APC Stock Rises 7.7% After ARKO Petroleum Raises Guidance

ARKO Petroleum (APC) shares were up 7.71% in regular trading on November 5, 2026, as of mid-session, after the fuel wholesaler reported third-quarter results the evening before. The company raised its full-year 2026 Adjusted EBITDA guidance (its own forecast of a core profit measure) to a range of $156 million to $157 million.

What ARKO Petroleum reported

Adjusted EBITDA is earnings before interest, taxes, depreciation and amortization, with one-off and non-cash items removed. Discretionary Cash Flow is a cash measure the company defines itself. The guidance raise rests on year-to-date performance and the expected closing of its purchase of U.S. Petroleum Partners (USPP), a Great Lakes fuel distributor. That deal costs $205 million in cash plus inventory and is expected to add about 280 million gallons a year and roughly $30 million of annualized Adjusted EBITDA.

The board also declared a quarterly dividend of $0.50 per share, payable November 30, 2026 to holders of record on November 18. The company said this is consistent with an expected annual rate of $2.00 per share.

Why the stock rose 7.7%

The gain was about three and a half times a typical day's swing for the stock. Beyond the higher forecast, profit per gallon widened. Wholesale margins at fuel supply locations rose to 7.2 cents a gallon from 6.3 cents, helped by larger prompt-pay discounts as fuel costs climbed. Margins at its own fleet fueling sites reached 51.6 cents a gallon from 48.9 cents. These increases came even though wholesale gallons sold at fuel supply locations dipped to 211.6 million from 220.2 million.

What to watch next

• Whether the USPP acquisition closes in the fourth quarter of 2026, as the company expects.

• Conversions of parent ARKO Corp.'s stores into dealer sites, with about 55 more committed or done since quarter end.

• Full-year 2026 Adjusted EBITDA against the $156 million to $157 million range.

FAQ

What does ARKO Petroleum do?

It is one of the largest fuel wholesalers in North America, supplying about 2.0 billion gallons of fuel a year to roughly 3,500 locations across Washington, D.C. and more than 30 states.

How much liquidity does APC have for the USPP deal?

As of September 30, 2026, total liquidity was about $715 million: roughly $10 million in cash plus about $705 million available under its credit lines.

Sources

• 10-Q - ARKO Petroleum Corp.

• 8-K - ARKO Petroleum Corp.

• 8-K - ARKO Petroleum Corp. earnings release exhibit

This article is for information only and is not investment advice.