{"filings":[{"id":918956,"accession_number":"0001140361-26-024465","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2026-06-08T20:27:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Casey's appoints Colgate-Palmolive CFO Stanley Sutula to board; Cara Heiden to retire Sept 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stanley J. Sutula III appointed to Board of Directors, expanding board from 11 to 12 members, effective June 4, 2026.","Sutula is CFO of Colgate-Palmolive (NYSE: CL) with over 35 years of finance experience; will serve on Audit Committee.","Director Cara Heiden to retire at the 2026 annual meeting (September 2, 2026), reducing board back to 11; no disagreement.","Sutula will stand for election at the 2026 annual meeting; his compensation matches other non-employee directors, prorated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114076,"accession_number":"0000726958-26-000012","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Casey's Q3 EPS $3.49 (+49.8% YoY); EBITDA +27.5%; raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $3.49 (up 49.8%), net income $130.1M (up 49.3%), EBITDA $308.9M (up 27.5%).","Inside same-store sales +4.0%; inside margin 42.2% (up 130 bps). Total inside gross profit +8.9% to $624.0M.","Fuel same-store gallons +0.4%; fuel margin 41.0¢/gal (up 4.6¢). Fuel gross profit +15.3% to $348.2M.","FY2026 EBITDA growth guidance raised to 18-20%; inside same-store sales now expected 3.5-4.5%; inside margin ~41.5-42.5%.","Quarterly dividend $0.57/share (payable May 15); Q3 share repurchases $76M with $157M remaining."],"consensus_eps_estimate":null,"consensus_eps_actual":14.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":12989322000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130466,"accession_number":"0000726958-25-000116","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Casey's Q2 EPS $5.53 (+14% YoY); raises FY2026 EBITDA growth outlook to 15-17%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $5.53, net income $206.3M, both up 14% YoY; EBITDA $410.1M (+17.5%).","Inside same-store sales +3.3%; fuel same-store gallons +0.8%; fuel margin 41.6¢/gal (+1.4¢ YoY).","Raises FY2026 EBITDA growth outlook to 15-17%; inside same-store sales now expected 3-4%.","Board approves $0.57 quarterly dividend, payable Feb 13, 2026; repurchased $31M shares in Q2.","Operating 2,921 stores, up 236 YoY; store growth target at least 80 new stores in FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":11.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":9073190000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147025,"accession_number":"0000726958-25-000102","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["2.02","5.07","9.01"],"status":"ready","headline":"Casey's Q1 diluted EPS $5.77 (+19.5% YoY); inside same-store sales +4.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $4.57B, up 11.5% YoY; net income $215.4M (+19.5%) with EBITDA $414.3M (+19.8%).","Total fuel gross profit $373.6M (+18.8%); fuel margin 41.0¢/gallon; same-store gallons +1.7%.","Inside same-store sales +4.3% (2-year stack +6.7%); inside margin 41.9% (+20 bps).","Quarterly dividend of $0.57/sh declared, payable Nov 14, 2025 to holders of record Nov 1.","Shareholders rejected Scope 3 GHG reduction targets proposal (2.05M for vs 28.51M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":5.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":4567106000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165545,"accession_number":"0000726958-25-000032","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Casey's Q4 diluted EPS $2.63 (+12.4% YoY); dividend raised 14%; FY26 EBITDA growth 10-12%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $2.63, net income $98.3M (+13.0%); FY25 diluted EPS $14.64 (+9.0%), net income $546.5M (+8.9%).","Q4 inside same-store sales +1.7%; fuel same-store gallons +0.1%; fuel margin 37.6¢/gallon.","Quarterly dividend increased 14% to $0.57 per share, payable August 15, 2025; 26th consecutive annual increase.","FY2026 outlook: EBITDA +10-12%, inside same-store sales +2-5%, at least 80 new stores, capex ~$600M.","Company built or acquired 270 stores in FY2025, including Fikes/CEFCO (198 stores); debt-to-EBITDA 1.9x."],"consensus_eps_estimate":5.2734,"consensus_eps_actual":14.