NASDAQ$YSWY

Yesway, Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open

Briefing

Yesway reported record Q1 2026 results with net income of $30.2 million and Adjusted EBITDA growth of 112.9%.

Yesway, Inc. delivered strong first quarter performance driven by higher fuel margins, inside merchandise growth, and store expansion. Net income rose to $30.2 million from a prior-year loss, while total revenue reached $683.6 million. The company also introduced full-year 2026 guidance reflecting continued operating momentum.

  • Net income increased to $30.2 million from a $5.6 million loss in Q1 2025.
  • Adjusted EBITDA rose 112.9% year-over-year to $59.2 million.
  • Same-store inside merchandise sales grew 4.5% and fuel gallons sold increased 0.2%.
  • Company introduced FY2026 guidance including Adjusted EBITDA of $210-220 million.

Headline financials

Total Revenue

$684M

No prior period
Fuel gallons sold

145.1M

No prior period
Fuel margin per gallon

$0.49

No prior period
Inside merchandise sales

$214M

No prior period
Inside merchandise margin

36.1%

No prior period
Store count

449

No prior period
Free Cash Flow

$37.4M

No prior period
Net Income

$30.2M

No prior period
Operating Income

$42.4M

No prior period
Cash & Equivalents

$56.5M

No prior period
Total Assets

$1.99B

No prior period

Forward guidance

Yesway introduced fiscal 2026 guidance reflecting confidence in growth strategy.

Tailwinds

  • Same-store inside merchandise sales growth of 1.25%-3.25%
  • Adjusted EBITDA of $210-220 million
  • 6-8 new store openings planned

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