ARKO
Runs regional convenience stores, dealer fuel supply, cardlock sites, and fuel-distribution infrastructure.
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Profile
Sells fuel and store merchandise through regional convenience-store brands while supplying dealers and fleet customers. Operations span many U.S. markets, with fuel volumes, fuel margins, labor, dealer conversions, and the controlled ARKO Petroleum structure shaping the model.
Runs a regional convenience-store and fuel network built around GPM Investments. Retail stores sell fuel, merchandise, prepared food, beverages, and quick-service restaurant offerings under local brands, while wholesale supplies dealer locations, fleet fueling serves cardlock and fuel-card customers, and GPMP distributes fuel across the network.
Geography is concentrated in the United States across the Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, and the District of Columbia. The operating model emphasizes acquisition integration, local brand recognition in smaller markets, fuel sourcing, and converting selected company-operated stores into dealer relationships.
Fuel volumes, fuel prices, fuel margins, store labor, and the majority-controlled ARKO Petroleum structure shape results.
Company facts
Categories
Key statistics
Year to date −2.0% · Average volume (30d) 999.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Raymond James | Downgrade | Strong Buy | Outperform | $8 | $7 |
| Jul 28, 2026 | Mizuho Securities | Target | $22 | |||
| Feb 27, 2025 | Stifel | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026Q2 FY26 | $0.15 | $0.04 | −73.3% | $1.99B | $2.35B | +18.2% | −16.96% |
| May 7, 2026Q1 FY26 | −$0.16 | −$0.07 | +56.3% | $1.65B | $1.77B | +7.3% | +2.38% |
| Feb 25, 2026Q4 FY25 | −$0.01 | $0.00 | +137.0% | $1.81B | $1.79B | −1.0% | +4.56% |
| Nov 5, 2025Q3 FY25 | $0.12 | $0.10 | −16.7% | $1.81B | $2.02B | +11.5% | −12.09% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $2.00B | $2.02B | $1.79B | $1.77B | $2.35B | |
| Gross profit | $67.0M | $113.8M | $110.9M | $614.0M | $54.1M | $524.5M | |
| Operating income | −$11.8M | $56.7M | $35.9M | $29.0M | $16.1M | $30.4M | |
| Net income | −$12.7M | $20.1M | $13.5M | $1.9M | −$6.6M | $6.1M | |
| Diluted EPS | −$0.12 | $0.16 | $0.10 | $0.00 | −$0.07 | $0.04 | |
| Gross margin | 3.7% | 5.7% | 5.5% | 34.2% | 3.1% | 22.4% | |
| Operating margin | -0.6% | 2.8% | 1.8% | 1.6% | 0.9% | 1.3% |
Fiscal years (4-quarter sums)FY21 $7.42B · FY22 $9.14B · FY23 $9.41B · FY24 $8.73B · FY25 $7.64B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $253.7M · Total debt $2.33B · Total assets $3.56B · Shareholders' equity $502.1M
Dividends
Raised for 3 straight years — most recently to $0.03 from $0.02 in Nov 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 20, 2026 | Aug 20 | Aug 31 | $0.03 | |
| May 18, 2026 | May 18 | May 29 | $0.03 | |
| Mar 10, 2026 | Mar 10 | Mar 20 | $0.03 | |
| Nov 17, 2025 | Nov 17 | Dec 1 | $0.03 | |
| Aug 18, 2025 | Aug 18 | Aug 29 | $0.03 | |
| May 19, 2025 | May 19 | May 30 | $0.03 | |
| Mar 10, 2025 | Mar 10 | Mar 21 | $0.03 | |
| Nov 19, 2024 | Nov 19 | Dec 3 | $0.03 |
Ownership
Shares outstanding 112.19M · Float 74.40M · 66.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Davidson Kempner Capital Management LP | 23.14M | 20.63% | 13F | Aug 14, 2026 |
| Arie Kotler · director, 10 percent owner, officer: Chairman, President and CEO | 12.31M | 10.97% | Form 4 | Mar 6, 2026 |
| Harvest Partners Structured Capital Fund, L.P. | 7.48M | 6.50% | 13G | Feb 10, 2025 |
| BlackRock, Inc. | 5.62M | 5.01% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 3.57M | 3.18% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Maury Bricks | officer: General Counsel/Secretary | −10,000 | $8.50 |
| Jun 10, 2026 | Maury Bricks | officer: General Counsel/Secretary | −10,000 | $8.00 |
| Jun 5, 2026 | Maury Bricks | officer: General Counsel/Secretary | −15,000 | $7.69 |
| May 21, 2026 | Arie Kotler | director, 10 percent owner, officer: Chairman, President and CEO | −12,000 | $9.00 |
| Mar 17, 2026 | Charles Galagher Jeff | officer: Chief Financial Officer, EVP | +40,000 | $5.07 |
Peers
- Murphy USA
Fuel-heavy retail chain competing in gasoline and convenience trips
- Casey's General Stores
Regional convenience and fuel chain with strong prepared-food overlap
- Sunoco
Wholesale fuel distributor competing for dealer and supply economics
- CrossAmerica Partners
Wholesale and retail fuel-site operator in fragmented U.S. markets
- WEX
Fleet fuel-card network overlapping with cardlock and fuel-card services
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ARKO | $4.38 | 0.00% | $490.3M | 61.4 | 33.7 | 0.1 | +17.4% |
| Murphy USA | $503.19 | −0.05% | $9.29B | 15.3 | 16.6 | 0.4 | +36.0% |
| Casey's General Stores | $766.20 | +1.40% | $27.96B | 39.4 | 35.4 | 1.6 | +14.5% |
| 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% |
| WEX | $197.32 | −0.03% | $6.72B | 19.7 | 9.7 | 2.4 | +14.2% |
| Median | 16.4 | 16.6 | 0.4 | +22.6% |