Arko Corp. is a prominent operator of convenience stores across the United States. Its diverse operations are structured into three primary segments: Retail, Wholesale, and GPM Petroleum. The Retail division focuses on direct sales, providing fuel and a variety of merchandise directly to everyday consumers. Meanwhile, its Wholesale segment distributes fuel to partner dealers and consignment agents. The GPM Petroleum division supplies gasoline to independent operators, as well as large-volume bulk and spot purchasers. The company commands a significant presence with an extensive network of approximately 3,000 locations nationwide. This footprint includes roughly 1,400 company-owned and operated stores, alongside approximately 1,650 dealer-managed sites. Arko Corp. maintains its corporate headquarters in Richmond, Virginia.
Q3 beat on EPS with raised FY26 EBITDA guidance and a pending accretive USPP acquisition support a modestly positive near-term bias, tempered by a revenue miss.
ARKO reported Q3 2026 GAAP EPS of $0.28, beating by $0.16, while revenue of $1.89B rose 27.7% Y/Y but missed by $130M. Adjusted EBITDA was roughly flat at $75.7M and merchandise margin improved 110 bps, marking the 12th consecutive quarter of margin expansion. The EPS beat and margin strength likely drive a mildly positive near-term reaction despite the top-line miss.
ARKO Corp. Press ReleaseARKO raised the low end of its full-year 2026 Adjusted EBITDA guidance to $250M-$265M from $245M-$265M and increased its average annual retail fuel margin outlook to 47.0-49.0 cents per gallon. The upward revision signals improving fundamentals and typically supports positive short-term sentiment.
ARKO Corp. Press ReleaseSubsidiary ARKO Petroleum Corp. agreed to acquire U.S. Petroleum Partners for $205M cash plus inventory and $30M in escrowed APC stock, adding ~280M gallons of annual fuel volume (~14% increase) and ~$30M annualized Adjusted EBITDA. The transaction is expected to close during Q4 2026, making imminent closing news a potential near-term catalyst.
ARKO Corp. Press ReleasePost quarter-end, ARKO declared a quarterly dividend of $0.03 per share payable December 3, 2026. The routine dividend is unlikely to be a major price mover but confirms capital return stability.
ARKO Corp. Press ReleaseDuring Q3 2026 ARKO repurchased $62.1M principal of its 5.125% senior notes for $56.8M, strengthening the balance sheet and reducing interest burden. The deleveraging supports financial flexibility and is modestly positive for sentiment.
ARKO Corp. Press ReleaseSubsidiary APC reported Q3 net income of $13.3M (up from $10.1M) and Adjusted EBITDA of $41.0M (up from $37.4M), raised FY26 Adjusted EBITDA guidance to $156M-$157M, and declared a $0.50 quarterly dividend. Strong subsidiary results reinforce the parent's value and cash-generation narrative.
ARKO Petroleum Corp. Press Release