The EPS miss is significant and likely to pressure the stock. Monitor the Q2 2026 earnings call for commentary on margins and whether the FY2026 guidance is at risk. The maintained guidance provides a floor, but the miss shifts focus to cost control.
Price Chart
Executive Summary
Yesway reported Q2 2026 EPS of $0.36, a 24.1% miss vs $0.47 consensus, on revenue of $843.9M (in line). Despite strong year-over-year revenue growth of 23.4%, the earnings miss and maintained guidance suggest margin pressure, tempering the bullish narrative from the record Q1.
Key Financial Metrics
Key Facts
- EPS of $0.36 missed consensus of $0.47 by 24.1%
- Revenue of $843.9M was in line with consensus of $843.9M
- Revenue grew 23.4% year-over-year from $683.6M
- Guidance maintained: FY2026 Adjusted EBITDA $210-$220M
- Net income was $30.2M in Q1 2026 vs a net loss of $5.6M in Q1 2025
Financial Impact
EPS miss of $0.11 per share vs consensus
Risk Factors
- EPS miss may lead to downward earnings revisions
- Maintained guidance could be at risk if margin pressure persists
- Fuel margin volatility remains a key earnings driver
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Data (Synthetic) | 0001104659-26-095465 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 7w ago | 8-K | $24.35 $22.95 | ▲ +5.75% | ▲ +4.00% | $19.83 (+18.56%) |
Jun 2, 2026 17w ago | 8-K | $20.00 $21.07 | ▲ +5.35% | ▲ +6.92% | $19.83 (−0.85%) |
Jun 2, 2026 17w ago | Press Release | $20.00 $21.07 | ▲ +5.35% | ▲ +6.92% | $19.83 (−0.85%) |
Apr 27, 2026 22w ago | 8-K | $24.23 $22.83 | ▼ −5.78% | ▼ −11.25% | $19.83 (−18.16%) |
Apr 23, 2026 23w ago | 424B4 | $21.70 $23.11 | ▲ +6.50% | ▲ +1.86% | $19.83 (−8.62%) |
Apr 23, 2026 23w ago | 3 | $21.70 $23.11 | ▲ +6.50% | ▲ +1.86% | $19.83 (−8.62%) |
Apr 23, 2026 23w ago | 3 | $21.70 $23.11 | ▲ +6.50% | ▲ +1.86% | $19.83 (−8.62%) |
Apr 22, 2026 23w ago | EFFECT | $21.23 $23.50 | ▲ +10.69% | ▲ +7.53% | $19.83 (−6.59%) |
Apr 13, 2026 24w ago | S-1/A | — | awaiting T+20 | — | — |
US Market Status
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