ARKO Petroleum (NasdaqCM:APC) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsArie Kotler - Chairman, President, and CEOGalagher Jeff - CFOHale Holden - Managing Director and Head of US Fundamental Credit ResearchJordan Mann - SVP of Investor RelationsConference Call ParticipantsBobby Griffin - Managing Director and Consumer Equity Research AnalystDaniel Guglielmo - Equity Research AnalystOperatorGreetings, welcome to the ARKO Corp. fourth quarter 2025 earnings call. At this time, al ...

Arko (NasdaqCM:ARKO) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker6Greetings, and welcome to the ARKO Corp. fourth quarter 2025 earnings call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jordan Mann, Senior Vice President of I ...

Allentown, PA, Feb. 25, 2026 (GLOBE NEWSWIRE) -- CrossAmerica Partners LP Reports Fourth Quarter and Full Year 2025 Results Reported Fourth Quarter of 2025 Net Income of $10.2 million, Adjusted EBITDA of $43.4 million and Distributable Cash Flow of $28.5 million compared to Fourth Quarter of 2024 Net Income of $16.9 million, Adjusted EBITDA of $35.5 million and Distributable Cash Flow of $21.1 millionGenerated Full Year of 2025 Net Income of $41.8 million, Adjusted EBITDA of $146.0 million and Distributabl ...

Ultrapar Participacoes S.A. (NYSE:UGP) is set to release its quarterly earnings with an expected EPS of $0.06 and projected revenue of $6.65 billion.Zacks Investment Research identifies UGP as a promising stock for value investors, highlighting its favorable price-to-earnings (P/E) ratio of 10.10 and price-to-sales ratio of 0.21.UGP's financial stability is evident through its earnings yield of 9.90%, moderate debt-to-equity ratio of 1.13, and strong current ratio of 1.83.Ultrapar Participacoes S.A. (NYSE:U ...

Key Takeaways Sunoco LP Q4 earnings of 9 cents missed estimates as expenses surged.SUN's revenues rose to $8.6B, but higher costs weighed on net income and margins.Sunoco LP boosted its quarterly distribution 1.25% and guided 2026 EBITDA to $3.1-$3.3B.Sunoco LP (SUN) reported fourth-quarter 2025 earnings of 9 cents per unit, which missed the Zacks Consensus Estimate of $1.64. The bottom line declined from the year-ago quarter’s level of 75 cents.Total quarterly revenues of $8.6 billion missed the Zacks Cons ...

Greenberg Traurig Represents ARKO Petroleum Corp. in $200M Initial Public Offering [Accessibility Statement] Skip NavigationMIAMI, Feb. 23, 2026 /PRNewswire/ -- Global law firm [Greenberg Traurig, LLP] represented wholesale fuel distributor ARKO Petroleum Corp. (Nasdaq: APC), a subsidiary of ARKO Corp. (Nasdaq: ARKO), in connection with its $200 million initial public offering (IPO). The offering closed Feb. 13 and provided the company with net proceeds of approximately $183.2 million.The IPO consisted of 1 ...

