{"filings":[{"id":2115044,"accession_number":"0001193125-26-339092","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-08-07T11:00:16+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q2 net income $9.4M; APC to acquire USPP for $205M cash + $30M stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Q2 net income $9.4M vs $20.1M; prior year included $20.8M non-cash sale-leaseback gain.","Q2 adjusted EBITDA $72.0M vs $76.9M; H1 adjusted EBITDA $122.9M, up 14.0% YoY.","Merchandise margin up 110 bps to 34.7%; same store fuel margin 48.7 cpg vs 45.7 cpg.","APC to acquire USPP for $205M cash + $30M escrowed stock; adds ~280M gallons/yr, 400+ dealers.","Reaffirms FY2026 guidance; acquisition adds ~$30M annualized adjusted EBITDA."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":877853251.114341,"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":2105994,"accession_number":"0001193125-26-337978","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-08-06T20:08:30+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"APC Q2 net income rises to $12.2M; acquires USPP for ~$205M cash plus stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Net income $12.2M vs $10.0M YoY; Adjusted EBITDA $39.8M vs $38.3M; reaffirms FY 2026 guidance.","Agreed to acquire U.S. Petroleum Partners for ~$205M cash plus inventory cost, plus $30M in APC stock escrow subject to EBITDA targets.","Acquisition expected to add ~280M gallons annually (14% increase), >400 dealer locations, ~$30M annual Adj. EBITDA, accretive.","Board declared $0.50/share dividend payable Aug 28, record Aug 18, consistent with $2.00 annual rate.","21 ARKO retail sites converted to dealer locations in Q2; total 471 since program inception; ~70 more committed."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":877853251.114341,"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":2105814,"accession_number":"0001193125-26-337948","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-08-06T20:05:18+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"ARKO Corp. subsidiary to acquire U.S. Petroleum Partners for $235M in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $205M cash at closing plus $30M in APC Class A common stock (est. 1.46M shares based on recent VWAP).","Acquired assets: two fuel terminals (Novi, MI and Toledo, OH), supply rights to 400+ dealer locations, fleet transporting >80% of volumes.","Earn-out: additional consideration if EBITDA targets of $31.7M and $2.2M from fuel components met; up to $5M cash recoupment if not.","Closing subject to HSR waiting period; no financing condition; funded via existing credit lines.","APC to file registration statement for resale of shares issued to seller."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":920282,"accession_number":"0001193125-26-261986","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-06-08T21:00:14+00:00","items":["5.07"],"status":"ready","headline":"ARKO Corp. shareholders re-elect all six director nominees and approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected: Sherman K. Edmiston III, Yona Fogel, Avram Friedman, Andrew R. Heyer, Laura Shapira Karet, Arie Kotler.","Non-binding advisory vote on executive compensation (say-on-pay) passed with 74,199,282 for, 5,966,842 against, 660,455 abstain.","Ratification of Grant Thornton LLP as independent auditor for 2026 approved with 95,991,876 for, 718,988 against, 2,658 abstain.","Broker non-votes totaled 15,886,943 on director elections and say-on-pay."],"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":0.4,"calibrated_materiality_score":0.15,"market_cap_usd":877853251.114341,"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":95861,"accession_number":"0001193125-26-210353","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO reports Q1 net loss narrows to $5.6M; Adj EBITDA up 65% to $50.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss improved to $5.6M from $12.7M; Adjusted EBITDA rose 65.1% to $50.9M.","Same-store fuel margin up to 48.0c/gal vs 38.7c/gal; fuel contribution +20.1%.","APC IPO net proceeds ~$206.8M; $206.7M used to reduce debt; ARKO holds 73.6% of APC.","Converted 41 stores to dealers in Q1 (450 total); expects >$20M annual op income benefit.","Quarterly dividend $0.03/share, payable May 29, 2026 to holders of record May 18, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1771866000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":877853251.114341,"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":109228,"accession_number":"0001193125-26-071506","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q4 net income $1.9M vs loss; FY net income up 9.1%; APC IPO completed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income Q4 $1.9M vs loss $2.3M; full year $22.7M (+9.1%); adjusted EBITDA Q4 $65.7M (+15.6%).","Merchandise margin improved to 34.4% (Q4) and 33.7% (FY); retail fuel margin 44.5¢/gal and 42.8¢/gal.","APC IPO: 11.1M shares at $18; proceeds ~$184M used to reduce debt; parent retains 75.9% economic interest.","Store conversion program: 409 sites converted; 256 in FY; expects cumulative annualized operating income benefit >$20M.","fas craves remodel program: early results show double-digit sales/gallon increases; planning ~25 remodels."