ARKOArko Corp.
Arko Corp. (ARKO) operates as a U.S. convenience store operator and fuel wholesaler, with a focus on retail and wholesale fuel distribution. The company’s next catalyst is the Oct 14, 2026 — Fall Corporate Strategy & M&A Update, which will test its ability to articulate a clear path for growth, cost optimization, and potential M&A activity.
- Revenue grew 23.3% YoY to -$4.65B in the second quarter of 2023, despite a net loss of $33.03M.
- Free cash flow (TTM) reached $61.90M, suggesting operational resilience amid a net margin of -0.7%.
- Leverage stands at 3.55x debt-to-equity, with shareholders’ equity of $267.24M.
The schedule
- Wed14Oct
Fall corporate strategy update focusing on M&A integration.
- Wed3Feb
Q3 2026 earnings release capturing late summer fuel margins.
- Wed5May
Q4 2026 earnings and full-year 2027 guidance reset.
- Wed4Aug
Q1 2027 earnings release against post-spinoff comps.
- Wed3Nov
Past
- Wed5Aug
Actual outcome: Bear · $4.36 at outcome
ARKO reported weaker-than-expected Q2 earnings, posting $0.04 per share against estimates of $0.15, driven by softer retail demand amid elevated gasoline prices and consumer spending pressures. Although management reaffirmed full-year guidance and raised its fuel-margin outlook, the significant earnings miss and weak retail environment triggered a massive sell-off, sending the stock down over 40%.
Q2 2026 earnings release evaluating summer peak traffic.
- Thu7May
Actual outcome: Bull · $7.13 at outcome
ARKO reported a Q1 loss of $0.07 per share, significantly beating the consensus estimate of a $0.16 loss, alongside a revenue beat. The stock's rally past the bull target was further fueled by a rating upgrade following the successful spin-off of Arko Petroleum, which unlocked value, reduced leverage, and helped drive a 65.1% year-over-year surge in adjusted EBITDA through cost cuts and elevated fuel margins.
ARKO reported a Q1 loss of $0.07 per share, significantly beating the consensus estimate of a $0.16 loss, alongside a revenue beat. The stock's rally past the bull target was further fueled by a rating upgrade following the successful spin-off of Arko Petroleum, which unlocked value, reduced leverage, and helped drive a 65.1% year-over-year surge in adjusted EBITDA through cost cuts and elevated fuel margins.
- Wed1Apr
Actual outcome: Bull · $7.13 at outcome
ARKO reported its fourth-quarter and full-year 2025 financial results just prior to the event, which coincided with a major acquisition announcement and financing plan. The market reacted highly favorably to these strategic growth initiatives and financial updates, driving the stock up 24.7% to easily surpass the $6.50 bull target.
ARKO reported its fourth-quarter and full-year 2025 financial results just prior to the event, which coincided with a major acquisition announcement and financing plan. The market reacted highly favorably to these strategic growth initiatives and financial updates, driving the stock up 24.7% to easily surpass the $6.50 bull target.
- Wed25Feb
Actual outcome: Bull · $6.34 at outcome
ARKO reported break-even EPS for Q4, outperforming the consensus estimate of a $0.01 loss and improving on the prior year's results during a typically weak seasonal period. The stock's rally above the bull target was driven by the successful $200 million IPO of its wholesale subsidiary, ARKO Petroleum, and management's detailed 'dealerization' and retail efficiency plans which triggered a Zacks Rank upgrade to Buy.
ARKO reported break-even EPS for Q4, outperforming the consensus estimate of a $0.01 loss and improving on the prior year's results during a typically weak seasonal period. The stock's rally above the bull target was driven by the successful $200 million IPO of its wholesale subsidiary, ARKO Petroleum, and management's detailed 'dealerization' and retail efficiency plans which triggered a Zacks Rank upgrade to Buy.