ARKO posts Q3 revenue growth but lower profit, raises full‑year EBITDA guidance
ARKO reported third‑quarter 2026 revenue of $2.39 billion, up 18.3% year over year, while net income fell 23% to $9.25 million and diluted EPS slipped to $0.08. Same‑store merchandise margin rose 50 basis points to 34.8% and adjusted EBITDA reached $75.7 million. The company said the pending acquisition of U.S. Petroleum Partners will add about $30 million of annualized adjusted EBITDA and used the results to lift the low end of its full‑year EBITDA outlook.
Why it matters
The raised EBITDA guidance signals higher expected cash flow for investors, as noted in the earnings‑call highlights. The USPP acquisition should increase fuel volume and earnings, potentially boosting future profitability.
Key facts
- 1Q3 2026 revenue was $2.39 billion, an 18.3% increase YoY. tradingview.com
- 2Net income attributable to common stockholders was $9.25 million, down 23% YoY. tradingview.com
- 3Diluted EPS was $0.08, a 20% decline YoY. tradingview.com
- 4Same‑store merchandise margin increased 50 basis points to 34.8%. finance.yahoo.com
- 5Adjusted EBITDA for the quarter was $75.7 million. finance.yahoo.com
- 6The USPP acquisition is expected to add $30 million of annualized adjusted EBITDA. finance.yahoo.com
Summary written by AlphAI AI Desk from 4 of 4 sources. Not investment advice. Figures are as stated by the linked sources.