ARKO 3Q 2026: Revenue $2.39B, EPS $0.08 — 10-Q Summary

ARKO Corp reported Q3 2026 earnings, raising EBITDA guidance. Key points: retained stores outperformed, with 1,038 stores generating 98-99% of retail profit. Q4 retail guidance reflects volume pressure and the pending USPP acquisition, expected to add 280M gallons and $30M annualized EBITDA. Merchandise margins improved 110 bps to 34.8%. Capital expenditures were $41.4M, with $184M cash and $1B liquidity. Full-year EBITDA guidance updated based on current trends.

Arko (ARKO) reported Q3 2026 Adjusted EBITDA of $75.7M, up 8.5% YoY. Retail same-store fuel margin increased 10.4% to $0.488/gallon. The company raised full-year guidance due to strong performance and the expected acquisition of U.S. Petroleum Partners (USPP). ARKO Petroleum Corp (APC), 74% owned by Arko, saw strong wholesale and fleet fueling results. The USPP deal is expected to add $30M in annualized Adjusted EBITDA and close in Q4 2026.

ARKO reported a 50 basis point increase in same-store merchandise margin to 34.8%, driven by favorable category mix and investments. Operating expenses rose to $156.7M, partly due to higher fuel prices. The company has converted 500 stores to dealer locations and expects to complete 25 remodels in 2026. Wholesale and fleet fueling income increased by 7% and 8.9%, respectively. ARKO anticipates closing the acquisition of U.S. Petroleum Partners, adding 280M gallons of annual fuel volume.

ARKO Corp. (ARKO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ARKO Corp. Reports Third Quarter 2026 Results and Raises Lower End of the Full Year 2026 Adjusted EBITDA Guidance ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Company”), one of the largest operators of convenience stores in the United States, ranked by store count and o

ARKO Corp. (ARKO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ARKO Petroleum Corp. Reports Third Quarter 2026 Results, Raises Full Year 2026 Guidance and Declares Quarterly Dividend ARKO Petroleum Corp. (Nasdaq: APC) (“APC” or the “Company”), one of the largest fuel wholesalers in North America, today announced financial result

Mizuho upgraded ARKO Petroleum (ARKO) to Outperform with a $22.00 price target, citing a 30% share decline since May and a 13.3% yield. The firm views the pullback as overdone and expects margin improvements. ARKO reported Q2 profit growth but shares fell on softer cash flow and unchanged guidance.