ARKO Corp (ARKO)
NASDAQ:ARKO
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Earnings Data
Report Date
Aug 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.16Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed broad-based operational progress and notable financial improvements — most prominently a ~65% increase in adjusted EBITDA, margin expansion, meaningful dealerization progress, strong loyalty enrollment and improved liquidity following the APC IPO and debt paydown. These positives offset near-term headwinds including same-store sales and fuel gallon declines (partly weather-related), an ongoing net loss and withheld guidance due to market uncertainty. Overall, the tone was constructive and focused on structural improvements and capital allocation discipline.Company Guidance
Large Adjusted EBITDA Improvement
Adjusted EBITDA increased approximately 65% year-over-year to $51 million, driven by retail, wholesale and fleet fueling execution, disciplined cost control and strong fuel contribution.
Improved Profitability and Reduced Net Loss
Net loss narrowed to $5.6 million from $12.7 million in the prior year period, reflecting stronger underlying performance and expense discipline.
Retail Margin and Merchandise Recovery
Merchandise margin expanded to 33.9%, up 70 basis points year-over-year (a second consecutive year of +70 bps), and same-store merchandising sales excluding cigarettes returned to growth, up 0.4% — the strongest ex-cigarette performance in two years.
Strong Fuel Economics
Retail cents per gallon were $0.479 (47.9¢) with same-store fuel contribution up ~20% year-over-year; fuel transactions increased ~7% in March, and management reported same-store gallon trends improved sequentially through the quarter despite early-quarter pressure.
Dealerization Progress and Structural Benefits
Converted 41 retail stores to dealer locations in Q1, bringing total conversions to 450 since 2024 with ~75 additional stores committed since quarter end. Management cited roughly $30 million of transformation benefit already realized (above prior $20M estimate) and highlighted lower operating costs, reduced maintenance CapEx and stronger cash flow as outcomes.
Liquidity, Balance Sheet and Strategic Monetization
Arko owns 35 million APC shares implying roughly $650 million of value based on APC market cap (~$900M). Proceeds from the APC IPO funded a $206.7 million debt paydown; ending cash was $272 million and total liquidity approximately $1.1 billion; long-term debt is $704 million (ex-leases).
Loyalty and Customer Engagement Momentum
Fueling America's Future / Fast Rewards enrollment rose 98% YoY with ~53,000 new members in Q1; nearly half of new enrollees joined after the new app and $10 enrollment program launched in early March, supporting trip frequency and promotional effectiveness.
Encouraging Early Remodel and NTI Results
Early remodel results cited by management showed roughly a 12% increase in merchandising sales and a 14% increase in gallons versus pre-remodel periods for initial stores, supporting plans for ~25 remodels, NTI and cardlock expansion in 2026.
Wholesale and Fleet Profitability
Wholesale operating income was ~ $23 million (gallons ~234M; fuel margin $0.098/gal). Fleet fueling operating income was ~ $12 million, up 9% YoY, with fleet fuel margin $0.493/gal, underlining durable cash flow characteristics.
Operating Expense Reductions
Total retail site level operating expenses declined 12% to $155.9 million (from $177.2 million) and consolidated G&A declined 4% year-over-year, consistent with transformation and dealerization benefits.
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 |
|---|---|---|---|
May 07, 2026 | $6.49 | $6.68 | +2.91% |
Feb 25, 2026 | $5.86 | $6.13 | +4.57% |
Nov 05, 2025 | $4.48 | $3.94 | -12.09% |
Aug 06, 2025 | $4.05 | $4.59 | +13.54% |
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 Aug 10, 2026, Before Open (Confirmed).
What is ARKO Corp (ARKO) earnings time?
ARKO Corp (ARKO) earnings time is at Aug 10, 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 (Q2) is 0.15.