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Side-by-side financial comparison of ARKO Corp. (ARKO) and Lineage, Inc. (LINE). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.3B, roughly 1.4× Lineage, Inc.). ARKO Corp. runs the higher net margin — 0.1% vs -3.9%, a 4.0% gap on every dollar of revenue. On growth, Lineage, Inc. posted the faster year-over-year revenue change (0.4% vs -9.9%). Over the past eight quarters, Lineage, Inc.'s revenue compounded faster (-1.2% 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.
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
ARKO vs LINE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.3B |
| Net Profit | $1.9M | $-51.0M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | 2.8% |
| Net Margin | 0.1% | -3.9% |
| Revenue YoY | -9.9% | 0.4% |
| Net Profit YoY | 180.9% | — |
| EPS (diluted) | $0.01 | $-0.18 |
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.
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B |
| Q1 26 | — | $-51.0M | ||
| Q4 25 | $1.9M | — | ||
| Q3 25 | $13.5M | $-100.0M | ||
| Q2 25 | $20.1M | $-6.0M | ||
| Q1 25 | $-12.7M | $0 | ||
| Q4 24 | $-2.3M | $-71.0M | ||
| Q3 24 | $9.7M | $-485.0M | ||
| Q2 24 | $14.1M | $-68.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 32.3% | ||
| Q2 25 | — | 31.9% | ||
| Q1 25 | — | 32.2% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 32.8% | ||
| Q2 24 | — | 33.4% |
| Q1 26 | — | 2.8% | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 2.8% | 1.7% | ||
| Q1 25 | -0.6% | 4.3% | ||
| Q4 24 | 0.7% | -1.6% | ||
| Q3 24 | 1.8% | -38.6% | ||
| Q2 24 | 1.8% | 5.5% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.7% | -7.3% | ||
| Q2 25 | 1.0% | -0.4% | ||
| Q1 25 | -0.7% | — | ||
| Q4 24 | -0.1% | -5.3% | ||
| Q3 24 | 0.4% | -36.3% | ||
| Q2 24 | 0.6% | -5.1% |
| Q1 26 | — | $-0.18 | ||
| Q4 25 | $0.01 | — | ||
| Q3 25 | $0.10 | $-0.44 | ||
| Q2 25 | $0.16 | $-0.03 | ||
| Q1 25 | $-0.12 | $0.01 | ||
| Q4 24 | $-0.03 | $-0.52 | ||
| Q3 24 | $0.07 | $-2.44 | ||
| Q2 24 | $0.11 | $-0.46 |
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 | — |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $8.1B |
| Total Assets | $3.5B | $19.0B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $311.5M | — | ||
| Q3 25 | $313.2M | — | ||
| Q2 25 | $299.7M | — | ||
| Q1 25 | $271.1M | — | ||
| Q4 24 | $267.1M | $173.0M | ||
| Q3 24 | $296.8M | $409.0M | ||
| Q2 24 | $236.5M | $73.0M |
| Q1 26 | — | — | ||
| 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 26 | — | $8.1B | ||
| Q4 25 | $267.2M | — | ||
| Q3 25 | $273.1M | $8.4B | ||
| Q2 25 | $264.8M | $8.6B | ||
| Q1 25 | $255.2M | $8.6B | ||
| Q4 24 | $276.9M | $8.6B | ||
| Q3 24 | $280.0M | $9.0B | ||
| Q2 24 | $273.1M | $4.9B |
| Q1 26 | — | $19.0B | ||
| Q4 25 | $3.5B | — | ||
| Q3 25 | $3.6B | $19.2B | ||
| Q2 25 | $3.6B | $19.4B | ||
| Q1 25 | $3.6B | $18.8B | ||
| Q4 24 | $3.6B | $18.7B | ||
| Q3 24 | $3.7B | $19.3B | ||
| Q2 24 | $3.7B | $18.8B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $130.0M |
| Free Cash FlowOCF − Capex | $14.9M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | 2.4% |
| Cash ConversionOCF / Net Profit | 23.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $130.0M | ||
| Q4 25 | $44.6M | — | ||
| Q3 25 | $49.4M | $230.0M | ||
| Q2 25 | $55.2M | $258.0M | ||
| Q1 25 | $43.4M | $139.0M | ||
| Q4 24 | $22.7M | — | ||
| Q3 24 | $109.2M | $186.0M | ||
| Q2 24 | $77.2M | $155.0M |
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | $35.0M | ||
| Q2 25 | $9.8M | $95.0M | ||
| Q1 25 | $16.0M | $-12.0M | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | $33.0M | ||
| Q2 24 | $57.9M | $-31.0M |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | 2.5% | ||
| Q2 25 | 0.5% | 7.0% | ||
| Q1 25 | 0.9% | -0.9% | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | 2.5% | ||
| Q2 24 | 2.4% | -2.3% |
| Q1 26 | — | 2.4% | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | 14.2% | ||
| Q2 25 | 2.3% | 12.1% | ||
| Q1 25 | 1.5% | 11.7% | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | 11.5% | ||
| Q2 24 | 0.8% | 13.9% |
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | — | ||
| Q3 25 | 3.67× | — | ||
| Q2 25 | 2.75× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | — | ||
| Q2 24 | 5.49× | — |
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% |
LINE
Segment breakdown not available.
