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ARKO Corp. reported Q2 2026 results showing higher sales but lower earnings. Total revenues rose to $2,346,543 (in thousands) from $1,998,951 (in thousands), driven by fuel revenue growth, while merchandise revenue declined. Net income fell to $9,432 (in thousands) and net income attributable to common stockholders dropped to $4,682 (in thousands), or $0.04 per diluted share.
For the first half of 2026, revenues reached $4,118,409 (in thousands), but results to common stockholders swung to a loss of $(3,377) (in thousands). Net cash provided by operating activities decreased to $60,880 (in thousands). Total debt, net declined to $674,512 (in thousands) from $912,145 (in thousands), helped by repurchasing $37.9 million of 5.125% Senior Notes and using $206.7 million of APC IPO proceeds to repay the Capital One revolving credit facility.
ARKO completed the initial public offering of subsidiary ARKO Petroleum Corp., raising approximately $206.8 million and creating a $68,700 (in thousands) non-controlling interest. ARKO retains 73.6% of APC’s economic interests and 93.3% of combined voting power. Regular cash dividends continued, including $0.03 per ARKO share and declared APC dividends of up to $0.50 per share quarterly.
ARKO Corp. reported Q2 2026 net income of $9.4 million versus $20.1 million a year earlier, with prior-year results boosted by a $20.8 million non-cash sale-leaseback gain. Net income attributable to common stockholders was $4,682, while total revenues rose to $2,346,543 from $1,998,951.
Adjusted EBITDA was $72.0 million in Q2 (down from $76.9 million) and $122.9 million for the first half, up 14.0% from $107.8 million. The company reaffirmed its 2026 Adjusted EBITDA outlook of $245–$265 million and raised its expected average annual retail fuel margin range to 45.5–47.5 cents per gallon.
Subsidiary ARKO Petroleum Corp. agreed to acquire U.S. Petroleum Partners, a vertically integrated fuel supply and distribution platform, for $205 million in cash plus inventory and $30 million of APC Class A stock in escrow. The deal is expected to add about 280 million gallons of annual fuel volume (approximately 14%), over 400 dealer locations and approximately $30 million of annualized Adjusted EBITDA. ARKO also repurchased about $37.9 million principal of 5.125% senior notes at a discount and declared a $0.03 per-share quarterly dividend.
ARKO Corp. subsidiary ARKO Petroleum Corp. reported strong second-quarter 2026 results, with total revenues of $1,838,588 thousand and net income of $12,236 thousand. Adjusted EBITDA increased to $39,822 thousand, while Discretionary Cash Flow was $27,076 thousand. Net cash provided by operating activities was $10,428 thousand.
The company signed an agreement to acquire the business of U.S. Petroleum Partners, LLC, a vertically integrated fuel supply and distribution platform in the Great Lakes region. The acquisition is expected to add approximately 280 million gallons of annual fuel volume, more than 400 dealer locations, and about $30 million of annual Adjusted EBITDA, for $205 million in cash plus inventory and $30 million in APC Class A stock held in escrow.
Guidance for full-year 2026 is reaffirmed, with Adjusted EBITDA expected at approximately $156 million and Discretionary Cash Flow at approximately $110 million. Net Debt was $324,204 thousand as of June 30, 2026, implying a Net Debt to Adjusted EBITDA ratio of 2.2x. The board declared a quarterly dividend of $0.50 per share, consistent with an expected annual rate of $2.00 per share.
ARKO Petroleum Corp., a majority-owned subsidiary of ARKO Corp., agreed on August 4, 2026 to acquire substantially all assets of U.S. Petroleum Partners’ fuel supply and distribution business in the Great Lakes region. The deal covers two fuel terminals in Novi, Michigan and Toledo, Ohio, rights to supply fuel to more than 400 independent dealer locations, and a fleet transporting over 80% of distributed fuel volumes.
At closing, the buyer will pay $205.0 million in cash plus the value of inventory and issue $30.0 million of Class A common stock as consideration shares, all held in escrow. An EBITDA-based earn-out may release some or all of these shares and can increase or decrease total consideration, including possible recoupment of up to $5.0 million if EBITDA targets of $31.7 million and $2.2 million from specified fuel components are not met. Cash will be funded through existing credit lines, and completion is subject to customary conditions, including Hart-Scott-Rodino clearance and accuracy of representations; there is no financing condition.
Fogel Yona reported acquisition or exercise transactions in this Form 4 filing.
ARKO Corp. director Yona Fogel received a grant of 1,026 restricted stock units as equity compensation. These RSUs are immediately vested and each unit represents the right to receive one share of ARKO common stock on a one-for-one basis.
The RSUs settle in common shares upon the earlier of Fogel’s service with the company ending for any reason or a change of control of ARKO. Following this grant, Fogel directly holds 38,215 shares of common stock tied to these and prior awards.
HEYER ANDREW R reported acquisition or exercise transactions in this Form 4 filing.
ARKO Corp. director Andrew R. Heyer received a grant of 5,821 restricted stock units. These RSUs are immediately vested and each unit represents the right to receive one share of ARKO common stock on a one-for-one basis.
The RSUs will settle in common shares upon the earlier of Mr. Heyer’s separation from service with the company or a change of control of ARKO Corp. Following this award, he holds 195,415 derivative securities tied to ARKO common stock.
FRIEDMAN AVRAM Z reported acquisition or exercise transactions in this Form 4 filing.
ARKO Corp. director Avram Z. Friedman received a grant of 4,748 restricted stock units (RSUs). These RSUs are immediately vested and each unit represents the right to receive one share of ARKO common stock on a one-for-one basis. Settlement occurs upon the earlier of Friedman’s termination of service with the company or a change of control. Following this award, he directly holds 148,087 RSUs representing underlying common shares. This is a compensation-related equity grant rather than an open-market share purchase or sale.
Edmiston Sherman III reported acquisition or exercise transactions in this Form 4 filing.
ARKO Corp. director Edmiston Sherman III received a grant of 306 restricted stock units, each representing one share of common stock on a one-for-one basis. These RSUs are immediately vested and will settle in shares when his service ends or upon a change of control of the company. Following this award, he holds 120,376 shares in total, indicating this is a small, routine compensation-related equity grant relative to his existing position.
ARKO Corp. General Counsel and Secretary Maury Bricks reported selling a total of 20,000 shares of ARKO common stock in open-market transactions. He sold 10,000 shares at $8.00 per share and another 10,000 shares at $8.50 per share over two consecutive days.
After these sales, Bricks continues to hold 162,841 ARKO common shares directly, indicating he retains a substantial personal stake in the company despite the recent disposals.
ARKO Resources LLC reported a Form 144 notice for proposed sales of Common Stock by an affiliate. The filing lists 10,000 shares of restricted stock tied to vesting/compensation dated 01/01/2023. The excerpt also shows prior reported sales of 15,000 shares on 06/05/2026 for $115,350 and 10,000 shares on 06/10/2026 for $80,000.