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8-K ·Filed Apr 20, 2026

DIT

AMCON DISTRIBUTING CO
BEARISH
Impact 8/10
Horizonweeks Processed6mo ago SEC0001104659-26-045495
8-K Item 2.02: Earnings release
Actionable Insight ▼ Bearish

Monitor next quarter for signs of margin recovery and operating income improvement, as the sharp decline in wholesale segment profitability suggests ongoing inflationary pressures are significantly impacting earnings.

DirectionBearish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
DIT ▼ -27.05% at T+60d
SHORT call ✓ call won +27.05% · α vs SPY +33.94% · entry $93.89 → $68.50
Entry = T+0 close
Apr 20, 2026
via day close
T+1d
-2.55%
call +2.55% · α +3.57%
$91.50
settled 6mo ago
T+5d
-3.77%
call +3.77% · α +4.86%
$90.35
settled 6mo ago
T+20d
-11.92%
call +11.92% · α +16.84%
$82.70
settled 5mo ago
T+60d
-27.05%
call +27.05% · α +33.94%
$68.50
settled 3mo ago

Price Chart

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Executive Summary

AMCON Distributing Co reported a net loss of $2.2 million for Q2 2026, reversing from a $0.8 million profit in the prior quarter. Revenue declined 1.8% year-over-year to $715.7 million, with wholesale distribution segment operating income falling sharply from $6.9 million to $2.2 million.

Key Financial Metrics

EPS
−$2.34
Revenue
$715.7M
-1.8% YoY
Rating
strong miss

Key Facts

  • Net loss of $2.2 million vs. net income of $0.8 million in prior quarter
  • Revenue declined 1.8% YoY to $715.7 million
  • Wholesale distribution segment operating income dropped from $6.9 million to $2.2 million
  • Shareholders' equity decreased to $112.4 million from $114.1 million

Financial Impact

Net loss of $2.2 million on revenue of $715.7 million

revenueepsoperating_incomeshareholders_equity

Risk Factors

  • Continued inflationary pressures on product costs, labor, and insurance
  • Declining operating income despite stable revenue suggests margin compression
  • Reduced shareholders' equity indicates weakening balance sheet

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Groceries, General Line

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-045495
Document: tm2612165d1_8k.htm0001104659-26-045495
Document: 0001104659-26-045495-index-headers.html0001104659-26-045495
Document: 0001104659-26-045495-index.html0001104659-26-045495
Document: 0001104659-26-045495.txt0001104659-26-045495
8-K Data (Synthetic)0001104659-26-045495
2 reports for DIT
Performance horizon
Filters
Rows
Reports for DIT — sortable, filterable
TypeNow
Aug 12, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$68.86awaiting T+60—$62.50 (−9.24%)
Apr 20, 2026
27w ago
8-K
BEARISH ★ 8/10
$93.89 $68.50▲ +27.05%▲ +33.94%$62.50 (+33.44%)
Showing 2 of 2

US Market Status

Market Closed — Opens Thu (11h 54m)

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Report published Apr 20, 2026