Recent 8-K filings for ARKO

• May 7, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  ARKO reports Q1 net loss narrows to $5.6M; Adj EBITDA up 65% to $50.9M

  Net loss improved to $5.6M from $12.7M; Adjusted EBITDA rose 65.1% to $50.9M.

• February 25, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  ARKO Q4 net income $1.9M vs loss; FY net income up 9.1%; APC IPO completed

  Net income Q4 $1.9M vs loss $2.3M; full year $22.7M (+9.1%); adjusted EBITDA Q4 $65.7M (+15.6%).

• February 18, 2026, 6:59 PM ET other material materiality 0.75 neutral item 1.01item 2.03item 8.01item 9.01

  ARKO subsidiary APC completes IPO of 11.1M shares; ARKO retains 75.9% economic interest

  ARKO Corp. subsidiary ARKO Petroleum Corp. (APC) closed IPO of 11,111,111 shares of Class A common stock on Feb 13, 2026.

• February 3, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  ARKO Corp. prelim Q4 Adj EBITDA $63-66M; APC launches IPO roadshow

  Q4 2025 net loss to net income of -$1.8M to $0.4M; Q4 2024 net income was $2.3M.

• December 19, 2025, 6:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  ARKO Corp. files S-1 for proposed IPO of subsidiary ARKO Petroleum Corp.; warrants set to expire Dec 22

  Subsidiary ARKO Petroleum Corp. filed Form S-1 for IPO of Class A common stock; no price or size disclosed.

• December 16, 2025, 6:59 PM ET leadership materiality 0.35 neutral item 5.02

  ARKO Corp.: Director Steven Heyer resigns for health reasons; Yona Fogel appointed to board

  Steven Heyer resigned effective Dec 12, 2025 due to health; no disagreement with the Company.

• December 1, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  ARKO Corp. appoints Galagher Jeff as CFO effective Dec 1, 2025; base salary $650K

  Jeff most recently served as EVP & CFO of Murphy USA (March 2024-October 2025) and earlier at Dollar Tree and Walmart.

• November 5, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  ARKO reports Q3 net income $13.5M, up 39% YoY; Adj EBITDA $75.2M, down 5%

  Net income $13.5M vs $9.7M; adjusted EBITDA $75.2M vs $78.8M.

• October 9, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01

  ARKO appoints Jordan Mann as interim CFO effective Oct 10; base salary $350K

  Appointed Jordan Mann interim CFO effective Oct 10, 2025, succeeding Robert Giammatteo (departure previously reported).

• August 18, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 5.02

  ARKO Corp. CFO Robert Giammatteo to depart October 10, 2025

  EVP and CFO Robert Giammatteo notified ARKO of his departure to pursue another opportunity.

• August 6, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  ARKO Q2 net income rises to $20.1M; adj. EBITDA $76.9M; declares $0.03 dividend

  Net income $20.1M vs $14.1M YoY; adjusted EBITDA $76.9M vs $80.1M.

• June 5, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  All six director nominees elected; say-on-pay passes; stockholder majority-vote proposal fails

  Six director nominees elected: Sherman Edmiston, Avram Friedman, Andrew Heyer, Steven Heyer, Laura Shapira Karet, Arie Kotler; each >79M votes for.

• May 15, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  ARKO subsidiary increases real estate credit facility by $34.2M to $83.7M with M&T Bank

  GPM Investments amended credit agreement, raising real estate loans from $49.5M to $83.7M.

• May 8, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 7.01item 9.01

  ARKO Q1 net loss widens to $12.7M; adjusted EBITDA $30.9M; 59 retail stores converted to dealer

  Net loss of $12.7 million vs $0.6 million loss a year ago; adjusted EBITDA $30.9M vs $33.2M.

• February 26, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  ARKO Q4 net loss $2.3M; FY net income falls 40% to $20.8M

  Net loss Q4 $2.3M vs net income $1.1M; FY net income $20.8M vs $34.6M.

• November 7, 2024, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 7.01item 9.01

  ARKO Q3 net income falls to $9.7M from $21.5M; adjusted EBITDA $78.8M at midpoint of guidance

  Net income $9.7M vs $21.5M YoY; adjusted EBITDA $78.8M vs $87.3M, within guidance of $70M-$86M.

• October 2, 2024, 7:59 PM ET other material materiality 0.50 neutral item 1.01item 9.01

  ARKO extends sale-leaseback program with Blue Owl; adds $1.0B capacity through Sept 2025

  Sixth Amendment extends exclusivity period to September 30, 2025 for property sale-leaseback program.

• August 6, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  ARKO Q2 net income $14.1M, Adj EBITDA $83.8M beats $70-77M guidance; merchandise margin up 90bps

  Net income $14.1M vs $14.5M YoY; Adjusted EBITDA $83.8M above guidance $70-77M.

• June 6, 2024, 7:59 PM ET other material materiality 0.50 neutral item 5.02item 5.07

  ARKO Corp. shareholders approve 11.4M-share increase in incentive plan, elect all directors

  Shareholders approved amending the 2020 Incentive Plan to increase authorized shares from 12,413,166 to 23,770,000 (68.97M for, 20.29M against).

• May 7, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  ARKO Q1 net loss narrows to $0.6M; adjusted EBITDA falls to $36.6M

  Net loss of $0.6M vs $2.5M loss a year ago; no EPS provided.

• March 28, 2024, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 1.02item 9.01 ◈ Material Agreements ×3

  ARKO settles $50M TEG deferred purchase price for $36.5M cash; repurchases shares at $5.66

  ARKO repurchased 3,417,915 Installment Shares from Transit for $19.3M ($5.66/share) and paid $17.2M for the second installment, total $36.5M cash.

• March 26, 2024, 7:59 PM ET other material materiality 0.40 neutral item 1.01item 9.01 ◈ Material Agreements

  ARKO Corp. enters three-year Master Supply Agreement with Core-Mark for grocery supply

  Initial term of three years from Feb 19, 2024, renewable for two additional 12-month periods.

• March 8, 2024, 6:59 PM ET other materiality 0.05 neutral item 9.01

  ARKO files legal opinion and consent for prior transaction; no material news.

  Filing solely to file Exhibit 5.1 (opinion of Greenberg Traurig LLP) and Exhibit 23.1 (consent).

• February 27, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  ARKO Q4 net income falls to $1.1M from $12.9M; full year $34.6M vs $72.0M

  Net income Q4: $1.1M vs $12.9M prior year; full year $34.6M vs $72.0M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.65 · Most common event earnings

3 positive 5 negative 16 neutral

source · ARKO on sec.gov