Casey's fourth quarter fiscal 2026 EPS of $4.37 beats estimates, driven by strong fuel margins and inside sales.

Casey's reported fourth-quarter fiscal 2026 results, beating revenue and EPS expectations. Diluted EPS grew 66.2% to $4.37 on total revenue of $4.42 billion. The performance was driven by a significant increase in fuel gross profit and continued strength in inside same-store sales.

Key Highlights

• Inside same-store sales increased 5.5%, led by a 6.6% rise in the prepared food and dispensed beverage category.
• Fuel gross profit surged 29.1% to $397.4 million, supported by a fuel margin of 46.9 cents per gallon.
• The company's Board expanded its share repurchase authorization from $400 million to a total of $1 billion.