View ValuationYesway 향후 성장Future 기준 점검 0/6Yesway 의 수익은 연간 4.1% 감소할 것으로 예상되는 반면, 연간 수익은 8.9% 로 증가할 것으로 예상됩니다. EPS는 연간 15.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.1% 로 예상됩니다.핵심 정보-4.1%이익 성장률-15.63%EPS 성장률Consumer Retailing 이익 성장9.2%매출 성장률8.9%향후 자기자본이익률9.08%애널리스트 커버리지Good마지막 업데이트17 Aug 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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 Alpha실시간 뉴스 • 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.실시간 뉴스 • 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.실시간 뉴스 • 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.공고 • 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, 2026공고 • 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 Offering이익 및 매출 성장 예측NasdaqGS:YSWY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,62167146171712/31/20273,22160123151712/31/20263,2629714617776/30/20262,98982116203N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: YSWY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.1%).수익 vs 시장: YSWY 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.1%).고성장 수익: YSWY 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: YSWY 의 수익(연간 8.9%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: YSWY 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: YSWY의 자본 수익률은 3년 후 9.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/19 00:16종가2026/08/19 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yesway, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Seth SigmanBarclaysKelly BaniaBMO Capital Markets Equity ResearchBonnie HerzogGoldman Sachs5명의 분석가 더 보기
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
실시간 뉴스 • 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.
실시간 뉴스 • 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.
실시간 뉴스 • 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.
공고 • 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
공고 • 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