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ARKO Petroleum Corp. SEC Filings

APC NASDAQ

ARKO Petroleum Corp.'s filings document 8-K reports for operating results, Regulation FD disclosures, IPO records, underwriting activity and related public-company events. The filings describe APC's Class A common stock, Nasdaq listing, completed initial public offering, over-allotment issuance, use of IPO proceeds for debt reduction and the parent-company ownership structure involving ARKO Corp.

The filing record also identifies material agreements entered into with ARKO Corp. and related subsidiaries, including management services, omnibus, employee and intercompany matters, fuel distribution, tax matters and registration rights agreements. Registration-statement and prospectus references document the company's fuel distribution business, capital structure, related-party arrangements and governance disclosures.

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ARKO Petroleum Corp. (APC) reported stronger first‑quarter 2026 results and completed a sizable IPO-driven deleveraging. For the three months ended March 31, 2026, revenue was $1.34 billion, essentially flat year over year, but net income rose to $8.1 million from $4.5 million, lifting earnings to $0.20 per share from $0.13.

Operating income increased to $20.1 million from $15.8 million, while net cash provided by operating activities declined to $6.6 million from $14.9 million as working capital needs grew. The company raised approximately $206.8 million of net IPO proceeds and used about $206.7 million to repay borrowings under its Capital One credit facility, reducing total debt from $392.0 million to $184.5 million. ARKO Parent now holds 35.0 million Class B shares, representing 73.6% of economic interests and 93.3% of voting power, alongside 12.6 million Class A shares outstanding. The board declared a pro‑rated $0.26 per‑share dividend for the quarter and currently targets a regular $0.50 quarterly dividend, or $2.00 annually, subject to future board decisions.

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ARKO Petroleum Corp. reported significantly improved first-quarter 2026 results while completing its first quarter as a public company. Net income nearly doubled to $8.1 million, or $0.20 per share, compared with $4.5 million, or $0.13 per share, a year earlier.

Adjusted EBITDA rose to $36.4 million from $30.9 million, and Discretionary Cash Flow increased to $25.0 million from $17.1 million. Total revenues were broadly flat at about $1.34 billion, but operating income improved to $20.1 million from $15.8 million as all three segments generated higher operating income.

The company completed an IPO of 12.57 million Class A shares at $18.00, applying $206.7 million of proceeds to reduce debt. Net Debt declined to $313.5 million from $526.6 million, and the ratio of Net Debt to Adjusted EBITDA improved to 2.1x from 3.7x. Management reaffirmed full-year 2026 guidance for Adjusted EBITDA of approximately $156 million and Discretionary Cash Flow of approximately $110 million.

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Brookfield entities report beneficial ownership of 991,000 shares of ARKO Petroleum Corp. Class A Common Stock. The filings show shared voting and dispositive power over 991,000 shares, representing 7.9% of the 12,570,223 shares outstanding as of March 27, 2026.

The Schedule 13G is filed by Brookfield Public Securities Group LLC, Brookfield Asset Management Ltd., Brookfield Corporation and BAM Partners Trust and includes an exhibit agreement among the reporting persons.

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ARKO Corp., parent of ARKO Petroleum Corp. (APC), reported improved first quarter 2026 results while remaining in a net loss. Net loss narrowed to $5.6 million from $12.7 million, and Adjusted EBITDA rose 65.1% to $50.9 million, helped by stronger fuel margins and cost control. Retail merchandise margin increased to 33.9%, and retail same-store fuel margin climbed to 48.0 cents per gallon, with same-store fuel contribution up about 20.1%.

The wholesale and fleet fueling segments also delivered higher operating income year over year. During the quarter, ARKO completed the APC IPO, generating approximately $206.8 million in net proceeds and applying $206.7 million to reduce debt, while retaining 35 million APC shares. The company continued its dealerization strategy, converting 41 additional stores and targeting more conversions by the end of 2026. Guidance for full-year 2026 Adjusted EBITDA of $245–$265 million and average retail fuel margin of 41.5–43.5 cents per gallon was reaffirmed, and a quarterly dividend of $0.03 per share was declared.

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Maurer Carlos A. reported acquisition or exercise transactions in this Form 4 filing.

ARKO Petroleum Corp. director Carlos A. Maurer received an equity grant of 5,978 restricted stock units (RSUs) linked to Class A common stock. The RSUs are immediately vested and each RSU represents the right to receive one share of common stock on a one-for-one basis.

The RSUs deliver shares upon the earlier of Maurer’s termination of service with the company or a change in control. The transaction was reported as a compensation-related grant, not an open-market purchase, at a reported price of $0.00 per share. Following this award, he directly holds 5,978 shares reported in this filing.

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ARKO Petroleum Corp. director Avram Z. Friedman reported an equity award on Form 4. He acquired 7,559 shares of Class A common stock through a grant of restricted stock units, bringing his direct holdings to 27,559 shares. The RSUs are immediately vested and convert into one share each upon either termination of his service with the company or a change in control.

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Edmiston Sherman III reported acquisition or exercise transactions in this Form 4 filing.

ARKO Petroleum Corp. director Edmiston Sherman III received an equity award in the form of 5,497 restricted stock units, each tied to one share of Class A common stock. The RSUs are immediately vested and settle in shares upon the earlier of his service termination or a change in control. Following this grant, his reported direct holdings total 5,497 shares.

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Rogers Kirk T. reported acquisition or exercise transactions in this Form 4 filing.

ARKO Petroleum Corp. director Rogers Kirk T. received a grant of 5,772 restricted stock units (RSUs) of Class A common stock. Each RSU represents the right to receive one share on a one-for-one basis at no purchase price. The RSUs are immediately vested and will settle in shares upon the earlier of the end of his service with the company or a change in control. Following this award, he holds 5,772 shares directly.

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HEYER ANDREW R reported acquisition or exercise transactions in this Form 4 filing.

ARKO Petroleum Corp. director Andrew R. Heyer received a grant of 7,559 restricted stock units (RSUs) of Class A common stock. The RSUs are immediately vested and each RSU represents the right to receive one share of common stock.

The RSUs will settle in shares upon the earlier of Heyer’s termination of service with the company for any reason or a change in control of ARKO Petroleum Corp. Following this grant, Heyer directly holds 7,559 shares of Class A common stock reflected in this filing.

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ARKO Petroleum Corp. reported fourth quarter 2025 net income of $8.1 million, up from $7.5 million, and full year 2025 net income of $32.7 million, down from $40.2 million. Adjusted EBITDA rose to $36.9 million for the quarter and $143.5 million for the year.

Net cash provided by operating activities was $16.4 million for the quarter and $79.6 million for the year, both lower than 2024. Discretionary Cash Flow grew to $21.1 million for the quarter and $88.9 million for the year. As of December 31, 2025, Net Debt was $526.6 million, or $319.9 million on an IPO-adjusted basis.

The company completed an IPO of 11,111,111 Class A shares at $18.00 plus 1,459,112 additional shares and applied about $206.7 million of net proceeds to reduce debt. It declared a quarterly dividend of $0.26 per share, consistent with a targeted $2.00 annual dividend. For 2026, ARKO Petroleum currently expects Adjusted EBITDA of about $156 million and Discretionary Cash Flow of about $110 million.

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FAQ

How many ARKO Petroleum (APC) SEC filings are available on StockTitan?

StockTitan tracks 22 SEC filings for ARKO Petroleum (APC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ARKO Petroleum (APC)?

The most recent SEC filing for ARKO Petroleum (APC) was filed on May 11, 2026.