Every 8-K that Caseys Gen Stores (CASY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CASY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CASY filings page.
Casey’s General Stores, Inc. (CASY) reported strong first-quarter results for the three months ended July 31, 2026, with diluted EPS of $7.37, up 27.7% year over year. Net income rose to $273.7 million and EBITDA to $485.1 million, both driven by higher inside and fuel gross profit.
Inside same-store sales increased 3.2% with an inside margin of 42.2%, lifting total inside gross profit to $749.8 million, up 6.3%. Fuel same-store gallons were down 0.3%, but total fuel gallons grew 2.5% and fuel margin expanded to 47.8¢ per gallon, raising fuel gross profit 19.6% to $446.9 million.
Operating expenses increased 8.0%, partly from 64 additional stores. Casey’s ended the quarter with about $1.4 billion in liquidity, including $524 million in cash, and repurchased $45.6 million of shares with $973 million remaining under authorization. The board approved a quarterly dividend of $0.65 per share and reaffirmed fiscal 2027 guidance, including expected EBITDA growth of 8–10% and at least 120 new store openings.
Casey’s General Stores is hosting its 2026 Investor Day and outlining a new three-year growth strategy targeting top-quintile EBITDA expansion. The company highlights its “convenience QSR” model, combining fuel, grocery and restaurant-quality prepared food across about 3,000 company-owned stores in 19 states.
Management reports a 16% EBITDA CAGR and $1.7 billion of free cash flow over the last three-year plan, supported by 504 added stores, margin expansion and operational efficiencies. For fiscal 2027–2029, Casey’s is aiming for 8–10% annual EBITDA growth, at least 400 additional stores through new builds and acquisitions, and around $2 billion in free cash flow, while maintaining a disciplined balance sheet and a capital allocation framework that prioritizes unit growth, a growing dividend and share repurchases.
Casey’s General Stores reported strong fourth-quarter and fiscal 2026 results, with diluted EPS of $4.37 for the quarter, up 66.2%, and $19.16 for the year, up 30.9%. Net income reached $162.7 million in the quarter and $714.4 million for the year, while EBITDA grew to $350.3 million in the quarter and nearly $1.5 billion for the year.
Inside same-store sales rose 5.5% in the quarter, with total inside gross profit up 10.5% and a 42.4% inside margin. Fuel gross profit increased 29.1% on higher gallons and a 46.9-cent margin per gallon, and the company expanded its store base to 2,944 locations.
The Board raised the quarterly dividend 14% to $0.65 per share, its 27th consecutive annual increase, and expanded the share repurchase authorization from $400 million to up to $1 billion. Casey’s expects fiscal 2027 EBITDA to increase 8% to 10%, plans to open at least 120 stores, and projects inside same-store sales growth of 2% to 5%.
Casey’s General Stores appointed Stanley J. Sutula III to its Board of Directors and to the Audit Committee, effective June 4, 2026. The Board size temporarily increases from eleven to twelve directors, and Sutula will stand for election at the 2026 annual shareholders’ meeting on September 2, 2026.
Director Cara Heiden will not stand for re-election and will retire from the Board at the end of her current term, so the Board will return to eleven members after the meeting. Sutula, currently Chief Financial Officer at Colgate-Palmolive, brings more than 35 years of corporate finance and strategic experience, and will receive standard non-employee director compensation prorated through the annual meeting.
Casey’s General Stores reported a very strong third quarter for the period ended January 31, 2026. Diluted EPS rose to $3.49, up 49.8%, as net income increased to $130.1 million and EBITDA grew to $308.9 million, driven by higher margins and solid sales.
Inside same-store sales grew 4.0% with an inside margin of 42.2%, lifting inside gross profit to $624.0 million, up 8.9%. Fuel same-store gallons increased 0.4%, while fuel margin expanded to 41.0 cents per gallon, pushing fuel gross profit up 15.3% to $348.2 million.
The company ended the quarter with about $1.4 billion in available liquidity, repurchased roughly $76 million of shares, and the board approved a quarterly dividend of $0.57 per share. Management now expects fiscal 2026 EBITDA to grow 18%–20%, with inside same-store sales up 3.5%–4.5% and inside margin around 41.5%–42.5%.
Casey’s General Stores filed a report describing two main events. First, the company issued a press release with its financial results for the first quarter ended July 31, 2025, which is attached as an exhibit.
Second, the company held its 2025 annual shareholders’ meeting on September 3, 2025. All eleven director nominees were elected by majority vote. Shareholders also ratified KPMG LLP as independent auditor for the fiscal year ending April 30, 2026, approved the 2025 Stock Incentive Plan, and supported the advisory vote on executive compensation. A shareholder proposal on Scope 3 greenhouse gas reduction targets did not receive majority support.