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Caseys 2025 Q4 Earnings Beats Expectations as Net Income Surges 13%
Generated by AI AgentAinvest Earnings Report Digest
Monday, Jun 9, 2025 11:23 pm ET2min read
Casey's (CASY) reported its fiscal 2025 Q4 earnings on Jun 09th, 2025. exceeded expectations with Q4 revenue reaching $3.99 billion, surpassing estimates of $3.93 billion. The company also beat EPS expectations, delivering $2.63 per share against the forecasted $2.01. Looking ahead, Casey's raised its guidance, projecting EBITDA growth between 10% and 12% for fiscal 2026, alongside a 2% to 5% increase in inside same-store sales. The company remains committed to strategic investments to bolster its market presence.
Revenue
Casey's total revenue for the fourth quarter of 2025 rose by 10.9% to $3.99 billion, compared to $3.60 billion in the same quarter of 2024. The Prepared Food & Dispensed Beverage segment showed strong performance with revenue of $391.65 million. Grocery & General Merchandise contributed $1.02 billion, while the Fuel segment generated $2.44 billion. Additionally, other sources added $140.23 million to the total revenue, demonstrating balanced growth across all segments.
Earnings/Net Income
Casey's EPS experienced a 12.8% rise, increasing to $2.65 in Q4 2025 from $2.35 in Q4 2024, signaling robust earnings growth. Net income for the quarter was $98.31 million, up 13.0% from the previous year's $87.02 million, reflecting strong operational resilience and consistent profitability. The EPS performance is notably strong, underscoring Casey’s ability to generate sustained earnings.
Price Action
The stock price of Casey's has edged down 0.52% during the latest trading day, has edged down 0.16% during the most recent full trading week, and has dropped 5.72% month-to-date.
Post-Earnings Price Action Review
Over the past three years, the strategy of purchasing Casey's shares following a revenue increase on earnings release day and holding them for 30 days has yielded impressive returns. This approach resulted in a substantial overall return of 133.94%, significantly outperforming the benchmark return of 58.41% by 75.54%. Despite experiencing a maximum drawdown of -17.15%, the strategy demonstrated moderate risk with a Sharpe ratio of 1.31. The compound annual growth rate (CAGR) of 33.15% showcases the strategy's effectiveness in generating consistent returns during the backtested period, highlighting Casey's potential for investors seeking robust post-earnings gains.
CEO Commentary
"Casey's delivered another record fiscal year as our team continued to execute on our three-year strategic plan, reaching $546.5 million of net income and $1.2 billion in EBITDA," said Darren Rebelez, President and CEO. Inside same-store sales outperformed the industry, up 2.6%, or 7.1% on a two-year stack basis, driven by strong performance in hot sandwiches, bakery items, and beverages. The fuel team grew market share with a fuel gross profit increase of 10.7%. The operations team effectively integrated a record number of new units while reducing same-store labor hours for the twelfth consecutive quarter.
Guidance
"We expect continued momentum as we enter the new fiscal year, focusing on strategic investments to enhance our market presence," the company indicated. Expectations include further growth in inside same-store sales, bolstered by strong customer engagement through Casey's Rewards, which now boasts over 9 million members. Additionally, the company aims to maintain a healthy debt-to-EBITDA ratio while executing its operational efficiencies to drive profitability.
Additional News
Casey's has been actively expanding its footprint through significant M&A activity. The company completed the acquisition of Fikes Wholesale Inc., adding 198 CEFCO convenience stores to its portfolio. This strategic move strengthens Casey's presence in Texas and the Southeast. Additionally, Casey's demonstrated its commitment to returning value to shareholders by increasing its quarterly dividend by 14%, marking the 26th consecutive annual increase. The dividend now stands at 57 cents per share, reinforcing the company's strong financial position and shareholder-friendly approach.
Revenue
Casey's total revenue for the fourth quarter of 2025 rose by 10.9% to $3.99 billion, compared to $3.60 billion in the same quarter of 2024. The Prepared Food & Dispensed Beverage segment showed strong performance with revenue of $391.65 million. Grocery & General Merchandise contributed $1.02 billion, while the Fuel segment generated $2.44 billion. Additionally, other sources added $140.23 million to the total revenue, demonstrating balanced growth across all segments.
Earnings/Net Income
Casey's EPS experienced a 12.8% rise, increasing to $2.65 in Q4 2025 from $2.35 in Q4 2024, signaling robust earnings growth. Net income for the quarter was $98.31 million, up 13.0% from the previous year's $87.02 million, reflecting strong operational resilience and consistent profitability. The EPS performance is notably strong, underscoring Casey’s ability to generate sustained earnings.
Price Action
The stock price of Casey's has edged down 0.52% during the latest trading day, has edged down 0.16% during the most recent full trading week, and has dropped 5.72% month-to-date.
Post-Earnings Price Action Review
Over the past three years, the strategy of purchasing Casey's shares following a revenue increase on earnings release day and holding them for 30 days has yielded impressive returns. This approach resulted in a substantial overall return of 133.94%, significantly outperforming the benchmark return of 58.41% by 75.54%. Despite experiencing a maximum drawdown of -17.15%, the strategy demonstrated moderate risk with a Sharpe ratio of 1.31. The compound annual growth rate (CAGR) of 33.15% showcases the strategy's effectiveness in generating consistent returns during the backtested period, highlighting Casey's potential for investors seeking robust post-earnings gains.
CEO Commentary
"Casey's delivered another record fiscal year as our team continued to execute on our three-year strategic plan, reaching $546.5 million of net income and $1.2 billion in EBITDA," said Darren Rebelez, President and CEO. Inside same-store sales outperformed the industry, up 2.6%, or 7.1% on a two-year stack basis, driven by strong performance in hot sandwiches, bakery items, and beverages. The fuel team grew market share with a fuel gross profit increase of 10.7%. The operations team effectively integrated a record number of new units while reducing same-store labor hours for the twelfth consecutive quarter.
Guidance
"We expect continued momentum as we enter the new fiscal year, focusing on strategic investments to enhance our market presence," the company indicated. Expectations include further growth in inside same-store sales, bolstered by strong customer engagement through Casey's Rewards, which now boasts over 9 million members. Additionally, the company aims to maintain a healthy debt-to-EBITDA ratio while executing its operational efficiencies to drive profitability.
Additional News
Casey's has been actively expanding its footprint through significant M&A activity. The company completed the acquisition of Fikes Wholesale Inc., adding 198 CEFCO convenience stores to its portfolio. This strategic move strengthens Casey's presence in Texas and the Southeast. Additionally, Casey's demonstrated its commitment to returning value to shareholders by increasing its quarterly dividend by 14%, marking the 26th consecutive annual increase. The dividend now stands at 57 cents per share, reinforcing the company's strong financial position and shareholder-friendly approach.
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