Q4 26 EPS
$4.37
BEAT +32.10%
Est. $3.31
Q4 26 Revenue
$4.57B
BEAT +5.34%
Est. $4.34B
Full Year 2026 Results
FY 26 EPS
$19.16
FY 26 Revenue
$17.56B
Did CASY Beat Earnings? Q4 2026 Results
Casey's General Stores closed out its fiscal year 2026 on a high note, posting Q4 diluted EPS of $4.37, a 66.2% jump year-over-year, as the convenience store operator extended its beat streak to four consecutive quarters. Revenue reached $4.57 billio… Read more Casey's General Stores closed out its fiscal year 2026 on a high note, posting Q4 diluted EPS of $4.37, a 66.2% jump year-over-year, as the convenience store operator extended its beat streak to four consecutive quarters. Revenue reached $4.57 billion for the period, with investors closely watching whether the company could sustain its momentum entering the print. The single biggest driver of the quarter's strength was the inside business, where same-store sales climbed 5.5% and margins expanded roughly 120 basis points to 42.4%, powered by prepared food, including whole pizzas and appetizers, alongside non-alcoholic beverages. Fuel operations added further lift, with total fuel gross profit rising 29.1% on higher gallons and a margin of 46.9 cents per gallon. Looking ahead, Casey's guided for fiscal 2027 EBITDA growth of 8% to 10%, inside same-store sales gains of 2% to 5%, and plans to open at least 120 new stores, signaling continued confidence in its growth trajectory.
Key Takeaways
- • Inside same-store sales up 5.5% driven by strong performance in whole pizzas, appetizers and sides, and non-alcoholic beverages
- • Inside margin expanded approximately 120 basis points to 42.4% from cost of goods management, improved waste, and mix shift
- • Fuel gross profit increased 29.1% from higher gallons sold and expanded fuel margin of 46.9 cents per gallon
- • Renewable fuel credits (RINs) of $15.2 million in the quarter, up $10.8 million year-over-year
- • Operating 40 more stores than the prior year contributed approximately 2% of operating expense growth
- • Sauced wings program expanded to nearly 850 stores
- • Casey's Rewards loyalty program grew to nearly 10.5 million members
CASY Forward Guidance & Outlook
For fiscal 2027, Casey's expects inside same-store sales to increase 2% to 5% with an inside margin above 42%. Same-store fuel gallons sold are expected to range from negative 1% to positive 1%. Total operating expenses are expected to increase approximately 5% to 7%. EBITDA is expected to increase 8% to 10%, implying 35% growth on a two-year stack basis at the midpoint. The company plans to open at least 120 stores through a mix of M&A and new store construction. Net interest expense is expected to be approximately $95 million, depreciation and amortization approximately $490 million, and purchase of property and equipment approximately $800 million. The tax rate is expected to be approximately 24% to 26%.
CASY YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
CASY Revenue by Segment
With YoY comparisons, source: SEC Filings
“Casey's delivered another record fiscal year as our team closed out the three-year strategic plan on an extremely high note, reaching $714 million of net income and nearly $1.5 billion in EBITDA.”
— Darren Rebelez, Q4 2026 Earnings Press Release
CASY Earnings Trends
CASY vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CASY EPS Trend
Earnings per share: estimate vs actual
CASY Revenue Trend
Quarterly revenue: estimate vs actual
CASY Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $3.31 | $4.37 | +32.10% | $4.57B | +5.34% |
| FY Full Year | — | $19.16 | — | $17.56B | — |
| Q3 26 BEAT | $2.97 | $3.49 | +17.38% | $3.92B | -3.14% |
| Q2 26 BEAT | $5.20 | $5.53 | +6.26% | $4.51B | +0.19% |
| Q1 26 BEAT | $5.06 | $5.77 | +13.95% | $4.57B | +1.95% |
| Q4 25 BEAT FY | $1.92 | $2.63 | +36.78% | $3.99B | +1.55% |
| FY Full Year | $13.94 | $14.64 | +4.99% | $15.94B | +0.47% |