Arko shares surge 10.25% intraday as Q3 net income rises to $13.5M and dealerization program delivers $20M annualized savings.

ARKO surged 10.25% intraday following its Q3 2025 earnings report, which showed a 36.5% year-over-year net income increase to $13.5 million. The company highlighted progress in its dealerization program, converting 65 stores to dealer sites in Q3 and 194 since January 2025, with $20 million in projected annualized operating income savings. CEO Arie Kotler emphasized disciplined execution of the transformation plan and early success in store remodels, including two new-format locations. Analysts noted the dealerization-driven efficiency gains and margin stability despite declining fuel volumes, reinforcing investor confidence in the company’s strategic turnaround. The results aligned with the stock’s upward movement, driven by improved earnings, operational restructuring, and optimism about long-term cost savings.