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Compared to Estimates, Casey's (CASY) Q3 Earnings: A Look at Key Metrics

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For the quarter ended January 2025, Casey's General Stores (CASY - Free Report) reported revenue of $3.9 billion, up 17.3% over the same period last year. EPS came in at $2.33, compared to $2.33 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.78 billion, representing a surprise of +3.17%. The company delivered an EPS surprise of +32.39%, with the consensus EPS estimate being $1.76.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Casey's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Same-store sales - Grocery & General Merchandise - YoY change: 3.3% versus the three-analyst average estimate of 3.6%.
  • Number of Stores (EOP): 2,893 versus 2,902 estimated by three analysts on average.
  • Number of Fuel gallons sold: 829.76 million versus the three-analyst average estimate of 810.3 million.
  • Same-store sales - Prepared Food & Dispensed Beverage - YoY change: 4.7% versus 4.7% estimated by three analysts on average.
  • Same-store sales - Fuel gallons - YoY change: 1.8% compared to the -0.4% average estimate based on three analysts.
  • Number of Stores (BOP): 2,685 versus 2,685 estimated by two analysts on average.
  • Net Sales- Fuel: $2.37 billion compared to the $2.36 billion average estimate based on three analysts. The reported number represents a change of +15.4% year over year.
  • Net Sales- Other: $136.39 million compared to the $79.98 million average estimate based on three analysts. The reported number represents a change of +117.8% year over year.
  • Net Sales- Prepared Food & Dispensed Beverage: $397.15 million versus $399.94 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.7% change.
  • Net Sales- Grocery & General Merchandise: $1 billion compared to the $993.32 million average estimate based on three analysts. The reported number represents a change of +15.9% year over year.
  • Gross Profit- Grocery & General Merchandise: $343.54 million versus $341.58 million estimated by three analysts on average.
  • Gross Profit- Prepared Food & Dispensed Beverage: $229.54 million compared to the $232.18 million average estimate based on three analysts.
View all Key Company Metrics for Casey's here>>>

Shares of Casey's have returned -11.7% over the past month versus the Zacks S&P 500 composite's -7.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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