ARKO (NASDAQ:ARKO) Issues Quarterly Earnings Results

Posted by Francis Steltz on Nov 6th, 2026

ARKO (NASDAQ:ARKO – Get Free Report) issued its quarterly earnings data on Thursday. The company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.12 by ($0.04), FiscalAI reports. ARKO had a return on equity of 4.02% and a net margin of 0.19%. The company had revenue of $2.39 billion for the quarter, compared to the consensus estimate of $2.02 billion.

Here are the key takeaways from ARKO’s conference call:

Third-quarter Adjusted EBITDA rose to $75.7 million from $75.2 million a year earlier, bringing year-to-date EBITDA to about $199 million, up 8.5%. ARKO raised the low end of its 2026 Adjusted EBITDA guidance to $250 million, for a new range of $250 million–$265 million.
The retained-store portfolio posted 0.8% merchandise sales growth excluding cigarettes, while same-store merchandise margin expanded 50 basis points to 34.8%—its 12th consecutive year-over-year increase. The company attributed progress to category mix, promotions, loyalty, and investments in food service.
ARKO said its expected USPP acquisition would add about 280 million gallons of annual volume across roughly 400 dealer locations and contribute approximately $30 million in annualized Adjusted EBITDA. The deal was expected to close in the fourth quarter of 2026.
ARKO has converted about 500 stores to dealer locations since mid-2024 and expects the program to be largely complete by the end of 2027. Management said retained stores generate nearly all of retail operating profit and outperform stores slated for conversion on merchandise sales and fuel gallons.
Elevated fuel prices weighed on industry fuel volumes and added $3.1 million in same-store credit-card fees during the quarter. Retail same-store fuel gallons declined, though higher fuel margins helped offset the pressure.

ARKO Trading Down 1.2%

NASDAQ ARKO traded down $0.04 during trading on Friday, hitting $3.81. The stock had a trading volume of 53,133 shares, compared to its average volume of 819,568. ARKO has a one year low of $3.61 and a one year high of $8.76. The stock has a 50 day simple moving average of $4.21 and a 200 day simple moving average of $5.95. The stock has a market capitalization of $427.99 million, a price-to-earnings ratio of 54.29 and a beta of 0.99. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.15 and a current ratio of 1.60.

ARKO Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 3rd. Shareholders of record on Friday, November 20th will be paid a $0.03 dividend. The ex-dividend date of this dividend is Friday, November 20th. This represents a $0.12 annualized dividend and a yield of 3.1%. ARKO’s dividend payout ratio (DPR) is presently 171.43%.

ARKO News Summary

Here are the key news stories impacting ARKO this week:

Positive Sentiment: ARKO raised the lower end of its 2026 adjusted EBITDA guidance and indicated a full-year range of $250 million to $265 million. The outlook assumes an expected fourth-quarter closing of a USPP transaction. ARKO Q3 results and guidance
Positive Sentiment: Store remodels helped drive double-digit sales growth, offering a positive sign for the company’s retail operations. Store remodels and sales growth
Neutral Sentiment: ARKO declared a quarterly dividend of $0.03 per share, payable December 3 to shareholders of record November 20. The payout supports income for shareholders but is modest in size.
Negative Sentiment: Third-quarter EPS was $0.08, below the $0.12 consensus and down from $0.10 a year earlier. Although revenue of $2.39 billion exceeded the $2.02 billion estimate, the profit decline and earnings miss may pressure the shares. ARKO misses Q3 earnings estimates

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on ARKO. Zacks Research upgraded ARKO from a “strong sell” rating to a “hold” rating in a report on Friday, October 9th. Raymond James Financial lowered ARKO from a “strong-buy” rating to an “outperform” rating and decreased their price target for the company from $8.00 to $7.00 in a report on Monday, August 10th. Weiss Ratings lowered ARKO from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, September 25th. Finally, Mizuho set a $22.00 price target on ARKO in a research report on Tuesday, July 28th. One equities research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, ARKO has an average rating of “Hold” and a consensus target price of $14.50.

Check Out Our Latest Stock Analysis on ARKO

About ARKO

(Get Free Report)

ARKO Corp. (NASDAQ: ARKO) is a convenience store and fuel retail operator in the United States. Through its subsidiary GPM Investments, the company operates convenience stores that sell gasoline, diesel fuel, food, beverages, tobacco products, and other everyday consumer goods. Many locations also offer prepared food, loyalty programs, and additional retail services.

ARKO operates stores under a variety of regional and national banners, including fas mart, E-Z Mart, Scotchman, Young’s, Li’l Cricket, BreadBox, and others.