<p>投资者在投资组合中拥有凯西杂货公司（NASDAQ: CASY），因为这是一只必须拥有的优质股票，能够自我融资增长，盈利能力强，产生现金流，并向股东回报资本。这一成功的配方，特别是在不断增加的股东价值方面，表现得尤为明显。</p>
<p>2026 财年第一季度的财报未能推动凯西的市场达到新高，但没有负面惊喜，只有好消息。关键在于，九月中旬的价格回调是市场的自然波动，可能与在其他 <strong>看涨市场</strong> 中的获利了结有关，保持了上升趋势的完整性。</p>
<p>获取 <strong>凯西杂货公司</strong> 的提醒：</p>
<p>毕竟，凯西杂货公司今年迄今已上涨 30%，同比增长 40%，在两年内增长 100%，为投资者提供了充足的理由来兑现部分利润。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250909073423_chart-casy-992025.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250909073423_chart-casy-992025.png"/></p>
<h2>凯西的资产负债表和现金流机器是你拥有它的原因</h2>
<p>关于资本回报和股东价值，凯西杂货公司支付象征性的股息，每年增加分红，并在再投资于业务的同时回购股票。<strong>九月初的股息约为 0.45%</strong>，虽然不是很大，但可靠且足以吸引长期持有的投资者和基金的兴趣。</p>
<p>股票回购和股权收益更具吸引力。公司在 2025 年暂停了回购，以储备现金用于收购。</p>
<p>2026 财年的故事是收购已完成，推动了增长、利润率提升和现金流。回购和资产负债表的影响是，回购在第一种情况下恢复，而在第二种情况下保持在堡垒般的状态。</p>
<p>回购在第一季度未能减少股份数量，但在可预见的未来将可能以相同或更快的速度继续，除非出现其他收购目标。至于资产负债表，公司现金状况稳健，2026 财年第一季度同比上升，而债务保持在低位且可控。</p>
<p>最终结果是，第一季度股权增长了 3%，同比增长 15%，公司有望随着时间的推移继续增加其价值。</p>
<h2>凯西发布强劲季度：指引谨慎</h2>
<p>凯西杂货公司在 <strong>新店和同店销售推动下</strong>，实现了强劲的季度业绩。公司报告净收入为 45.7 亿美元，同比增长 11.5%，超出 MarketBeat 报告的共识超过 200 个基点。</p>
<p>门店数量增加了 200 家，而同店销售在店内和店外均有所增长。店内同店销售增长了 4.3%，在两年内增长了 6.7%，而燃料同店销售增长了 1.7%。真正的好消息是两个部门的利润率均有所扩大，推动了底线的杠杆收益，并相对于市场预期表现优异。</p>
<p>凯西成功控制了两个部门的费用，导致 EBITDA 增长 19.8%，净收入和 GAAP 收益增长 19.5%。<strong>GAAP 收益比共识高出 74 美分</strong>，这表明公司的指引过于谨慎。</p>
<p>管理层重申了其指引，预测年 EBITDA 增长约 11%。</p>
<h2>分析师和机构趋势与凯西的上升趋势一致</h2>
<h3>凯西杂货公司市场排名™股票分析</h3>
<p><strong>整体市场排名™</strong> <strong>93 百分位</strong></p>
<p>分析师评级 <strong>适度买入</strong></p>
<p>上涨/下跌 <strong>9.3% 下跌</strong></p>
<p>空头头寸水平 <strong>健康</strong></p>
<p>股息强度 <strong>强</strong></p>
<p>环境评分 <strong>-2.70</strong></p>
<p>新闻情绪 <strong>1.07</strong></p>
<p><strong><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9Q0FTWSZ2PTI?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9Q0FTWSZ2PTI"/></strong></p>
<p>内部交易 <strong>出售股份</strong></p>
<p>预计收益增长 <strong>13.20%</strong></p>
<p>查看完整分析</p>
<p>市场上最强大的两股力量，分析师和机构，对凯西杂货公司持看涨态度。</p>
<p>分析师的数据表明，12 位分析师对该股票的评级为 <strong>共识适度买入</strong>。</p>
<p>适度买入评级已维持超过一年，<strong>价格目标修正趋势积极</strong>。</p>
<p>截至九月中旬，共识落后于市场，但在过去 12 个月上涨了 16%，并可能在今年继续上升，机构持股也是如此。</p>
<p>该群体控制了超过 85% 的零售股票，并在全年保持净买入。</p>
<h2>你现在应该投资 1000 美元在凯西杂货公司吗？</h2>
<p>在考虑凯西杂货公司之前，你会想听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前...而凯西杂货公司并不在名单上。</p>
<p>虽然凯西杂货公司目前在分析师中获得适度买入评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>在这里查看这五只股票</p>

凯西杂货公司

<p>凯西杂货公司（NASDAQ: CASY）具备增长潜力，强劲的资产负债表和现金流推动了股东价值。尽管近期股价回调，但该股年初至今已上涨 30%。公司在 2026 财年第一季度报告净收入为 45.7 亿美元，同比增长 11.5%，超出市场预期。分析师维持适度买入评级，机构持股超过 85%。预计公司将继续保持上升趋势，得益于新店开业和利润率改善，尽管指导意见仍然谨慎</p>

<p>Investors win with Casey’s General Stores NASDAQ: CASY in their portfolio because this must-own quality stock self-funds growth, grows profitably, generates cash flow, and returns capital to shareholders. The recipe is one of success, specifically in terms of steadily increasing shareholder value.</p>
