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Side-by-side financial comparison of ARKO Corp. (ARKO) and Fabrinet (FN). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.1B, roughly 1.6× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs 0.1%, a 9.8% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs -9.9%). ARKO Corp. produced more free cash flow last quarter ($14.9M vs $-5.3M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% 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.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
ARKO vs FN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.1B |
| Net Profit | $1.9M | $112.6M |
| Gross Margin | — | 12.2% |
| Operating Margin | 1.2% | 10.1% |
| Net Margin | 0.1% | 9.9% |
| Revenue YoY | -9.9% | 35.9% |
| Net Profit YoY | 180.9% | 30.0% |
| EPS (diluted) | $0.01 | $3.11 |
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 | $1.1B | ||
| Q3 25 | $2.0B | $978.1M | ||
| Q2 25 | $2.0B | $909.7M | ||
| Q1 25 | $1.8B | $871.8M | ||
| Q4 24 | $2.0B | $833.6M | ||
| Q3 24 | $2.3B | $804.2M | ||
| Q2 24 | $2.4B | $753.3M | ||
| Q1 24 | $2.1B | $731.5M |
| Q4 25 | $1.9M | $112.6M | ||
| Q3 25 | $13.5M | $95.9M | ||
| Q2 25 | $20.1M | $87.2M | ||
| Q1 25 | $-12.7M | $81.3M | ||
| Q4 24 | $-2.3M | $86.6M | ||
| Q3 24 | $9.7M | $77.4M | ||
| Q2 24 | $14.1M | $81.1M | ||
| Q1 24 | $-594.0K | $80.9M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
| Q4 25 | 1.2% | 10.1% | ||
| Q3 25 | 1.8% | 9.6% | ||
| Q2 25 | 2.8% | 9.8% | ||
| Q1 25 | -0.6% | 9.0% | ||
| Q4 24 | 0.7% | 9.5% | ||
| Q3 24 | 1.8% | 9.6% | ||
| Q2 24 | 1.8% | 9.7% | ||
| Q1 24 | -0.2% | 9.7% |
| Q4 25 | 0.1% | 9.9% | ||
| Q3 25 | 0.7% | 9.8% | ||
| Q2 25 | 1.0% | 9.6% | ||
| Q1 25 | -0.7% | 9.3% | ||
| Q4 24 | -0.1% | 10.4% | ||
| Q3 24 | 0.4% | 9.6% | ||
| Q2 24 | 0.6% | 10.8% | ||
| Q1 24 | -0.0% | 11.1% |
| Q4 25 | $0.01 | $3.11 | ||
| Q3 25 | $0.10 | $2.66 | ||
| Q2 25 | $0.16 | $2.41 | ||
| Q1 25 | $-0.12 | $2.25 | ||
| Q4 24 | $-0.03 | $2.38 | ||
| Q3 24 | $0.07 | $2.13 | ||
| Q2 24 | $0.11 | $2.22 | ||
| Q1 24 | $-0.02 | $2.21 |
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 | $960.8M |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $2.2B |
| Total Assets | $3.5B | $3.3B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $960.8M | ||
| Q3 25 | $313.2M | $968.8M | ||
| Q2 25 | $299.7M | $934.2M | ||
| Q1 25 | $271.1M | $950.7M | ||
| Q4 24 | $267.1M | $934.6M | ||
| Q3 24 | $296.8M | $908.9M | ||
| Q2 24 | $236.5M | $858.6M | ||
| Q1 24 | $189.1M | $794.0M |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | — |
| Q4 25 | $267.2M | $2.2B | ||
| Q3 25 | $273.1M | $2.1B | ||
| Q2 25 | $264.8M | $2.0B | ||
| Q1 25 | $255.2M | $1.9B | ||
| Q4 24 | $276.9M | $1.8B | ||
| Q3 24 | $280.0M | $1.8B | ||
| Q2 24 | $273.1M | $1.7B | ||
| Q1 24 | $261.2M | $1.7B |
| Q4 25 | $3.5B | $3.3B | ||
| Q3 25 | $3.6B | $3.0B | ||
| Q2 25 | $3.6B | $2.8B | ||
| Q1 25 | $3.6B | $2.6B | ||
| Q4 24 | $3.6B | $2.5B | ||
| Q3 24 | $3.7B | $2.4B | ||
| Q2 24 | $3.7B | $2.3B | ||
| Q1 24 | $3.6B | $2.2B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
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 | $46.3M |
| Free Cash FlowOCF − Capex | $14.9M | $-5.3M |
| FCF MarginFCF / Revenue | 0.8% | -0.5% |
| Capex IntensityCapex / Revenue | 1.7% | 4.6% |
| Cash ConversionOCF / Net Profit | 23.98× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $46.3M | ||
| Q3 25 | $49.4M | $102.6M | ||
| Q2 25 | $55.2M | $55.1M | ||
| Q1 25 | $43.4M | $74.2M | ||
| Q4 24 | $22.7M | $115.9M | ||
| Q3 24 | $109.2M | $83.2M | ||
| Q2 24 | $77.2M | $83.1M | ||
| Q1 24 | $12.8M | $100.9M |
| Q4 25 | $14.9M | $-5.3M | ||
| Q3 25 | $24.5M | $57.3M | ||
| Q2 25 | $9.8M | $4.7M | ||
| Q1 25 | $16.0M | $45.7M | ||
| Q4 24 | $-13.4M | $94.0M | ||
| Q3 24 | $79.9M | $62.9M | ||
| Q2 24 | $57.9M | $70.4M | ||
| Q1 24 | $-16.5M | $87.3M |
| Q4 25 | 0.8% | -0.5% | ||
| Q3 25 | 1.2% | 5.9% | ||
| Q2 25 | 0.5% | 0.5% | ||
| Q1 25 | 0.9% | 5.2% | ||
| Q4 24 | -0.7% | 11.3% | ||
| Q3 24 | 3.5% | 7.8% | ||
| Q2 24 | 2.4% | 9.3% | ||
| Q1 24 | -0.8% | 11.9% |
| Q4 25 | 1.7% | 4.6% | ||
| Q3 25 | 1.2% | 4.6% | ||
| Q2 25 | 2.3% | 5.5% | ||
| Q1 25 | 1.5% | 3.3% | ||
| Q4 24 | 1.8% | 2.6% | ||
| Q3 24 | 1.3% | 2.5% | ||
| Q2 24 | 0.8% | 1.7% | ||
| Q1 24 | 1.4% | 1.9% |
| Q4 25 | 23.98× | 0.41× | ||
| Q3 25 | 3.67× | 1.07× | ||
| Q2 25 | 2.75× | 0.63× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 11.28× | 1.07× | ||
| Q2 24 | 5.49× | 1.02× | ||
| Q1 24 | — | 1.25× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
