View Future GrowthYesway 過去の業績過去 基準チェック /56Yeswayは、平均年間19.6%の収益成長を遂げていますが、 Consumer Retailing業界の収益は、年間 成長しています。収益は、平均年間15.7% 10.7%収益成長率で 成長しています。 Yeswayの自己資本利益率は15%であり、純利益率は3.3%です。主要情報19.64%収益成長率n/aEPS成長率Consumer Retailing 業界の成長10.91%収益成長率10.74%株主資本利益率15.03%ネット・マージン3.27%前回の決算情報31 Mar 2026最近の業績更新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すべての更新を表示Recent updatesSeeking Alpha • Jun 24Yesway: Need Time To Prove That Earnings Growth Is DurableSummary Yesway earns a hold rating as durable EBITDA growth hinges on inside-store momentum, new-store formats, and fuel margin resilience. YSWY’s Allsup’s foodservice platform drives positive inside merchandise sales, with 4.5% same-store growth and 36.1% margin in Q1 2026, reducing reliance on fuel. Unit growth focuses on larger, more productive stores, targeting ~15% ROI, but execution and development pace remain key risks. Fuel margin volatility is the primary swing factor; valuation at 16x NTM P/E reflects execution risks and potential margin normalization. Read the full article on Seeking AlphaValuation 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収支内訳Yesway の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:YSWY 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 262,75190381031 Dec 252,67354378030 Sep 252,60540370031 Dec 242,52623341031 Dec 232,53439318031 Dec 222,34351278030 Sep 211,63918230030 Jun 211,59413226031 Mar 211,48630225031 Dec 201,49627223031 Dec 19561-3689031 Dec 18369-23640質の高い収益: YSWYは 高品質の収益 を持っています。利益率の向上: YSWYの現在の純利益率 (3.3%)は、昨年(1.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: YSWYの収益は過去 5 年間で年間19.6%増加しました。成長の加速: YSWYの過去 1 年間の収益成長率 ( 213.1% ) は、5 年間の平均 ( 年間19.6%を上回っています。収益対業界: YSWYの過去 1 年間の収益成長率 ( 213.1% ) はConsumer Retailing業界12.5%を上回りました。株主資本利益率高いROE: YSWYの 自己資本利益率 ( 15% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-retailing 、過去の業績が好調な企業。View Financial Health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2026/07/10 15:33終値2026/07/10 00:00収益2026/03/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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
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
Seeking Alpha • Jun 24Yesway: Need Time To Prove That Earnings Growth Is DurableSummary Yesway earns a hold rating as durable EBITDA growth hinges on inside-store momentum, new-store formats, and fuel margin resilience. YSWY’s Allsup’s foodservice platform drives positive inside merchandise sales, with 4.5% same-store growth and 36.1% margin in Q1 2026, reducing reliance on fuel. Unit growth focuses on larger, more productive stores, targeting ~15% ROI, but execution and development pace remain key risks. Fuel margin volatility is the primary swing factor; valuation at 16x NTM P/E reflects execution risks and potential margin normalization. Read the full article on Seeking Alpha
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