Arko Corp.

ARKO

$4.56

+4.35%

2026-08-31 16:00:01 EDT+$0.19

Consumer Cyclical

Specialty Retail

NASDAQ

Active Trading

Arko Corp. is a prominent operator of convenience stores across the United States. Its diverse operations are structured into three primary segments: ...

Price Action of ARKO

$4.56

+4.35%+$0.19

High—

Low—

52W High-47.6%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

ARKO Corp. is a Fortune 500 company based in Richmond, Virginia, and one of the largest operators of convenience stores and wholesale fuel distributors in the United States. The company was incorporated in Delaware in August 2020 to facilitate a merger with Haymaker Acquisition Corp., but its roots trace back ...ARKO Corp. is a Fortune 500 company based in Richmond, Virginia, and one of the largest operators of convenience stores and wholesale fuel distributors in the United States. The company was incorporated in Delaware in August 2020 to facilitate a merger with Haymaker Acquisition Corp., but its roots trace back to 2003 when it began with 169 stores, growing to nearly 3,600 locations as of March 31, 2025. Its operations are structured into three primary segments: Retail, Wholesale, and GPM Petroleum. The Retail segment directly sells fuel and merchandise to consumers through approximately 1,400 company-owned and operated stores. The Wholesale segment distributes fuel to partner dealers and consignment agents, while the GPM Petroleum division supplies gasoline to independent operators and large-volume bulk purchasers. The company's extensive network includes about 3,000 locations nationwide, with a mix of company-operated and dealer-managed sites. ARKO Corp. is led by Chairman and CEO Arie Kotler, who has been with the company since 2005 and has overseen significant growth. The company went public through a SPAC merger and has a market capitalization of around $635 million. Financially, ARKO generates substantial revenue with a gross profit margin of about 16.4%, but its net profit margin is low at 0.2% due to the capital-intensive nature of fuel distribution. The company carries significant debt, with a debt-to-equity ratio of 7.27, and has an enterprise value of approximately $3.3 billion. ARKO pays a dividend, with a yield of around 2.1%. Key financial metrics show an asset turnover of 2.23 and a return on equity of 3.6%. The company's strategy focuses on organic growth, acquisitions, and expanding its convenience store portfolio. With a workforce of over 9,700 employees, ARKO continues to strengthen its position in the convenience retail and fuel distribution industry, aiming to deliver value to shareholders and customers alike.ExpandCollapse

Founded

2003

Employees

9748

CEO

Arie Kotler

Full Name

Arko Corp.

Sector

Consumer Cyclical

Industry

Specialty Retail

ROE

3.40%

Market Cap

$0.51B

Current Ratio

1.60

WACC

4.12%

ROIC

2.82%

Contact Information

https://www.arkocorp.com

804 730 1568

8565 Magellan Parkway, Richmond, VA 23227-1150

Key Metrics of ARKO

Snapshot

Latest / TTM · 6 periods

Market Cap

$511.57M

ROCE

3.6%

EV / EBITDA

10.83x

+0.3% YoY

FCF Yield

7.4%

-5.3% YoY

Cash Conversion Cycle

7.5d

Current Ratio

1.60

Quick take

TTM —

Positive CCC

Financial Highlights of ARKO

Profitability trend

Latest / TTM · 6 periods

Gross Margin

16.4%

Net Margin

0.2%

P/E Ratio

59.41x

n/a

Debt / Equity

4.65

n/a

Current Ratio

1.60

Dividend Yield

2.5%

Understanding

TTM —

High debt to equity

Calendar of ARKO

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $0.12 · Revenue $1.91B · 1 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.06 · Revenue $1.79B · 1 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $0.11 · Revenue $7.66B · 1 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $-0.12 · Revenue $1.72B · 1 analysts

Recent history

Aug 31, 2026
Dividend payment
$0.12 per share
Aug 20, 2026
Ex-dividend date
$0.12 per share
Aug 7, 2026
Q2 FY2026 · Results reported
EPS $0.04 · Revenue $2.35B
View filing
May 7, 2026
Q1 FY2026 · Results reported
EPS $-0.07 · Revenue $1.77B
View filing
Feb 25, 2026
FY2025 · Annual results
EPS $0.15 · Revenue $7.64B
View filing
Nov 5, 2025
Q3 FY2025 · Results reported
EPS $0.10 · Revenue $2.02B
View filing

