Casey’s Q4 EPS Jumps 66% to $4.37, Revenue Tops $4.57 Billion
CASY•Casey's General Stores reported fiscal Q4 net income of $162.7 million and EPS of $4.37, exceeding the $3.36 consensus, on revenue of $4.57 billion versus $4.4 billion forecasts. EBITDA rose 33.2% to $350.3 million and full-year profit reached $714.4 million ($19.16/share) on $17.56 billion sales, aided by same-store fuel margins and pizza sales growth.
1. Fiscal Fourth-Quarter Results
Casey's reported Q4 net income of $162.7 million, or $4.37 per diluted share, representing a 66.2% increase year-over-year and topping the $3.36 estimate. Revenue of $4.57 billion surpassed the $4.4 billion consensus, driven by strong sales across core categories.
2. Full-Year Performance
For the fiscal year, Casey's generated net income of $714.4 million, or $19.16 per share, on revenue of $17.56 billion. Both profit and top-line figures marked significant increases over the prior year, reflecting the company’s expanding footprint and enhanced operational efficiencies.
3. Operational Drivers
EBITDA climbed 33.2% to $350.3 million in Q4, supported by improved same-store fuel margins following lower wholesale costs and robust pizza sales growth. These factors bolstered overall margin expansion and contributed to the company’s outperformance versus estimates.
