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Side-by-side financial comparison of ARKO Corp. (ARKO) and EnerSys (ENS). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $919.1M, roughly 2.0× EnerSys). EnerSys runs the higher net margin — 9.8% vs 0.1%, a 9.7% gap on every dollar of revenue. On growth, EnerSys posted the faster year-over-year revenue change (1.4% vs -9.9%). EnerSys produced more free cash flow last quarter ($171.3M vs $14.9M). Over the past eight quarters, EnerSys's revenue compounded faster (0.5% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
ARKO vs ENS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $919.1M |
| Net Profit | $1.9M | $90.4M |
| Gross Margin | — | 30.1% |
| Operating Margin | 1.2% | 13.5% |
| Net Margin | 0.1% | 9.8% |
| Revenue YoY | -9.9% | 1.4% |
| Net Profit YoY | 180.9% | -21.3% |
| EPS (diluted) | $0.01 | $2.40 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.8B | $919.1M | ||
| Q3 25 | $2.0B | $951.3M | ||
| Q2 25 | $2.0B | $893.0M | ||
| Q1 25 | $1.8B | $974.8M | ||
| Q4 24 | $2.0B | $906.2M | ||
| Q3 24 | $2.3B | $883.7M | ||
| Q2 24 | $2.4B | $852.9M | ||
| Q1 24 | $2.1B | $910.7M |
| Q4 25 | $1.9M | $90.4M | ||
| Q3 25 | $13.5M | $68.4M | ||
| Q2 25 | $20.1M | $57.5M | ||
| Q1 25 | $-12.7M | $96.5M | ||
| Q4 24 | $-2.3M | $114.8M | ||
| Q3 24 | $9.7M | $82.3M | ||
| Q2 24 | $14.1M | $70.1M | ||
| Q1 24 | $-594.0K | $60.9M |
| Q4 25 | — | 30.1% | ||
| Q3 25 | — | 29.1% | ||
| Q2 25 | — | 28.4% | ||
| Q1 25 | — | 31.2% | ||
| Q4 24 | — | 32.9% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 27.9% | ||
| Q1 24 | — | 27.9% |
| Q4 25 | 1.2% | 13.5% | ||
| Q3 25 | 1.8% | 9.7% | ||
| Q2 25 | 2.8% | 9.7% | ||
| Q1 25 | -0.6% | 13.5% | ||
| Q4 24 | 0.7% | 15.7% | ||
| Q3 24 | 1.8% | 11.2% | ||
| Q2 24 | 1.8% | 10.7% | ||
| Q1 24 | -0.2% | 8.9% |
| Q4 25 | 0.1% | 9.8% | ||
| Q3 25 | 0.7% | 7.2% | ||
| Q2 25 | 1.0% | 6.4% | ||
| Q1 25 | -0.7% | 9.9% | ||
| Q4 24 | -0.1% | 12.7% | ||
| Q3 24 | 0.4% | 9.3% | ||
| Q2 24 | 0.6% | 8.2% | ||
| Q1 24 | -0.0% | 6.7% |
| Q4 25 | $0.01 | $2.40 | ||
| Q3 25 | $0.10 | $1.80 | ||
| Q2 25 | $0.16 | $1.46 | ||
| Q1 25 | $-0.12 | $2.39 | ||
| Q4 24 | $-0.03 | $2.88 | ||
| Q3 24 | $0.07 | $2.01 | ||
| Q2 24 | $0.11 | $1.71 | ||
| Q1 24 | $-0.02 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $450.1M |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $1.9B |
| Total Assets | $3.5B | $4.0B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $450.1M | ||
| Q3 25 | $313.2M | $388.6M | ||
| Q2 25 | $299.7M | $346.7M | ||
| Q1 25 | $271.1M | $343.1M | ||
| Q4 24 | $267.1M | $463.2M | ||
| Q3 24 | $296.8M | $407.9M | ||
| Q2 24 | $236.5M | $344.1M | ||
| Q1 24 | $189.1M | $333.3M |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | $1.1B | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | $802.0M |
| Q4 25 | $267.2M | $1.9B | ||
| Q3 25 | $273.1M | $1.9B | ||
| Q2 25 | $264.8M | $1.9B | ||
| Q1 25 | $255.2M | $1.9B | ||
| Q4 24 | $276.9M | $1.8B | ||
| Q3 24 | $280.0M | $1.8B | ||
| Q2 24 | $273.1M | $1.8B | ||
| Q1 24 | $261.2M | $1.8B |
| Q4 25 | $3.5B | $4.0B | ||
| Q3 25 | $3.6B | $4.1B | ||
| Q2 25 | $3.6B | $4.1B | ||
| Q1 25 | $3.6B | $4.0B | ||
| Q4 24 | $3.6B | $4.0B | ||
| Q3 24 | $3.7B | $4.0B | ||
| Q2 24 | $3.7B | $3.6B | ||
| Q1 24 | $3.6B | $3.5B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | 0.57× | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | 0.46× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | $184.6M |
| Free Cash FlowOCF − Capex | $14.9M | $171.3M |
| FCF MarginFCF / Revenue | 0.8% | 18.6% |
| Capex IntensityCapex / Revenue | 1.7% | 1.4% |
| Cash ConversionOCF / Net Profit | 23.98× | 2.04× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $441.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $184.6M | ||
| Q3 25 | $49.4M | $218.0M | ||
| Q2 25 | $55.2M | $968.0K | ||
| Q1 25 | $43.4M | $135.2M | ||
| Q4 24 | $22.7M | $81.1M | ||
| Q3 24 | $109.2M | $33.6M | ||
| Q2 24 | $77.2M | $10.4M | ||
| Q1 24 | $12.8M | — |
| Q4 25 | $14.9M | $171.3M | ||
| Q3 25 | $24.5M | $197.1M | ||
| Q2 25 | $9.8M | $-32.1M | ||
| Q1 25 | $16.0M | $104.9M | ||
| Q4 24 | $-13.4M | $56.8M | ||
| Q3 24 | $79.9M | $3.3M | ||
| Q2 24 | $57.9M | $-25.7M | ||
| Q1 24 | $-16.5M | — |
| Q4 25 | 0.8% | 18.6% | ||
| Q3 25 | 1.2% | 20.7% | ||
| Q2 25 | 0.5% | -3.6% | ||
| Q1 25 | 0.9% | 10.8% | ||
| Q4 24 | -0.7% | 6.3% | ||
| Q3 24 | 3.5% | 0.4% | ||
| Q2 24 | 2.4% | -3.0% | ||
| Q1 24 | -0.8% | — |
| Q4 25 | 1.7% | 1.4% | ||
| Q3 25 | 1.2% | 2.2% | ||
| Q2 25 | 2.3% | 3.7% | ||
| Q1 25 | 1.5% | 3.1% | ||
| Q4 24 | 1.8% | 2.7% | ||
| Q3 24 | 1.3% | 3.4% | ||
| Q2 24 | 0.8% | 4.2% | ||
| Q1 24 | 1.4% | — |
| Q4 25 | 23.98× | 2.04× | ||
| Q3 25 | 3.67× | 3.19× | ||
| Q2 25 | 2.75× | 0.02× | ||
| Q1 25 | — | 1.40× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 11.28× | 0.41× | ||
| Q2 24 | 5.49× | 0.15× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
