Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 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.
ARKO Corp. reported voting results from its 2026 Annual Meeting of Stockholders held on June 4, 2026. Shareholders elected six directors, with each nominee receiving more votes "for" than "withheld"; for example, Arie Kotler received 80,458,273 votes for and 368,306 withheld.
Stockholders also cast 74,199,282 votes for and 5,966,842 against a non-binding advisory resolution on executive compensation, with 660,455 abstentions and 15,886,943 broker non-votes. In addition, 95,991,876 votes were cast for ratifying Grant Thornton LLP as independent registered public accounting firm for the 2026 fiscal year, versus 718,988 against and 2,658 abstentions.
ARKO Corp. reported first quarter 2026 results showing improved profitability despite a small revenue decline. Total revenues were $1,771.9 million versus $1,829.5 million a year earlier, while net loss narrowed to $5.6 million from $12.7 million and net loss per share improved to $0.07 from $0.12.
Adjusted EBITDA rose 65.1% to $50.9 million, helped by higher fuel and merchandise margins and cost reductions, including dealerization of company-operated stores. Retail fuel margin increased to 47.9 cents per gallon from 37.9 cents, and merchandise margin improved to 33.9% from 33.2%.
The company’s subsidiary ARKO Petroleum Corp. (APC) completed an IPO generating approximately $206.8 million in net proceeds, of which $206.7 million was used to reduce debt. ARKO holds 35 million APC shares, representing 73.6% of APC’s economic interests. Management reaffirmed full-year 2026 Adjusted EBITDA guidance of $245–$265 million and declared a $0.03 per share quarterly dividend.
ARKO Corp. reported a profitable fourth quarter and steady full-year 2025 results while advancing a major restructuring of its business. Fourth quarter net income improved to $1.9 million from a $2.3 million loss, and full-year net income rose 9.1% to $22.7 million. Adjusted EBITDA grew 15.6% in the quarter to $65.7 million, and was $248.7 million for 2025, slightly below the prior year but above the midpoint of the company’s original guidance.
Retail merchandise margins 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, supported by significant site conversions to dealer locations and lower operating expenses. Wholesale and fleet fueling segments delivered solid operating income, and overall operating income increased to $102.3 million from $94.0 million in 2024.
In February 2026, subsidiary ARKO Petroleum Corp. (APC) completed an IPO of 11,111,111 Class A shares at $18.00 per share, generating approximately $184 million of proceeds that were used to reduce debt. ARKO retains 35,000,000 APC Class B shares, representing 75.9% of APC’s economic interests. The company is also rolling out its new fas craves store format, planning additional remodels and new-to-industry locations, and targeting dealer conversions expected to deliver more than $20 million in cumulative annualized operating income benefit plus over $10 million of G&A savings at scale. For 2026, ARKO guides to Adjusted EBITDA of $245–$265 million, assuming average retail fuel margin of 41.5–43.5 cents per gallon, and declared a quarterly dividend of $0.03 per share payable March 20, 2026.
ARKO Corp. reports that its indirect subsidiary ARKO Petroleum Corp. completed an IPO of 11,111,111 shares of Class A common stock. After the IPO, ARKO indirectly owns 35,000,000 Class B shares, representing about 75.9% of APC’s economic interests and 94.0% of voting power.
ARKO and APC entered a series of intercompany agreements covering management services, tax matters, fuel distribution, acquisitions, employee benefits, insurance and registration rights for APC Class A shares issuable upon conversion of ARKO’s Class B holdings. A 10‑year fuel distribution and related omnibus agreement makes APC subsidiaries the exclusive motor fuel suppliers for ARKO-operated locations, subject to limited exceptions.
The company also restructured credit arrangements with PNC and M&T Bank, reducing GPM’s revolving line from $140 million to $56 million, creating a separate $84 million APC revolving facility and issuing about $14.9 million of subordinated intercompany notes to reflect APC’s share of prior M&T debt, without incurring additional external borrowings.
ARKO Corp. reported that its subsidiary ARKO Petroleum Corp. (APC) has issued preliminary net income estimates for the fourth quarter and full year ended December 31, 2025. APC currently expects net income between $4.1 million and $7.4 million for the fourth quarter and between $28.8 million and $32.1 million for the full year.
These figures come from an amendment to APC’s Form S-1 registration statement and are unaudited, based on management’s estimates, and subject to completion of normal financial closing procedures. APC’s auditor, Grant Thornton LLP, has not performed any work on this preliminary data and provides no assurance. ARKO also furnished a press release with these estimates as an exhibit.
ARKO Corp. reported that director Steven Heyer resigned from its board effective December 12, 2025, citing health reasons and not any disagreement with the company.
The board appointed veteran Israeli executive Yona Fogel, 71, to serve as a director until the 2026 annual meeting of stockholders and until a successor is elected and qualified or an earlier departure. He will also serve on the Nominating and Corporate Governance Committee and the Compensation Committee.
The company highlights Fogel’s decades of leadership in Israel’s banking and energy sectors, including prior roles at Paz Oil Group and Bank Leumi. The board determined that he is independent under U.S. SEC and Nasdaq rules, notes that he has no related-party relationships requiring disclosure, and states he will be compensated under the standard policy for non-employee directors.
ARKO Corp. furnished a Form 8-K announcing financial results for the third quarter ended September 30, 2025. The results were released via a press release attached as Exhibit 99.1.
The company states the information is being furnished and is not deemed “filed” under the Exchange Act. ARKO’s securities trade on Nasdaq: common stock under ARKO and warrants under ARKOW, with each warrant exercisable for one share at an exercise price of $11.50.
ARKO Corp. appointed Jordan Mann as interim Chief Financial Officer and interim principal financial and accounting officer, effective October 10, 2025, succeeding the previously announced departure of CFO Robert Giammatteo. Mann will hold the interim role until a successor is qualified and appointed, while continuing as Senior Vice President of Corporate Strategy, Capital Markets and Investor Relations, a position he has held since May 2023.
Mann, 45, brings prior investment banking experience from Morgan Stanley and Credit Suisse, and holds a B.S. in Economics from Duke University and a J.D. from Harvard Law School. Under an offer letter dated October 6, 2025, he will receive a base salary of $350,000, annual grants of approximately $250,000 in time-vested restricted stock units vesting in thirds over three years, and approximately $250,000 in target performance-based stock units vesting after three years based on performance criteria. He is also eligible to participate in employee plans available to similarly situated employees. The company states there are no family relationships or related-party transactions requiring disclosure.
ARKO Corp. announced that its Executive Vice President and Chief Financial Officer, Robert (Robb) Giammatteo, has notified the company of his intent to depart to pursue another opportunity. His departure as principal financial and accounting officer will be effective on October 10, 2025. Giammatteo has told the company he is committed to a smooth and effective transition of his responsibilities. The company states that his decision to leave is not related to any disagreement regarding financial or accounting matters, or the company’s operations, policies, or practices.