Convenience store operator Arko swings to Q4 profit

Arko.

25/02/2026 21:55

Overview

U.S. convenience store operator's Q4 net income rose to $1.9 mln from a loss last year

Adjusted EBITDA for Q4 increased 15.6% to $65.7 mln, above company guidance

Company completed APC IPO, using proceeds to reduce debt

Outlook

Company expects 2026 Adjusted EBITDA between $245 mln and $265 mln

Company anticipates retail fuel margin between 41.5 and 43.5 cents per gallon in 2026

Arko targeting 20 NTI fleet fueling locations in 2026

Result Drivers

STORE CONVERSIONS - Merchandise margin increased despite lower contribution due to store conversions and macroeconomic challenges

FUEL MARGIN IMPROVEMENTS - Fuel margin increased due to site conversions and favorable diesel margins

Company press release: ID:nGNX8qFCL2

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EBITDA
Beat
$65.70 mln
$53.53 mln (2 Analysts)
Q4 Dividend
$0.03


Analyst Coverage

The current average analyst rating on the shares is "strong 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 40.3% above its February 24 closing price of $6.06

The stock recently traded at 71 times the next 12-month earnings vs. a P/E of 33 three months ago

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.)