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":7643471000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":877853251.114341,"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":109227,"accession_number":"0001193125-26-057348","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"ARKO subsidiary APC completes IPO of 11.1M shares; ARKO retains 75.9% economic interest","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARKO Corp. subsidiary ARKO Petroleum Corp. (APC) closed IPO of 11,111,111 shares of Class A common stock on Feb 13, 2026.","ARKO indirectly owns 35,000,000 shares of APC Class B common stock, representing 75.9% of economic interest and 94.0% of voting power.","ARKO entered into management services, tax matters, fuel distribution, omnibus, employee, and registration rights agreements with APC.","GPM PNC credit facility reduced from $140M to $56M; new APC PNC facility of $84M established; M&T credit agreement restructured.","APC subsidiaries issued ~$14.9M in subordinated intercompany notes to GPM; 15-year term mirroring prior debt."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":109226,"accession_number":"0001193125-26-034392","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Corp. prelim Q4 Adj EBITDA $63-66M; APC launches IPO roadshow","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 net loss to net income of -$1.8M to $0.4M; Q4 2024 net income was $2.3M.","Full year 2025 net income estimated at $19.1M-$21.3M vs $20.8M in 2024.","Q4 2025 Adjusted EBITDA $63.1M-$66.1M; FY 2025 $246M-$249M.","APC subsidiary files amended S-1 and begins IPO roadshow.","Company plans to report full Q4/FY results later this quarter with 2026 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":7643471000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":125722,"accession_number":"0001193125-25-325837","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"ARKO Corp. files S-1 for proposed IPO of subsidiary ARKO Petroleum Corp.; warrants set to expire Dec 22","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Subsidiary ARKO Petroleum Corp. filed Form S-1 for IPO of Class A common stock; no price or size disclosed.","APC will include ARKO’s wholesale, fleet fueling and GPMP segments and supply fuel to most ARKO retail stores.","Lead underwriters: UBS, Raymond James, Stifel; joint book-runners: Mizuho and Capital One Securities.","Public warrants (ARKOW) expire 5:00 p.m. ET Dec 22, 2025; trading suspended Dec 18; delisting to follow.","ARKO common stock (ARKO) unaffected by warrant expiration."],"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":877853251.114341,"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":125721,"accession_number":"0001193125-25-321120","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ARKO Corp.: Director Steven Heyer resigns for health reasons; Yona Fogel appointed to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven Heyer resigned effective Dec 12, 2025 due to health; no disagreement with the Company.","Board appointed Yona Fogel to fill vacancy until 2026 annual meeting; serves on Nominating/Governance and Compensation committees.","Fogel, 71, is former CEO of Paz Oil Group (Israel's largest integrated energy co.) and former EVP at Bank Leumi; deemed independent.","Fogel will be compensated under the Company's standard non-employee director policy; no arrangements with any person for appointment."],"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":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":877853251.114341,"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":125720,"accession_number":"0001193125-25-303159","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ARKO Corp. appoints Galagher Jeff as CFO effective Dec 1, 2025; base salary $650K","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff most recently served as EVP & CFO of Murphy USA (March 2024-October 2025) and earlier at Dollar Tree and Walmart.","Interim CFO Jordan Mann continues as SVP of Corporate Strategy, Capital Markets and Investor Relations.","Employment agreement: 3-year term, $650K base, target bonus 62% of base, annual LTI awards of $1M (time- and performance-based).","Severance: 3 months base salary (extendable to 12 by Company) on termination without cause or for good reason, subject to release.","Benefits include $600/month car allowance, 23 PTO days, D&O insurance, and eligibility for company benefit plans."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":877853251.114341,"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":125719,"accession_number":"0001193125-25-266876","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO reports Q3 net income $13.5M, up 39% YoY; Adj EBITDA $75.2M, down 5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $13.5M vs $9.7M; adjusted EBITDA $75.2M vs $78.8M.","Merchandise margin expanded to 33.7% from 32.8%; retail fuel margin 43.6c/gal vs 41.3c.","Converted 65 retail stores to dealer sites in Q3; total 194 YTD; expects >$20M annualized op income benefit.","Advanced remodeling pilot; two stores reopened summer 2025, plan to reopen third in Q4 2025 and remaining four in H1 2026.","Declared quarterly dividend $0.03/share, payable Dec 1, 2025 to holders of record Nov 17."