ARKO ARKO Corp.
Price Chart
Executive Summary
ARKO Corp. reported Q1 2026 results with a net loss of $5.6M, significantly improved from a $12.7M loss a year ago, driven by a 65.1% surge in Adjusted EBITDA to $50.9M. Same-store fuel margins expanded sharply, and the company maintained its full-year 2026 Adjusted EBITDA guidance of $245M-$265M, while continuing its dealerization strategy and benefiting from the recent APC IPO debt paydown.
Key Financial Metrics
Actionable Insight
The sharp improvement in same-store fuel margins and Adjusted EBITDA, combined with the balance sheet de-levering from the APC IPO, signals a structural turnaround. Traders should watch for continued dealerization progress and whether the strong March trends sustain into Q2.
Key Facts
- Net loss improved to $5.6M from $12.7M YoY
- Adjusted EBITDA surged 65.1% to $50.9M from $30.9M
- Same-store fuel margin expanded to 48.0 cents/gallon from 38.7 cents/gallon
- Merchandise margin improved to 33.9% from 33.2%
- Full-year 2026 Adjusted EBITDA guidance maintained at $245M-$265M
- APC IPO net proceeds of $206.8M used to reduce debt; net debt fell to ~$432M
- Converted 41 retail stores to dealer locations in Q1; 450 total since program inception
- Quarterly dividend of $0.03/share declared
Financial Impact
Adjusted EBITDA increased 65.1% YoY to $50.9M; net loss narrowed by $7.1M to $5.6M
Risk Factors
- Revenue declined 3.1% YoY to $1.77B due to store conversions, masking underlying operational improvements
- Same-store merchandise sales excluding cigarettes only grew 0.4%, indicating still-weak consumer demand
- Full-year guidance was not raised despite the strong Q1 beat, suggesting management sees Q1 as potentially non-repeatable
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-210353 |
| Document: arko-20260507.htm | 0001193125-26-210353 |
| Document: 0001193125-26-210353-index-headers.html | 0001193125-26-210353 |
| Document: 0001193125-26-210353-index.html | 0001193125-26-210353 |
| Document: 0001193125-26-210353.txt | 0001193125-26-210353 |
| 8-K Data (Synthetic) | 0001193125-26-210353 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 7, 2026
16d ago
|
8-K
| $6.71 $6.94 | ▲ +3.43% | ▲ +1.92% | $7.63 (+13.71%) |
|
Apr 20, 2026
4w ago
|
DEFA14A
| $6.98 $6.49 | ▼ −7.02% | ▼ −7.93% | $7.63 (+9.31%) |
|
Mar 16, 2026
9w ago
|
Press Release
| $5.06 $5.59 | ▲ +10.47% | ▲ +13.13% | $7.63 (+50.79%) |
|
Feb 25, 2026
12w ago
|
8-K
| $5.89 $6.37 | ▲ +8.11% | ▲ +9.21% | $7.63 (+29.55%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access