Every material Form 8-K Casey's has filed with the SEC since June 11, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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.
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
Casey's reported second-quarter results for the period ended October 31, 2025, with diluted EPS of $5.53, up 14.0% from $4.85 a year earlier, and net income of $206.3 million. The company also raised its fiscal 2026 EBITDA outlook to a 15% to 17% increase, which matters to shareholders because it points to higher expected earnings for the full year.
Diluted EPS was $5.53 versus $4.85 a year earlier, up 14.0%; net income was $206.3 million.
EBITDA was $410.1 million, up 17.5%; inside same-store sales rose 3.3%.
Fiscal 2026 EBITDA is now expected to rise 15% to 17%, and inside same-store sales are expected to rise 3% to 4%.
The Board approved a quarterly dividend of $0.57 per share, payable February 13, 2026.
Casey's General Stores reported results for the quarter ended July 31, 2025, with diluted EPS of $5.77, up from $4.83 a year earlier. The company said its previously disclosed fiscal 2026 outlook remains unchanged, and it declared a quarterly dividend of $0.57 per share. At the September 3, 2025 annual meeting, shareholders re-elected all 11 director nominees, approved the auditor, the executive pay advisory vote, and a 2025 Stock Incentive Plan, and rejected a shareholder proposal on Scope 3 greenhouse gas reduction targets.
Net income was $215.4 million, up from $180.2 million, and diluted EPS was $5.77 versus $4.83.
Inside same-store sales rose 4.3%, and total inside gross profit rose 14.8% to $705.5 million.
Fiscal 2026 outlook is unchanged, including expected EBITDA growth of 10% to 12%.
The board approved a quarterly dividend of $0.57 per share, payable November 14, 2025, to shareholders of record on November 1, 2025.
Casey's General Stores reported fourth-quarter and fiscal 2025 results for the year ended April 30, 2025, with higher revenue, net income, and EBITDA versus the prior year. The company also expects fiscal 2026 EBITDA to rise 10% to 12%, and the filing discloses 2025 annual bonus payouts, 2026 equity awards, 2026 bonus plan terms, and 2026 base salaries for named executive officers.
Q4 diluted EPS was $2.63, up 12.4%; net income was $98.3 million, up 13.0%; EBITDA was $263.0 million, up 20.1%.
Q4 total revenue was $3.99 billion, up from $3.60 billion a year earlier.
Fiscal 2025 diluted EPS was $14.64, up 9.0%; net income was $546.5 million; EBITDA was $1.2 billion.
Fiscal 2026 outlook calls for EBITDA growth of 10% to 12% and inside same-store sales growth of 2% to 5%; the quarterly dividend was raised 14% to $0.57 per share.
Casey's reported third-quarter results for the period ended January 31, 2025, with diluted EPS flat at $2.33 and net income flat at $87.1 million, while EBITDA rose 11.4% to $242.4 million. The company now expects fiscal 2025 EBITDA to increase about 11%, and its Board approved a $0.50 quarterly dividend, so shareholders see stable per-share earnings alongside higher operating profit before interest, taxes, depreciation and amortization.
Diluted EPS $2.33, flat year over year; net income $87.1 million; total revenue $3.9 billion
EBITDA $242.4 million, up 11.4%, driven by higher inside and fuel gross profit; higher interest expense from Fikes debt offset gains
Inside same-store sales up 3.7%; same-store fuel gallons up 1.8%; fuel margin 36.4 cents per gallon
Quarterly dividend of $0.50 per share payable May 15, 2025; no shares repurchased in the third quarter
Casey's reported second-quarter results for the period ended October 31, 2024, with net income of $181 million, up 14% from a year earlier, and diluted EPS of $4.85 versus $4.24. Total revenue fell to $3.95 billion from $4.06 billion, and the company updated its fiscal 2025 outlook after closing the Fikes acquisition on November 1, 2024. For shareholders, profit rose while revenue declined, and the outlook now includes higher interest expense and one-time deal costs tied to the acquisition.
Diluted EPS of $4.85 versus $4.24 a year earlier; net income of $181 million, up 14%.
Total revenue of $3.95 billion versus $4.06 billion; inside same-store sales up 4.0%.
Fikes transaction closed November 1, 2024, acquiring 198 CEFCO stores; interest expense expected about $35 million higher than the original outlook.
Amended CEO Darren Rebelez's agreement: term extended to June 24, 2028, base salary of $1,350,000 and target long-term incentive of $9,275,000 starting fiscal 2026.
Casey's General Stores closed its acquisition of Fikes Wholesale, owner of CEFCO Convenience Stores, on November 1, 2024, adding 148 stores in Texas and 50 in Alabama, Florida, and Mississippi, for about 2,900 stores in total. The company funded the deal with an $850 million incremental term loan maturing October 30, 2029, and said it expects its fuel margin for the quarter ended October 31, 2024 to be about 40 cents per gallon. The filing gives no prior-period comparison for the fuel margin or other results.
