Arko Corp · Q2 2025 earnings

Briefing

Arko Corp reported Q2 2025 results with total revenue of $2.0 billion and net income of $20.1 million.

Arko Corp achieved total revenues of $1.9995 billion for the three months ended June 30, 2025, driven by fuel, merchandise, and other revenues across its retail, wholesale, and fleet fueling segments. The company reported operating income of $56.7 million and net income attributable to ARKO Corp. of $20.1 million, reflecting a gain from a sale-leaseback transaction offset by lower same-store volumes amid a challenging macroeconomic environment. Key initiatives included converting retail stores to dealer sites as part of the multi-year transformation plan.

• Total revenues declined 16.3% year-over-year to $1.9995 billion primarily due to lower fuel prices and reduced gallons sold.
• Retail segment operating income was $80.4 million with same-store fuel gallons sold decreasing 6.5% and merchandise sales decreasing 4.2%.
• Wholesale and fleet fueling segments contributed stable operating income supported by conversions of retail sites to dealers.
• Net income attributable to common shareholders was $18.7 million or $0.16 per basic share, with Adjusted EBITDA of $76.9 million.

Headline financials

Revenue & EPS history

The company continues to execute its multi-year transformation plan focused on converting retail stores to dealer sites, targeted capital allocation for new format stores, and pricing and procurement strategies to support merchandise margin growth.