CASY Earnings Prediction
The chart below shows how CASY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CASY sees a +2.47% change in stock price 10 days leading up to the earnings, and a +3.66% change 10 days following the report. On the earnings day itself, the stock moves by -0.16%. This data can give you a slight idea of what to expect for the next quarter's release.
CASY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.95B
-2.89%
-3.68%
Gross Margin
21.84%
10.98%
3.95%
Operating Margin
6.39%
17.90%
4.24%
Net Margin
4.58%
17.14%
4.09%
EPS
4.85
14.39%
0.41%
No Data Available
CASY Earnings Analysis
Casey's General Stores Inc Corporation (CASY.O) Earnings Conference Call
Positive
Earnings and EBITDA Growth: Diluted earnings per share finished at $4.85, net income was $181 million, and EBITDA was $349 million, all up 14% from the prior year.
Quarterly Revenue Decline: Total revenue for the quarter was $3.9 billion, a decrease of $118 million or 2.9% from the prior year, primarily due to a 14.1% decline in the retail price of fuel, which was nearly offset by higher inside sales as well as higher fuel gallons sold.
Same-Store Sales Increase: Inside same-store sales were up 4% for the second quarter or 7.1% on a two-year stack basis with an average margin of 42.2%.
Prepared Food Sales Growth: Same-store prepared food and dispense beverages sales were up 5.2% or 11.6% on a two-year stack basis with an average margin of 58.7%.
Quarterly Inside Sales Growth: Total inside sales for the quarter were $1.47 billion, an increase of $121 million or 9% from the prior year.
Negative
Earnings and Income Growth: Diluted earnings per share finished at $4.85, net income was $181 million, and EBITDA was $349 million. All of these metrics were up 14% from the prior year.
Strong Business Model Performance: Our second quarter results were an excellent example of the strength of Casey's differentiated business model.
Margin Decline Analysis: Margin was down approximately 30 basis points from the prior year due to a modest cheese headwind.
Quarterly Revenue Decline: Total revenue for the quarter was $3.9 billion, a decrease of $118 million or 2.9% from the prior year, primarily due to a 14.1% decline in the retail price of fuel.
Operating Expenses Increase: Total operating expenses were up 5.2% or $30 million. Approximately 4% of the total operating expense increase is due to unit growth as we operated 93 additional stores versus prior year.
CASY FAQs
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CASY Earning Call Sentiment
Casey's General Stores, Inc. (CASY) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
CASY.O
-1.07%Positive
The earnings call showed mixed signals: strong EPS and net income growth, yet a revenue decline due to fuel prices. The acquisition of Fikes adds growth potential but comes with increased expenses and interest costs. The market strategy remains solid, with structural margin improvements in grocery. The decision not to update fiscal guidance until post-acquisition creates uncertainty. Analysts' sentiment is cautious, highlighting competitive pressures and the need for careful integration of Fikes. The maintenance of dividends is positive but offset by a halt in share repurchases. Overall, these factors balance out to a neutral outlook.