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":15940899000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183171,"accession_number":"0000726958-25-000012","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Casey's Q3 EPS $2.33 flat YoY; EBITDA up 11.4%; inside same-store sales +3.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.33, net income $87.1M, both flat vs prior year; EBITDA $242.4M, up 11.4%.","Inside same-store sales +3.7%, inside gross profit +14.3% to $573.1M (margin 40.9%).","Fuel same-store gallons +1.8%; fuel margin 36.4¢/gal; fuel gross profit +17.4% to $302.1M.","Operating expenses +18% due to 254 more stores & $13M Fikes deal costs; same-store labor hours -2%.","Quarterly dividend $0.50/sh payable May 15, 2025; FY2025 EBITDA growth ~11%, capex ~$500M."],"consensus_eps_estimate":5.1179,"consensus_eps_actual":12.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":11948141000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199757,"accession_number":"0000726958-24-000090","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Casey's Q2 EPS $4.85 (+14% YoY); closes Fikes acquisition; raises FY25 EBITDA outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $4.85 (+14% YoY), net income $180.9M, EBITDA $348.9M.","Inside same-store sales +4.0% (margin 42.2%); fuel same-store gallons -0.6% (margin 40.2 cpg).","Closed Fikes acquisition Nov 1 (198 CEFCO stores); FY25 EBITDA growth expected ≥10% including Fikes.","CEO Darren Rebelez amends employment: base salary to $1.35M, target LTI $9.275M; term extended to June 2028.","Quarterly dividend $0.50/share, payable Feb 17, 2025 to holders of record Feb 3."],"consensus_eps_estimate":1.989,"consensus_eps_actual":9.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":8044508000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199756,"accession_number":"0000950142-24-002677","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["1.01","2.02","2.03","7.01","9.01"],"status":"ready","headline":"Casey's closes Fikes acquisition (198 stores, $850M term loan); Q2 fuel margin ~40¢/gal","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed Fikes/CEFCO acquisition on Nov 1; adds 148 stores in Texas and 50 in AL, FL, MS, bringing total to ~2,900 stores.","Acquisition funded through $850M incremental term loan under amended credit agreement; loan matures Oct 30, 2029.","Expected Q2 fuel margin (quarter ended Oct 31) approximately 40 cents per gallon.","CEO describes acquisition as largest in Casey's history and highly strategic for Texas market expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199755,"accession_number":"0000950142-24-002538","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-10-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Casey's General Stores issues $250M senior notes at 5.23% and 5.43%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $150M Series I Notes at 5.23% due 2031 and $100M Series J Notes at 5.43% due 2034.","Proceeds from the notes will fund the previously announced acquisition of Fikes Wholesale, Inc. and Group Petroleum Services, Inc.","Covenants include max leverage ratio of 4.00:1.00 (4.50:1.00 for material acquisitions), minimum fixed charge coverage, and minimum net worth.","Amended existing note purchase agreements to add Most Favored Lender covenant and conform financial covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215773,"accession_number":"0000726958-24-000072","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["2.02","5.07","9.01"],"status":"ready","headline":"Casey's Q1 FY2025: EPS $4.83, Net income $180M, EBITDA +9%; Inside margin 41.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $4.83 (+7% YoY), net income $180M (+6%), EBITDA $346M (+9%).","Inside same-store sales +2.3% (7.9% two-year stack), inside margin 41.7%; total inside gross profit +10.4% to $614.3M.","Same-store fuel gallons +0.7%, fuel margin 40.7 cpg; total fuel gross profit +5.9% to $314.5M.","Board declares $0.50/share quarterly dividend, payable Nov 15 to holders of record Nov 1; $295M share buyback authorization remains.","Annual meeting: all 11 director nominees elected; KPMG ratified; shareholder proposals on independent board chair and GHG emissions reporting defeated."],"consensus_eps_estimate":null,"consensus_eps_actual":4.