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":5849257000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":877853251.114341,"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":125718,"accession_number":"0001193125-25-235076","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ARKO appoints Jordan Mann as interim CFO effective Oct 10; base salary $350K","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Jordan Mann interim CFO effective Oct 10, 2025, succeeding Robert Giammatteo (departure previously reported).","Mann continues as SVP of Corporate Strategy, Capital Markets & IR, a role held since May 2023.","Base salary increased to $350K; eligible for ~$250K RSUs (3-year time-vest) and ~$250K PSUs (3-year performance) beginning 2026.","Mann previously an executive director at Morgan Stanley and director at Credit Suisse; holds degrees from Duke and Harvard Law."],"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":877853251.114341,"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":142447,"accession_number":"0000950170-25-109711","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ARKO Corp. CFO Robert Giammatteo to depart October 10, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["EVP and CFO Robert Giammatteo notified ARKO of his departure to pursue another opportunity.","Effective date October 10, 2025; committed to smooth transition.","Departure not related to any disagreement on accounting, operations, or policies.","No successor or interim CFO named in the filing."],"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":877853251.114341,"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":142446,"accession_number":"0000950170-25-103965","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q2 net income rises to $20.1M; adj. EBITDA $76.9M; declares $0.03 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $20.1M vs $14.1M YoY; adjusted EBITDA $76.9M vs $80.1M.","Merchandise margin up to 33.6% from 32.8%; retail fuel margin 44.9¢/gal vs 41.6¢/gal.","Converted 70 stores to dealer sites in Q2; cumulative 282 since mid-2024; expects >$20M annual op. income benefit.","Opened first new format store in June 2025, another in early August; two NTI stores targeted H2 2025.","Board declared $0.03/share quarterly dividend payable Aug 29 to Aug 18 record; repurchased 2.2M shares in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":3828424000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":877853251.114341,"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":160490,"accession_number":"0000950170-25-082536","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"All six director nominees elected; say-on-pay passes; stockholder majority-vote proposal fails","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Six director nominees elected: Sherman Edmiston, Avram Friedman, Andrew Heyer, Steven Heyer, Laura Shapira Karet, Arie Kotler; each >79M votes for.","Advisory say-on-pay resolution approved: 77.7M for, 27.3M against, 0.6M abstentions.","Ratification of auditor Grant Thornton for FY2025 passed: 88.5M for, 21.9M against, 9.8K abstentions.","Stockholder proposal for majority vote in uncontested elections defeated: 39.9M for, 64.6M against."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":877853251.114341,"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":160489,"accession_number":"0000950170-25-072723","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ARKO subsidiary increases real estate credit facility by $34.2M to $83.7M with M&T Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["GPM Investments amended credit agreement, raising real estate loans from $49.5M to $83.7M.","New $34.2M term note (Real Estate Note D) matures May 2030, amortizing 15 years, at SOFR+2.25%.","Existing real estate loans now also bear interest at SOFR+2.25%; equipment line rate set similarly.","Third Amended and Restated Master Covenant Agreement conforms to new terms; existing covenants unchanged.","Borrower paid a 1% commitment fee ($342k) on the new note and all administrative expenses."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":877853251.114341,"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":160488,"accession_number":"0000950170-25-066885","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q1 net loss widens to $12.7M; adjusted EBITDA $30.9M; 59 retail stores converted to dealer","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $12.7 million vs $0.6 million loss a year ago; adjusted EBITDA $30.9M vs $33.2M.","Merchandise margin improved to 33.2% from 32.5%, but merchandise contribution fell to $117.6M from $134.9M.","Retail fuel margin rose to 37.9 cpg from 36.4 cpg; contribution declined to $85.3M from $92.9M.","Converted 59 retail stores to dealer sites in Q1 (18 more in April); expects cumulative annualized operating income benefit >$20M.","Declared $0.03/share quarterly dividend payable May 30, 2025 to holders of record May 19."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":1828905000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":877853251.114341,"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":178737,"accession_number":"0000950170-25-027710","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q4 net loss $2.3M; FY net income falls 40% to $20.