<div class="lb-trans"><p>投资者在投资组合中拥有凯西杂货公司（NASDAQ: CASY），因为这是一只必须拥有的优质股票，能够自我融资增长，盈利能力强，产生现金流，并向股东回报资本。这一成功的配方，特别是在不断增加的股东价值方面，表现得尤为明显。</p>
</div><p>The FQ1 2026 earnings report failed to spur Casey’s market to new highs, but it contained no negative surprises, only good news. The takeaway is that the mid-September price pullback is a natural market movement, likely to be related to profit-taking within an otherwise <strong>bullish market</strong>, leaving the uptrend intact.</p>
<div class="lb-trans"><p>2026 财年第一季度的财报未能推动凯西的市场达到新高，但没有负面惊喜，只有好消息。关键在于，九月中旬的价格回调是市场的自然波动，可能与在其他 <strong>看涨市场</strong> 中的获利了结有关，保持了上升趋势的完整性。</p>
</div><p>Get <strong>Casey's General Stores</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>凯西杂货公司</strong> 的提醒：</p>
</div><p>Casey’s General Stores has, after all, risen by 30% year to date, 40% year-over-year, and 100% in the two-year stack, providing ample reasons for investors to take some money off the table.</p>
<div class="lb-trans"><p>毕竟，凯西杂货公司今年迄今已上涨 30%，同比增长 40%，在两年内增长 100%，为投资者提供了充足的理由来兑现部分利润。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250909073423_chart-casy-992025.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20250909073423_chart-casy-992025.png"/></p>
<h2>Casey’s Balance Sheet and Cash Flow Machine Are Why You Own It</h2>
<div class="lb-trans"><h2>凯西的资产负债表和现金流机器是你拥有它的原因</h2>
</div><p>Regarding the capital return and shareholder value, Casey’s General Stores pays a token dividend, grows its distribution annually, and repurchases shares while reinvesting in the business. The <strong>dividend is worth about 0.45%</strong> in early September, not a large amount, but reliable and sufficient to keep buy-and-hold investors and funds interested.</p>
<div class="lb-trans"><p>关于资本回报和股东价值，凯西杂货公司支付象征性的股息，每年增加分红，并在再投资于业务的同时回购股票。<strong>九月初的股息约为 0.45%</strong>，虽然不是很大，但可靠且足以吸引长期持有的投资者和基金的兴趣。</p>
</div><p>The share repurchases and equity gains are more compelling. The company halted buybacks in 2025 to hoard cash for an acquisition.</p>
<div class="lb-trans"><p>股票回购和股权收益更具吸引力。公司在 2025 年暂停了回购，以储备现金用于收购。</p>
</div><p>The story in F2026 is that the acquisition is completed, driving growth, margin gains, and cash flow. The impact on the buybacks and balance sheet is that they have resumed in the first case and remain in fortress-like condition in the second.</p>
<div class="lb-trans"><p>2026 财年的故事是收购已完成，推动了增长、利润率提升和现金流。回购和资产负债表的影响是，回购在第一种情况下恢复，而在第二种情况下保持在堡垒般的状态。</p>
</div><p>The buybacks failed to reduce the count in Q1 but will likely continue at the same or greater pace for the foreseeable future unless another acquisition target emerges. As for the balance sheet, the company’s cash position is solid, rising on a YTD basis in FQ1, while debt remains low and manageable.</p>
