
• Reported GAAP EPS of $3.51 up 49.36% YoY • Reported revenue of $3.92B up 0.32% YoY • Casey's expects fiscal 2026 EBITDA to increase 18% to 20%, with inside same-store sales growing 3.5% to 4.5%. Inside margin is projected at 41.5% to 42.5% for the fiscal year.
Bullish
Casey's strong Q3 performance included diluted EPS up 49.8%, inside same-store sales growth of 4.0% with margin expansion, and a 15.3% increase in fuel gross profit.
Bearish
Casey's operating expenses increased 4.1% in Q3 due to higher labor rates and weather costs. The outlook for same-store fuel gallons sold remains flat to slightly negative for fiscal 2026.