earnings
confidence high
sentiment positive
materiality 0.80
ARKO Q4 net income $1.9M vs loss; FY net income up 9.1%; APC IPO completed
ARKO Corp.
2025-FY EPS reported
$0.15
revenue$7,643,471,000
- 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.