Casey General Stores

Q4 FY2026 EarningsFY26 Q4 beat consensus across key metrics, with revenue of $17.56B vs. $17.31B expected and diluted EPS of $19.16 vs. $18.11 expected. Total revenue grew 10.2% YoY, driven primarily by the Fikes acquisition and a 5.2% same-store sales increase in prepared food. Fuel margins significantly outperformed at 42.6 cents per gallon compared to 38.7 cents in the prior year, while net income surged 30.7% YoY. The Board expanded the share repurchase program to $1B, reinforcing strong shareholder returns alongside a new three-year strategic plan launching in June 2026.