{"filings":[{"id":97614,"accession_number":"0001193125-26-215661","cik":2080921,"company_name":"ARKO Petroleum Corp.","ticker":"APC","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Petroleum Q1 net income $8.1M ($4.5M), Adj. EBITDA $36.4M ($30.9M); completes IPO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $8.1M vs $4.5M year ago; Adjusted EBITDA $36.4M vs $30.9M.","Completed IPO of 12.6M shares at $18/sh; used $206.7M to reduce debt; net debt $313.5M.","Converted 41 ARKO retail sites to dealer locations in Q1; total 450 since program inception.","Targeting 20 new fleet fueling sites in 2026; one opened March 2026; 17 in process.","Net cash from operations $6.6M vs $14.9M; Discretionary Cash Flow $25.0M vs $17.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1344365000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":927619306.2913908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97613,"accession_number":"0001193125-26-210352","cik":2080921,"company_name":"ARKO Petroleum Corp.","ticker":"APC","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q1 net loss narrows to $5.6M; adj. EBITDA surges 65% to $50.9M; APC IPO cuts debt","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss narrowed to $5.6M from $12.7M YoY; adjusted EBITDA rose 65.1% to $50.9M.","Same-store merchandise sales ex-cigarettes up 0.4%; merchandise margin 33.9% vs 33.2%.","Retail same-store fuel margin 48.0 cpg (vs 38.7 cpg); same-store fuel contribution +20.1%.","APC IPO net proceeds ~$206.8M; applied $206.7M to reduce debt during Q1.","Converted 41 stores to dealer sites (cumulative 450); expect >$20M annualized op income benefit."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1344365000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":927619306.2913908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112556,"accession_number":"0001193125-26-131738","cik":2080921,"company_name":"ARKO Petroleum Corp.","ticker":"APC","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Petroleum Q4 net income $8.1M (+8%), FY net income $32.7M (-19%); declares $0.26 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $8.1M vs $7.5M; Adj EBITDA $36.9M vs $35.4M.","Full year net income $32.7M vs $40.2M; Adj EBITDA $143.5M vs $139.2M.","Completed IPO of 12.57M shares at $18.00, net proceeds $206.7M used to reduce debt.","Declared quarterly dividend $0.26/share (prorated), expected annual rate $2.00/share (~10-11% yield).","Converted 256 ARKO retail sites to dealer locations in 2025; targeting 20 new fleet fueling sites in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":927619306.2913908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112555,"accession_number":"0001193125-26-098633","cik":2080921,"company_name":"ARKO Petroleum Corp.","ticker":"APC","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ARKO Petroleum sells 1.46M shares via over-allotment option, nets $24.4M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriters exercised option to purchase 1,459,112 shares of Class A common stock on March 5, 2026.","Shares were issued and sold on March 9, 2026; net proceeds of $24.4 million after underwriting discounts.","Option was part of the IPO underwriting agreement with UBS Securities and Raymond James & Associates.","Proceeds provide additional capital to the company following the initial public offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":927619306.2913908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112554,"accession_number":"0001193125-26-071518","cik":2080921,"company_name":"ARKO Petroleum Corp.","ticker":"APC","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Corp. Q4 net income $1.9M (vs loss $2.3M); FY net income up 9.1% to $22.7M; APC IPO closed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $1.9M vs net loss of $2.3M; full-year net income up 9.1% to $22.7M.","Q4 adjusted EBITDA up 15.6% to $65.7M; full-year adjusted EBITDA $248.7M, above original guidance midpoint.","Merchandise margin rose to 34.4% (Q4) and 33.7% (FY); retail fuel margin improved to 44.5¢/gal (Q4) and 42.8¢/gal (FY).","APC IPO completed Feb 13, 2026: 11.1M shares at $18.00, raising ~$184M to reduce debt; ARKO retains 75.9% economic interest.","Store conversions: 256 sites in 2025 (409 total); cumulative annualized operating income benefit >$20M plus >$10M G&A savings expected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":927619306.2913908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112553,"accession_number":"0001193125-26-057347","cik":2080921,"company_name":"ARKO Petroleum Corp.","ticker":"APC","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["1.01","2.03","5.02","5.03","9.01"],"status":"ready","headline":"ARKO Petroleum completes IPO of 11.1M shares; enters new $84M credit facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 11,111,111 Class A shares closed Feb 13; ARKO Parent retains 75.9% economic interest, 94% voting power.","Entered $84M secured revolving credit facility with PNC, maturing 2031; no new debt incurred.","Issued ~$14.9M subordinated intercompany notes to GPM Investments with 15-year term.","Board expanded to six directors; five new independent members including Carlos Maurer, Kirk Rogers, Sherman Edmiston, Avram Friedman, Andrew Heyer.","Amended and Restated Certificate of Incorporation filed; new committees established."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":927619306.2913908,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}