NASDAQ$ARKO
Arko Corp · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
ARKO Corp. reported Q4 2025 net income of $1.9 million with adjusted EBITDA of $65.7 million, up 15.6% year over year.
ARKO earned Q4 2025 net income of $1.9 million versus a $2.3 million loss a year ago, with adjusted EBITDA of $65.7 million (+15.6%). Full-year net income was $22.7 million (+9.1%) and adjusted EBITDA $248.7 million, above the original 2025 guidance midpoint. Subsidiary ARKO Petroleum completed an IPO of APC in February 2026; ARKO retains 75.9% economic interest in APC.
- Q4 net income $1.9M; adjusted EBITDA $65.7M (+16%).
- FY adjusted EBITDA $248.7M above guidance midpoint.
- APC IPO completed February 2026 at $18/share.
- Convenience retail and fuel wholesale footprint optimization.
Headline financials
Revenue & EPS history
Arko · Revenue · Quarterly
$1.79B
Forward guidance
ARKO will update 2026 outlook on its call; the release highlighted APC IPO proceeds and convenience store operations efficiency.
Tailwinds
- Return to profitability in Q4 with EBITDA growth.
- APC IPO unlocks value for fuel wholesale subsidiary.
- FY EBITDA beat prior guidance range.
Headwinds
- Fuel margin volatility and tobacco regulatory pressure.
- Leverage and integration of acquired c-store chains.
- Consumer spending sensitivity in value retail.
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 Q4 2025
+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
| Quarter | Report date | Reaction (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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