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss Q4 $2.3M vs net income $1.1M; FY net income $20.8M vs $34.6M.","Adjusted EBITDA Q4 $56.8M vs $61.8M; FY $248.9M vs $276.3M.","Merchandise margin rate improved to 33.0% (Q4) and 32.8% (FY).","Retail fuel margin Q4 38.7 cpg vs 39.2 cpg; FY 39.6 cpg vs 38.8 cpg.","Converted 153 retail stores to dealer sites in 2024; expects ~100 more by Q1 2025. Annualized benefit from 2024 conversions ~$8.5M; at scale >$20M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":8731962000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":195415,"accession_number":"0000950170-24-123272","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q3 net income falls to $9.7M from $21.5M; adjusted EBITDA $78.8M at midpoint of guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $9.7M vs $21.5M YoY; adjusted EBITDA $78.8M vs $87.3M, within guidance of $70M-$86M.","Retail fuel margin improved to 41.3 cpg from 40.3 cpg; merchandise margin rate up to 32.8% from 31.7%.","Retail fuel contribution $117.1M vs $121.3M; merchandise contribution $154.0M vs $160.7M, both down YoY.","Converted 51 retail stores to dealer sites YTD; expects ~100 more in Q4, targeting $8.5M annualized benefit.","Board declared $0.03/share quarterly dividend, payable Dec 3, record Nov 19."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":6739853000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":877853251.114341,"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":195414,"accession_number":"0000950170-24-111502","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ARKO extends sale-leaseback program with Blue Owl; adds $1.0B capacity through Sept 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sixth Amendment extends exclusivity period to September 30, 2025 for property sale-leaseback program.","Program capacity set at $1.0 billion from May 2, 2023 through end of exclusivity, subject to reduction for build-to-suit projects.","Early termination triggers include ARKO credit downgrade below B2/B+, reaching $1B funding cap, or change of control.","Build-to-suit program LOI dated July 2024 will reduce the $1B cap dollar-for-dollar for amounts funded."],"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":877853251.114341,"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":211663,"accession_number":"0000950170-24-091728","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q2 net income $14.1M, Adj EBITDA $83.8M beats $70-77M guidance; merchandise margin up 90bps","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $14.1M vs $14.5M YoY; Adjusted EBITDA $83.8M above guidance $70-77M.","Merchandise revenue $474.2M (-2.1%); margin 32.8% (+90bp); contribution $155.8M (+0.7%).","Retail fuel contribution $118.0M (+1.2%); margin 41.6cpg vs 39.7cpg; same-store gallons -6.6%.","Transformation pilot for 7 stores focused on food/in-store experience; rollout expected Q4 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":4460617000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":877853251.114341,"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":230388,"accession_number":"0000950170-24-069861","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"ARKO Corp. shareholders approve 11.4M-share increase in incentive plan, elect all directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amending the 2020 Incentive Plan to increase authorized shares from 12,413,166 to 23,770,000 (68.97M for, 20.29M against).","All five director nominees elected: Gade, A. Heyer, S. Heyer, Karet, Kotler; each received >68M votes for.","Say-on-pay resolution passed with 72.29M for, 16.97M against, 0.12M abstentions.","Ratification of Grant Thornton as auditor for FY 2024 passed with 100.33M for (no broker non-votes).","Stockholder proposal for independent board chairman defeated; 21.29M for, 68.06M against."],"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":877853251.114341,"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":230387,"accession_number":"0000950170-24-054446","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q1 net loss narrows to $0.6M; adjusted EBITDA falls to $36.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.6M vs $2.5M loss a year ago; no EPS provided.","Adjusted EBITDA $36.6M, down 23% from $47.5M driven by lower fuel contribution and loss of VA gaming income.","Merchandise revenue rose 3.6% to $414.7M; merchandise contribution up 9.7% to $134.9M (margin 32.5%).","Retail fuel contribution up 5.5% to $92.9M; retail same-store fuel gallons fell 6.7%.","Board expanded stock repurchase program from $100M to $125M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":2072454000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":877853251.114341,"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":248789,"accession_number":"0000950170-24-037603","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-03-28T23:59:59+00:00","items":["1.01","1.02","9.01"],"status":"ready","headline":"ARKO settles $50M TEG deferred purchase price for $36.5M cash; repurchases shares at $5.66","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ARKO repurchased 3,417,915 Installment Shares from Transit for $19.3M ($5.66/share) and paid $17.2M for the second installment, total $36.5M cash.","Cash settlement funded via $36.5M borrowing under existing $800M credit line (amended March 25, 2024).","Registration Rights Agreement terminated; Seller's indemnity obligations ended; transition services agreement extended.","ARKO's subsidiary GPM Petroleum LP amended credit agreement to allow the borrowing and use of $36.5M for the settlement."