Earnings Alerts

Casey’s General Stores (CASY) Earnings: Q2 EPS Surpasses Estimates with 14% Revenue Growth

By December 10, 2025 No Comments
  • Casey’s earnings per share (EPS) for the second quarter was $5.53, surpassing estimates of $5.16 and showing an increase from last year’s $4.85.
  • Adjusted EBITDA reached $410.1 million, an 18% increase from the previous year, exceeding the estimate of $394.7 million.
  • Total revenue rose to $4.51 billion, a 14% increase from the previous year, slightly surpassing the estimated $4.5 billion.
  • Same-store fuel sales increased by 0.8%, slightly below the 0.88% estimate.
  • Same-store grocery sales grew by 2.7%, slightly underperforming the estimate of 2.82%.
  • Same-store prepared food sales saw a 4.8% increase, outperforming the estimate of 4.62%.
  • Fuel gross profit was $377.4 million, up 21% from the previous year, surpassing the estimate of $361.9 million.
  • The company plans to update some metrics for its Fiscal 2026 Outlook due to strong financial results so far.
  • Fiscal 2026 EBITDA is expected to rise by 15% to 17% based on the financial performance year-to-date.
  • The tax rate for the fiscal year is projected to be between 24% and 25%.
  • Analyst recommendations include 10 buys, 5 holds, and 1 sell.

Casey’s General Stores on Smartkarma

Analysts on Smartkarma, like Baptista Research, have been closely covering Casey’s General Stores to provide valuable insights to investors. In one report titled “Casey’s General Stores: Is Its Competitive Edge Through The Fuel Business Sustainable?” by Baptista Research, strong financial results for the first quarter of fiscal year 2026 were highlighted. The company saw a 19% increase in diluted earnings per share (EPS) to $5.77, a 20% rise in net income to $215 million, and a 20% growth in EBITDA to $414 million. These positive outcomes were attributed to robust in-store performance and effective fuel management strategies.

Another report by Baptista Research titled “Casey’s General Stores Is Quietly Expanding Across America with Savvy Acquisitions & Culinary Upgrades!” focused on the performance of Casey’s General Stores in Q4 and fiscal year 2025. Despite facing some challenges, the company achieved promising growth. It reported record earnings per share of $14.64 for the year, marking a 9% increase from the previous year. Additionally, net income reached a record $547 million, and EBITDA hit $1.2 billion, showcasing the company’s strong financial health amidst expansion efforts and culinary enhancements.


A look at Casey’s General Stores Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts using the Smartkarma Smart Scores paint a positive long-term outlook for Casey’s General Stores. The company scored high in Growth, Momentum, and Resilience factors, with scores of 4 in Growth and Momentum, and 3 in Resilience. This indicates strong indications for future growth, a good trajectory in stock performance, and resilience in challenging market conditions.

While its Value and Dividend scores are not as high, with scores of 2 in each, the company’s overall outlook seems promising, especially with its focus on expanding its business and maintaining its performance. Casey’s General Stores, operating primarily in the Midwest, is known for its convenience stores that offer a variety of products including food, beverages, tobacco, and gasoline, making it a reliable choice for consumers in the region.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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