Casey's General Stores, Inc. Q4 2026 Earnings Recap

Investors rewarded Casey's General Stores with a 20.4% jump in the stock following fiscal 2026 results that showed notable earnings growth, strong inside sales performance, and margin expansion, all pointing to better-than-expected execution and underlying profitability.

Key Takeaways

• Diluted EPS surged 31% for the full year to $19.16, with Q4 EPS up 66% year-over-year to $4.37.
• Inside store sales increased 10.2% for the year, driven by 4.2% same-store sales growth; prepared food and beverages grew 10.2%, same-store up 5.2%.
• Inside margin expanded by 70 basis points to 42.2% for the year, benefiting from strong vendor partnerships and product mix.
• Fuel gross profit improved 21%, with a 10% rise in total fuel gallons sold, and solid fuel margins averaging $0.426 per gallon.
• Operating expenses grew modestly at 3.7% on a same-store basis, aided by reduced labor hours, supporting margin expansion and operational efficiency.