ARKO Corp Raises 2026 EPS Estimate to $0.26, Trims Revenue Outlook to $7.27B
ARKO•ARKO Corp expects Q1 revenue of $1.65B and a loss of $0.16 per share, with full-year 2026 revenue estimates trimmed to $7.27B as analysts lower forecasts. Consensus 2026 EPS forecasts rose to $0.26, while 2027 revenue projections climbed to $7.39B over the past 90 days.
1. Q1 2026 Earnings Preview
ARKO Corp will report Q1 results on May 7, with analysts forecasting $1.65 billion in revenue and a loss of $0.16 per share, reflecting pressure on first-quarter margins and volumes.
2. Full-Year 2026 Estimate Revisions
Analysts have lowered full-year revenue forecasts from $7.29 billion to $7.27 billion while increasing EPS estimates from $0.13 to $0.26 per share, signaling expectations of stronger profitability in later quarters.
3. Historical Q4 2025 Performance
In the quarter ended December 31, 2025, ARKO generated $1.79 billion in revenue, missing estimates by 0.99%, and delivered $0.00 EPS versus a -$0.03 consensus, driving a 4.6% stock bounce.
4. Analyst Price Targets and Ratings
The average one-year price target stands at $8.50, implying 26.9% upside, and the consensus brokerage rating is 1.5 (Buy), reflecting positive sentiment despite revenue pressures.
