Arko

Q2 FY2026 EarningsQ2 FY2026 results showed a top-line beat but significant bottom-line miss compared to consensus. Revenue of $2.35B exceeded expectations of $1.99B (+18.15%), driven by higher fuel prices despite volume declines. However, Diluted EPS of $0.04 missed the $0.15 consensus by 73.33%, and Net Income of $9.4M fell well short of the $17.0M expected. Management reaffirmed full-year Adjusted EBITDA guidance of $245M–$265M and announced a strategic acquisition of USPP to bolster long-term growth.