Every material Form 8-K ARKO Petroleum Corp. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ARKO Petroleum reported third-quarter 2026 net income of $13.3 million, up from $10.1 million a year earlier, and Adjusted EBITDA of $41.0 million, up from $37.4 million. The company raised its full-year 2026 Adjusted EBITDA guidance to $156 million to $157 million and declared a $0.50 quarterly dividend, citing the expected closing of its pending USPP acquisition.
Q3 2026 net income was $13.3 million versus $10.1 million in Q3 2025; diluted EPS was $0.28 versus $0.29.
Q3 2026 Adjusted EBITDA was $41.0 million versus $37.4 million; net cash from operating activities was $21.6 million versus $25.0 million.
Full-year 2026 Adjusted EBITDA guidance raised to $156 million to $157 million.
Quarterly dividend of $0.50 per share payable November 30, 2026, to holders of record as of November 18, 2026; the USPP acquisition is expected to close in Q4 2026 for $205 million in cash plus $30 million in stock.
ARKO Petroleum reported second-quarter 2026 net income of $12.2 million, up from $10.0 million a year earlier, and Adjusted EBITDA of $39.8 million, up from $38.3 million. The company also agreed to acquire U.S. Petroleum Partners, LLC for about $205 million in cash plus inventory, with a $30 million stock component held in escrow, and reaffirmed full-year 2026 guidance. For shareholders, the deal would add roughly $30 million of annual Adjusted EBITDA and about 280 million gallons of annual fuel volume if completed.
Q2 2026 net income $12.2 million vs. $10.0 million; Adjusted EBITDA $39.8 million vs. $38.3 million
Net cash provided by operating activities fell to $10.4 million from $23.2 million in Q2 2025
USPP acquisition: about $205 million cash at closing plus inventory cost, and $30 million of APC Class A stock held in escrow
Full-year 2026 Adjusted EBITDA guidance of about $156 million and Discretionary Cash Flow of about $110 million reaffirmed; quarterly dividend of $0.50 per share payable August 28, 2026
ARKO Petroleum Corp. agreed on August 4, 2026 to acquire the assets of U.S. Petroleum Partners, LLC, a fuel supply and distribution platform serving the Great Lakes region, for $205.0 million in cash plus inventory value at closing and $30.0 million of Class A common stock. Part of the consideration is an earn-out tied to EBITDA targets, and the company expects to fund the cash portion through its existing lines of credit, so the deal would add debt and dilute shareholders if the shares are issued.
Cash consideration of $205.0 million plus the value of inventory at closing, plus $30.0 million of Class A common stock held in escrow until the True-Up Date.
Based on the 10 trading days ended August 3, 2026, the company estimates it would issue 1,461,265 shares at closing; any additional shares tied to an earn-out increase are not currently determinable.
Earn-out is tied to the Acquired Business reaching $31.7 million of EBITDA and $2.2 million of fuel-related EBITDA, with up to $5.0 million of cash consideration subject to recoupment if targets are missed.
Closing requires expiration or termination of the Hart-Scott-Rodino waiting period and is not subject to a financing condition.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ARKO Petroleum Corp. filing is on SEC EDGAR ↗. 8-K briefs of other companies →