Overview

• Casey’s reported Q4 EPS of $2.63, beating estimates by $0.67; sales climbed 11% to $3.99 billion.
• Inside sales climbed 12% to $1.41 billion, driven by bakery and prepared food offerings.
• Fuel volumes rose 18% to 818.6 million gallons on the back of 246 new store openings.
• The board approved a 14% dividend increase to $0.57 per share, sending shares to a record high.
• For fiscal 2026, Casey’s expects EBITDA growth of 10% to 12% through same-store inside sales gains of 2% to 5% alongside stable fuel volumes.