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Casey's (CASY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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Casey's General Stores (CASY - Free Report) reported $5.68 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 24.3%. EPS of $7.37 for the same period compares to $5.77 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $5.65 billion, representing a surprise of +0.43%. The company delivered an EPS surprise of +11.67%, with the consensus EPS estimate being $6.60.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 2.7% versus the three-analyst average estimate of 3.6%.
  • Inside same-store sales: 3.2% versus 3.8% estimated by three analysts on average.
  • Number of Stores (EOP): 2,959 versus the three-analyst average estimate of 2,968.
  • Number of Fuel gallons sold: 934.21 million compared to the 939.9 million average estimate based on three analysts.
  • Same-store sales - Prepared Food & Dispensed Beverage - YoY change: 4.8% compared to the 4.3% average estimate based on three analysts.
  • Same-store sales - Fuel gallons - YoY change: -0.3% compared to the 0.3% average estimate based on three analysts.
  • Number of Stores (BOP): 2,944 compared to the 2,944 average estimate based on two analysts.
  • Net Sales- Fuel: $3.72 billion compared to the $3.87 billion average estimate based on three analysts. The reported number represents a change of +36.3% year over year.
  • Net Sales- Other: $176 million versus the three-analyst average estimate of $156.25 million. The reported number represents a year-over-year change of +17.6%.
  • Net Sales- Prepared Food & Dispensed Beverage: $492.58 million compared to the $487.93 million average estimate based on three analysts. The reported number represents a change of +7.5% year over year.
  • Net Sales- Grocery & General Merchandise: $1.28 billion compared to the $1.3 billion average estimate based on three analysts. The reported number represents a change of +4.9% year over year.
  • Gross Profit- Grocery & General Merchandise: $457.84 million versus $468.56 million estimated by three analysts on average.

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

Shares of Casey's have returned -11.5% over the past month versus the Zacks S&P 500 composite's -0.4% 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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