Casey's Q4 EPS $4.37 (+66% YoY); buyback expanded to $1B; dividend up 14%
CASEYS GENERAL STORES INC
- Q4 EPS $4.37 (up 66% YoY), net income $162.7M; FY EPS $19.16 (up 31%), net income $714.4M.
- Inside same-store sales +5.5% in Q4, margin 42.4%; fuel margin 46.9¢/gal, total fuel gross profit +29.1%.
- Board expanded share repurchase authorization from $400M to $1B; Q4 repurchases ~$63M. No expiration.
- Quarterly dividend raised 14% to $0.65/share; payable Aug 14, record Aug 1. 27th consecutive annual increase.
- Fiscal 2027 outlook: inside same-store sales +2-5%, EBITDA growth 8-10%; at least 120 new stores planned.