ARKO reports third quarter 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 5, 2026, ARKO Corp., a Delaware corporation (the "Company"), issued a press release announcing its financial results for the third quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference into this Item 2.02.¹

Item 7.01 Regulation FD Disclosure.

The information contained in Item 2.02 of this Current Report on Form 8-K is incorporated by reference into this Item 7.01.

The information contained in this Current Report on Form 8-K, including Exhibit 99.1 furnished herewith, is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended ("Exchange Act"), or otherwise subject to the liabilities of that Section and shall not be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act except to the extent expressly stated in such filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number

Description

99.1

Press Release issued by ARKO Corp. on November 5, 2026.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

ARKO CORP.

Date:

November 5, 2026

By:

/s/ Arie Kotler

Name:

Title:

Arie Kotler

Chairman of the Board, President and Chief Executive Officer

ARKO Corp. Reports Third Quarter 2026 Results and Raises Lower End of the Full Year 2026 Adjusted EBITDA Guidance

ARKO Corp. (Nasdaq: ARKO) ("ARKO" or the "Company"), one of the largest operators of convenience stores in the United States, ranked by store count and one of the largest fuel wholesalers in North America, today announced financial results for the third quarter ended September 30, 2026, and raised lower end of its full year 2026 Adjusted EBITDA guidance.

Third Quarter and 2026 Key Highlights (vs. Year-Ago Period) 1,2

• Net income for the quarter was $14.3 million compared to $13.5 million for the prior year period², and net income for the nine months ended September 30, 2026, was $18.1 million compared to $20.9 million for the prior year period.

• Adjusted EBITDA for the quarter was $75.7 million, compared to $75.2 million for the prior year period.³ Adjusted EBITDA for the nine months ended September 30, 2026 increased 8.5% to $198.6 million, compared to $183.0 million for the prior year period.⁴

• Retained-store portfolio, consisting of stores the Company does not expect to convert to dealer locations, delivered merchandise sales growth, excluding cigarettes, of 0.8% compared to the prior year quarter.

• Merchandise margin increased 110 basis points to 34.8% from 33.7% in the prior year quarter⁸, marking the 12 th consecutive quarter of year-over-year merchandise margin improvement.

• Same store retail fuel margin for the quarter increased 4.6 cents per gallon to 48.8 cents per gallon from 44.2 cents per gallon in the prior year period, while same store fuel contribution increased 2.7% from the prior year period⁹.

• Raises lower end of the full year 2026 Adjusted EBITDA guidance and now expects 2026 Adjusted EBITDA to be in the range of $250 million to $265 million.⁵

• Repurchased $62.1 million principal amount of the Company's outstanding 5.125% senior notes, for $56.8 million⁶, further strengthening the Company's balance sheet and financial flexibility.

• Post quarter-end declared quarterly dividend of $0.03 per share of common stock, to be paid on December 3, 2026.⁷

• On August 4, 2026, the Company's subsidiary ARKO Petroleum Corp. (Nasdaq: APC) ("APC"), entered into an asset purchase agreement to acquire the business of U.S. Petroleum Partners, LLC ("USPP")¹⁰, a strategic transaction that is expected to meaningfully expand APC's scale and infrastructure and reflects the disciplined execution of the growth strategy outlined at the time of its initial public offering.

"We delivered solid third quarter results and continued to make meaningful progress transforming ARKO into a more focused, resilient and cash generative business," said Arie Kotler, Chairman, President and Chief Executive Officer of ARKO. "Through the first nine months of 2026, Adjusted EBITDA increased 8.5% to $199 million. Importantly, our retained-store portfolio generated positive merchandise sales, excluding cigarettes, for each quarter this year, while merchandise margins continued to expand year-over-year for the 12 th consecutive quarter. These results reinforce our confidence in our retail transformation and the investments we are making in our core company-operated portfolio."

Mr. Kotler continued: "Our diversified platform also continues to perform well. Wholesale and Fleet Fueling delivered solid results, and the expected acquisition of USPP's business would meaningfully expand APC's scale and its capabilities

1 See Use of Non-GAAP Measures below.

2 All figures for fuel costs, fuel contribution and fuel margin per gallon exclude the fixed margin or fixed fee paid to the GPMP segment for the cost of fuel.

across the fuel value chain. We believe the combination of continued progress in our retail transformation, disciplined capital allocation and APC's continued growth positions ARKO to generate stronger and more durable cash flow over time. Based on our year-to-date performance, current business trends and the expected closing of the USPP acquisition, we are raising the low end of our full year Adjusted EBITDA guidance and now expect full year 2026 Adjusted EBITDA to be in the range of $250 million to $265 million."

Third Quarter 2026 Segment Highlights

Retail

For the Three Months

Ended September 30,

For the Nine Months

Ended September 30,

2026

2025

2026

2025 (in thousands)

Fuel gallons sold

205,608

238,622

605,101

703,987

Same store fuel gallons sold decrease (%) 1

(7.0

%)

(4.7

%)

(5.3

%)

(5.8

%)

Fuel contribution 2

$

100,178

$

104,127

$

292,913

$

297,272

Fuel margin, cents per gallon 3

48.7

43.6

48.4

42.2

Same store fuel contribution 1, 2

$

98,273

$

95,659

$

287,376

$

269,032

Same store merchandise sales decrease (%) 1

(1.4

%)

(2.2

%)

(1.3

%)

(4.4

%)

Same store merchandise sales excluding cigarettes increase (decrease) (%) 1

0.0

%

(0.9

%)

(0.2

%)

(3.0

%)

Merchandise revenue

$

350,964

$

389,727

$

1,003,802

$

1,144,338

Merchandise contribution 4

$

121,970

$

131,479

$

345,986

$

383,534

Merchandise margin 5

34.8

%

33.7

%

34.5

%

33.5

%

Same store merchandise contribution 1, 4

$

119,922

$

119,813

$

339,894

$

340,984

Same store site operating expenses 1

$

156,654

$

150,618

$

464,018

$

444,952

1 Same store is a common metric used in the convenience store industry. The Company considers a store a same store beginning in the first quarter in which the store had a full quarter of activity in the prior year. Refer to