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Arko
Arko (ARKO) investor relations material
Arko Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved a pivotal year with transformation initiatives, including Dealerization, remodels, and loyalty program enhancements, driving improved operational and financial performance.
Completed IPO of ARKO Petroleum Corp. (APC), consolidating wholesale, fleet fueling, and GPMP segments, unlocking value and transparency, and raising $184 million used to reduce debt and enhance liquidity.
Strengthened balance sheet by reducing debt with IPO proceeds, enhancing financial flexibility.
Leadership transition with new CFO bringing deep retail and fuel sector experience.
Continued transformation plan with 256 retail store conversions in 2025, targeting over $20 million in annualized operating income benefit at scale.
Financial highlights
Adjusted EBITDA grew 16% year-over-year to $65.7 million in Q4 2025; full-year Adjusted EBITDA was $248.7 million, flat year-over-year and above the midpoint of original guidance.
Net income for Q4 was $1.9 million, reversing a $2.3 million loss in the prior year; full-year net income was $22.7 million, up from $20.8 million.
Q4 revenues were $1.79 billion, down from $1.99 billion YoY; full-year revenues were $7.64 billion, down from $8.73 billion YoY.
Retail merchandising margin expanded 140 basis points to 34.4% in Q4; full-year margin was 33.7%, up 90 basis points.
Retail site operating expenses decreased 16% year-over-year in Q4, driven by Dealerization and store conversions.
Outlook and guidance
2026 Adjusted EBITDA guidance: $245–$265 million, with retail fuel margin expected at $0.415–$0.435 per gallon.
APC expected to deliver ~$156 million in Adjusted EBITDA in 2026.
Same-store retail sales projected to be relatively flat but improve several hundred basis points over 2025.
Same-store margin guidance: 35.5%–36.5% for 2026.
Plans to complete additional store conversions and expand new store formats and fleet fueling locations in 2026.
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Next Arko earnings date
47th Annual Raymond James Institutional Investor Conference2 Mar, 2026
Arko
Next Arko earnings date
47th Annual Raymond James Institutional Investor Conference2 Mar, 2026
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Frequently asked questions
Arko Corp. operates in the convenience store and wholesale fuel distribution sectors. The company owns and franchises a network of convenience stores across the United States, offering a variety of products including snacks, beverages, and everyday essentials. Arko Corp. also supplies fuel to its own retail locations as well as independent and third-party operators through its fuel distribution business. The company focuses on expanding its footprint and providing accessible services to consumers while managing fuel logistics and retail operations. The company is headquartered in Richmond, Virginia, and its shares are listed on the NASDAQ.
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