Caseys General Stores Inc
CASY
$567.03 0.69%
Exchange: NASDAQ | Sector: Consumer Cyclical | Industry: Specialty Retail
Q4 2025
Published: Jun 23, 2025

Earnings Highlights

  • Revenue of $3.99B up 10.9% year-over-year
  • EPS of $2.63 increased by 12.8% from previous year
  • Gross margin of 20.5%
  • Net income of 98.31M
  • "Fiscal 2025 was the largest store growth year in the company's history with 35 new builds and 235 units acquired." - Darren M. Rebelez
CASY
Company CASY

Executive Summary

Casey’s General Stores delivered a record year in fiscal 2025, underscoring the durability of its store-centric model in a volatile macro environment. Full-year metrics showed resilient top-line growth driven by strong inside sales and a robust mix shift toward prepared foods, grocery, and nonalcoholic beverages. Inside margins expanded 50 bps to 41.5%, while fuel-related profitability remained a differentiator with gallons up 13% and a fuel margin of $0.387 per gallon for the year. The company completed the transformative Fikes Wholesale acquisition, acquiring 198 CEFCO convenience stores and adding substantial store growth (35 new builds and 235 acquired units), with EBITDA growth of approximately 13% year-over-year to about $1.2 billion and net income of $547 million. Diluted EPS rose to $14.64 for FY2025, up 9% YoY.

Key Performance Indicators

Revenue
Increasing
3.99B
QoQ: 2.28% | YoY: 10.91%
Gross Profit
Increasing
818.58M
20.50% margin
QoQ: -10.30% | YoY: 2.57%
Operating Income
Increasing
155.57M
QoQ: 13.42% | YoY: 22.81%
Net Income
Increasing
98.31M
QoQ: 12.87% | YoY: 12.97%
EPS
Increasing
2.65
QoQ: 12.77% | YoY: 12.77%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 4,567.11 5.77 +11.5% View
Q4 2025 3,992.76 2.63 +10.9% View
Q3 2025 3,903.63 2.33 +17.3% View
Q2 2025 3,946.77 4.85 -2.9% View
Q1 2025 4,097.74 4.83 +5.9% View