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":4097737000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215772,"accession_number":"0000950142-24-002012","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Casey's to acquire 198 CEFCO stores for $1.145B cash; net after-tax $980M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Fikes Wholesale (CEFCO) includes 198 retail stores and a dealer network, expanding footprint to nearly 2,900 stores.","Net after-tax purchase price of $980M after $165M in tax benefits; multiple of ~11x CEFCO's pro forma adjusted 2023 EBITDA.","Expects ~$45M annual run-rate synergies from kitchen installations; transaction accretive to Casey's EBITDA in current fiscal year.","Transaction expected to close in Q4 2024, subject to HSR clearance and customary conditions.","Adds 148 stores in Texas and 50 in Alabama, Florida, and Mississippi, plus a fuel terminal and commissary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235187,"accession_number":"0000726958-24-000030","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Casey's Q4 EPS $2.34, up 57% YoY; FY EBITDA exceeds $1B for first time","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $87M, diluted EPS $2.34, up 55% and 57% YoY; EBITDA $219M, up 32%.","Q4 inside same-store sales up 5.6% (12.4% two-year stack); inside margin 41.2%.","Fuel same-store gallons up 0.9%; fuel margin 36.5¢ per gallon, up from 34.6¢.","FY2024 diluted EPS $13.43, up 13%; EBITDA $1.06B; revenue $14.9B.","Dividend raised 16% to $0.50/share; FY2025 outlook: EBITDA at least +8%, add ≥100 stores."],"consensus_eps_estimate":null,"consensus_eps_actual":13.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":14862913000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235186,"accession_number":"0000726958-24-000028","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Casey's appoints PwC governance leader Maria Castañón Moats to Board, effective July 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 10 to 11 directors; Maria Castañón Moats fills the new seat.","Appointment effective July 1, 2024, after her retirement from PricewaterhouseCoopers on June 30.","Ms. Castañón Moats has over 30 years of public accounting experience and is a CPA.","She will also serve on the Audit Committee and stand for election at the 2024 annual meeting.","Compensation follows standard non-employee director pay, prorated through the annual meeting date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253010,"accession_number":"0000726958-24-000012","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Casey's Q3 EPS falls 13% to $2.33; inside same-store sales rise 4.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $86.9M ($2.33 diluted EPS), down 13% YoY; adjusted EBITDA $217.6M, down 2%.","Inside same-store sales +4.1%, with prepared food & dispensed beverage +7.5%; inside margin 41.3% (+70 bps).","Same-store fuel gallons -0.4%; fuel margin 37.3¢/gal; total fuel gross profit -2.0%.","Board declares $0.43/share dividend payable May 15, 2024; $310M remaining in share buyback authorization.","FY2024 outlook reaffirmed: inside same-store sales +3.5-5%, EBITDA growth 8-10%, at least 150 store additions."],"consensus_eps_estimate":null,"consensus_eps_actual":11.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":11262898000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270480,"accession_number":"0000726958-23-000099","cik":726958,"company_name":"CASEYS GENERAL STORES INC","ticker":"CASY","form_type":"8-K","filed_at":"2023-12-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Casey's Q2 EPS $4.24 (+16% YoY); raises FY2024 store additions to 150+","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $4.24, net income $158.8M (+15% YoY); EBITDA $305.9M (+13%).","Inside same-store sales +2.9%; prepared food & dispensed beverage +6.1%; inside margin 41.1%.","Fuel margin 42.3¢/gal, same-store gallons flat; total fuel gross profit +8.6%.","Added 59 stores in Q2; entered Texas via 22-store acquisition closed in November.","Board approved $0.43/share dividend payable Feb 15, 2024; $30M in shares repurchased."],"consensus_eps_estimate":null,"consensus_eps_actual":8.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":7933651000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28989923108.012947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}