<div class="lb-trans"><p>回购在第一季度未能减少股份数量，但在可预见的未来将可能以相同或更快的速度继续，除非出现其他收购目标。至于资产负债表，公司现金状况稳健，2026 财年第一季度同比上升，而债务保持在低位且可控。</p>
</div><p>The net result is that equity grew 3% in Q1 and 15% compared to last year, and the company is on track to continue increasing its value over time.</p>
<div class="lb-trans"><p>最终结果是，第一季度股权增长了 3%，同比增长 15%，公司有望随着时间的推移继续增加其价值。</p>
</div><h2>Casey’s Posts Blowout Quarter: Guidance Is Cautious</h2>
<div class="lb-trans"><h2>凯西发布强劲季度：指引谨慎</h2>
</div><p>Casey’s General Stores had a blowout quarter with <strong>new stores and comp sales driving strength</strong>. The company reported $4.57 billion in net revenue for a gain of 11.5% YOY, outpacing MarketBeat’s reported consensus by more than 200 basis points.</p>
<div class="lb-trans"><p>凯西杂货公司在 <strong>新店和同店销售推动下</strong>，实现了强劲的季度业绩。公司报告净收入为 45.7 亿美元，同比增长 11.5%，超出 MarketBeat 报告的共识超过 200 个基点。</p>
</div><p>The store count increased by 200, while comps grew inside and outside the store. Inside comps increased by 4.3%, 6.7% in the two-year stack, while fuel comps increased by 1.7%. The truly good news is that margins widened in both segments, driving leveraged gains on the bottom line and outperformance relative to market expectations.</p>
<div class="lb-trans"><p>门店数量增加了 200 家，而同店销售在店内和店外均有所增长。店内同店销售增长了 4.3%，在两年内增长了 6.7%，而燃料同店销售增长了 1.7%。真正的好消息是两个部门的利润率均有所扩大，推动了底线的杠杆收益，并相对于市场预期表现优异。</p>
</div><p>Casey’s managed to control expenses in both segments, resulting in a 19.8% increase in EBITDA and a 19.5% increase in net income and GAAP earnings. The <strong>GAAP earnings are also 74 cents better than the consensus</strong>, suggesting the company’s guidance is overly cautious.</p>
<div class="lb-trans"><p>凯西成功控制了两个部门的费用，导致 EBITDA 增长 19.8%，净收入和 GAAP 收益增长 19.5%。<strong>GAAP 收益比共识高出 74 美分</strong>，这表明公司的指引过于谨慎。</p>
</div><p>Management reaffirmed its guidance, forecasting about 11% annual EBITDA growth.</p>
<div class="lb-trans"><p>管理层重申了其指引，预测年 EBITDA 增长约 11%。</p>
</div><h2>Analysts and Institutional Trends Align With Casey’s Uptrend</h2>
<div class="lb-trans"><h2>分析师和机构趋势与凯西的上升趋势一致</h2>
</div><h3>Casey's General Stores MarketRank™ Stock Analysis</h3>
<div class="lb-trans"><h3>凯西杂货公司市场排名™股票分析</h3>
</div><p><strong>Overall MarketRank™****93rd Percentile</strong></p>
<div class="lb-trans"><p><strong>整体市场排名™</strong> <strong>93 百分位</strong></p>
</div><p>Analyst Rating<strong>Moderate Buy</strong></p>
<div class="lb-trans"><p>分析师评级 <strong>适度买入</strong></p>
</div><p>Upside/Downside<strong>9.3% Downside</strong></p>
<div class="lb-trans"><p>上涨/下跌 <strong>9.3% 下跌</strong></p>
</div><p>Short Interest Level<strong>Healthy</strong></p>
