Casey's General Stores reported a strong fiscal year 2025 with record financial results, significant store growth, and robust sales in both the inside and fuel segments. However, there were challenges due to the leap year adjustment, integration of CEFCO stores, and adverse weather conditions in February. Despite these challenges, the positive performance metrics and strategic growth initiatives suggest an overall positive sentiment.

Company Guidance

During the Q4 Fiscal Year 2025 Casey's General Stores Earnings Conference Call, the company provided guidance for Fiscal Year 2026, highlighting several key metrics. Casey's expects EBITDA to grow between 10% to 12% and projects inside same-store sales growth in the range of 2% to 5%, with an inside margin of approximately 41%. Same-store fuel gallons sold are anticipated to range from negative 1% to positive 1%. The company plans to open at least 80 stores, a mix of mergers and acquisitions and new constructions, aiming for a total of 500 stores over the strategic plan period. Operating expenses are forecasted to increase by 8% to 10%. Additionally, net interest expense is expected to be around $110 million, and depreciation and amortization about $450 million. Purchases of property and equipment are projected at $600 million, and the effective tax rate is expected to be between 24% to 26%. Casey's also announced a $0.57 per share dividend, marking a 14% increase and the 26th consecutive year of dividend growth, with plans for approximately $125 million in share repurchases.

Record Financial Performance

Casey's achieved a record diluted earnings per share of $14.64, a 9% increase from the prior year, and generated a record $547 million in net income, with $1.2 billion in EBITDA, up 13% year-over-year.

Significant Store Growth

Fiscal 2025 marked the largest store growth year in Casey's history, with 35 new builds and 235 units acquired, including the acquisition of 198 CEFCO convenience stores from Fikes Wholesale.

Strong Inside Sales and Margin Expansion

Total inside sales grew 10.9% with inside same-store sales up 2.6%. Inside margin expanded by 50 basis points to 41.5%.

Fuel Segment Success

Fuel gross profit increased by 11%, with total fuel gallons sold up 13% and a fuel margin averaging $0.387 per gallon.

Community Contributions

Casey's donated $6 million to communities, providing 8 million meals and numerous grants to schools and organizations.

Casey's General (CASY) Earnings, Revenues Date & History

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CASY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 08, 2025	2026 (Q1)	5.04 / -	4.83	―	―	―
Jun 09, 2025	2025 (Q4)	1.94 / 2.63	2.34	12.39% (+0.29)
Mar 11, 2025	2025 (Q3)	1.99 / 2.33	2.33	0.00% (0.00)
Dec 09, 2024	2025 (Q2)	4.29 / 4.85	4.24	14.39% (+0.61)
Sep 04, 2024	2025 (Q1)	4.50 / 4.83	4.52	6.86% (+0.31)
Jun 11, 2024	2024 (Q4)	1.72 / 2.34	1.49	57.05% (+0.85)
Mar 11, 2024	2024 (Q3)	2.14 / 2.33	2.36	-1.27% (-0.03)
Dec 11, 2023	2024 (Q2)	3.80 / 4.24	3.67	15.53% (+0.57)	―
Sep 11, 2023	2024 (Q1)	3.36 / 4.52	4.09	10.51% (+0.43)	―
Jun 06, 2023	2023 (Q4)	1.64 / 1.49	1.6	-6.88% (-0.11)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CASY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 09, 2025	$438.81	$489.66	+11.59%
Mar 11, 2025	$377.89	$401.20	+6.17%
Dec 09, 2024	$416.70	$415.46	-0.30%
Sep 04, 2024	$352.88	$378.98	+7.40%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.