earnings
confidence high
sentiment positive
materiality 0.65
ARKO reports Q3 net income $13.5M, up 39% YoY; Adj EBITDA $75.2M, down 5%
ARKO Corp.
2025-Q3 EPS reported
$0.14
revenue$5,849,257,000
- 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.