Quarterly ResultJun 9, 2026, 04:36 PM
Casey's General Stores Reports 66% EPS Growth in Q4; FY26 EPS $19.16
AI Summary
Casey's General Stores announced strong financial results for the fourth quarter and full fiscal year ended April 30, 2026. The company reported significant year-over-year increases in diluted EPS, net income, and EBITDA for both periods. Key highlights include robust same-store sales growth in inside categories and a substantial increase in fuel gross profit. Additionally, Casey's announced a 14% increase in its quarterly dividend and an expanded share repurchase program. The company also provided a positive outlook for fiscal year 2027, expecting continued growth in sales and EBITDA.
Key Highlights
- Casey's reported Q4 FY26 diluted EPS of $4.37, up 66.2% YoY; Net income $162.7M, up 65.5%; EBITDA $350.3M, up 33.2%.
- Full year FY26 diluted EPS $19.16, up 30.9% YoY; Net income $714.4M, up 30.7%; EBITDA nearly $1.5B, up 23.6%.
- Inside same-store sales increased 5.5% in Q4 and 4.2% for the full year.
- Fuel gross profit increased 29.1% in Q4 to $397.4M, with fuel margin at 46.9 cents/gallon.
- Company increased quarterly dividend 14% to $0.65 per share, marking 27th consecutive annual increase.
- Board authorized expansion of share repurchase program up to $1 billion.
- Fiscal 2027 outlook: Inside same-store sales expected to increase 2-5%; EBITDA expected to increase 8-10%.
Price Impact
More from CASY