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Yesway, Inc. 8-K Filings

YSWY NASDAQ

Every 8-K that Yesway, Inc. (YSWY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow YSWY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full YSWY filings page.

Rhea-AI Summary

Yesway, Inc. reported strong results for the quarter ended June 30, 2026, highlighted by record Store Contribution and broad-based growth in fuel and inside merchandise. Revenue was $920.8 million, with net income of $29.7 million and Adjusted EBITDA up 35.0% year-over-year to $70.9 million.

Fuel sales rose 52.7% to $673.1 million, with fuel gross profit of $84.0 million and margin of 52.6 cents per gallon. Inside merchandise sales increased to $240.1 million with margin improving to 35.7%. Store Contribution grew 29.5% to $87.7 million. Operating cash generation strengthened, with net cash provided by operating activities of $56.6 million in the quarter and $104.9 million for the first half. As of June 30, 2026, Yesway had 450 stores, cash of $81.6 million, and total debt, including financing and lease obligations, of $618.4 million. Reflecting the strong performance, the company raised its full-year 2026 Adjusted EBITDA outlook to $235–$245 million from $210–$220 million.

Rhea-AI Summary

Yesway, Inc. reported record first quarter 2026 results, showing stronger profitability and cash generation. Revenue rose to $683.6 million from $600.3 million, and net income improved to $30.2 million from a $5.6 million loss a year earlier. Adjusted EBITDA more than doubled to $59.2 million, up 112.9%, helped by higher fuel margins and solid merchandise performance.

Fuel sales were $464.3 million with fuel gross profit of $71.6 million and margins of 49.4 cents per gallon. Inside merchandise sales reached $213.7 million with a 36.1% margin. Same-store total inside merchandise and fuel gross profit increased 21.8%.

Yesway generated $48.4 million of operating cash flow, spent $11.0 million on capital expenditures, and ended March 31, 2026 with $56.5 million in cash and $649.5 million of total debt including financing and lease obligations. The company operated 449 stores and introduced 2026 guidance, targeting same-store inside merchandise sales growth of 1.25%–3.25%, Adjusted EBITDA of $210–$220 million, capital expenditures of $85–$95 million, and 6–8 new store openings.

Rhea-AI Summary

Yesway, Inc. completed its initial public offering of Class A common stock and related restructuring steps. The company sold 14,000,000 Class A shares at $20.00 per share, plus 2,100,000 additional shares under an underwriters’ option, for total gross proceeds of $322,000,000 before underwriting discounts and commissions.

In connection with the IPO, Yesway issued 15,085,561 Class A shares to Blocker Shareholders as merger consideration and 32,009,185 Class B shares to Continuing Equity Owners for nominal consideration. The company adopted an amended and restated charter and bylaws authorizing 500,000,000 Class A shares, 150,000,000 Class B shares and 10,000,000 preferred shares, entered into tax receivable, stockholders and registration rights agreements, and installed a post-IPO board and committee structure.