earnings
confidence high
sentiment positive
materiality 0.75
Casey's Q3 EPS $3.49 (+49.8% YoY); EBITDA +27.5%; raises FY outlook
CASEYS GENERAL STORES INC
2026-Q3 EPS reported
$14.79
revenue$12,989,322,000
- 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.