earnings
confidence high
sentiment positive
materiality 0.80
Casey's Q1 FY27 EPS $7.37 (+27.7%); revenue $5.68B (+24%); FY27 outlook reaffirmed
CASEYS GENERAL STORES INC
- Diluted EPS $7.37 vs $5.77; net income $273.7M up 27.1%; EBITDA $485.1M up 17.1%.
- Revenue $5,678.3M vs $4,567.1M (+24.4%) on fuel margin 47.8¢/gal (from 41.0¢) and inside SSS +3.2%.
- Prepared food & dispensed beverage SSS +4.8% led by whole pizzas; inside margin 42.2%, +30bps YoY.
- Fuel same-store gallons -0.3%; total fuel gross profit $446.9M +19.6%; net 21 stores added (9 built, 12 acquired), 2,959 total.
- Quarterly dividend $0.65/share payable Nov 13, 2026 to holders of record Nov 1; repurchased ~$45.6M shares, $973M authorization left.