Financial Statements of ARKO

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$7.6B	-12.5%	+32.4%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$22.7M	+9.1%	+192.1%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+5.2%	+13.7%	+632.4%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+1.3%	+24.3%	+42.7%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+0.3%	+24.6%	+169.5%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$65.2M	-39.6%	+204.5%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+0.9%	-31.0%	+178.9%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	1076.0%	+57.0%	-2.1%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.66x	+2.2%	-1.0%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$3.5B	-2.4%	-0.6%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	0.15 vs 0.13	+16.5%	0.04 vs 0.12	-66.7%
Revenue Surprise	$7.6B vs $7.7B	-0.2%	$2.3B vs $1.9B	+22.6%

Insider Transactions of ARKO

Acquisitions (A)

Since Jun 4, 2026

Disposals (D)

Since Jun 4, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Jul 1, 2026	Fogel Yona	director	Restricted Stock Units	A	1,026	—
Jul 1, 2026	HEYER ANDREW R	director	Restricted Stock Units	A	5,821	—
Jul 1, 2026	FRIEDMAN AVRAM Z	director	Restricted Stock Units	A	4,748	—
Jul 1, 2026	Edmiston Sherman III	director	Restricted Stock Units	A	306	—
Jun 11, 2026	Bricks Maury	officer: General Counsel/Secretary	Common Stock, par value $0.0001 per share	D	10,000	$8.50

Earnings Call Transcript of ARKO

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Greetings, and welcome to Arko Corp.'s second quarter 2026 earnings conference call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Priya Trivedi, Investor Relations. You may begin. Priya Trivedi: Thank you. Good morning, and welcome to Arko's second quarter 2026 earnings conference call and webcast. On today's call are Arie Kotler, Chairman, President and Chief Executive Officer, and Gallagher Jeff, Chief Financial Officer. Our earnings press release and quarterly report on Form 10-Q for the second quarter of 2026, as filed with the SEC, are available on Arko's website at www.arkocorp.com. During our call today, unless otherwise stated, management will compare results to the same period in 2025. Before we begin, please note that all second quarter 2026 financial information is unaudited. During this call, management may make forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Please review the forward-looking and cautionary statement section at the end of our second quarter 2026 earnings release for various factors that could cause actual results to differ materially from forward-looking statements made during today's call. All forward-looking statements made during this call reflect our current views with respect to future events, and Arko is under no obligation to update or revise forward-looking statements made on this call, whether as a result of new information, future events, or otherwise, except as required by law. On this call, management will share operating results on both a GAAP and non-GAAP basis. Descriptions of the non-GAAP financial measures that we use, such as adjusted EBITDA, and reconciliations of those measures to our results as reported in accordance with GAAP, are detailed in our earnings release or in the quarterly report on Form 10-Q for the quarter ended June 30, 2026. Additionally, management will share profit measures for our individual business segments along with fuel contribution, which is calculated as fuel revenue less fuel costs, and excludes intercompany charges by our GPMP segment. Now, I would like to turn the call over to Arie. Arie Kotler: Thank you, Priya, and thank you all for joining. Before we begin, I want to welcome Priya Trivedi, who recently joined us as our new head of investor relations. Many of you will have the opportunity to connect with Priya, and we are excited to have her on our team. Before turning to the detailed results of the quarter, I want to spend some time on yesterday's announcement by APC, our approximately 74% owned subsidiary, on signing an agreement to acquire the business of U.S. Petroleum Partners, or USPP. We believe this planned acquisition is not simply another acquisition. It is a strategic step that accelerates APC's growth plan, expands scale in attractive markets, and demonstrates the earning power we believe can be created from the APC …

