earnings
confidence high
sentiment positive
materiality 0.85
Casey's Q4 diluted EPS $2.63 (+12.4% YoY); dividend raised 14%; FY26 EBITDA growth 10-12%
CASEYS GENERAL STORES INC
2025-FY EPS
reported $14.64
vs consensus $5.27
▲ beat
(+177.6%)
- 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.
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