Filing Flows

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.

Arko: what changed, Q3 2026 vs Q3 2025Arko: what changed, Q3 2026 vs Q3 2025Fuel Products$407MCosts & expenses$370MOther operating costs$370MMerchandise Products−$38.8MNegative free cash flow (OCF …$36.0MOperating cash flow−$19.5MWorking capital & other$17.6MCapital expenditures$16.5MOther expense, net−$9.0MPre-tax earnings$8.3M

Margins

Q3 2026Q3 2025Change
Operating margin1.5%1.8%-0.3 pts
Net margin0.4%0.7%-0.2 pts

Every line

LineQ3 2026Q3 2025Change%
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$17.6M21×
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%).

Q3 2026 results → · Compare in the interactive Sankey →