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Sentiment · FY2026 Q4
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $4.10B | +5.9% | $4.83 | +6.9% | 23.3% | 6.1% | 4.4% | $181M |
| FY2025 Q2 | $3.95B | -2.9% | $4.85 | +14.4% | 24.3% | 6.4% | 4.6% | $160M |
| FY2025 Q3 | $3.90B | +17.3% | $2.33 | 0.0% | 23.4% | 3.5% | 2.2% | $91M |
| FY2025 Q4 | $3.99B | +10.9% | $2.63 | +12.4% | 23.2% | 3.9% | 2.5% | $153M |
| FY2026 Q1 | $4.57B | +11.5% | $5.77 | +19.5% | 22.0% | 6.7% | 4.7% | $262M |
| FY2026 Q2 | $4.51B | +14.2% | $5.53 | +14.0% | 24.9% | 6.6% | 4.6% | $176M |
| FY2026 Q3 | $3.92B | +0.3% | $3.49 | +49.8% | 25.7% | 7.9% | 3.3% | $76M |
| FY2026 Q4 | $4.57B | +14.5% | $4.37 | +66.2% | 26.0% | 5.1% | 3.6% | $207M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
CASY delivered a standout Q3 with EPS up 50% to $3.49 and EBITDA surging 27.5% to $309 million, aided by favorable prior-year comparisons (which included $13 million in integration costs and a tax benefit). Revenue was essentially flat at +0.3% as a 4.6% fuel price decline offset 5.7% inside sales growth, but inside margin expanded 130 basis points to 42.2% driven by grocery mix shift (energy drinks +14%, nicotine pouches +31%). Wings expanded to 550+ stores with pizza units in those stores up high single digits, validating the incremental-occasion thesis. Management raised EBITDA guidance again to 18% to 20% and announced an Investor Day for June 24 to unveil the next 3-year strategic plan.
M&A | Margin | Demand | Competitive Dynamics | Guidance Reliability | Product Launch | Cost Pressure | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 6 | 3 | 3 | 2 | 1 | 2 | 2 | 1 |
| 2025Q3 | 5 | 4 | 4 | 4 | 1 | 4 | 1 | 4 |
| 2025Q4 | 9 | 7 | 4 | 2 | 5 | 3 | 4 | 2 |
| 2026Q1 | 4 | 5 | 3 | 4 | 3 | 1 | 1 | 1 |
| 2026Q2 | 4 | 5 | 4 | 4 | 3 | 2 | 3 | 3 |
| 2026Q3 | 2 | 6 | 6 | 4 | 5 | 2 | 3 | 3 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| M&A | 6 | 5 | 9 | 4 | 4 | 2 |
| Margin | 3 | 4 | 7 | 5 | 5 | 6 |
| Demand | 3 | 4 | 4 | 3 | 4 | 6 |
| Competitive Dynamics | 2 | 4 | 2 | 4 | 4 | 4 |
| Guidance Reliability | 1 | 1 | 5 | 3 | 3 | 5 |
| Product Launch | 2 | 4 | 3 | 1 | 2 | 2 |
| Cost Pressure | 2 | 1 | 4 | 1 | 3 | 3 |
| Macroeconomic | 1 | 4 | 2 | 1 | 3 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bobby Griffin | Raymond James | 11 (9%) |
| Bonnie Herzog | Goldman Sachs | 10 (10%) |
| Mike Montani | Evercore ISI |
| Jacob Aiken-Phillips | Melius Research | 9 (0%) |
| Chuck Grom | Gordon Haskett | 9 (11%) |
| Kelly Bania | BMO Capital Markets | 8 (0%) |
| Anthony Bonadio | Wells Fargo | 7 (0%) |
| Brad Thomas | KeyBanc Capital Markets | 7 (0%) |
| Pooran Sharma | Stephens | 7 (0%) |
| Krisztina Katai | Deutsche Bank | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 2 | 12 (0%) |
| Raymond James | 1 | 11 (9%) |
| Gordon Haskett | 2 | 10 (10%) |
| Evercore ISI | 1 | 10 (0%) |
| BMO Capital Markets | 2 | 10 (0%) |
| Goldman Sachs | 1 | 10 (10%) |
| Melius Research | 1 | 9 (0%) |
| Stephens | 2 | 8 (0%) |
What CASY and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are right where we expect it to be as it relates to the integration of Fikes and CEFCO”
Casey's reports its acquisition of Fikes (CEFCO) is integrating on plan, with synergy capture and store conversions to prepared food tracking to expectations.
“we're activating our Feeding America campaign in partnership with DoorDash.”
Casey's is running a Feeding America charitable campaign in partnership with DoorDash, indicating an ongoing delivery-platform relationship.
“our guests have early access to Monster's Ultra Red, White and Blue Razz flavor, celebrating 250 years of American independence.”
Casey's secured a near-exclusive early launch of a new Monster Energy flavor through joint business planning, a positive distribution win for Monster.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 6 | +8.2% | |
| BBY Best Buy | 5 | -1.0% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 7 | +11.8% | |
| WSM Williams-Sonoma | 5 | -4.3% |