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Casey's General Stores CASY Q4 2026 Annual earnings

Reported June 9, 2026 · After market close

Revenue$4.6BBeat by $245.4M
EPS$4.37Beat by $1.06
Revenue estimate$4.3B
EPS estimate$3.31
Casey's delivered another record fiscal year as our team closed out the three-year strategic plan on an extremely high note, reaching $714 million of net income and nearly $1.5 billion in EBITDA, Inside same-store sales for the year were extremely strong, up 4.2%, or 7.0% on a two-year stack basis, led by strong performance in prepared foods and non-alcoholic beverages. Our fuel team did a great job balancing gallons sold with fuel margin, as fiscal 2026 fuel gross profit increased 21% from the prior year. The operations team performed exceptionally well over the course of the year as we reported substantial EBITDA growth while same-store labor hours were slightly favorable for the year.
Darren Rebelez

Next report

Sep 8, 2026 (In 1 week)
Revenue estimate$5.6B
EPS estimate$6.68

Financials

Q4 2026

Income statement

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Revenue$4.6B+14.5%
Gross profit$1.1B+16.7%
Net income$162.7M+65.5%
EPS (diluted)$4.37+66.2%

Balance sheet

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Cash & equivalents$523.0M+60.1%
Total debt$3.0B-1.5%
Total equity$4.0B+12.6%
Total assets$8.9B+8.9%

Cash flow

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Operating cash flow$398.5M+19.4%
CapEx$191.1M+5.7%
Free cash flow$207.4M+35.5%

Valuation & ratios

Valuation

as of 08/27/26
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Market cap$29.87B+61.2%
Enterprise value$32.36B+53.6%
P/E41.8×+10.0×
P/S1.7×+0.6×

Profitability

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Gross margin24.6%+1.1pp
Net margin4.1%+0.6pp
FCF margin4.1%+0.4pp

Returns & leverage

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Return on equity19.2%+2.4pp
Debt / equity0.8×-0.1×
Current ratio+0.1×

Segments

By segment

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Reportable Segment$4.6B+14.5%

FAQ

When did Casey's General Stores report Q4 2026 earnings?
Casey's General Stores (CASY) reported Q4 2026 earnings on June 9, 2026 after market close.
What were Casey's General Stores's Q4 2026 revenue and EPS?
Casey's General Stores reported revenue of $4.6B and eps of $4.37 for Q4 2026.
Did Casey's General Stores beat estimates in Q4 2026?
Revenue beat the consensus estimate of $4.3B by $245.4M. EPS beat the consensus estimate of $3.31 by $1.06.
How did Casey's General Stores's Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 14.5% from $4.0B a year earlier and eps grew 66.2% from $2.63.
Where can I find Casey's General Stores's Q4 2026 SEC filings?
You can read the 8-K earnings release (0001140361-26-024465) and the 10-K periodic report (0000726958-26-000046) directly on SEC EDGAR. The filing index links above go to sec.gov.