Flash FinanceUS
Market closed S&P 5007,549.94+2.35% Nasdaq25,253.14+2.74% Dow 3052,389.75+2.15% Russell 20002,840.81+3.15% Nasdaq-10027,907.62+3.40% MidCap 4003,715.23+3.13% SmallCap 6001,722.37+2.89% VIX19.92-22.31% 10Y Yield4.86+0.10% Close of Nov 09, 2026
AI brief of an SEC Form 8-K · ARKO Corp. (ARKO)

ARKO Q2 net income falls to $9.4 million; subsidiary to buy USPP for $205 million cash

Mixed Impact 4 of 5 m&a Written later

ARKO reported second-quarter 2026 net income of $9.4 million, down from $20.1 million a year earlier, and Adjusted EBITDA of $72.0 million, down from $76.9 million, while revenue rose to $2.35 billion from $2.00 billion. Its subsidiary ARKO Petroleum Corp. (APC) also agreed to acquire U.S. Petroleum Partners' business for $205 million in cash plus inventory, which the company expects to add about $30 million of annualized Adjusted EBITDA. ARKO reaffirmed its full-year 2026 Adjusted EBITDA outlook of $245 million to $265 million and raised its retail fuel margin range.

Key points

  • Q2 2026 net income was $9.4 million versus $20.1 million in Q2 2025; the prior-year period included a $20.8 million non-cash sale-leaseback gain.
  • Q2 Adjusted EBITDA was $72.0 million versus $76.9 million; first-half Adjusted EBITDA rose 14.0% to $122.9 million.
  • APC agreed to acquire U.S. Petroleum Partners' business for $205 million in cash plus inventory cost, plus $30 million of APC Class A stock held in escrow tied to EBITDA targets.
  • ARKO reaffirmed 2026 Adjusted EBITDA of $245 million to $265 million and raised its average annual retail fuel margin outlook to 45.5 to 47.5 cents per gallon.

The filing

CompanyARKO Corp. (ARKO)
Form8-K, current report
Filed with the SECAug 7, 2026, 7:00 AM ET
Accession number0001193125-26-339092

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

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 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 07, 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.