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.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CASEYS GENERAL STORES INC reported three months ended January 31, 2026 results: net income $130.1 million, EPS $3.49.

Period: three months ended January 31, 2026
Net income: $130.1 million
EPS: $3.49
Result: reported results

Exact text from the filing

Third Quarter Key Highlights • Diluted EPS of $3.49 up 49.8% from the same period a year ago. Net income was $130.1 million, up 49.3% from the prior year, and EBITDA 1 was $308.9 million, up 27.5%, from the same period a year ago.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

CASEYS GENERAL STORES INC updated its fiscal 2026 guidance (raised).

Period: fiscal 2026
Guidance: raised
Result: guidance update

Exact text from the filing

As a result of the strong financial performance year-to-date, fiscal 2026 EBITDA is expected to increase 18% to 20%. The Company now expects inside same-store sales to increase 3.5% to 4.5% and an inside margin of approximately 41.5% to 42.5%. Total operating expenses are now expected to increase approximately 10%. The tax rate is now expected to be 23.5% to 24.5% for the fiscal year. Net interest expense is expected to be approximately $100 million.

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Source: SEC EDGAR

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