Earnings Releases·Nov 4, 2026, 4:01 PM ET

ARKO Petroleum Corp. — Third Quarter 2026 Earnings Summary

Net income rose to $13.3 million from $10.1 million year-over-year, while total revenues increased to $1.89 billion from $1.48 billion; Adjusted EBITDA grew to $41.0 million from $37.4 million.
Full-year 2026 Adjusted EBITDA guidance was raised to $156 million–$157 million, supported by strong year-to-date performance and the anticipated fourth-quarter closing of the U.S. Petroleum Partners (USPP) acquisition.
The Board declared a quarterly dividend of $0.50 per share, consistent with an expected annual rate of $2.00, reflecting confidence in the company's cash generation and financial position.
The USPP acquisition, valued at $205 million in cash plus inventory with $30 million in escrowed stock, is expected to add 280 million gallons of annual volume and approximately $30 million in annualized Adjusted EBITDA.
Strategic progress includes 17 retail-to-dealer conversions in the quarter (488 total since 2024) and a 14% increase in fuel margins across wholesale, fleet, and related party segments.