Yesway posts strong Q3 2026 revenue growth and EPS beat while reaffirming outlook

Yesway reported third‑quarter 2026 revenue of about $969 million, up roughly 35% year over year, and adjusted earnings per share of $0.34, beating analyst forecasts. Net income was reported as $24.8 million in two sources, but another source listed it at $10.85 million, indicating a discrepancy. The company confirmed its full‑year 2026 guidance, including plans to open six to eight additional stores and an adjusted EBITDA target of $235‑$245 million.

The revenue and EPS beat suggest continued top‑line momentum and profitability, which may support the current share price. The reaffirmed full‑year outlook and store‑opening plan give investors a clear view of the company’s growth strategy for 2026.

  • 1Q3 2026 revenue was $969.2 million, up from $715.9 million a year earlier.
  • 2Adjusted earnings per share for the quarter were $0.34.
  • 3Adjusted EBITDA increased 8.6% to $59.6 million.
  • 4Fuel margin rose to 46.1 cents per gallon.
  • 5The company operated 423 stores as of September 30, 2026.
  • 6Yesway plans to open six to eight new stores in 2026 and projects adjusted EBITDA of $235 million to $245 million for the full year.
  • Net income is reported as $24.8 million in materials 2, 3, and 4, but material 5 lists it as $10.85 million, a conflict on the same basis.

Sources