Fikes Wholesale acquisition closed November 1, 2024; the CEO called it the largest in Casey's history.
Incremental term loan of $850 million under an amended credit agreement with Wells Fargo as administrative agent, maturing October 30, 2029.
Second-quarter fuel margin expected to be approximately 40 cents per gallon.
Amendment excludes certain lease obligations from the priority debt limit.
Casey's General Stores agreed on October 4, 2024 to issue $250 million of senior notes, with closing expected October 30, 2024, and said it intends to use the proceeds for general corporate purposes, including funding its previously announced acquisition of Fikes Wholesale and Group Petroleum Services. The notes carry fixed rates of 5.23% and 5.43% and new covenants, including a leverage ratio cap of 4.00 to 1.00, that existing lenders' agreements have been amended to match, adding debt that shareholders will need to weigh against the acquisition.
Total issuance is $250 million: $150 million of 5.23% Series I Notes due November 2, 2031, and $100 million of 5.43% Series J Notes due November 2, 2034.
Notes are expected to be issued October 30, 2024, subject to customary closing conditions.
Proceeds are intended for general corporate purposes, including the acquisition of 100% of Fikes Wholesale, Inc. and Group Petroleum Services, Inc.
Covenants include a maximum Consolidated Total Debt to Consolidated EBITDA ratio of 4.00 to 1.00, temporarily 4.50 to 1.00 for certain material acquisitions, subject to an Excess Leverage Fee.
Casey's reported results for the quarter ended July 31, 2024, with diluted EPS of $4.83, up from $4.52 a year earlier, and net income of $180.2 million, up from $169.2 million. The company kept its fiscal 2025 outlook unchanged until the pending Fikes Wholesale acquisition closes, except for store growth, now expected to be about 270 units. At its August 28 annual meeting, shareholders re-elected all eleven director nominees and rejected both shareholder proposals.
Diluted EPS was $4.83 versus $4.52; EBITDA was $345.8 million versus $316.9 million.
Fuel margin was 40.7 cents per gallon, down from 41.6 cents a year earlier.
The Fikes Wholesale acquisition, including 198 CEFCO stores, is expected to close in calendar 2024.
The quarterly dividend is $0.50 per share, payable November 15, 2024; no shares were repurchased in the quarter.
Casey's General Stores agreed on July 25, 2024 to acquire Fikes Wholesale, owner of CEFCO Convenience Stores, in an all-cash deal. The deal would add 198 retail stores and a dealer network, and the company says it is accretive to EBITDA in the current fiscal year, which is a company claim not yet tested by results. The deal is subject to regulatory review and is expected to close in the fourth quarter of 2024.
Aggregate cash purchase price of $1.145 billion, including tax benefits valued at about $165 million, for a net after-tax price of $980 million
Adds 198 stores and a dealer network, taking the footprint to nearly 2,900 stores; 148 stores are in Texas and 50 are in Alabama, Florida and Mississippi
Company plans to fund the deal with balance sheet cash and bank financing, and expects about $45 million in annual run-rate synergies
Expected to close in the fourth quarter of calendar 2024, subject to closing conditions including the Hart-Scott-Rodino waiting period
Casey's reported fourth-quarter and fiscal 2024 results for the period ended April 30, 2024. Diluted EPS rose 57% in the quarter and 13% for the year, while full-year total revenue fell to $14.86 billion from $15.09 billion. The filing also set fiscal 2025 pay and incentive terms and projects EBITDA growth of at least 8%.
Q4 diluted EPS was $2.34, up from $1.49 a year earlier; net income was $87 million and EBITDA was $219 million.
Fiscal 2024 diluted EPS was $13.43, up from $11.91; net income was $502 million, while total revenue was $14.86 billion versus $15.09 billion.
Fiscal 2025 outlook calls for EBITDA to increase at least 8% and inside same-store sales to rise 3% to 5%.
CEO Darren Rebelez's fiscal 2024 annual incentive payout was $2,826,000, or 157% of target; his fiscal 2025 base salary was set at $1,200,000.
Casey's General Stores said its board increased from ten to eleven directors and appointed Maria Castañón Moats, a retiring PwC partner, effective July 1, 2024. She will also join the Audit Committee and stand for election at the 2024 annual shareholders' meeting, and the filing says she was not selected under any arrangement and has no related-party transactions requiring disclosure. The change adds a director with more than 30 years of public accounting experience to a board that oversees the company.
Board increased from ten to eleven directors, effective July 1, 2024
Maria Castañón Moats retires from PricewaterhouseCoopers as a partner on June 30, 2024
Appointed to the Audit Committee effective July 1, 2024; will stand for election at the 2024 annual meeting
Board decision dated June 5, 2024; press release issued June 11, 2024 as Exhibit 99.1
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