CASY Q4 2025

Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Casey's General Stores capped fiscal year 2025 with a blowout fourth quarter, posting diluted earnings per share of $2.63 against a consensus estimate of $1.92, a beat of 36.98%, while revenue of $3.99 billion edged past the $3.92 billion estimate an… Read more Casey's General Stores capped fiscal year 2025 with a blowout fourth quarter, posting diluted earnings per share of $2.63 against a consensus estimate of $1.92, a beat of 36.98%, while revenue of $3.99 billion edged past the $3.92 billion estimate and grew 10.9% year-over-year. The primary engine behind the outperformance was record unit expansion, with Casey's building or acquiring 270 stores during the full fiscal year, including 198 CEFCO locations absorbed through the transformative Fikes Wholesale acquisition, lifting its total store count to 2,904. Fuel gross profit surged 21.4% to $307.84 million on a margin of 37.6 cents per gallon, while inside gross profit climbed 12.5% to $582.40 million, supported by prepared food and dispensed beverage margins of 57.8%. The board also approved a 14% dividend increase, extending the company's streak to 26 consecutive years of raises. Looking ahead, Casey's guided for EBITDA growth of 10% to 12% in fiscal 2026, with plans to open at least 80 additional stores as its three-year expansion strategy continues.