CASEYS GENERAL STORES INC(CASY)— Stock Profile, AI Score & Financials
Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
CASEYS GENERAL STORES INC (CASY) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CASY at 65.1/100 on a 32-signal composite quality model, placing it at rank #502 of 2,961 stocks — the top 25% of the AI-ranked universe. CASY scores in the top quartile across revenue scale (92.0), balance sheet strength (83.1), institutional flow (75.6). Areas of concern include free cash flow (37.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CASEYS GENERAL STORES INC reports quarterly revenue of $5.7B, net income of $273.7M, an operating margin of 6.1%. Top institutional holders of CASY by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. CASY trades on the Nasdaq exchange and files with the SEC under CIK 726958. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CASY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CASEYS GENERAL STORES INC directly from SEC EDGAR.
AI Quality Score
65.1/100
AI Rank
#502
Revenue
$5.7B
Net Income
$273.7M
Free Cash Flow
$189.7M
Operating Margin
6.1%
CASY key financials by period
CASEYS GENERAL STORES INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$17.6B
$714.4M
—
FY 2025
10-K
$15.9B
$546.5M
—
FY 2024
10-K
$14.9B
$502.0M
—
FY 2023
10-K
$15.1B
$446.7M
—
FY 2022
10-K
$13.0B
$339.8M
—
FY 2021
10-K
$8.7B
$312.9M
—
Institutions holding CASY
Institutional investors reporting a position in CASEYS GENERAL STORES INC on SEC Form 13F.
Institution
Shares
Value
Reported
BlackRock
3,472,484
$2.8B
2026-06-30
VANGUARD CAPITAL MANAGEMENT
2,414,717
$1.9B
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT
1,821,453
$1.4B
2026-06-30
STATE STREET
1,758,816
$1.4B
2026-06-30
GEODE CAPITAL MANAGEMENT
1,084,171
$858.6M
2026-06-30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
AI-extracted from the 10-Q filed 2026-09-08 — Q1 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Casey's Q1 revenue surged 24.3% to $5.68B, driven by 36% fuel revenue growth from higher average prices and store expansion, lifting net income 27% to $274M.
Biggest Revenue Drivers
Fuel$3,724,798 thousand ($3.72B)+36.3% YoY
Increase in average retail price per gallon of 33.0% and 2.5% increase in gallons sold due to store growth.
Grocery and General Merchandise$1,284,961 thousand ($1.29B)+4.9% YoY
Same-store sales increased 2.7% driven by non-alcoholic beverage sales, plus ~2.2% from operating 64 more stores.
Biggest Revenue Drivers
Total revenue: $5,678,336 thousand ($5.68B)+24.3% YoY
Fuel$3,724,798 thousand ($3.72B)+36.3% YoY
Increase in average retail price per gallon of 33.0% and 2.5% increase in gallons sold due to store growth.
Grocery and General Merchandise$1,284,961 thousand ($1.29B)+4.9% YoY
Same-store sales increased 2.7% driven by non-alcoholic beverage sales, plus ~2.2% from operating 64 more stores.
Prepared Food and Dispensed Beverage$492,580 thousand+7.4% YoY
Same-store sales increased 4.8% driven by whole pizza sales, plus ~2.6% from store growth.
Other$175,997 thousand+17.6% YoY
Increase in wholesale fuel revenue largely driven by higher average fuel prices per gallon.
Largest Expense Items
Operating expenses$754,111 thousand+8.0% YoY
Store growth ~2%, credit card fees ~1.5%, labor rate increases ~1%, and insurance ~1%.
Depreciation and amortization$115,994 thousand+6.5% YoY
Primarily due to purchases of property and equipment since comparable period.
Interest, net$22,059 thousand-17.8% YoY
Decrease primarily due to lower interest rates on variable-rate debt.
Margins: Gross margin (revenue less COGS excluding depreciation) declined to 21.8% from 24.4% YoY, primarily due to historically higher fuel gross margin per gallon (47.8¢ vs 41.0¢) being offset by higher wholesale fuel costs and lower fuel margin as a percent of fuel revenue (12.0% vs 13.7%), reflecting the industry's elevated fuel pricing environment.
Watch Items from the Filing
Fuel revenue margin compressed to 12.0% of fuel sales from 13.7% YoY despite record 47.8¢ per-gallon margin; filing notes this is historically elevated and 'can fluctuate significantly, and sometimes unpredictably, in the short-term.'
RIN activity swung sharply: $25.7M revenue from 10.9M RINs (vs $6.7M from 6.1M RINs YoY); filing states impact on fuel margin 'was minimal given higher activity was offset by higher costs.'
EV charging stations grew to 294 at 68 stores across 14 states; company notes Midwest consumer EV demand remains 'comparatively lower than levels along the coasts,' limiting near-term fuel displacement threat.
FLSA wage-and-hour litigation settlements approved during quarter; company maintains Store Managers are properly classified as exempt and admits no wrongdoing; settlement amount immaterial.
Store count grew modestly: +15 net stores to 2,959 in Q1 (9 new construction, 12 acquisitions, 6 closures/divestitures); acquisition pace accelerating with $43.9M invested in acquisitions vs $9.5M YoY.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
