Every 8-K that ARKO Petroleum Corp. (APC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow APC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full APC filings page.
ARKO Petroleum Corp. reported second-quarter 2026 net income of $12.2 million, up from $10.0 million, on total revenues of $1,838,588 (thousands). Adjusted EBITDA increased to $39.8 million and Discretionary Cash Flow to $27.1 million, while net cash provided by operating activities was $10.4 million. The company reaffirmed full-year 2026 guidance for Adjusted EBITDA of approximately $156 million and Discretionary Cash Flow of approximately $110 million.
ARKO Petroleum signed an agreement to acquire the business of U.S. Petroleum Partners, LLC for approximately $205 million in cash plus the cost of inventory, and $30 million of Class A common stock to be held in escrow. The transaction is expected to be accretive and add about 280 million gallons of annual fuel volume, more than 400 dealer locations, and approximately $30 million of annual Adjusted EBITDA, while enhancing vertical integration and fee-based earnings
The company continues converting ARKO Corp. retail convenience stores into dealer locations, with 21 sites converted in the quarter and 471 since 2024, and is targeting 20 new fleet fueling locations in 2026. The board declared a quarterly dividend of $0.50 per share, consistent with an expected annual dividend rate of $2.00 per share, and reported Net Debt of $324.2 million, a 2.2x ratio to Adjusted EBITDA.
ARKO Petroleum Corp. agreed to acquire the assets of U.S. Petroleum Partners, a vertically integrated fuel supply and distribution business serving the Great Lakes region. The assets include two fuel terminals in Novi, Michigan and Toledo, Ohio, supply rights to more than 400 independent dealer locations, and a fuel transport fleet.
At closing, the buyer will pay $205.0 million in cash plus $30.0 million in Class A common stock, subject to inventory adjustments and an EBITDA-based earn-out. Up to $5.0 million of cash can be recouped and additional cash or stock may be paid depending on whether the acquired business meets targets of $31.7 million of EBITDA and $2.2 million from certain fuel components. Based on a recent 10-day volume-weighted average price, an estimated 1,461,265 shares would be issued initially. The company plans to fund cash consideration from existing credit lines and to register the resale of shares; closing depends on customary conditions, including Hart-Scott-Rodino clearance.
ARKO Petroleum Corp. reported significantly improved first-quarter 2026 results while completing its first quarter as a public company. Net income nearly doubled to $8.1 million, or $0.20 per share, compared with $4.5 million, or $0.13 per share, a year earlier.
Adjusted EBITDA rose to $36.4 million from $30.9 million, and Discretionary Cash Flow increased to $25.0 million from $17.1 million. Total revenues were broadly flat at about $1.34 billion, but operating income improved to $20.1 million from $15.8 million as all three segments generated higher operating income.
The company completed an IPO of 12.57 million Class A shares at $18.00, applying $206.7 million of proceeds to reduce debt. Net Debt declined to $313.5 million from $526.6 million, and the ratio of Net Debt to Adjusted EBITDA improved to 2.1x from 3.7x. Management reaffirmed full-year 2026 guidance for Adjusted EBITDA of approximately $156 million and Discretionary Cash Flow of approximately $110 million.
ARKO Corp., parent of ARKO Petroleum Corp. (APC), reported improved first quarter 2026 results while remaining in a net loss. Net loss narrowed to $5.6 million from $12.7 million, and Adjusted EBITDA rose 65.1% to $50.9 million, helped by stronger fuel margins and cost control. Retail merchandise margin increased to 33.9%, and retail same-store fuel margin climbed to 48.0 cents per gallon, with same-store fuel contribution up about 20.1%.
The wholesale and fleet fueling segments also delivered higher operating income year over year. During the quarter, ARKO completed the APC IPO, generating approximately $206.8 million in net proceeds and applying $206.7 million to reduce debt, while retaining 35 million APC shares. The company continued its dealerization strategy, converting 41 additional stores and targeting more conversions by the end of 2026. Guidance for full-year 2026 Adjusted EBITDA of $245–$265 million and average retail fuel margin of 41.5–43.5 cents per gallon was reaffirmed, and a quarterly dividend of $0.03 per share was declared.
ARKO Petroleum Corp. reported fourth quarter 2025 net income of $8.1 million, up from $7.5 million, and full year 2025 net income of $32.7 million, down from $40.2 million. Adjusted EBITDA rose to $36.9 million for the quarter and $143.5 million for the year.
Net cash provided by operating activities was $16.4 million for the quarter and $79.6 million for the year, both lower than 2024. Discretionary Cash Flow grew to $21.1 million for the quarter and $88.9 million for the year. As of December 31, 2025, Net Debt was $526.6 million, or $319.9 million on an IPO-adjusted basis.
The company completed an IPO of 11,111,111 Class A shares at $18.00 plus 1,459,112 additional shares and applied about $206.7 million of net proceeds to reduce debt. It declared a quarterly dividend of $0.26 per share, consistent with a targeted $2.00 annual dividend. For 2026, ARKO Petroleum currently expects Adjusted EBITDA of about $156 million and Discretionary Cash Flow of about $110 million.
ARKO Petroleum Corp. reported that underwriters in its recent initial public offering exercised a portion of their over-allotment option. They purchased 1,459,112 additional shares of Class A common stock under a 30-day option granted at the IPO.
On March 9, 2026, the company issued and sold these shares to the underwriters and received net proceeds of $24.4 million after underwriters’ discounts and commissions. This transaction modestly increases the company’s equity capital while slightly diluting existing shareholders’ ownership.
ARKO Corp., parent of ARKO Petroleum Corp. (APC), reported stronger fourth quarter and full-year 2025 results, highlighted by a swing to quarterly net income of $1.9 million from a $2.3 million loss and full-year net income rising 9.1% to $22.7 million. Quarterly Adjusted EBITDA grew 15.6% to $65.7 million, with full-year Adjusted EBITDA of $248.7 million, above the midpoint of original guidance.
Retail merchandise margin expanded to 34.4% in the quarter and 33.7% for the year, while retail fuel margin increased to 44.5 and 42.8 cents per gallon, respectively. These gains offset pressure from lower fuel gallons, reduced merchandise revenue, and store conversions.
The company completed the APC IPO of 11,111,111 Class A shares at $18.00 per share, applying approximately $184 million of proceeds to reduce debt. Management continues an aggressive transformation plan, converting 409 stores to dealer locations since mid‑2024, targeting more than $20 million in annualized operating income benefit plus over $10 million of G&A savings. For 2026, ARKO guides to Adjusted EBITDA of $245–$265 million with retail fuel margins of 41.5–43.5 cents per gallon.