Casey's (CASY) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$3.31

$2.78$3.77

vs $2.63+25.8%

17 analysts

Next Qtr

$6.45

$6.08$6.97

vs $5.77+11.9%

13 analysts

Current Yr

$18.11

$17.58$18.57

vs $14.64+23.7%

18 analysts

Next Yr

$20.43

$19.44$22.68

vs $18.11+12.8%

18 analysts

Revenue Estimates

Current Qtr

$4.34B

$3.89B$4.60B

vs $3.99B+8.7%

18 analysts

Next Qtr

$5.07B

$4.44B$5.68B

vs $4.57B+11.0%

13 analysts

Current Yr

$17.31B

$16.88B$17.51B

vs $15.94B+8.6%

19 analysts

Next Yr

$18.99B

$16.98B$21.28B

vs $17.31B+9.7%

19 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for CASY on EDGAR.

CASY filing events and research context
Filed	Item	Context
Mar 9, 2026	mda_quarterly	Casey’s General Stores, operating 2,924 convenience stores across 19 states, reported strong financial performance for the third quarter of fiscal 2026, with diluted earnings per share rising to $3.49 from $2.33 in the prior-year period. Net income for the quarter reached $130.1 million, a 49.3% increase driven by improved profitability in both fuel and inside-store categories. Same-store sales for prepared food and dispensed beverages grew 4.3%, bolstered by strong demand for whole pizzas and hot sandwiches, while grocery and general merchandise same-store sales rose 4.0%, primarily due to non-alcoholic beverage performance. Fuel profitability remains a key driver, with revenue less cost of goods sold per gallon increasing to 41.0 cents, up from 36.4 cents in the prior year. The company continues to integrate its EV strategy, operating 269 charging stations at 58 locations, while expanding renewable fuel offerings. Operating expenses rose 4.1% due to store growth, higher labor rates, and increased variable incentive compensation. Liquidity remains robust, supported by $465 million in cash and significant availability under an $850 million revolving credit facility. Management continues to prioritize capital investment in store acquisitions and property upgrades to drive long-term shareholder value.
Dec 9, 2025	mda_quarterly	Casey’s General Stores reported strong financial performance for the second quarter of fiscal 2026, with net income rising 14% to $206.3 million. Total revenue reached $4.5 billion, a 14.2% increase driven largely by the integration of the Fikes acquisition, which added 198 stores and a wholesale fuel network. Same-store sales grew across key categories, with prepared food and dispensed beverages up 4.8%—led by pizza and hot sandwich demand—and grocery and general merchandise up 2.7%, primarily from non-alcoholic beverage sales. Fuel volume also saw a 0.8% increase in same-store gallons. Profitability benefited from elevated fuel margins, which averaged 41.6 cents per gallon, up from 40.2 cents in the prior-year period. While the company continues to expand its footprint, operating expenses rose 16.7% to $711.6 million, reflecting the costs of managing 236 additional stores and higher labor rates. Interest expense nearly doubled to $24.7 million due to debt issued for the Fikes acquisition. Casey’s maintains a solid liquidity position, supported by an $850 million revolving credit facility and robust cash flow from operations. The company is strategically investing in EV charging infrastructure, currently operating 232 stations across 48 stores, while continuing to prioritize renewable fuel offerings.
Sep 8, 2025	mda_quarterly	Casey’s General Stores reported strong first-quarter fiscal 2026 results, with net income rising 19.5% to $215.4 million. Total revenue grew 11.5% to $4.57 billion, largely driven by the integration of the Fikes Wholesale acquisition, which added 198 stores and expanded the company’s wholesale fuel network. As of July 31, 2025, Casey’s operated 2,895 stores across 19 states, with approximately 71% located in communities of fewer than 20,000 residents. Operational performance was bolstered by same-store sales growth of 5.6% in prepared food and dispensed beverages, led by pizza and bakery items, and 3.8% in grocery and general merchandise, primarily from non-alcoholic beverages. Fuel performance remained resilient, with a 1.7% increase in same-store gallons sold and a margin of 41.0 cents per gallon. While the company continues to invest in its EV strategy—now operating 230 charging stations at 47 locations—it maintains a focus on traditional convenience offerings. Operating expenses rose 14.6% due to the expanded store footprint and higher labor costs. The company maintains a solid liquidity position, supported by $458 million in cash and significant availability under its $850 million revolving credit facility, providing flexibility for ongoing capital expenditures and strategic growth initiatives.

