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Nasdaq · Consumer Discretionary

CASEYS GENERAL STORES INC (CASY)

As-reported financials and SEC filings for CASEYS GENERAL STORES INC. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About CASEYS GENERAL STORES INC

Casey's General Stores operates convenience stores primarily under the names Casey's and Casey's General Store across 19 states, with about half located in Iowa, Missouri, and Illinois. The company offers a broad selection of products including prepared foods like pizza and sandwiches, beverages, tobacco products, groceries, health and beauty aids, automotive products, and fuel at most locations. Casey's also manages a wholesale fuel network and operates distribution centers to supply its stores, serving mainly smaller communities and larger towns with its convenience store offerings.

Snapshot

Revenue
$17.56B
Revenue growth (YoY)
10.2%
Net income
$714.4M
Diluted EPS
$19.16
Gross margin
Operating margin
Net margin
4.1%
FCF margin
4.1%
ROE
18.1%
net income / fiscal-year-end equity
P/E
39.2×
trailing when available, otherwise FY EPS
Market cap
$28.38B
Long-term debt / equity
0.59×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended April 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Caseys General Stores

  • Revenue grew 10.2% to $17.6B in FY2026, faster than the 7.3% the year before.
  • Most recent quarter Q4 FY2026: revenue $4.6B, up 14.5% from Q4 FY2025.
  • Free cash flow was $722M in FY2026, 4.1% of revenue.
  • Net income rose 30.7% to $714M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Caseys General Stores’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Net margin4.1%
60th percentile of 377
FCF margin4.1%
51st percentile of 351
Revenue growth (YoY)+10.2%
77th percentile of 394
ROE18.1%
74th percentile of 343
P/E39.2×
85th percentile of 249
Long-term debt / equity0.59×
56th percentile of 234
Short interest4.00d
51st percentile of 401

Caseys General Stores’s P/E of 39.2 ranks in the 85th percentile of the 249 peers with a meaningful P/E.

1 reported insider purchase (code P) totaling $199,375 in the last 90 days, against 27 sales totaling $29.1M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+5 quant / multi-strat
Initiated / added
8
1 new, 7 added
Reduced / exited
0
0 trimmed, 0 exited
Combined position
$327.1M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$164.5M213.9KAdded
Citadel AdvisorsquantQ2 2026$68.6M86.3KAdded
Gotham Asset ManagementQ2 2026$42.4M53.4KAdded
Two Sigma InvestmentsquantQ2 2026$27.4M34.5KAdded
Bridgewater AssociatesQ2 2026$9.7M12.2KAdded
Millennium ManagementquantQ2 2026$9.1M11.4KAdded
Renaissance TechnologiesquantQ2 2026$4.4M5.5KNew
First Eagle Investment ManagementQ2 2026$953,7481.2KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
1
1 insider
Bought (90d)
$199K
code P value
Sells (90d)
27
$29.1M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-07-09
filed 2026-07-10
Koschel Williams EnaChief Operating OfficerSell2.8K$833.69$2.3M
2026-07-08
filed 2026-07-10
Bramlage Stephen P JRChief Financial OfficerSell5.7K$838.16$4.8M
2026-07-08
filed 2026-07-10
Wing Allison M.DirectorSell530$837.58$444K
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell2.7K$800.37$2.1M
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell2.4K$801.26$1.9M
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell2.2K$799.44$1.8M
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell1.5K$802.35$1.2M
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell1.3K$803.48$1.1M
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell1.2K$805.58$931K
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell1.1K$798.37$858K
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell893$797.21$712K
2026-07-07
filed 2026-07-09
REBELEZ DARREN MPresident and CEOSell865$808.56$699K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.1M
settled 2026-08-14
Change vs prior
-32.3%
vs previous settlement
Days to cover
4.00
at avg daily volume
Avg daily volume
285.9K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-141.1M-32.3%4.00
2026-07-311.7M+27.5%5.99
2026-07-151.3M-6.7%2.81
2026-06-301.4M+1.4%2.10
2026-06-151.4M+1.3%1.95
2026-05-291.4M+29.9%2.44
2026-05-151.1M-2.4%2.55
2026-04-301.1M-4.7%3.15

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$17.56B$15.94B$14.86B$15.09B$12.95B
Gross profit
Operating income
Net income$714.4M$546.5M$502.0M$446.7M$339.8M
Diluted EPS$19.16$14.64$13.43$11.91$9.10

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$1.38B$1.09B$893.0M$882.0M$788.7M
Capital expenditure$655.9M$506.2M$522.0M$476.6M$326.5M
Free cash flow$721.6M$584.6M$370.9M$405.4M$462.3M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$4.57B14.5%$162.7M$4.37
Q3 FY2026$3.92B0.3%$130.1M$3.49
Q2 FY2026$4.51B14.2%$206.3M$5.53
Q1 FY2026$4.57B11.5%$215.4M$5.77
Q4 FY2025$3.99B10.9%$98.3M$2.63
Q3 FY2025$3.90B17.3%$87.1M$2.33
Q2 FY2025$3.95B-2.9%$180.9M$4.85
Q1 FY2025$4.10B5.9%$180.2M$4.83

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryRetail-Auto Dealers & Gasoline Stations
Latest annual periodFY2026 (ended April 30, 2026)
Latest reported quarterQ4 FY2026 (ended April 30, 2026)
Oldest indexed filing2011
SEC CIK726958

Selected SEC filings

10-K2026-06-22
View on EDGAR →
10-K2025-06-23
View on EDGAR →
10-Q2026-03-09
View on EDGAR →
10-Q2025-12-09
View on EDGAR →
10-Q2025-09-08
View on EDGAR →
10-Q2025-03-11
View on EDGAR →
8-K2026-06-24
View on EDGAR →
8-K2026-06-09
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.