ARKO Petroleum Corp. (APC) Form 8-K — Aug 6, 2026

$APCForm 8-KItems 2.02, 7.01, 9.01Filed Aug 6, 2026, 4:08 PM ET0001193125-26-337979Original filing

ARKO Petroleum Corp. (Nasdaq: APC) reported second-quarter 2026 net income of $12.2 million, up from $10.0 million a year earlier, with Adjusted EBITDA rising to $39.8 million from $38.3 million and Discretionary Cash Flow to $27.1 million from $24.2 million. The company reaffirmed full-year 2026 guidance of approximately $156 million in Adjusted EBITDA and $110 million in Discretionary Cash Flow. Alongside results, APC announced an agreement to acquire the business of U.S.

Key figures

Eps: $0.26 diluted (Q2 2026, vs. $0.29 year-ago)
Revenue: $1.84 billion (Q2 2026 total revenues of $1,838,588 thousand)
Guidance: FY2026 reaffirmed: Adjusted EBITDA ~$156 million; Discretionary Cash Flow ~$110 million
Net Income: $12.2 million (Q2 2026, vs. $10.0 million year-ago)
Total Debt: $184.7 million (total debt, net)
Revenue Yoy: +27.4% (derived from stated $1,838,588K vs. $1,443,384K year-ago)
Total Assets: $1.39 billion (June 30, 2026)
Cash Position: $14.6 million cash and equivalents; ~$724 million total liquidity (incl. ~$709 million credit availability)
Deal Value Usd: ~$235 million (approximately $205 million cash plus inventory cost + $30 million in APC Class A common stock held in escrow)
Net Debt: $324.2 million
Dividend Pay Date: August 28, 2026
Adjusted Ebitda Q2: $39.8 million vs. $38.3 million year-ago
Annual Dividend Rate: $2.00 per share
Dividend Record Date: August 18, 2026
Operating Cash Flow Q2: $10.4 million vs. $23.2 million year-ago
Annual Fuel Volume Scale: ~2 billion gallons supplied to ~3,500 locations
Discretionary Cash Flow Q2: $27.1 million vs. $24.2 million year-ago
Net Debt To Adjusted Ebitda: 2.2x (vs. 3.7x at December 31, 2025)
Acquisition Ebitda Addition: ~$30 million annual Adjusted EBITDA
Arko Retail Site Conversions: 21 in Q2 2026; 471 since program inception in 2024; ~70 additional sites committed
Quarterly Dividend Per Share: $0.50
Acquisition Dealer Locations: 400+ dealer locations
Weighted Avg Diluted Shares Q2: 47,604 thousand
Acquisition Fuel Volume Addition: ~280 million gallons annually (~14% on a TTM basis)

Price after filing

1 day: -3.9%7 days: -7.6%30 days: -8.0%

Close on the filing date to close N calendar days later (from $20.64). Historical, not a forecast.

AI analysis

Red flags6 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

Upgrade to Pro · $49/mo billed annually

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.