Filed

Item

Context

Mar 9, 2026

mda_quarterly

Casey’s General Stores, operating 2,924 convenience stores across 19 states, reported strong financial performance for the third quarter of fiscal 2026, with diluted earnings per share rising to $3.49 from $2.33 in the prior-year period. Net income for the quarter reached $130.1 million, a 49.3% increase driven by improved profitability in both fuel and inside-store categories. Same-store sales for prepared food and dispensed beverages grew 4.3%, bolstered by strong demand for whole pizzas and hot sandwiches, while grocery and general merchandise same-store sales rose 4.0%, primarily due to non-alcoholic beverage performance. Fuel profitability remains a key driver, with revenue less cost of goods sold per gallon increasing to 41.0 cents, up from 36.4 cents in the prior year. The company continues to integrate its EV strategy, operating 269 charging stations at 58 locations, while expanding renewable fuel offerings. Operating expenses rose 4.1% due to store growth, higher labor rates, and increased variable incentive compensation. Liquidity remains robust, supported by $465 million in cash and significant availability under an $850 million revolving credit facility. Management continues to prioritize capital investment in store acquisitions and property upgrades to drive long-term shareholder value.

Dec 9, 2025

mda_quarterly

Casey’s General Stores reported strong financial performance for the second quarter of fiscal 2026, with net income rising 14% to $206.3 million. Total revenue reached $4.5 billion, a 14.2% increase driven largely by the integration of the Fikes acquisition, which added 198 stores and a wholesale fuel network. Same-store sales grew across key categories, with prepared food and dispensed beverages up 4.8%—led by pizza and hot sandwich demand—and grocery and general merchandise up 2.7%, primarily from non-alcoholic beverage sales. Fuel volume also saw a 0.8% increase in same-store gallons. Profitability benefited from elevated fuel margins, which averaged 41.6 cents per gallon, up from 40.2 cents in the prior-year period. While the company continues to expand its footprint, operating expenses rose 16.7% to $711.6 million, reflecting the costs of managing 236 additional stores and higher labor rates. Interest expense nearly doubled to $24.7 million due to debt issued for the Fikes acquisition. Casey’s maintains a solid liquidity position, supported by an $850 million revolving credit facility and robust cash flow from operations. The company is strategically investing in EV charging infrastructure, currently operating 232 stations across 48 stores, while continuing to prioritize renewable fuel offerings.

Sep 8, 2025

mda_quarterly

Casey’s General Stores reported strong first-quarter fiscal 2026 results, with net income rising 19.5% to $215.4 million. Total revenue grew 11.5% to $4.57 billion, largely driven by the integration of the Fikes Wholesale acquisition, which added 198 stores and expanded the company’s wholesale fuel network. As of July 31, 2025, Casey’s operated 2,895 stores across 19 states, with approximately 71% located in communities of fewer than 20,000 residents. Operational performance was bolstered by same-store sales growth of 5.6% in prepared food and dispensed beverages, led by pizza and bakery items, and 3.8% in grocery and general merchandise, primarily from non-alcoholic beverages. Fuel performance remained resilient, with a 1.7% increase in same-store gallons sold and a margin of 41.0 cents per gallon. While the company continues to invest in its EV strategy—now operating 230 charging stations at 47 locations—it maintains a focus on traditional convenience offerings. Operating expenses rose 14.6% due to the expanded store footprint and higher labor costs. The company maintains a solid liquidity position, supported by $458 million in cash and significant availability under its $850 million revolving credit facility, providing flexibility for ongoing capital expenditures and strategic growth initiatives.

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CASY filing events and research context

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