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Casey's General Stores

CASY Q1 2026 Earnings

Reported Sep 8, 2025 at 4:29 PM ET · SEC Source

Q1 26 EPS

$5.77

BEAT +13.95%

Est. $5.06

Q1 26 Revenue

$4.57B

BEAT +1.95%

Est. $4.48B

vs S&P Since Q1 26

+51.9%

BEATING MARKET

CASY +62.7% vs S&P +10.8%

Market Reaction

Did CASY Beat Earnings? Q1 2026 Results

Casey's General Stores posted a standout fiscal first quarter for 2026, with diluted EPS of $5.77 beating the $5.06 consensus estimate by 13.95% and revenue of $4.57 billion topping expectations by 1.95% while growing 11.4% year over year. The result… Read more Casey's General Stores posted a standout fiscal first quarter for 2026, with diluted EPS of $5.77 beating the $5.06 consensus estimate by 13.95% and revenue of $4.57 billion topping expectations by 1.95% while growing 11.4% year over year. The results were driven in large part by a 221-store expansion versus the prior year alongside accelerating inside same-store sales growth of 4.3%, nearly double the 2.3% pace recorded a year ago, fueled by strong demand for prepared foods and dispensed beverages. Net income climbed 19.5% to $215.35 million, while EBITDA reached $414.27 million, up 19.8%, reflecting both the scale benefits of a larger store network and a 20-basis-point improvement in inside margin to 41.9%. The fuel segment added to the momentum, with total fuel gallons sold rising 18.0% and margin expanding to 41.0 cents per gallon. Looking ahead, Casey's reiterated its fiscal 2026 guidance, targeting EBITDA growth of 10% to 12% and at least 80 new store openings as it works toward approximately 500 stores under its three-year strategic plan.

Key Takeaways

  • • Inside same-store sales increased 4.3%, driven by positive traffic growth and summer merchandising plan
  • • Prepared food and dispensed beverage same-store sales up 5.6%
  • • Grocery and general merchandise same-store sales up 3.8%
  • • Same-store fuel gallons up 1.7% with fuel margin of 41.0 cents per gallon
  • • Operating 221 more stores than prior year contributed to revenue growth
  • • Favorable product mix shift drove 20 basis point improvement in inside margin to 41.9%
  • • 1% reduction in same-store labor hours helped contain operating expense growth
24/7 Wall St

CASY YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

CASY Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 25 Q3 26

“Casey's delivered an excellent first quarter highlighted by strong sales growth both inside and outside the store. Our inside same-store sales were driven by positive traffic growth due to our summer merchandising plan as well as our team's outstanding execution, demonstrating our ability to serve our guests efficiently at a high level. Our fuel team did a tremendous job achieving same-store gallon growth while maintaining a healthy fuel margin. Overall, robust same-store sales combined with operating over 200 more stores than the prior year has led to outstanding financial results across the business.”

— Darren Rebelez, Q1 2026 Earnings Press Release

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