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":877853251.114341,"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":248788,"accession_number":"0000950170-24-036157","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ARKO Corp. enters three-year Master Supply Agreement with Core-Mark for grocery supply","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Initial term of three years from Feb 19, 2024, renewable for two additional 12-month periods.","Core-Mark to continue as primary grocer servicing substantially all of ARKO's retail locations on a non-exclusive basis.","Agreement includes transition services from a prior wholesaler, store reset/retag services, and dedicated account managers.","Replaces a substantially similar prior agreement that expired."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":877853251.114341,"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":248787,"accession_number":"0000950170-24-028735","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-03-08T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"ARKO files legal opinion and consent for prior transaction; no material news.","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing solely to file Exhibit 5.1 (opinion of Greenberg Traurig LLP) and Exhibit 23.1 (consent).","No financial results, guidance, or operational updates provided.","Tickers ARKO and ARKOW unaffected by this procedural filing."],"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":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":877853251.114341,"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":248786,"accession_number":"0000950170-24-021331","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q4 net income falls to $1.1M from $12.9M; full year $34.6M vs $72.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income Q4: $1.1M vs $12.9M prior year; full year $34.6M vs $72.0M.","Adjusted EBITDA Q4 $65.5M (down from $72.4M); full year $290.4M (down from $301.1M).","Merchandise revenue up 11% to $446.7M in Q4; merchandise margin expanded 240 bps to 32.9%.","Retail fuel contribution up 4.8% in Q4 to $109.3M; same store fuel gallons down 7.5%.","Board declared $0.03 quarterly dividend payable March 21, 2024; launched pizza program in Jan 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":9412731000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":248785,"accession_number":"0000950170-24-000856","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2024-01-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Morris Willner resigns from ARKO Corp. board effective Jan 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Morris Willner resigned as director of ARKO Corp. effective January 1, 2024.","Resignation due to health reasons; no disagreement with company operations, policies, or practices.","No replacement named in the filing; board size reduced by one."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":877853251.114341,"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":266286,"accession_number":"0000950170-23-072257","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ARKO appoints Robb Giammatteo as CFO, effective Jan 2, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Giammatteo, 51, brings over 20 years of retail finance experience, most recently CFO & CTO at Giant Eagle.","Annual base salary of $725,000; employment agreement provides for severance and long-term incentive.","Outgoing CFO Don Bassell will remain through ~April 2024 to assist transition.","No family relationships or related-party transactions requiring disclosure."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":877853251.114341,"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":266285,"accession_number":"0000950170-23-059446","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO reports Q3 net income $21.5M, adjusted EBITDA $91.2M; declares $0.03 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $21.5M vs $25.0M in Q3 2022; adjusted EBITDA $91.2M vs $99.5M.","Merchandise margin expanded ~50 bps to 31.7%; same store merchandise sales up 0.1% (+1.0% ex-cigarettes).","Total retail gallons increased 14.8% YoY; retail fuel margin 40.3 CPG vs 44.8 CPG in Q3 2022.","Board declared $0.03/share quarterly dividend, payable Dec 1, 2023 to holders of record Nov 17, 2023.","Closed 25th acquisition; liquidity >$2B for future acquisitions; added 365k+ loyalty members in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":7179571000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":877853251.114341,"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":283537,"accession_number":"0000950170-23-039121","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q2 net income $14.5M, adjusted EBITDA $86.2M; same-store merch ex-cig +3.