Casey's General Stores reported a strong fiscal year with record earnings, significant store growth, and effective operational efficiencies. Despite some challenges, such as the leap year effect, unfavorable weather, and headwinds from CEFCO stores, the company showed resilience and delivered impressive financial results.

Company Guidance -

Q1 2026

During the Q4 Fiscal Year 2025 earnings call for Casey's General Stores, the company highlighted several key financial metrics and strategic achievements. The fiscal year concluded with a record diluted earnings per share of $14.64, marking a 9% increase from the previous year. Casey's reported a net income of $547 million and an EBITDA of $1.2 billion, reflecting a 13% growth year-over-year. Total inside sales grew by 10.9%, with inside same-store sales up by 2.6%. The company also noted a 10.3% increase in total prepared food and dispensed beverage sales, while same-store sales in this category rose by 3.5%. Grocery and general merchandise sales experienced an 11.2% growth, with same-store sales up by 2.3%. Inside margin expanded by 50 basis points to 41.5%. On the fuel side, gross profit was up by 11%, with total fuel gallons sold increasing by 13%, and an average fuel margin of $0.387 per gallon. In terms of operational efficiency, same-store operating expenses, excluding credit card fees, rose by only 1.7%, aided by a 2.4% reduction in same-store labor hours. Looking ahead to fiscal 2026, Casey's anticipates an EBITDA growth of 10% to 12% and plans to open at least 80 new stores, continuing its strategy of both building and acquiring units.

Record-Breaking Store Growth

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

Strong Financial Performance

Fiscal 2025 was another record year for diluted earnings per share, finishing at $14.64, a 9% increase from the prior year. The company also generated a record $547 million in net income and $1.2 billion in EBITDA, an increase of 13% from the prior year.

Solid Inside Sales Growth

Total inside sales grew 10.9% during the year, while inside same-store sales were up 2.6%. Total prepared food and dispensed beverage sales grew 10.3%, and same-store sales were up 3.5%.

Fuel Gross Profit Increase

Fuel gross profit was up 11% with total fuel gallons sold up 13% and a fuel margin averaging $0.387 per gallon over the course of the year.

Operational Efficiency Gains

Same-store operating expenses, excluding credit card fees, were up only 1.7% for the year, favorably impacted by a reduction of same-store labor hours by 2.4%.

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 03, 2025	2026 (Q1)	5.03 / -	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	$439.29	$490.20	+11.59%
Mar 11, 2025	$378.71	$402.07	+6.17%
Dec 09, 2024	$417.61	$416.36	-0.30%
Sep 04, 2024	$353.65	$379.81	+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.