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ARKOARKO Corp.Sell4.1·$4.89+1.24%

ARKO (ARKO) Q2 2026 earnings — TrendMatrix coverage

MISS-73.3% vs estimateEPS $0.04 vs $0.15 estCurrent verdict Sell 4.1/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.04
Estimate
$0.15
Surprise
-73.3%
Score today
4.1/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

ARKO (ARKO) missed the $0.15 estimate with diluted EPS of $0.04 — a large 73.3% shortfall.

Current read · as of 2026-09-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates ARKO Sell at 4.1/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's -73.3% surprise compares with a +29.9% four-quarter average. Next scheduled report: 2026-11-04.

What argues against it

  • Concentration risk — Product: fuel (79.0%)
  • Quality below floor (3.2 < 4.0)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$4.89
Price target
$7.65
Stop
$4.55
Upside to target
+56.4%
Reward-to-risk
4.7:1

Forward estimates sit below the trailing run-rate (97.8× forward vs 61.1× trailing) — consensus expects earnings to decline from here.

Model outputs from TrendMatrix’s engine as of 2026-09-06 — shown for context, not personalized investment advice.

Consumer Cyclical context

ARKO at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Specialty Retail
Market cap
$548.6M
P/E (fwd)
97.8
P/E (ttm)
61.1
52-week range
$3.71$8.76
Off 52-week high
44.1%
RSI (14)
52
Volume vs avg
0.61×
Score today
4.1/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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