Q2 FY2026 EarningsQ2 FY26 results presented a significant top-line beat with revenue of $1.84B vs. $1.50B expected, driven by higher fuel prices and the strategic conversion of retail sites to wholesale dealer locations. Despite the revenue surge, profitability was mixed; GAAP EPS of $0.26 missed the $0.32 consensus due to a 36% YoY increase in fuel costs and higher share-based compensation. Management declared a $0.50 per share quarterly dividend and announced a $205M acquisition of US Petroleum Partners, signaling aggressive inorganic growth and a commitment to shareholder returns.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: ARKO Petroleum(APC) the Revenue is 1.839 B (--%), Beat estimate;the EBIT is 23.52 M (--%), Miss estimate;the EPS is 0.26 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.84B--
1.50B--
+0.34B--%
EBITMiss expectations
0.02B--
0.02B--
-0.00B--%
EPSMiss expectations
0.26--
0.3244--
-0.0644--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf