AI brief of an SEC Form 8-K · ARKO Petroleum Corp. (APC)

ARKO Petroleum (APC) Q2 net income rises to $12.2M; agrees to buy USPP for $205M cash

Positive Impact 4 of 5 m&a Written later

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.

Key points

  • 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

The filing

CompanyARKO Petroleum Corp. (APC)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:08 PM ET
Accession number0001193125-26-337979

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:48 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

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.