$ARKO

ARKO Corp.

ARKO is based in Richmond, Virginia, and operates convenience stores and fuel distribution businesses in the United States. As of December 31, 2025, it operated 1,118 retail convenience stores under more than 25 regional brands and supplied fuel to 2,099 dealer locations. Its four segments are retail, wholesale, fleet fueling and GPMP. Retail stores sell fuel, merchandise, prepared food and beverages, and offer services such as lottery and car washes. Wholesale supplies fuel to dealers, sub-wholesalers and bulk and spot purchasers, earning fixed fees or margins under fuel supply agreements and sharing fuel-sale gross profit under consignment agreements. Fleet fueling operates cardlock locations and earns commissions on fuel sales made with proprietary fuel cards. GPMP distributes fuel to substantially all of ARKO’s retail and wholesale sites that sell fuel, charging fuel cost plus a fixed margin. ARKO’s fleet cards provide access to a nationwide network of fueling and service locations.

AlphAI earnings readSecond Quarter 2026 · AUG 7ARKO Corp. Reports Second Quarter 2026 ResultsVerdict: mixed

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No SEC Form 4 filings for $ARKO in the last 30 days.

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ARKO will release third-quarter results before its Nov. 5 call.

ARKO Corp. (Nasdaq: ARKO) will release its Q3 2026 financial results before a conference call on November 5, 2026, at 9:00 a.m. ET. The call will include a Q&A session and a replay will be available afterward. ARKO operates convenience stores and wholesales fuel in the U.S.

Mizuho upgrades ARKO Petroleum stock rating on valuation, yield

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.

Moody’s changes ARKO outlook to stable on debt reduction

Moody’s upgraded ARKO Corp.'s outlook to stable from negative, citing debt reduction and higher earnings. The company used IPO proceeds to repay debt and repurchased senior notes. ARKO Petroleum is acquiring U.S. Petroleum Partners for $205M, expected to add $30M in EBITDA. Moody’s-adjusted debt to EBITDA improved to 5.4x from 5.9x. The company maintains strong liquidity and coverage ratios.

ARKO sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning ARKO (ARKO Corp.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent ARKO coverage spans earnings, financial news and mergers & acquisitions.

What's driving ARKO

  • The main tradable event is the upcoming Q3 earnings release and call, which can reprice ARKO on results and guidance.

    stocktitan.net · Oct 26, 2026

  • Upgrade signals potential upside as analysts view the stock undervalued.

    investing.com · Oct 2, 2026

  • Rating outlook upgrade may lower credit risk perception and support equity and bond prices.

    investing.com · Aug 21, 2026

  • Near-term trading focus is on the USPP deal economics, margin outlook raise, and SNAP EBT-driven demand softness versus guidance reaffirmation.

    fool.com · Aug 14, 2026

  • Guidance reaffirmation plus quantified USPP contribution and earn-out terms create a near-term valuation and risk framework for 2H 2026 fuel and closing-timing uncertainty.

    yahoo.com · Aug 9, 2026

AlphAI scores every news story that mentions ARKO with an AI model for sentiment and relevance, and aggregates insider trades from ARKO Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ARKO

Score
$ARKOMedAI 8/10

Moody’s changes ARKO outlook to stable on debt reduction

Moody’s upgraded ARKO Corp.'s outlook to stable from negative, citing debt reduction and higher earnings. The company used IPO proceeds to repay debt and repurchased senior notes. ARKO Petroleum is acquiring U.S. Petroleum Partners for $205M, expected to add $30M in EBITDA. Moody’s-adjusted debt to EBITDA improved to 5.4x from 5.9x. The company maintains strong liquidity and coverage ratios.

$ARKOMedAI 8/10

Arko (ARKO) Q2 2026 Earnings Call Transcript

Arko Corp. (ARKO) reported Q2 2026 adjusted EBITDA of $72.0 million, down from $76.9 million a year earlier, and net income of $9.4 million versus $20.1 million. First-half adjusted EBITDA rose 14% to $122.9 million. The company reaffirmed FY2026 adjusted EBITDA guidance of $245 million to $265 million and raised retail fuel margin outlook to 45.5 to 47.5 cents per gallon. Arko agreed to acquire U.S. Petroleum Partners for $205 million cash plus inventory and $30 million Class A stock escrow, ta

$ARKOMed

Arko Corp. Q2 2026 Earnings Call Summary

Arko Corp. reported a 14% year-over-year increase in first-half adjusted EBITDA, citing disciplined fuel pricing and a more diversified earnings base. Management reaffirmed 2026 adjusted EBITDA guidance of $245 million to $265 million. Arko’s APC unit agreed to acquire U.S. Petroleum Partners, expected to add about $30 million annual adjusted EBITDA and 280 million gallons. Dealerization converted 21 stores this quarter; 25 remodels planned.

$ARKOMedAI 8/10

ARKO Corp. Reports Second Quarter 2026 Results

ARKO Corp. (Nasdaq: ARKO) reported Q2 2026 results for the quarter ended June 30, 2026, with net income of $9.4M versus $20.1M a year earlier, and adjusted EBITDA of $72.0M versus $76.9M. It reaffirmed full-year guidance and declared a $0.03/share dividend. Its subsidiary ARKO Petroleum (Nasdaq: APC) agreed to acquire US Petroleum Partners for $205M cash plus inventory and expects 280M gallons added and about $30M annualized adjusted EBITDA.

ARKO Corp. Reports Second Quarter 2026 Results

ARKO Corp. (ARKO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ARKO Corp. Reports Second Quarter 2026 Results ~ Subsidiary Signs Agreement to Acquire a Vertically Integrated Fuel Supply and Distribution Platform ~ ARKO Corp. (Nasdaq: ARKO) (“ARKO” or the “Company"), one of the largest operators of convenience stores and wholesal

ARKO Petroleum Corp. Reports Second Quarter 2026 Results

ARKO Corp. (ARKO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ARKO Petroleum Corp. Reports Second Quarter 2026 Results ~ Signs Agreement to Acquire a Vertically Integrated Fuel Supply and Distribution Platform ~ ARKO Petroleum Corp. (Nasdaq: APC) (“APC” or the “Company”), one of the largest wholesale fuel distributors in the Un

ARKO Corp. (ARKO): Entry into a Material Definitive Agreement

ARKO Corp. (ARKO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On August 4, 2026, ARKO Petroleum Corp., a Delaware corporation (“APC”) and a majority owned subsidiary of ARKO Corp., a Delaware corporation (the “Company”), together with certain of APC’s subsidiaries (collectively, “Buyer”)

ARKO Corp. (ARKO): Submission of Matters to a Vote of Security Holders

ARKO Corp. (ARKO) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K false 0001823794 0001823794 2026-06-04 2026-06-04 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 04,

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