ARKO Petroleum Q3 revenue of $1.89B beats estimates while company raises full-year 2026 guidance

ARKO Petroleum Corp. reported third quarter 2026 revenue of $1.89 billion, significantly exceeding the $1.61 billion estimate, though diluted EPS of $0.28 missed the $0.30 target. The company raised its full-year Adjusted EBITDA outlook following strategic progress in its dealerization program and the expansion of its fleet fueling network.

Key Highlights

• Adjusted EBITDA increased 9.6% year-over-year to $41.0 million, supported by growth in discretionary cash flow to $32.3 million.
• The dealerization program converted 17 ARKO retail sites to dealer locations during the quarter, bringing the total to 488 sites since inception.
• Fleet fueling infrastructure continued to expand with five new locations opened in early 2026 and an additional 16 sites currently in the development pipeline.
• Management raised its full-year 2026 Adjusted EBITDA guidance to a range of $156 million to $157 million.