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ARKO Corp. ARKO Q2 2026 earnings

Reported August 7, 2026 · Before market open

Revenue$2.3BBeat by $360.5M
EPS$0.04Miss by $0.11
Revenue estimate$2.0B
EPS estimate$0.15
We delivered a strong first half of 2026, generating $123 million of Adjusted EBITDA, compared to $108 million last year, up 14.0%, despite weather disruption early in the year and a more challenging consumer environment as the second quarter progressed. Consumer demand softened during the second quarter as sustained higher fuel prices continued to pressure household budgets. Even so, our teams remained focused on the areas within our control, maintaining disciplined fuel and merchandise margins while continuing to deliver value for our customers. Importantly, our Wholesale and Fleet Fueling segments continued to perform well, which we believe demonstrates the strength of ARKO's diversified platform and the value of APC as a focused growth and acquisition vehicle. We expect that the recently announced acquisition of the business of US Petroleum Partners will be an important next step in APC's growth strategy, aimed at increasing scale while creating additional opportunities to enhance supplier economics, throughput and cash generation.
Arie Kotler

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$1.9B
EPS estimate$0.12

Financials

Q2 2026

Income statement

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Revenue$2.3B+17.4%
Operating income$30.4M-46.4%
Net income$6.1M-69.6%
EPS (diluted)$0.04-75.0%

Balance sheet

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Cash & equivalents$245.6M-16.4%
Total debt$2.3B-10.5%
Total equity$402.1M+51.8%
Total assets$3.6B-1.4%

Cash flow

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Operating cash flow$42.2M-23.5%
CapEx$33.3M-26.6%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$488.01M-13.3%
Enterprise value$2.58B-10.5%
P/E33×
P/S0.1×0.0×

Profitability

See full
Operating margin1.2%0.0pp
Net margin0.2%

Returns & leverage

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Return on equity4.4%
Debt / equity5.8×-4.0×
Current ratio1.6×+0.1×

FAQ

When did ARKO Corp. report Q2 2026 earnings?
ARKO Corp. (ARKO) reported Q2 2026 earnings on August 7, 2026 before market open.
What were ARKO Corp.'s Q2 2026 revenue and EPS?
ARKO Corp. reported revenue of $2.3B and eps of $0.04 for Q2 2026.
Did ARKO Corp. beat estimates in Q2 2026?
Revenue beat the consensus estimate of $2.0B by $360.5M. EPS missed the consensus estimate of $0.15 by $0.11.
How did ARKO Corp.'s Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 17.4% from $2.0B a year earlier and eps declined 75.0% from $0.16.
Where can I find ARKO Corp.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-337948) and the 10-Q periodic report (0001193125-26-339096) directly on SEC EDGAR. The filing index links above go to sec.gov.