Every 10-Q that ARKO Corp. (ARKO) 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 10-Q covers the quarterly report filed between annual reports, so if you follow ARKO 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 ARKO filings page.
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 a smaller net loss for the quarter ended March 31, 2026 and completed a significant IPO of its wholesale and fuel distribution subsidiary. Total revenue was $1.77 billion, slightly below $1.83 billion a year earlier, as fuel revenue was roughly flat and merchandise revenue declined.
Fuel costs fell more than fuel revenue, lifting fuel margin to 28.8 cents per gallon on 464.9 million gallons, versus 24.9 cents on 490.3 million gallons last year. Merchandise margin improved to 33.9%, though merchandise contribution declined to $103.5 million as store conversions reduced retail sales.
Operating income was $10.0 million compared with an $11.8 million operating loss a year ago, and Adjusted EBITDA rose to $50.9 million from $30.9 million. Net loss attributable to common shareholders narrowed to $8.1 million, or $0.07 per share, from $14.1 million, or $0.12 per share.
In February 2026, subsidiary ARKO Petroleum Corp. (APC) completed an IPO of 11.1 million Class A shares at $18.00, with additional over-allotment shares, generating approximately $206.8 million in net proceeds. ARKO now owns 73.6% of APC’s economic interests and 93.3% of its combined voting power, and used $206.7 million of the proceeds to repay borrowings under its Capital One credit facility, reducing long-term debt from $875.5 million to $691.0 million.
ARKO Corp. reported Q3 2025 results. Total revenue was $2.02 billion, down from $2.28 billion a year ago, while net income attributable to ARKO rose to $13.5 million and diluted EPS was $0.10. Operating income was $35.9 million.
For the first nine months, revenue was $5.85 billion with net income of $20.9 million. Cash and cash equivalents were $306.9 million as of September 30, 2025; total debt was $911.6 million. Net cash provided by operating activities was $148.0 million year‑to‑date.
The company paid $0.03 per share in each of the first three quarters and declared another $0.03 dividend payable December 1, 2025. Year‑to‑date, ARKO repurchased approximately 4.5 million shares for $18.5 million, with $7.2 million remaining under its authorization. The OBBB tax law is expected to reduce 2025 cash taxes by approximately $8.0 million. As of September 30, 2025, operations included 1,182 retail stores, fuel supply to 2,053 dealer sites, and 288 cardlock locations. Shares outstanding were 112,377,811 as of September 30, 2025, and 111,430,778 as of November 3, 2025.