Casey General Stores

Q1 FY2027 EarningsQ1 FY27 results significantly beat consensus, driven by robust fuel margins and a strong start to the new three-year strategic plan. Diluted EPS reached $7.37, exceeding the $6.82 mean estimate by 8.1%. While same-store fuel gallons saw a slight decline of 0.3%, the fuel margin expanded to 47.8 cents per gallon, well above historical norms. Management reaffirmed full-year FY27 guidance, projecting EBITDA growth of 8% to 10% and plans to open at least 120 new stores.