The earnings call highlighted significant growth in the company's dealerization strategy and loyalty program, along with improvements in wholesale segment performance. However, there were challenges in the retail segment and a decline in same-store fuel contribution, with regional market pressures noted. Overall, the highlights and lowlights are relatively balanced.

Company Guidance

During the Arko Corp. Third Quarter 2025 Earnings Conference Call, the company provided guidance for the remainder of the fiscal year. Adjusted EBITDA for the fourth quarter is expected to be between $50 million and $60 million, while full-year adjusted EBITDA guidance was updated to a range of $233 million to $243 million. The company highlighted its dealerization strategy, which has converted approximately 350 stores since mid-2024, with an additional 185 sites committed for future conversion, aiming for a cumulative annualized operating income benefit of over $20 million before G&A. Arko's loyalty program, fas REWARDS, saw a 37% increase in average daily enrollment, reaching 2.4 million members, who spend 53% more monthly compared to non-members. The company also discussed its store remodel program and new-to-industry (NTI) store developments, emphasizing the positive impact on merchandise sales and food and beverage contributions. Arko remains focused on optimizing fuel performance and expanding its wholesale and fleet fueling segments, with specific growth expected in new cardlock locations in 2026.

Dealerization Strategy Success

Since mid-2024, approximately 350 stores have been converted, with an additional 185 sites committed for future conversion. Expected annual operating income benefit of more than $20 million before G&A.

Loyalty Program Growth

fas REWARDS loyalty program grew 37% in the quarter. Added 35,000 new enrollees, reaching approximately 2.4 million total enrolled members.

Merchandise Margin Expansion

Same-store merchandise margin rate was up approximately 60 basis points versus the prior year, driven by promotions and vendor support.

Wholesale Segment Growth

Operating income was $24.1 million for the quarter, up from $20.3 million in the year-ago period. Gallons were up approximately 7.5%.

ARKO Corp (ARKO) Earnings, Revenues Date & History

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ARKO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	-0.01 / -	-0.03	―	―	―
Nov 05, 2025	2025 (Q3)	0.11 / 0.10	0.07	42.86% (+0.03)	―
Aug 06, 2025	2025 (Q2)	0.11 / 0.16	0.11	45.45% (+0.05)	―
May 08, 2025	2025 (Q1)	-0.17 / -0.12	-0.02	-500.00% (-0.10)	―
Feb 26, 2025	2024 (Q4)	<0.01 / -0.03	0	―	―
Nov 07, 2024	2024 (Q3)	0.12 / 0.07	0.17	-58.82% (-0.10)	―
Aug 06, 2024	2024 (Q2)	0.12 / 0.11	0.11	0.00% (0.00)	―
May 07, 2024	2024 (Q1)	-0.17 / -0.02	-0.03	33.33% (<+0.01)	―
Feb 27, 2024	2023 (Q4)	0.06 / 0.00	0.09	―
Nov 06, 2023	2023 (Q3)	0.15 / 0.17	0.17	0.00% (0.00)

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
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%
Feb 26, 2025	$7.12	$4.43	-37.78%

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 Mar 03, 2026, Before Open (Confirmed).

What is ARKO Corp (ARKO) earnings time?

ARKO Corp (ARKO) earnings time is at Mar 03, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is ARKO EPS forecast?

ARKO EPS forecast for the fiscal quarter 2025 (Q4) is -0.02.