ARKO Petroleum's fourth quarter EPS met estimates while initiating strong 2026 Adjusted EBITDA guidance of $156 million.

ARKO Petroleum reported fourth quarter 2025 revenue of $1.31 billion and EPS of $0.23, which was in-line with analyst expectations. For the full year, net income was $32.7 million, down from $40.2 million in the prior year, while full-year Adjusted EBITDA grew to $143.5 million. The company introduced its first full-year 2026 guidance, projecting Adjusted EBITDA of approximately $156 million.

Key Highlights

• The company initiated its first full-year 2026 guidance, forecasting Adjusted EBITDA of approximately $156 million, representing 8.7% growth over 2025.
• Wholesale fuel margins expanded in the fourth quarter, with fuel supply locations increasing to 6.5 cents per gallon from 6.0 cents a year ago, driven by the conversion of retail sites to dealer locations.
• A total of 256 retail convenience stores were converted to dealer locations in the wholesale segment during 2025, bringing the program total to 409 sites since mid-2024.