ARKO Petroleum Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw strong earnings growth, a strategic USPP acquisition to expand scale and infrastructure, and continued disciplined capital allocation. Guidance for the year is maintained, with the acquisition expected to be accretive and support long-term growth.
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Q1 2026 saw 18% adjusted EBITDA growth, net income nearly doubled, and strong segment margins despite fuel volatility. Dealerization and fleet fueling expansion continue, with IPO proceeds reducing leverage and supporting a robust dividend policy.
Fiscal Year 2025
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IPO proceeds reduced debt and strengthened liquidity, supporting growth and M&A. Q4 adjusted EBITDA rose 4% year-over-year, with strong wholesale and fleet fueling margins. 2026 guidance targets $156 million adjusted EBITDA and continued dealerization and expansion.