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Arko Q3 net income rises, lifts lower end of 2026 EBITDA outlook

By Reuters News


Overview

  • U.S. convenience store and fuel wholesaler's Q3 net income rose to $14.3 mln from $13.5 mln

  • Company raised lower end of full-year 2026 Adjusted EBITDA guidance

  • Company repurchased $62.1 mln in senior notes to strengthen balance sheet


Outlook

  • Arko raises lower end of 2026 adj EBITDA guidance to $250 mln-$265 mln

  • Company now sees 2026 average retail fuel margin at 47.0-49.0 cents/gal, up from prior view

  • Company expects USPP acquisition to close in Q4 2026, contributing to 2026 outlook


Result Drivers

  • MERCHANDISE MARGIN - Co said merchandise margin improved for 12th consecutive qtr, rising to 34.8% from 33.7%

  • FUEL MARGIN - Co said same store retail fuel margin rose 4.6 cents per gallon, mainly due to fuel market volatility

  • STORE CONVERSIONS - Co said lower merchandise contribution was mainly due to stores closed or converted to dealer locations


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Net Income

$14.30 mln

Q3 Adjusted EBITDA

Beat

$75.70 mln

$73.37 mln (2 Analysts)

Q3 Dividend

$0.03


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the oil & gas refining and marketing peer group is "buy"

  • Wall Street's median 12-month price target for Arko Corp. is $8.50, about 110.4% above its November 4 closing price of $4.04

  • The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 23 three months ago


Reuters Recommended Reads

  • Nov 4 - CrossAmerica Partners Q3 net income, adjusted EBITDA fall on lower fuel volumes


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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