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $14.5M vs $31.8M YoY; increase in D&A from acquisitions and prior-year fair-value adjustments.","Adjusted EBITDA $86.2M (+9% YoY); merchandise margin improved 150 bps to 31.9%.","Closed WTG acquisition on June 6; retail gallons +15.9%, same-store gallons -2.6%.","Board increased share repurchase authorization from $50M to $100M; declared $0.03 dividend payable Sept 1.","Available financing >$2B; GPMP credit line renewed to $800M through 2028; Oak Street capacity $1.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":-4557517000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":877853251.114341,"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":303046,"accession_number":"0000950170-23-027271","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.02","5.07","8.01"],"status":"ready","headline":"ARKO Corp. appoints Friedman and Karet to board; annual meeting votes all pass","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Avram Friedman (ex-Davidson Kempner) and Laura Karet (ex-Giant Eagle CEO) as directors on June 7, 2023.","Friedman fills vacancy from Starlette Johnson's resignation; Karet takes new seat expanding board to 8.","Both join Audit Committee, curing Nasdaq deficiency under Rule 5605(c)(2)(A).","Annual meeting: Andrew Heyer and Steven Heyer re-elected; say-on-pay, charter amendment, auditor all approved.","Grant Thornton LLP ratified as independent auditor for 2023; no other matters voted."],"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":877853251.114341,"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":303045,"accession_number":"0000950170-23-026140","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"ARKO non-compliant with Nasdaq audit committee rule after director resignation; cure period until Nov 1, 2023","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Director Starlette Johnson resigned from board and audit committee effective May 5, 2023.","Audit Committee now has fewer than three members, violating Nasdaq Listing Rule 5605(c)(2).","Nasdaq confirmed non-compliance on June 2, 2023; cure period expires November 1, 2023.","Company expects to cure before deadline and actively seeking audit committee replacement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":877853251.114341,"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":303040,"accession_number":"0000950170-23-022748","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K/A","filed_at":"2023-05-17T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"ARKO Corp files financials for Transit Energy Group acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Audited TEG financials filed for years ended Dec 31, 2021 and 2020; unaudited for nine months Sep 30, 2022.","TEG 2021 revenue $670M, net income $1.9M; 2020 net loss $22.1M on revenue $314M.","TEG total assets $200M at Dec 31, 2021; operates 301 locations in SE US.","Pro forma condensed combined financials also filed for 2021 and nine months 2022."],"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":877853251.114341,"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":303044,"accession_number":"0000950170-23-022343","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-05-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ARKO Corp. doubles share repurchase program to $100 million; $59 million remaining authorization","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board increased share repurchase program from $50 million to $100 million.","Approximately $59 million available for repurchases under expanded plan.","Program has no expiration date; repurchases may be through open market or private transactions.","CEO cites strong fundamentals, liquidity, and growth prospects; last quarter results strong."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":877853251.114341,"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":303043,"accession_number":"0000950170-23-018853","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO reports Q1 net loss $2.5M; same-store merchandise sales +3.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating income $9.0M vs $19.3M prior year; net loss $2.5M vs net income $2.3M prior year.","Same-store merchandise sales +3.8% (+7.6% ex-cigarettes); merchandise margin 30.7% (+120bps).","Adjusted EBITDA $47.5M, down $2.6M vs prior year.","Closed TEG acquisition (135 c-stores, 192 dealer sites) on March 1; WTG acquisition expected Q2 2023.","Declared $0.03 quarterly dividend, payable June 1 to holders of record May 19."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":-2088496000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":303042,"accession_number":"0000950170-23-018465","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-05-08T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ARKO amends Oak Street program to $1.5B capacity and extends Capital One line to $800M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Oak Street program extended to Sep 30, 2024; purchase capacity raised to $1.50B (up from $1.15B).","Capital One revolver increased from $500M to $800M, with accordion to $1B, now maturing May 5, 2028.","No immediate debt drawdown; amendments enhance liquidity for future acquisitions and operations.","WTG Fuels pending acquisition is excluded from Oak Street capacity calculations."