NASDAQ$ARKO

Arko Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

ARKO reported Q1 2026 total revenues of $1.77B and a net loss attributable to common shareholders of $8.1M ($0.07 per share).

ARKO posted Q1 2026 total revenues of $1.77 billion, down modestly from $1.83 billion, with fuel revenue of $1.43 billion and merchandise revenue of $305 million. Operating income was $10.0 million versus an operating loss a year ago, but net loss attributable to common shareholders was $8.1 million, or $0.07 per share, compared with $14.1 million and $0.12 per share. APC IPO proceeds and convenience-store execution remain strategic focuses.

  • Total revenues $1.77B; fuel $1.43B; merchandise $305M.
  • Operating income $10.0M vs operating loss prior year.
  • Net loss to common $(8.1)M; EPS $(0.07).
  • APC subsidiary completed IPO in February 2026.
  • Declared $0.03 per share quarterly dividend.

Headline financials

Total Revenue

$1.77B

Previous: $1.83B-3.1%
EPS (adj)

-$0.07

Previous: -$0.12+41.7%
Capital Expenditures

-$30.3M

Previous: -$27.4M-10.5%
Net Income

-$6.64M

Previous: -$12.7M+47.6%
Operating Income

$10M

Previous: -$11.8M+185.3%

Revenue & EPS history

Arko · Revenue · Quarterly

$1.77B

Q1 2026-3.1%vs Q1 2025
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

Management discusses fuel margins, store growth, and APC capital structure without quarterly EPS guidance.

Tailwinds

  • Returned to operating profitability before interest.
  • APC IPO strengthens balance sheet optionality.

Headwinds

  • GAAP net loss to common shareholders persists.
  • Fuel margin and wage inflation remain headwinds.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.1%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+5.1%

Avg return

30 days after

63%

10 / 16 earnings

Positive

+7.5%

Q3 2025

Best reaction

-15.2%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.9%+4.0%+14.9%
Q4 2025+4.6%+7.1%-7.8%
Q3 2025+7.5%+8.5%+22.2%
Q1 2025+7.2%+18.0%-2.0%
Q3 2024-2.8%-3.4%-0.9%
Q2 2024+5.5%+7.4%+6.7%
Q1 2024-1.8%+20.6%+41.7%
Q3 2023-0.4%-4.1%-2.5%
Q2 2023+0.7%+2.6%-7.8%
Q1 2023-0.9%-16.2%-1.8%
Q3 2022+5.9%-3.9%-2.0%
Q2 2022+1.2%+9.0%+9.4%
Q1 2022-15.2%-19.2%-6.9%
Q3 2021-2.1%-1.3%-11.2%
Q2 2021+4.8%+3.3%+25.0%
Q1 2021+1.0%+7.4%+4.4%

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