.6M
Q3 24
$87.7M
Q2 24
$79.8M
Total Assets
CLMB
CLMB
DKL
DKL
Q1 26
$458.8M
$2.9B
Q4 25
$460.2M
$2.8B
Q3 25
$376.1M
$2.7B
Q2 25
$420.7M
$2.8B
Q1 25
$370.1M
$2.4B
Q4 24
$469.2M
$2.0B
Q3 24
$371.9M
$2.0B
Q2 24
$302.8M
$1.6B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CLMB
CLMB
DKL
DKL
Operating Cash FlowLast quarter
$170.4M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
5.4%
Cash ConversionOCF / Net Profit
5.27×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CLMB
CLMB
DKL
DKL
Q1 26
$170.4M
Q4 25
$-11.9M
$43.2M
Q3 25
$22.2M
$54.9M
Q2 25
$-2.2M
$107.4M
Q1 25
$8.5M
$31.6M
Q4 24
$16.0M
$49.9M
Q3 24
$-3.6M
$24.9M
Q2 24
$7.3M
$87.6M
Free Cash Flow
CLMB
CLMB
DKL
DKL
Q1 26
Q4 25
$12.6M
Q3 25
$-12.3M
Q2 25
$-7.1M
Q1 25
$-23.9M
Q4 24
$3.9M
Q3 24
$-31.7M
Q2 24
$72.5M
FCF Margin
CLMB
CLMB
DKL
DKL
Q1 26
Q4 25
4.9%
Q3 25
-4.7%
Q2 25
-2.9%
Q1 25
-9.6%
Q4 24
1.8%
Q3 24
-14.8%
Q2 24
27.4%
Capex Intensity
CLMB
CLMB
DKL
DKL
Q1 26
5.4%
Q4 25
12.0%
Q3 25
25.7%
Q2 25
46.5%
Q1 25
22.2%
Q4 24
21.9%
Q3 24
26.4%
Q2 24
5.7%
Cash Conversion
CLMB
CLMB
DKL
DKL
Q1 26
5.27×
Q4 25
-1.70×
0.91×
Q3 25
4.73×
1.21×
Q2 25
-0.37×
2.41×
Q1 25
2.30×
0.81×
Q4 24
2.29×
1.41×
Q3 24
-0.66×
0.74×
Q2 24
2.13×
2.13×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CLMB
CLMB

Segment breakdown not available.

DKL
DKL

Third party$105.4M68%
Affiliate$49.2M32%

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