Earnings Releases·Nov 12, 2026, 7:30 AM ET

Yesway, Inc. — Third Quarter 2026 Earnings Summary

Net income rose to $24.8 million from $15.9 million year-over-year, while total revenues surged 35.4% to $969.2 million, driven by a 51.6% increase in fuel sales; Adjusted EBITDA grew 8.6% to $59.6 million.
The company reaffirmed full-year 2026 Adjusted EBITDA guidance of $235 million to $245 million, alongside unchanged guidance for capital expenditures ($85M–$95M), same-store merchandise growth (1.25%–3.25%), and new store openings (6–8).
Strategic expansion included two new store openings (including a first Arizona location) and the sale of 29 stores in Iowa and Kansas, bringing the total store count to 423 under the Yesway and Allsup's brands.
Capital expenditures increased significantly to $36.7 million compared to $11.3 million in the prior year, while net cash from operating activities reached $66.1 million; the company maintains $104.6 million in cash against $607.9 million in total debt.
Management highlighted strong momentum with same-store fuel gallons up 1.1% and inside merchandise sales up 1.9%, attributing performance to market share expansion, diesel exposure, and a destination foodservice platform.