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Compared to Estimates, Casey's (CASY) Q4 Earnings: A Look at Key Metrics

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For the quarter ended April 2026, Casey's General Stores (CASY - Free Report) reported revenue of $4.57 billion, up 14.5% over the same period last year. EPS came in at $4.37, compared to $2.63 in the year-ago quarter.

The reported revenue represents a surprise of +4.02% over the Zacks Consensus Estimate of $4.4 billion. With the consensus EPS estimate being $3.36, the EPS surprise was +30.01%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: 5.1% versus the three-analyst average estimate of 3.9%.
  • Inside same-store sales: 5.5% compared to the 4.5% average estimate based on three analysts.
  • Number of Stores (EOP): 2,944 compared to the 2,949 average estimate based on three analysts.
  • Number of Fuel gallons sold: 848.33 million compared to the 834.98 million average estimate based on three analysts.
  • Same-store sales - Prepared Food & Dispensed Beverage - YoY change: 6.6% versus 5.1% estimated by three analysts on average.
  • Same-store sales - Fuel gallons - YoY change: 1.5% versus 0.1% estimated by three analysts on average.
  • Number of Stores (BOP): 2,904 compared to the 2,924 average estimate based on two analysts.
  • Net Sales- Fuel: $2.88 billion versus $2.68 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +18.3% change.
  • Net Sales- Other: $169.04 million versus the three-analyst average estimate of $142.48 million. The reported number represents a year-over-year change of +20.6%.
  • Net Sales- Prepared Food & Dispensed Beverage: $427.62 million versus $417.03 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.
  • Net Sales- Grocery & General Merchandise: $1.09 billion versus the three-analyst average estimate of $1.08 billion. The reported number represents a year-over-year change of +6.7%.
  • Gross Profit- Grocery & General Merchandise: $389.19 million compared to the $384.85 million average estimate based on three analysts.

View all Key Company Metrics for Casey's here>>>

Shares of Casey's have returned -14.3% over the past month versus the Zacks S&P 500 composite's +0.2% 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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