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 $1,888.8 million from $1,484.2 million; Adjusted EBITDA grew to $41.0 million from $37.4 million, and Discretionary Cash Flow reached $32.3 million from $26.5 million.
The Company raised full-year 2026 Adjusted EBITDA guidance to $156 million–$157 million and announced a quarterly dividend of $0.50 per share, consistent with an annualized rate of $2.00.
Acquisition of U.S. Petroleum Partners (USPP) is expected to close in Q4 2026, adding approximately 280 million gallons of annual volume and $30 million in annualized Adjusted EBITDA, with consideration structured as $205 million cash plus $30 million in escrowed stock.
Strategic site conversions continued with 17 wholesale sites converted to dealer locations this quarter (488 total since 2024), while the fleet fueling segment added seven new locations in the first nine months and October.
Net Debt to Adjusted EBITDA improved to 2.2x from 3.7x as of December 31, 2025, supported by total liquidity of approximately $715 million.