View ValuationYesway 将来の成長Future 基準チェック /06Yeswayの収益は年間4.1%で減少すると予測されていますが、年間収益は年間8.9%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に9.1% 15.6%なると予測されています。主要情報-4.1%収益成長率-15.63%EPS成長率Consumer Retailing 収益成長9.2%収益成長率8.9%将来の株主資本利益率9.08%アナリストカバレッジGood最終更新日17 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesSeeking Alpha • Aug 17Yesway Q2: Further Volatility In Performance Is ExpectedSummary Yesway, Inc. delivered strong Q2 ’26 revenue growth of 36% y/y, driven by fuel sales, but GAAP EPS missed estimates significantly. YSWY’s management raised FY26 Adjusted EBITDA guidance to $235m–$245m, reflecting confidence in operational improvements despite anticipated fuel margin normalization. Store expansion remains limited, with a focus on quality over quantity and operational efficiency, including SKU rationalization and loyalty monetization initiatives. I maintain a Hold stance on YSWY, citing macroeconomic volatility and unsustainable fuel margins; operational focus is prudent amid uncertain revenue trends. Read the full article on Seeking Alphaライブニュース • Aug 15Yesway Reports Record Q2 2026 Results and Lifts Full-Year Profit GuidanceYesway reported its strongest quarter on record in Q2 2026, with Store Contribution, fuel gallons sold, fuel gross profit and inside merchandise gross profit all reaching new highs and Adjusted EBITDA up about 35% year over year. Management raised full-year 2026 Adjusted EBITDA guidance and highlighted progress on its five-year growth plan, which includes new store openings and acquisitions. Yesway shares trade at $25.17, with the stock up 32.8% over the past 30 days. The combination of record operating metrics and higher full-year guidance points to strong execution on Yesway’s current plan. The bigger question for investors is whether the company can sustain this level of profitability while funding expansion through new builds and acquisitions, without eroding returns or stretching its balance sheet.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$20.42, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Retailing industry in the US.ライブニュース • Jun 10Yesway Posts Record Profits in Q1 2026 and Unveils New Store Expansion PlansYesway reported Q1 2026 net income of $30.2 million, a shift from a loss in the prior-year period, alongside Adjusted EBITDA of $59.2 million, which management described as a 112.9% year-over-year increase. The company cited fuel margins, fuel volume, and a 9.5% rise in inside merchandise sales as key contributors, with same-store inside sales growth in 12 of the last 13 quarters and positive fuel gallon growth in Q1. Following its April 2026 Nasdaq listing, Yesway outlined plans to open 6 to 8 new stores, including expansion into Arizona, and issued fiscal 2026 guidance for Adjusted EBITDA of $210 million to $220 million with planned capital expenditures of $85 million to $95 million. These results and the new guidance frame Yesway as a business currently focused on scaling its store base while emphasizing both fuel and in-store merchandise economics. For you, the main decision point is how comfortable you are with a growth plan that involves ongoing capital spending at the same time as the company executes on post-IPO expectations.New Risk • Jun 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). Earnings are forecast to decline by an average of 7.3% per year for the foreseeable future.ライブニュース • Jun 02Yesway Reports Record Q1 Net Income and Sets 2026 Expansion and Earnings TargetsYesway reported first quarter 2026 net income of $30.2 million, compared with a loss in the prior year period, and Adjusted EBITDA of $59.2 million, which the company described as a record result for the quarter. The company cited growth in fuel sales, inside merchandise sales, and improved margins across both categories as contributors to the quarter’s performance. For fiscal 2026, Yesway issued guidance for Adjusted EBITDA of $210 to $220 million, plans to open 6 to 8 new stores, and projected capital expenditures of $85 to $95 million. The shift from a prior-year loss to net income alongside record Adjusted EBITDA suggests that current operations and margins are supporting stronger profitability at the start of 2026. Planned store openings and a defined capex range indicate management is committing capital to expansion, so you may want to watch how these investments affect profitability and cash flow as the year progresses.Reported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: US$683.6m (up 12% from 1Q 2025). Net income: US$30.2m (up 485% from 1Q 2025). Profit margin: 4.4% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in the US.お知らせ • May 19Yesway, Inc. to Report Q1, 2026 Results on Jun 02, 2026Yesway, Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026お知らせ • Apr 23Yesway, Inc. has completed an IPO in the amount of $280 million.Yesway, Inc. has completed an IPO in the amount of $280 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $20 Discount Per Security: $1.3 Transaction Features: Reserved Share Offering; Sponsor Backed Offering業績と収益の成長予測NasdaqGS:YSWY - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,62167146171712/31/20273,22160123151712/31/20263,2629714617776/30/20262,98982116203N/A3/31/20262,75110096182N/A12/31/20252,6735446147N/A9/30/20252,605403794N/A12/31/20242,52623-4879N/A12/31/20232,53439-10270N/A12/31/20222,34351-194103N/A9/30/20211,63918207267N/A6/30/20211,594131457N/A3/31/20211,486302356N/A12/31/20201,496271847N/A12/31/2019561-36N/A-20N/A12/31/2018369-23N/A-11N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: YSWYの収益は今後 3 年間で減少すると予測されています (年間-4.1% )。収益対市場: YSWYの収益は今後 3 年間で減少すると予測されています (年間-4.1% )。高成長収益: YSWYの収益は今後 3 年間で減少すると予測されています。収益対市場: YSWYの収益 ( 8.9% ) US市場 ( 13% ) よりも低い成長が予測されています。高い収益成長: YSWYの収益 ( 8.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: YSWYの 自己資本利益率 は、3年後には低くなると予測されています ( 9.1 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/19 00:04終値2026/08/19 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yesway, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Seth SigmanBarclaysKelly BaniaBMO Capital Markets Equity ResearchBonnie HerzogGoldman Sachs5 その他のアナリストを表示
