Filing Flows › Arko (ARKO) › Q3 2026 › vs Q3 2025
Arko (ARKO) Q3 2026 vs Q3 2025 (year over year)
Arko's revenue rose $370M (+18%) from $2.0B in Q3 2025 to $2.4B in Q3 2026. The biggest changes: Fuel Products +$407M (+25%); Merchandise Products −$38.8M (-10%); Other Product +$1.1M (+4%). Operating margin 1.5% against 1.8% (-0.3 pts).
Arko, Q3 2026: revenue $2.4B (+18% year over year), operating margin 1.5%, net earnings $10.7M, operating cash flow $29.9M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 1.5% | 1.8% | -0.3 pts |
| Net margin | 0.4% | 0.7% | -0.2 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Fuel Products | $2.0B | $1.6B | $407M | +25% |
| Merchandise Products | $351M | $390M | −$38.8M | -10% |
| Other Product | $32.3M | $31.1M | $1.1M | +4% |
| Revenue | $2.4B | $2.0B | $370M | +18% |
| Operating profit | $35.2M | $35.9M | −$695K | -2% |
| Costs & expenses | $2.4B | $2.0B | $370M | +19% |
| Pre-tax earnings | $24.1M | $15.8M | $8.3M | +52% |
| Other expense, net | $11.1M | $20.1M | −$9.0M | -45% |
| General & admin | $40.8M | $40.0M | $739K | +2% |
| Other operating costs | $2.3B | $1.9B | $370M | +19% |
| Net earnings | $10.7M | $13.5M | −$2.8M | -21% |
| Minority interests | $3.6M | $0 | $3.6M | — |
| Income tax | $9.8M | $2.4M | $7.4M | +314% |
| Operating cash sources | $48.4M | $50.3M | −$1.9M | -4% |
| Depreciation & amortization | $32.8M | $32.9M | −$182K | -0.6% |
| Share-based compensation | $4.9M | $3.9M | $1.0M | +26% |
| Working capital & other | $18.5M | $865K | $17.6M | 21× |
| Operating cash flow | $29.9M | $49.4M | −$19.5M | -40% |
| Capital expenditures | $41.4M | $24.9M | $16.5M | +66% |
| Negative free cash flow (OCF − capex) | $11.5M | −$24.5M | $36.0M | — |
Questions
How much did Arko's revenue grow year over year in Q3 2026?
Arko's revenue rose $370M (+18%) from $2.0B in Q3 2025 to $2.4B in Q3 2026.
What drove Arko's revenue change in Q3 2026?
Fuel Products +$407M (+25%); Merchandise Products −$38.8M (-10%); Other Product +$1.1M (+4%).