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Yesway (YSWY) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 13, 2026 · Yesway (YSWY) Q2 2026 earnings results →
Q2 2026 Revenue up 36% year over year to $921M · 2¢ of every $1 of revenue kept as net profit · operating margin 5.2%
Yesway made $921M in Q2 2026 (+36% Y/Y): Fuel $673M, Merchandise $240M, Other revenues $7.5M. Operating margin 5.2%, net earnings $16.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 13, 2026.
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Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $920.8M in Q2 2026, up 36% year over year. Fuel was the largest line at 73% of revenue. Fuel added $232.3M year over year (up 53%), 96% of the total change.
Operating profit was $47.7M, a 5.2% margin (down 0.2 points year over year). Of the extra revenue versus a year earlier, 5% reached operating profit, below the 5% margin then. Total costs grew 36% against revenue growth of 36%. Net earnings were $16.3M, down 33% year over year. The effective tax rate was 17.3%.
Operating cash flow was $105.0M (up 113% year over year), 354% of net income including minority interests. Non-cash charges added back $16.6M of depreciation and amortization. Working capital and other items added $58.7M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 13, 2026 | $921M | +36% | 5.2% | $16.3M | $105M |
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Yesway
Established in 2015 and headquartered in Fort Worth, TX, Yesway is an award-winning convenience store operator with approximately 450 stores across nine states in the Midwest and Southwest. Yesway is renowned for its iconic foodservice offerings, diverse grocery selections, and private-label products, including the famous Allsup's deep-fried burrito. Through strategic acquisitions, the development and opening of more than 90 stores over the past several years, and a steadfast commitment to customer satisfaction and community engagement, Yesway continues to cement its position as one of the leading convenience retailers in the United States.
In its own words, from its 8-K, filed Aug 13, 2026.
Yesway against its Retail-Grocery Stores peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +36% against the peers' median +2%. Operating margin: 5.2% against the peers' median 2.8%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| YSWY Yesway | Q2 2026 | $921M | +36% | 5.2% |
| KR Kroger | Q2 FY27 | $34.6B | +2% | 2.8% |
| ACI Albertsons Companies | Q2 FY27 | $18.9B | -0.1% | 0.9% |
| Publix Super Markets | Q3 2026 | $15.7B | +1% | 5.9% |
| SFM Sprouts Farmers Market | Q3 2026 | $2.3B | +5% | 6.6% |
| IMKTA Ingles Markets | Q3 FY26 | $1.4B | +2% | 2.5% |
| WMK Weis Markets | Q3 2026 | $1.3B | +3% | 2.2% |
| GO Grocery Outlet Holding | Q2 2026 | $1.2B | +1% | 1.3% |
| VLGEA Village Super Market | Q4 FY26 | $610M | +2% | 2.8% |
Source: Yesway 10-Q on SEC EDGAR · CIK 1859836 · Retail-Grocery Stores
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History
Every quarter: Q2 2026 results