Seeking Alpha • Aug 17Yesway Q2: Further Volatility In Performance Is ExpectedSummary Yesway, Inc. delivered strong Q2 ’26 revenue growth of 36% y/y, driven by fuel sales, but GAAP EPS missed estimates significantly. YSWY’s management raised FY26 Adjusted EBITDA guidance to $235m–$245m, reflecting confidence in operational improvements despite anticipated fuel margin normalization. Store expansion remains limited, with a focus on quality over quantity and operational efficiency, including SKU rationalization and loyalty monetization initiatives. I maintain a Hold stance on YSWY, citing macroeconomic volatility and unsustainable fuel margins; operational focus is prudent amid uncertain revenue trends. Read the full article on Seeking Alpha
ライブニュース • Aug 15Yesway Reports Record Q2 2026 Results and Lifts Full-Year Profit GuidanceYesway reported its strongest quarter on record in Q2 2026, with Store Contribution, fuel gallons sold, fuel gross profit and inside merchandise gross profit all reaching new highs and Adjusted EBITDA up about 35% year over year. Management raised full-year 2026 Adjusted EBITDA guidance and highlighted progress on its five-year growth plan, which includes new store openings and acquisitions. Yesway shares trade at $25.17, with the stock up 32.8% over the past 30 days. The combination of record operating metrics and higher full-year guidance points to strong execution on Yesway’s current plan. The bigger question for investors is whether the company can sustain this level of profitability while funding expansion through new builds and acquisitions, without eroding returns or stretching its balance sheet.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$20.42, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Consumer Retailing industry in the US.
ライブニュース • Jun 10Yesway Posts Record Profits in Q1 2026 and Unveils New Store Expansion PlansYesway reported Q1 2026 net income of $30.2 million, a shift from a loss in the prior-year period, alongside Adjusted EBITDA of $59.2 million, which management described as a 112.9% year-over-year increase. The company cited fuel margins, fuel volume, and a 9.5% rise in inside merchandise sales as key contributors, with same-store inside sales growth in 12 of the last 13 quarters and positive fuel gallon growth in Q1. Following its April 2026 Nasdaq listing, Yesway outlined plans to open 6 to 8 new stores, including expansion into Arizona, and issued fiscal 2026 guidance for Adjusted EBITDA of $210 million to $220 million with planned capital expenditures of $85 million to $95 million. These results and the new guidance frame Yesway as a business currently focused on scaling its store base while emphasizing both fuel and in-store merchandise economics. For you, the main decision point is how comfortable you are with a growth plan that involves ongoing capital spending at the same time as the company executes on post-IPO expectations.
New Risk • Jun 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 7.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.8x net interest cover). Earnings are forecast to decline by an average of 7.3% per year for the foreseeable future.
ライブニュース • Jun 02Yesway Reports Record Q1 Net Income and Sets 2026 Expansion and Earnings TargetsYesway reported first quarter 2026 net income of $30.2 million, compared with a loss in the prior year period, and Adjusted EBITDA of $59.2 million, which the company described as a record result for the quarter. The company cited growth in fuel sales, inside merchandise sales, and improved margins across both categories as contributors to the quarter’s performance. For fiscal 2026, Yesway issued guidance for Adjusted EBITDA of $210 to $220 million, plans to open 6 to 8 new stores, and projected capital expenditures of $85 to $95 million. The shift from a prior-year loss to net income alongside record Adjusted EBITDA suggests that current operations and margins are supporting stronger profitability at the start of 2026. Planned store openings and a defined capex range indicate management is committing capital to expansion, so you may want to watch how these investments affect profitability and cash flow as the year progresses.
Reported Earnings • Jun 02First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: US$683.6m (up 12% from 1Q 2025). Net income: US$30.2m (up 485% from 1Q 2025). Profit margin: 4.4% (up from 0.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in the US.
お知らせ • May 19Yesway, Inc. to Report Q1, 2026 Results on Jun 02, 2026Yesway, Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026
お知らせ • Apr 23Yesway, Inc. has completed an IPO in the amount of $280 million.Yesway, Inc. has completed an IPO in the amount of $280 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $20 Discount Per Security: $1.3 Transaction Features: Reserved Share Offering; Sponsor Backed Offering