secwatch.observer — SEC 8-K summary
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Issuer:     ARKO Corp. (ARKO)
CIK:        0001823794
Form:       8-K
Filed at:   2026-08-07T11:00:16+00:00
Accession:  0001193125-26-339092
Event type: m_and_a
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ARKO Q2 net income $9.4M; APC to acquire USPP for $205M cash + $30M stock
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1823794/000119312526339092/0001193125-26-339092-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1823794/000119312526339092/arko-20260807.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-339092

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer