Sep 8, 4:29 PM ET
Casey's reported first-quarter results for the three months ended July 31, 2026, with net income up 27.1% to $273.7 million and diluted EPS up 27.7% to $7.37. The company said the gains came from higher inside and fuel gross profit, partly offset by higher operating expenses, which rose 8.0%. Its previously disclosed fiscal 2027 outlook remains unchanged, and shareholders elected all 11 director nominees at the September 2 annual meeting.
- Diluted EPS was $7.37 versus $5.77 a year earlier; net income was $273.7 million, up 27.1%; EBITDA was $485.1 million, up 17.1%.
- Fuel gross profit rose 19.6% to $446.9 million, and inside gross profit rose 6.3% to $749.8 million.
- Quarterly dividend of $0.65 per share approved, payable November 13, 2026, to shareholders of record on November 1, 2026.
- At the September 2 annual meeting, a shareholder proposal on special meeting rights received 11,445,252 votes for and 17,633,598 against.
Read the filing on SEC.gov ↗
Jun 9, 4:30 PM ET
Casey's reported fourth-quarter diluted EPS of $4.37, up from $2.63 a year earlier, with net income of $162.7 million, driven by higher inside and fuel gross profit. For fiscal 2026, diluted EPS was $19.16 and EBITDA was nearly $1.5 billion, and the company guided fiscal 2027 EBITDA growth of 8% to 10%. The board also expanded the share repurchase authorization to $1 billion from $400 million, which bears directly on shareholder returns.
- Q4 fiscal 2026 diluted EPS $4.37, up 66.2%; net income $162.7 million, up 65.5%
- Fiscal 2026 diluted EPS $19.16, up 30.9%; net income $714.4 million, up 30.7%
- Share repurchase authorization expanded to $1 billion from $400 million, effective June 4, 2026
- Quarterly dividend raised 14% to $0.65 per share, payable August 14, 2026
Read the filing on SEC.gov ↗
Jun 8, 4:27 PM ET
On June 4, 2026, Casey's Board expanded from eleven to twelve directors and appointed Stanley J. Sutula III to fill the new seat, including a seat on the Audit Committee. Director Cara Heiden will retire at the conclusion of the 2026 annual meeting, returning the Board to eleven members, and the company says her decision was not due to any disagreement with the company.
- Sutula has been Chief Financial Officer of Colgate-Palmolive since 2020; he previously served as Executive VP and CFO of Pitney Bowes and spent 28 years at IBM.
- Sutula's appointment took effect June 4, 2026, and he will stand for election at the annual shareholders' meeting scheduled for September 2, 2026.
- Heiden, who has served nearly a decade on the Board and its Audit Committee, will retire at the end of her current term at the annual meeting.
Read the filing on SEC.gov ↗
Mar 9, 4:36 PM ET
Casey's reported third-quarter results for the period ended January 31, 2026, with diluted EPS of $3.49, up from $2.33, and net income of $130.1 million, up 49.3%. The company now expects fiscal 2026 EBITDA to rise 18% to 20%, citing strong year-to-date financial performance, which is a higher outlook for shareholders.
- Diluted EPS of $3.49 vs. $2.33 a year earlier; net income of $130.1 million vs. $87.1 million
- Fiscal 2026 EBITDA now expected to increase 18% to 20%; inside same-store sales outlook raised to 3.5% to 4.5%
- Company repurchased about $76 million of shares in the quarter and declared a $0.57 quarterly dividend payable May 15, 2026
- Earnings conference call scheduled for March 10, 2026 at 7:30 a.m. CDT
Read the filing on SEC.gov ↗
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