Casey's (CASY) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Casey's General Stores (CASY) reported $4.51 billion in revenue for the quarter ended October 2025, marking a year-over-year increase of 14.2% and an EPS of $5.53 compared to $4.85 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $4.55 billion by -1.03%, while the EPS exceeded the consensus estimate of $4.92 by +12.4% [1] Financial Performance Metrics - The number of stores at the end of the period was 2,921, slightly above the estimated 2,920 [4] - Same-store sales for Grocery & General Merchandise increased by 2.7%, below the average estimate of 3.1% [4] - Fuel gallons sold totaled 906.65 million, lower than the estimated 919.75 million [4] - Same-store sales for Fuel gallons showed a year-over-year increase of 0.8%, surpassing the estimated 0.5% [4] - Same-store sales for Prepared Food & Dispensed Beverage rose by 4.8%, exceeding the average estimate of 4% [4] - Net Sales for Fuel reached $2.69 billion, below the estimated $2.78 billion, but represented an 11.3% increase year-over-year [4] - Net Sales for Other categories were reported at $160.36 million, significantly above the estimated $131.04 million, reflecting a year-over-year change of +148.2% [4] - Net Sales for Prepared Food & Dispensed Beverage were $467.8 million, slightly above the estimated $465.04 million, with a year-over-year change of +12% [4] - Net Sales for Grocery & General Merchandise amounted to $1.19 billion, slightly above the estimated $1.18 billion, representing a +13.4% change year-over-year [4] - Gross Profit for Prepared Food & Dispensed Beverage was $274.24 million, exceeding the average estimate of $268.88 million [4] - Gross Profit for Grocery & General Merchandise reached $429.18 million, above the estimated $417.64 million [4] Stock Performance - Casey's shares have returned +6.4% over the past month, outperforming the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]