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ARKO Corp (ARKO)
NASDAQ:ARKO
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.12Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational progress—margin expansion, meaningful cost reductions from dealerization, loyalty acceleration, positive early remodel/NTI results, and a strategically significant APC IPO that strengthened the balance sheet and unlocked value. However, top-line pressures persist: same-store merchandise sales and retail fuel volumes declined year-over-year, fleet volumes softened, and full-year adjusted EBITDA was essentially flat. Management provided actionable 2026 guidance and capital allocation priorities to drive improvement. Overall, the positives around structural transformation, stronger liquidity and margin gains outweigh the remaining volume and top-line challenges.Company Guidance
Improved Profitability and Margin Expansion
Management highlighted improved profitability: full-year adjusted EBITDA of $248.7M (flat vs. $248.9M in 2024) with merchandising margin expanding to 34.4% in Q4 (up 140 bps YoY) and full-year merchandising margin up 90 bps to 33.7%. Retail fuel margin improved in Q4 to approximately $0.445 per gallon.
Q4 Operating Cost Reductions
Site operating expenses decreased $29.5M (down 15.7% YoY) in Q4, driven primarily by store closures and dealer conversions; same-store operating expenses were nearly flat (up 0.6%) reflecting tight labor management and cost discipline.
Dealerization Delivering Financial Benefits
Dealerization progress: 409 conversions completed year-end with ~120 additional sites committed; conversions delivered a more than $5M benefit to operating income in Q4 (before G&A savings) by reducing fixed costs and maintenance CapEx.
Successful APC IPO and Strong Balance Sheet
Completed IPO of ARKO Petroleum Corp. (APC): ~11.1M Class A shares at $18; ARKO retains economic control (~75.9%). IPO raised ~$200M of new equity (net proceeds ~ $184M) used to reduce debt. ARKO finished 2025 with $305M cash and management cited ~ $635M available for acquisitions at APC level.
Wholesale & Fleet Contribution and Scale Opportunity
Wholesale fuel contribution increased 8% in Q4 to $24M with wholesale gallons up 4% to 249M in Q4; full-year wholesale contribution $94.5M (up 5%), 989M gallons. APC distributed ~2 billion gallons over the last 12 months (management noted ~1% market share), signaling a large M&A runway.
Loyalty and Customer Engagement Gains
Loyalty program momentum: enrolled members spend >48% more than non-enrolled and make 51% more trips. Since Fueling America launch, average daily enrollment is up 38% through 2025, driving trip frequency, basket size and margin mix benefits.
Early Success from Remodels and NTI Stores
Food-forward remodel results: Ashland, VA remodel saw average daily sales +14% and gallons +12% in first 6 months; Mechanicsville remodel sales +10% and gallons +20%. Targeted remodel ROI is double-digit; typical full remodel cost ~ $1M, lower-cost soft remodels ~$400K–$700K. NTI and Dunkin' openings outperforming plan.
Clear 2026 Guidance and Capital Allocation Priorities
2026 adjusted EBITDA guidance of $245M–$265M; retail same-store margin guidance 35.5%–36.5% (up vs. 2025). Management provided sensitivity: each $0.01 change in retail same-store CPG ≈ $8M–$9M Adjusted EBITDA. Capital priorities: high-return remodels, selective NTI builds, and 20 NTI cardlocks targeted in 2026.
ARKO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARKO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $5.92 | $6.19 | +4.56% |
Nov 05, 2025 | $4.55 | $4.00 | -12.09% |
Aug 06, 2025 | $4.11 | $4.67 | +13.63% |
May 08, 2025 | $4.40 | $4.71 | +7.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ARKO Corp (ARKO) report earnings?
ARKO Corp (ARKO) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is ARKO Corp (ARKO) earnings time?
ARKO Corp (ARKO) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARKO EPS forecast?
ARKO EPS forecast for the fiscal quarter 2026 (Q1) is -0.15.