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Oct 31, 2025
Casey's Q2 2026 Earnings Report
Casey's delivered strong Q2 results with double-digit growth in EPS and net income, driven by increased store count and strong same-store sales.
Key Takeaways
Casey's posted robust financials for Q2 FY26, with EPS reaching $5.53 and net income rising to $206.3M. Performance was boosted by store expansion and solid in-store sales, especially in prepared food and beverages.
Diluted EPS rose to $5.53 and net income hit $206.3M, both up 14% from the prior year.
Same-store sales growth in both prepared food and grocery categories supported a 13% rise in total inside sales.
Fuel gross profit rose 20.9% with higher fuel margins and gallon sales.
Casey's operated 236 more stores than last year, fueling overall revenue growth.
Revenue by Segment
Forward Guidance
Casey’s raised its FY26 outlook on EBITDA growth and solid inside store performance, with moderate expectations for fuel volumes.
Positive Outlook
- FY26 EBITDA expected to grow 15% to 17%
- Inside same-store sales guided to 3% to 4%
- Inside margin expected between 41% and 42%
- Company plans to open at least 80 new stores
- Tax rate guided to 24% to 25%
Challenges Ahead
- Same-store fuel gallons expected between -1% and +1%
- Total operating expenses forecast to increase 8% to 10%
- Net interest expense projected at $110M
- Depreciation and amortization expected at $450M
- CapEx guidance of approximately $600M
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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