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":877853251.114341,"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":303041,"accession_number":"0000950170-23-014239","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-04-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ARKO offers $92/share for TravelCenters, $6 premium over BP's bid, urges board to reconsider","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["ARKO proposes $92 per share for TravelCenters, a $6+ premium (approx. 7%) over BP's $86 per share offer.","ARKO states its proposal has no financing contingency, citing discussions with Oak Street Capital and its acquisition track record.","ARKO criticizes TravelCenters' board for limited engagement (a single 30-min call) and for not deeming ARKO's proposal superior.","TravelCenters' board reaffirmed its recommendation for the BP deal and rejected ARKO's proposal as not superior.","ARKO notes that TravelCenters' own fairness opinion includes fair value up to $124.01 per share, supporting a higher bid."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":877853251.114341,"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":322677,"accession_number":"0000950170-23-010497","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ARKO Corp. amends Oak Street program, adds $1.25B capacity for Travel Centers of America properties","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Second Amendment extends program term and exclusivity through Sept 30, 2023 for Travel Centers of America property acquisitions.","Additional $1.25 billion capacity under the program specifically for acquiring properties from Travel Centers of America.","Program originally had up to $1.15B capacity; now total capacity increased for Travel Centers deals.","GPM (ARKO subsidiary) will triple-net lease properties from Oak Street after purchase."],"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":877853251.114341,"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":322676,"accession_number":"0000950170-23-005711","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"ARKO Corp. completes $370M acquisition of Transit Energy Group, adding 135 stores","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired ~135 company-operated convenience stores and fuel supply rights to ~190 independent dealer locations in the Southeast.","Total purchase price ~$370M plus inventory; $50M deferred in two $25M annual payments (cash or ARKO stock).","ARKO financed ~$90M from own sources; Oak Street funded ~$258M for real estate, which ARKO now leases.","Expands ARKO's retail footprint into Alabama and Mississippi; 23rd acquisition since 2013.","Acquisition includes transportation business with 58 trucks and 78 tanker trailers."],"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":877853251.114341,"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":322675,"accession_number":"0000950170-23-004672","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Corp. reports record 2022 operating income $167M, net income $72M, Adjusted EBITDA $301.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year operating income $167M, up from $142.1M in 2021; Q4 $33.7M vs $28.4M.","Net income $72.0M for 2022 vs $59.4M; Q4 $12.86M vs $12.93M.","Adjusted EBITDA $301.1M (2022) vs $256.6M; Q4 $72.4M vs $58.4M.","Closed two acquisitions (Quarles Petroleum, Pride Convenience); announced two pending (Transit Energy Group, WTG Fuels).","Same-store merchandise sales ex-cigarettes +4.3% Q4, +2.6% year; merchandise margin +50bps Q4, +110bps year."],"consensus_eps_estimate":null,"consensus_eps_actual":0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":9142799000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":877853251.114341,"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":322673,"accession_number":"0000950170-23-003291","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K/A","filed_at":"2023-02-21T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"ARKO files Pride acquisition financials; Pride had $281M revenue in FY2021","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pride Stores, LLC and Affiliates reported total revenues of $281.3M and net income of $8.7M for fiscal year ended Dec 30, 2021.","Total assets of $76.7M, total liabilities of $31.0M, and members' equity of $45.7M as of Dec 30, 2021.","Unaudited financials for nine months ended Sep 30, 2022 and pro forma combined financials also filed.","Audit report notes Pride sold a majority of its assets and operations on Dec 31, 2021."],"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":877853251.114341,"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":322674,"accession_number":"0000950170-23-000562","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"ARKO Corp. CFO Don Bassell to retire by end of 2023; successor search underway","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Don Bassell notified board of intent to retire; effective Q4 2023 after successor appointed.","Bassell to remain CFO until successor in place, then stay until April 2024 for transition.","Company to promptly commence search considering both internal and external candidates.","CEO Kotler cited Bassell's 16-year tenure, role in over 20 acquisitions, and building finance