YSWY Yesway, Inc.
Price Chart
Executive Summary
Yesway reported a strong Q1 2026 earnings beat, with net income of $30.2M vs a loss of $5.6M a year ago and Adjusted EBITDA surging 112.9% to $59.2M. Revenue of $683.6M exceeded the $679.1M consensus, and the company introduced FY2026 Adjusted EBITDA guidance of $210-220M, signaling confidence in continued momentum.
Key Financial Metrics
Actionable Insight
The strong Q1 beat and FY2026 guidance above the run rate suggest upside potential. Monitor the company's ability to sustain fuel margins and same-store sales growth, as well as progress on the planned sale of 29 Iowa/Kansas stores. The IPO provides a cleaner capital structure and growth runway.
Key Facts
- Net income of $30.2M vs net loss of $5.6M in Q1 2025
- Adjusted EBITDA of $59.2M, up 112.9% YoY
- Revenue of $683.6M vs consensus $679.1M
- Same-store inside merchandise sales +4.5% YoY; total inside merchandise sales +9.5%
- Fuel gross profit +48.6% YoY to $71.6M; fuel margin 49.4 cents/gallon vs 35.9 cents
- Introduced FY2026 Adjusted EBITDA guidance of $210-220M
- Operating cash flow of $48.4M vs $13.6M in prior year period
- Store count at 449 as of March 31, 2026
- Company completed IPO in April 2026; results reflect predecessor BW Ultimate Parent, LLC
Financial Impact
Revenue beat consensus by ~$4.5M (0.7%); net income swung from -$5.6M to +$30.2M; Adjusted EBITDA nearly doubled to $59.2M
Risk Factors
- Fuel margin volatility tied to global oil prices and supply conditions
- Execution risk on new store openings (6-8 planned for FY2026)
- Planned divestiture of 29 stores may create near-term noise
- Forward-looking guidance is non-GAAP and excludes certain costs
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3304953 |
Track record builds as more directional reports settle.
Filters
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Jun 2, 2026
10d ago
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8-K
| $20.00 $21.34 | ▲ +6.70% | ▲ +7.42% | $23.24 (+16.20%) |
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Jun 2, 2026
10d ago
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Press Release
| $20.00 $21.34 | ▲ +6.70% | ▲ +7.42% | $23.24 (+16.20%) |
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Apr 27, 2026
6w ago
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8-K
| $24.23 $24.12 | ▼ −0.45% | ▼ −0.44% | $23.24 (−4.09%) |
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Apr 23, 2026
7w ago
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424B4
| $21.70 $21.75 | ▲ +0.23% | ▼ −0.55% | $23.24 (+7.10%) |
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Apr 23, 2026
7w ago
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3
| $21.70 $21.75 | ▲ +0.23% | ▼ −0.55% | $23.24 (+7.10%) |
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Apr 23, 2026
7w ago
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3
| $21.70 $21.75 | ▲ +0.23% | ▼ −0.55% | $23.24 (+7.10%) |
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Apr 22, 2026
7w ago
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EFFECT
| $21.23 $21.70 | ▲ +2.21% | ▲ +2.61% | $23.24 (+9.47%) |
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Apr 13, 2026
8w ago
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S-1/A
| — | awaiting T+1 | — | — |
US Market Status
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