<div class="lb-trans"><p>空头头寸水平 <strong>健康</strong></p>
</div><p>Dividend Strength<strong>Strong</strong></p>
<div class="lb-trans"><p>股息强度 <strong>强</strong></p>
</div><p>Environmental Score**-2.70**</p>
<div class="lb-trans"><p>环境评分 <strong>-2.70</strong></p>
</div><p>News Sentiment<strong>1.07</strong></p>
<div class="lb-trans"><p>新闻情绪 <strong>1.07</strong></p>
</div><p><strong><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9Q0FTWSZ2PTI" alt="" original-src="https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx?Prefix=NASDAQ&amp;Symbol=CASY&amp;v=2"/></strong></p>
<div class="lb-trans"><p><strong><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9Q0FTWSZ2PTI" alt="" original-src="https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx?Prefix=NASDAQ&amp;Symbol=CASY&amp;v=2"/></strong></p>
</div><p>Insider Trading<strong>Selling Shares</strong></p>
<div class="lb-trans"><p>内部交易 <strong>出售股份</strong></p>
</div><p>Proj. Earnings Growth<strong>13.20%</strong></p>
<div class="lb-trans"><p>预计收益增长 <strong>13.20%</strong></p>
</div><p>See Full Analysis</p>
<div class="lb-trans"><p>查看完整分析</p>
</div><p>The two most potent forces in the market, analysts and institutions, are bullish on Casey’s General Stores.</p>
<div class="lb-trans"><p>市场上最强大的两股力量，分析师和机构，对凯西杂货公司持看涨态度。</p>
</div><p>The analysts’ data reveals solid coverage with 12 rating the stock as a <strong>consensus Moderate Buy</strong>.</p>
<div class="lb-trans"><p>分析师的数据表明，12 位分析师对该股票的评级为 <strong>共识适度买入</strong>。</p>
</div><p>The Moderate Buy rating has been firm for over a year, and the <strong>price target revision trend is positive</strong>.</p>
<div class="lb-trans"><p>适度买入评级已维持超过一年，<strong>价格目标修正趋势积极</strong>。</p>
</div><p>The consensus lags the market as of early mid-September but is up 16% in the preceding 12 months and likely to continue trending higher this year, as is the institutional ownership.</p>
<div class="lb-trans"><p>截至九月中旬，共识落后于市场，但在过去 12 个月上涨了 16%，并可能在今年继续上升，机构持股也是如此。</p>
</div><p>That group controls over 85% of the retail stock and has been buying on balance all year.</p>
<div class="lb-trans"><p>该群体控制了超过 85% 的零售股票，并在全年保持净买入。</p>
</div><h2>Should You Invest $1,000 in Casey's General Stores Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在凯西杂货公司吗？</h2>
</div><p>Before you consider Casey's General Stores, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑凯西杂货公司之前，你会想听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Casey's General Stores wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前...而凯西杂货公司并不在名单上。</p>
</div><p>While Casey's General Stores currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然凯西杂货公司目前在分析师中获得适度买入评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

凯西杂货公司：投资者在 CASY 出击时取得胜利