M&A
confidence high
sentiment positive
materiality 0.85
ARKO Petroleum Q2 net income up to $12.2M; signs $205M acquisition of USPP
ARKO Petroleum Corp.
- Net income $12.2M vs $10.0M; Adjusted EBITDA $39.8M vs $38.3M; reaffirms FY2026 guidance.
- Signs agreement to acquire U.S. Petroleum Partners for ~$205M cash plus $30M in APC stock held in escrow.
- Acquisition expected to add ~280M gallons annually (14% increase), 400+ dealer locations, and ~$30M annual Adjusted EBITDA.
- Acquisition includes two fuel terminals and expanded transportation; expected to be accretive and enhance cash flow.
- Net cash from operations $10.4M vs $23.2M; Discretionary Cash Flow $27.1M vs $24.2M.