Yesway

Q2 FY2026 EarningsQ2 FY26 performance significantly beat consensus across top and bottom-line metrics, with revenue of $920.8M exceeding expectations by 9.1%. Fuel segment strength was the primary driver, with fuel margins reaching 52.6 cents per gallon compared to the historical low-40s average. Net income (GAAP) of $29.7M beat the $27.2M consensus, while full-year Adjusted EBITDA guidance was raised to $235M-$245M, well above previous management targets, reflecting sustained operational momentum.