ARKO Petroleum
Distributes fuel to independent dealers, commercial fleets, and its parent’s convenience stores.
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Profile
Distributes motor fuel to third-party dealers, commercial fleets, and ARKO Corp. retail sites through Wholesale, Fleet Fueling, and GPMP. Cost-plus contracts, consignment arrangements, cardlock sales, and fuel-card commissions generate revenue, while the convenience-store parent retains voting control and provides shared services.
Distributes motor fuel through Wholesale, Fleet Fueling, and GPMP across more than 30 U.S. states. Wholesale supplies third-party dealers, sub-wholesalers, and bulk buyers under cost-plus, consignment, and other contracts; Fleet Fueling operates unattended cardlock sites and earns commissions from proprietary cards accepted through a nationwide network; GPMP procures and supplies fuel within the platform and to ARKO Corp. retail sites.
Pairs long-term supply agreements with broad supplier relationships and a cardlock network serving commercial and municipal fleets. ARKO Corp. remains the controlling stockholder, supplies scale through its retail network, and provides executive and administrative services. Related-party GPMP sales use a fixed-margin or fixed-fee structure, while wholesale growth also reflects ARKO retail stores converted to dealer-operated locations.
Company facts
Categories
Key statistics
Year to date +2.7% · Average volume (30d) 146.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | UBS | Reiterate | Buy | $22 | $21 |
| Jul 28, 2026 | Mizuho Securities | Target | $20 | $22 | |
| May 11, 2026 | Raymond James | Target | $23 | $25 | |
| Mar 9, 2026 | Capital One Financial | Target | $21 | ||
| Mar 9, 2026 | Raymond James | Target | $23 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.33 | $0.26 | −20.9% | $1.49B | $1.84B | +23.7% | −1.87% |
| May 11, 2026Q1 FY26 | $0.14 | $0.20 | +42.9% | $1.26B | $1.34B | +6.8% | +7.27% |
| Feb 25, 2026Q4 FY25 | — | $0.26 | — | — | $1.31B | — | +0.96% |
Financial highlights
| 12 quarters | Q2 FY19 | Q4 FY24 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.44B | $1.44B | $1.48B | $1.79B | $1.77B | $1.84B | |
| Gross profit | $3.17B | $45.4M | $34.4M | $70.8M | $54.1M | $35.8M | |
| Operating income | −$215.0M | $19.5M | $24.6M | $30.3M | $14.1M | $24.3M | |
| Net income | −$945.0M | $7.5M | $10.1M | $1.9M | −$6.6M | $12.2M | |
| Diluted EPS | −$1.92 | $0.03 | $0.00 | $0.01 | −$0.64 | $0.26 | |
| Gross margin | 92.0% | 3.1% | 2.3% | 3.9% | 3.1% | 1.9% | |
| Operating margin | -6.2% | 1.4% | 1.7% | 1.7% | 0.8% | 1.3% |
Fiscal years (4-quarter sums)FY14 $18.47B · FY15 $8.70B · FY16 $7.87B · FY17 $11.91B · FY18 $13.38B
Balance sheet, Jun 30, 2026Cash & short-term investments $14.6M · Total debt $783.4M · Total assets $1.39B · Shareholders' equity $257.8M
Dividends
Last raised to $0.50 from $0.26 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 18, 2026 | Aug 18 | Aug 28 | $0.50 | raised from $0.26 |
| Apr 10, 2026 | Apr 10 | Apr 21 | $0.26 | raised from $0.03 |
| Mar 10, 2026 | Mar 10 | Mar 20 | $0.03 |
Ownership
Shares outstanding 599.99M · Float 158.30M · 26.4% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Cohen & Steers, Inc. | 1.09M | 0.18% | 13F | May 15, 2026 |
| Invesco Ltd. | 1.00M | 0.17% | 13F | May 12, 2026 |
| Brookfield Corp /ON/ | 991.0K | 0.17% | 13F | May 15, 2026 |
| CIBC Bancorp USA Inc. | 849.5K | 0.14% | 13F | May 12, 2026 |
| Cushing Asset Management, LP | 712.5K | 0.12% | 13F | Apr 28, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 3, 2026 | Blackstone Holdings I L.P. | 10 percent owner | −25,000 | $19.00 |
| Feb 12, 2026 | Blackstone Holdings I L.P. | 10 percent owner | +100,000 | $17.66 |
Peers
- Sunoco
Largest independent fuel distributor in Americas; ~9,200 dealer relationships.
- CrossAmerica Partners
Top-10 independent wholesale fuel distributor; ~986 dealer sites in 34 states.
- Global Partners
Northeast-focused gasoline wholesaler; supplies ~1,524 stations via 54 terminals.
- Corpay
Global fleet fuel card and cardlock operator via Fuelman, Comdata, CFN networks.
- WEX
Leading fleet fuel card platform; closed-loop network at ~95% of US fuel stations.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ARKO Petroleum | $18.50 | +0.11% | $11.10B | — | 17.7 | 1.6 | — |
| Sunoco | $74.65 | −0.04% | $10.21B | 14.6 | 9.0 | 0.3 | +164.6% |
| CrossAmerica Partners | $23.09 | −0.43% | $881.0M | 16.4 | 22.7 | 0.2 | +22.6% |
| Global Partners | $50.70 | +0.60% | $1.72B | 10.3 | 13.2 | 0.1 | +46.8% |
| Corpay | $407.88 | −0.02% | $26.66B | 24.8 | 14.0 | 5.3 | +21.5% |
| WEX | $197.32 | −0.03% | $6.72B | 19.7 | 9.7 | 2.4 | +14.2% |
| Median | 16.4 | 13.2 | 0.3 | +22.6% |