ARKO (NASDAQ:ARKO) Announces Earnings Results

ARKO (NASDAQ:ARKO) posted its quarterly earnings results on Thursday. The company reported $0.08 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.04), FiscalAI reports. The business had revenue of $2.39 billion during the quarter, compared to analyst estimates of $2.02 billion. ARKO had a net margin of 0.19% and a return on equity of 4.02%.

Here are the key takeaways from ARKO’s conference call:

• Third-quarter Adjusted EBITDA rose to $75.7 million from $75.2 million a year earlier, bringing year-to-date EBITDA to about $199 million, up 8.5%. ARKO raised the low end of its 2026 Adjusted EBITDA guidance to $250 million, for a new range of $250 million–$265 million.
• The retained-store portfolio posted 0.8% merchandise sales growth excluding cigarettes, while same-store merchandise margin expanded 50 basis points to 34.8%—its 12th consecutive year-over-year increase. The company attributed progress to category mix, promotions, loyalty, and investments in food service.
• ARKO said its expected USPP acquisition would add about 280 million gallons of annual volume across roughly 400 dealer locations and contribute approximately $30 million in annualized Adjusted EBITDA. The deal was expected to close in the fourth quarter of 2026.
• ARKO has converted about 500 stores to dealer locations since mid-2024 and expects the program to be largely complete by the end of 2027. Management said retained stores generate nearly all of retail operating profit and outperform stores slated for conversion on merchandise sales and fuel gallons.
• Elevated fuel prices weighed on industry fuel volumes and added $3.1 million in same-store credit-card fees during the quarter. Retail same-store fuel gallons declined, though higher fuel margins helped offset the pressure.

ARKO Stock Performance

Shares of ARKO stock traded down $0.18 during trading on Thursday, reaching $3.86. The company’s stock had a trading volume of 1,146,895 shares, compared to its average volume of 653,063. The company has a 50-day moving average price of $4.21 and a two-hundred day moving average price of $5.95. The firm has a market cap of $433.04 million, a PE ratio of 55.14 and a beta of 0.99. ARKO has a fifty-two week low of $3.61 and a fifty-two week high of $8.76. The company has a current ratio of 1.60, a quick ratio of 1.15 and a debt-to-equity ratio of 1.82.

ARKO Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Friday, November 20th will be given a dividend of $0.03 per share. The ex-dividend date is Friday, November 20th. This represents a $0.12 dividend on an annualized basis and a dividend yield of 3.1%. ARKO’s dividend payout ratio (DPR) is 171.43%.

Analyst Ratings Changes

ARKO has been the topic of a number of recent analyst reports. Mizuho set a $22.00 price objective on ARKO in a report on Tuesday, July 28th. Weiss Ratings lowered ARKO from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, September 25th. Zacks Research raised ARKO from a “strong sell” rating to a “hold” rating in a research report on Friday, October 9th. Finally, Raymond James Financial cut ARKO from a “strong-buy” rating to an “outperform” rating and decreased their target price for the stock from $8.00 to $7.00 in a research note on Monday, August 10th. One investment analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $14.50.

Key Stories Impacting ARKO

Here are the key news stories impacting ARKO this week:

• Positive Sentiment: ARKO raised the lower end of its full-year 2026 adjusted EBITDA guidance, a favorable sign for its operating outlook. Company results and guidance
• Positive Sentiment: Quarterly revenue was $2.39 billion, above the $2.02 billion consensus estimate. ARKO also declared a quarterly dividend of $0.03 per share.
• Negative Sentiment: Adjusted earnings were $0.08 per share, missing the $0.12 consensus estimate and down from $0.10 a year earlier. Reports also characterized quarterly profit as lower, while the company’s net margin was just 0.19%—a weak earnings picture that may overshadow the revenue beat and guidance increase. Q3 earnings estimate miss

About ARKO

ARKO Corp. (NASDAQ: ARKO) is a convenience store and fuel retail operator in the United States. Through its subsidiary GPM Investments, the company operates convenience stores that sell gasoline, diesel fuel, food, beverages, tobacco products, and other everyday consumer goods. Many locations also offer prepared food, loyalty programs, and additional retail services.

ARKO operates stores under a variety of regional and national banners, including fas mart, E-Z Mart, Scotchman, Young’s, Li’l Cricket, BreadBox, and others.