Financial Data and Key Metrics Changes - The fourth quarter consolidated volume was 4.2 billion gallons, down 5% year-over-year, with full-year volume totaling 16.9 billion gallons, down approximately 4% [18] - Fourth quarter gross profit was $235 million, down 9% year-over-year, and full-year gross profit was $948 million, down 8% from 2024 [18][19] - Total non-GAAP adjustments in the fourth quarter were $325 million, primarily due to $247 million of non-cash intangible and other asset impairments [17] Business Line Data and Key Metrics Changes - Aviation volumes in the fourth quarter were 1.8 billion gallons, down 5% year-over-year, but gross profit increased approximately 8% to $130 million due to the Universal Trip Support acquisition [19] - Land volumes declined 9% year-over-year in the fourth quarter, with gross profit down 32% to $71 million, driven by unfavorable market conditions and strategic exits [22] - Marine volumes were approximately 4.1 million metric tons in the fourth quarter, flat year-over-year, while gross profit increased 2% to $35 million [25] Market Data and Key Metrics Changes - The company is focusing on North America for its land business, particularly in higher margin areas such as cardlock and retail activities, as well as natural gas [10] - The exit from European power and energy management businesses shifts focus to core businesses that deliver more consistent profitability [11] Company Strategy and Development Direction - The company is reshaping its portfolio to concentrate on businesses that deliver attractive and predictable returns, enhancing efficiency and financial discipline [6][8] - A renewed focus on core business and operational excellence is expected to drive sustainable growth, with significant changes in the land segment aimed at improving profitability [10][12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that the fourth quarter performance fell short of expectations due to competitive pressures and underperformance in certain business lines [13] - The outlook for 2026 reflects confidence in structural changes that simplify the business and enhance focus on core growth areas [15] Other Important Information - The company generated $34 million of operating cash flow and $13 million of free cash flow in the fourth quarter, with full-year free cash flow totaling $227 million [30] - An incremental $150 million share repurchase authorization was approved, reflecting confidence in the business [31] Q&A Session Summary Question: Impact of Universal Trip acquisition and tank wagon business sale - The Universal Trip Support business is expected to contribute approximately $70 million in gross profit in 2026, while the tank wagon business exit will shed about 1 billion gallons of volume [36][38] Question: Seasonality in land business post-exits - The seasonality in the land business is expected to improve with the exit of non-core activities, while aviation will still experience seasonal demand fluctuations [44][46] Question: New business model for fuel management - The new model involves owning or leasing sites and partnering with independent operators, which is expected to improve cash flow and margins [48][49] Question: Competitive pressure in aviation - While competitive pressure is anticipated, the company is exploring new opportunities to expand airport locations to offset margin pressures [51] Question: Marine business rebound factors - The marine business is influenced by macro factors such as price and volatility, with expectations for stability in 2026 unless market conditions improve [55]

Fourth Quarter 2025 Earnings Call February 19, 2026 © Copyright 2026 World Kinect Corporation. Proprietary & Confidential. All Rights Reserved. 1 Disclaimer and Cautionary Note Regarding Forward-Looking Statements Certain statements, including comments about World Kinect Corporation's expectations regarding future plans, performance and acquisitions are forward-looking statements that are subject to a range of uncertainties and risks that could cause World Kinect's actual results to materially differ from t ...

Core Viewpoint - Sunoco LP reported fourth-quarter earnings that significantly missed analyst expectations despite exceeding revenue forecasts [1] Financial Performance - The company recorded a net income of $97 million and adjusted earnings per share of $0.09, which fell short of the $1.52 consensus estimate [1] - Revenue for the quarter reached $8.6 billion, surpassing the forecast of $5.93 billion [1] - Adjusted EBITDA totaled $646 million, or $706 million excluding one-time transaction-related costs [1] Acquisition Impact - The results were influenced by Sunoco's acquisition of Parkland Corporation, which was completed on October 31, 2025 [2] - During the quarter, Sunoco sold approximately 3.3 billion gallons of fuel at a margin of 17.7 cents per gallon [2] Cash Flow and Distribution - Adjusted Distributable Cash Flow increased to $442 million, compared to $261 million in the fourth quarter of 2024 [3] - The company raised its quarterly distribution by 1.25% to $0.9317 per common unit and aims for annual distribution growth of at least 5% in 2026 [3] - Sunoco achieved its long-term leverage target of approximately four times and marked its eighth consecutive year of growth in Distributable Cash Flow per common unit [2]

Achieved record adjusted EBITDA of $2,120,000,000 for 2025, driven by the successful integration of NuStar and the initial two-month contribution from the Parkland acquisition. Expanded the operational footprint to 32 countries, transitioning from a U.S.-centric model to the largest independent fuel distributor in the Americas with new scale in Canada, the Caribbean, and Europe. Attributed fuel distribution outperformance to a 'gross profit optimization' playbook, which successfully grew legacy volume ...