CASY
Casey's General Stores Inc (CASY) Q4 2026 Earnings Call Highlights: Record Profits and ...
Article Summary
HOLD- Casey's General Stores Inc. (NASDAQ: CASY) reported record earnings and EBITDA growth driven by strong fuel margins, strong inside-store sales growth, and a 42.2% inside margin expansion.
- Casey's General Stores, posted its highest-ever net income and EPS, supported by record fuel margins and strong cash flow.
- Cash flow and free cash flow both increased meaningfully, and the company increased its dividend 14% to $0.65 per share and repurchased $63 million during the quarter.
- Management plans to open at least 80 new stores in fiscal 2026, with 40 acquisitions and 40 new builds, and expects at least 120 new stores by 2027 through mergers and acquisitions and new store construction.
- However, operating expenses rose sharply due to higher variable compensation and higher labor hours, and cash flow declined slightly due to lower credit card fees.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 10.2% | 25% | 50.0 ptsMeets Minimum (10.2%) - Passes screener |
| EPS Growth Next 5Y ? | 8.5% | 25% | 20.0 ptsWeak (8.5%) - Low expectations |
| Target Price Upside ? | 5.9% | 20% | 10.0 ptsNear/At Target (5.9%) - Target: $861.69 vs Current: $915.60 |
| Gross Margin % ? | 22.0% | 15% | 40.0 ptsModerate (22.0%) - Adequate margins |
| Drawdown from 52-Wk High ? | 1.6% | 15% | 20.0 ptsBarely a Dip (1.6%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About CASY
- Casey's General Stores, Inc., together with its subsidiaries, operates convenience stores under the Casey's and Casey's General Store names in the United States.
- Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products.
- The company's stores also provide soft drinks, energy, water, sports drinks, juices, coffee, and tea and dairy products; beer, wine, and spirits; snacks, candy, packaged bakery, and other food items; ice, ice cream, meals, and appetizers; health and beauty aids, automotive products, electronic accessories, and housewares; and breadsticks, wraps, chicken wings and tenders, breakfast croissants and biscuits, breakfast burritos, hash browns, burgers, cookies and brownies, and other seasonal items.
- In addition, its stores offer motor fuel for sale on a self-service basis; gasoline and diesel fuel; and ATM, lotto/lottery, and prepaid cards, as well as car wash services.
- The company also operates distribution centers.
- Casey's General Stores, Inc. was founded in 1959 and is headquartered in Ankeny, Iowa.