Leadership Team of ARKO

8 executives

Name	Title	Compensation	Gender	Year Born	Status
Arie Kotler	Chairman, President & Chief Executive Officer	USD 2,498,475	Male	1974	Active
Chris Giacobone	Chief Operating Officer	USD 2,404,000	Male	1971	Active
Efrat Hybloom-Klein	Executive Vice President - Office of Chairman & Chief Executive Officer	USD 1,441,000	Female	1974	Active
Irit Aviram	Executive Vice President - Office of Chairman & Chief Executive Officer	USD 1,441,000	Female	1969	Active
Eyal Nuchamovitz	Executive Vice President of Business Development and M&A	USD 874,767	Male	1974	Active
Maury Bricks	General Counsel & Secretary	USD 787,312	Male	1975	Active
C. Galagher Jeff	EVP, CFO, Principal Financial & Accounting Officer	USD 663,134	Male	1971	Active
Michael K. R. Bloom	Executive Vice President & CMO	—	Male	1960	Active

Recent News of ARKO

Zacks Investment Research8/4/2026Neutral

ARKO Q2 Earnings on Deck: Essential Insights for Investors

ARKO heads into Q2 earnings with expected revenue and profit declines as value-seeking consumers, dealerization and rising costs pressure results.

Zacks Investment Research8/3/2026Neutral

Is It Worth Investing in ARKO (ARKO) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

GlobeNewsWire7/30/2026Neutral

ARKO Petroleum Corp. to Report Second Quarter 2026 Financial Results on August 6, 2026

RICHMOND, Va., July 30, 2026 (GLOBE NEWSWIRE) -- ARKO Petroleum Corp. (Nasdaq: APC) (“APC” or the “Company”), one of the largest wholesale fuel distributors by gallons in North America, today announced that the Company will host a conference call on Thursday, August 6, 2026 at 5:00 p.m.

GlobeNewsWire7/30/2026Neutral

ARKO to Report Second Quarter 2026 Financial Results on August 7, 2026

RICHMOND, Va., July 30, 2026 (GLOBE NEWSWIRE) -- ARKO Corp. (Nasdaq: ARKO) (the “Company”), a Fortune 1000 company and one of the largest convenience store operators in the United States, today announced that the Company will host a conference call on Friday, August 7, 2026 at 9:00 a.m.

Zacks Investment Research7/29/2026Neutral

ARKO Corp. (ARKO) Dips More Than Broader Market: What You Should Know

The latest trading day saw ARKO Corp. (ARKO) settling at $7.74, representing a -3.61% change from its previous close.

Historical Employee Count of ARKO

Current

9,748

Change

-17.19%

Minimum

9,748

Maximum

13,481

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	9,748	10-K	Feb 25, 2026	View
Dec 31, 2024	11,772	10-K	Feb 26, 2025	View
Dec 31, 2023	13,481	10-K	Feb 27, 2024	View
Dec 31, 2022	12,223	10-K	Feb 28, 2023	View
Dec 31, 2021	11,236	10-K	Feb 25, 2022	View

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Arko Corp.

Contact Information

Upcoming

Q3 FY2026 · Estimated results

Q4 FY2026 · Estimated results

FY2026 · Estimated annual results

Q1 FY2027 · Estimated results

Recent history

Dividend payment

Ex-dividend date

Q2 FY2026 · Results reported

Q1 FY2026 · Results reported

FY2025 · Annual results

Q3 FY2025 · Results reported

ARKO Q2 Earnings on Deck: Essential Insights for Investors

Is It Worth Investing in ARKO (ARKO) Based on Wall Street's Bullish Views?

ARKO Petroleum Corp. to Report Second Quarter 2026 Financial Results on August 6, 2026

ARKO to Report Second Quarter 2026 Financial Results on August 7, 2026

ARKO Corp. (ARKO) Dips More Than Broader Market: What You Should Know

Recent Filings

Related stocksSpecialty Retail

Upcoming

Q3 FY2026 · Estimated results

Q4 FY2026 · Estimated results

FY2026 · Estimated annual results

Q1 FY2027 · Estimated results

Recent history

Dividend payment

Ex-dividend date

Q2 FY2026 · Results reported

Q1 FY2026 · Results reported

FY2025 · Annual results

Q3 FY2025 · Results reported

ARKO Q2 Earnings on Deck: Essential Insights for Investors

Is It Worth Investing in ARKO (ARKO) Based on Wall Street's Bullish Views?

ARKO Petroleum Corp. to Report Second Quarter 2026 Financial Results on August 6, 2026

ARKO to Report Second Quarter 2026 Financial Results on August 7, 2026

ARKO Corp. (ARKO) Dips More Than Broader Market: What You Should Know

Recent Filings