Recent 8-K filings for APC

• August 6, 2026, 4:08 PM ET M&A materiality 0.85 positive item 2.02item 7.01item 9.01

  ARKO Petroleum Q2 net income up to $12.2M; signs $205M acquisition of USPP

  Net income $12.2M vs $10.0M; Adjusted EBITDA $39.8M vs $38.3M; reaffirms FY2026 guidance.

• August 6, 2026, 4:05 PM ET M&A materiality 0.75 neutral item 1.01item 3.02item 9.01

  ARKO Petroleum acquires U.S. Petroleum Partners for $205M cash plus $30M stock

  Acquires two fuel terminals (Novi, MI and Toledo, OH) and supply rights to 400+ dealer locations in Great Lakes region.

• May 11, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  ARKO Petroleum Q1 net income $8.1M ($4.5M), Adj. EBITDA $36.4M ($30.9M); completes IPO

  Net income $8.1M vs $4.5M year ago; Adjusted EBITDA $36.4M vs $30.9M.

• May 7, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  ARKO Q1 net loss narrows to $5.6M; adj. EBITDA surges 65% to $50.9M; APC IPO cuts debt

  Net loss narrowed to $5.6M from $12.7M YoY; adjusted EBITDA rose 65.1% to $50.9M.

• March 30, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases ×2

  ARKO Petroleum Q4 net income $8.1M (+8%), FY net income $32.7M (-19%); declares $0.26 dividend

  Q4 net income $8.1M vs $7.5M; Adj EBITDA $36.9M vs $35.4M.

• March 9, 2026, 7:59 PM ET other material materiality 0.50 neutral item 8.01

  ARKO Petroleum sells 1.46M shares via over-allotment option, nets $24.4M

  Underwriters exercised option to purchase 1,459,112 shares of Class A common stock on March 5, 2026.

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  ARKO Corp. Q4 net income $1.9M (vs loss $2.3M); FY net income up 9.1% to $22.7M; APC IPO closed

  Q4 net income $1.9M vs net loss of $2.3M; full-year net income up 9.1% to $22.7M.

• February 18, 2026, 6:59 PM ET other material materiality 0.85 neutral item 1.01item 2.03item 5.02item 5.03item 9.01 ◈ Debt Financings ×3◈ Governance Changes

  ARKO Petroleum completes IPO of 11.1M shares; enters new $84M credit facility

  IPO of 11,111,111 Class A shares closed Feb 13; ARKO Parent retains 75.9% economic interest, 94% voting power.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

4 positive 0 negative 4 neutral

source · APC on sec.gov