team."],"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":877853251.114341,"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":340719,"accession_number":"0000950170-22-026908","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2022-12-22T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ARKO subsidiary extends credit facility maturity to Dec 2027, switches to SOFR","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended by five years to December 22, 2027.","Replaced LIBOR with SOFR as interest rate benchmark; interest periods of 1 and 3 months.","Revised negative covenants: increased fixed dollar baskets, added availability-based basket increases.","Added cardlock receivables to borrowing base under certain circumstances.","No additional debt incurred or proceeds received in connection with the Eighth Amendment."],"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":877853251.114341,"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":340718,"accession_number":"0000950170-22-026177","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"ARKO completes $230M acquisition of Pride Convenience, adds 31 stores in Northeast","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price ~$230M plus inventory; ARKO funded ~$30M cash, Oak Street funded ~$202M via real estate leaseback.","Adds 31 convenience stores, expanding ARKO's footprint into Massachusetts (34th state) and Northeast region.","Expected annual run-rate Adjusted EBITDA ~$12.2M, with incremental annual rent of ~$12.2M to Oak Street.","Acquisition is ARKO's 22nd since 2013, consistent with disciplined, accretive growth strategy."],"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":877853251.114341,"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":340717,"accession_number":"0000950170-22-026116","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"ARKO Corp. agrees to acquire WTG Fuels assets for ~$140.4M, expanding in Texas/New Mexico","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration ~$140.4M plus inventory; ARKO funds ~$25.4M, Oak Street funds ~$115M via sale-leaseback.","Acquisition includes 24 Uncle's stores, 57 GASCARD cardlock sites, 52 private cardlock sites, and other assets.","Expected to add ~$10.6M Adjusted EBITDA annually, after ~$6.9M annual rent to Oak Street.","Fourth acquisition of 2022; combined with Pride and TEG, adds ~15% to store count (over 200 stores).","WTG sold ~85M gallons in FY2021; ARKO's fleet fueling sites to grow from 183 to >290."],"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":877853251.114341,"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":340716,"accession_number":"0000950170-22-022648","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ARKO Q3 2022: Operating income up 20.1%, Adj EBITDA record $99.5M, dividend raised 50%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating income $65.7M (+20.1% YoY); Adj EBITDA $99.5M (all-time high, +24.1%).","Net income $25.0M vs $35.6M Q3 2021 (includes $8.7M non-cash tax expense from internal realignment).","Merchandise margin 31.2% (all-time high, +60bps); same-store merch ex-cigarettes +4.3% YoY.","Fuel profitability $155.1M, +28.5% YoY.","Board raises quarterly dividend by 50% (amount not specified in release)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":6962721000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":877853251.114341,"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":340715,"accession_number":"0000950170-22-019874","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2022-10-24T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"ARKO Corp. to acquire Pride Convenience Holdings for ~$230M plus inventory; expands into Massachusetts","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$230M plus inventory value; ~$28M from ARKO cash, ~$202M from Oak Street via sale-leaseback.","Pride operates 31 convenience stores in Northeast, including 2 Travel Centers and City Stop locations.","Deal expected to add ~$12.2M annual run-rate Adjusted EBITDA after ~$12.2M incremental rent to Oak Street.","Combined with TEG acquisition, ARKO adds ~181 stores (~15% growth); now operates in 34 states.","Closing subject to customary conditions; no financing contingency."],"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":877853251.114341,"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":357945,"accession_number":"0000950170-22-018320","cik":1823794,"company_name":"ARKO Corp.","ticker":"ARKO","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"ARKO Corp. to acquire Transit Energy Group for ~$375M plus inventory; adds ~350 sites","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of ~$325M cash at close plus inventory value; two $25M instalments payable in cash or stock.","Expected annualized Adj. EBITDA of $18M, rising to $27M with synergies; incremental rent of ~$16M to Oak Street.","Adds ~150 company-operated stores and ~200 dealer sites; expands retail footprint into Alabama and Mississippi.","ARKO funds ~$60M of cash consideration; Oak Street funds ~$265M via real estate sale-leaseback.","Pro forma store count exceeds 1,530; fuel gallons increase by ~285 million (majority branded) to ~2 billion total."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":877853251.114341,"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":"2022-09-12T23:59:59+00:00|357945"}