earnings
confidence high
sentiment positive
materiality 0.75
ARKO Q1 net loss narrows to $5.6M; adj. EBITDA surges 65% to $50.9M; APC IPO cuts debt
ARKO Petroleum Corp.
2026-Q1 EPS reported
$0.20
revenue$1,344,365,000
- 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.