Equity Profile

CASY

Casey's General Stores, Inc.

Consumer StaplesFood Retail$31.8B

Jun9Tue

Pre-Earnings Brief

UpcomingQ4-2026After Close5:00 PM EDT

Company Snapshot

Casey's General Stores, Inc. (CASY) operates a chain of convenience stores that offer a variety of food and beverage items, including fresh pizza and snacks....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$3.32

Revenue

Total revenue provides insight into the company's sales performance and growth trajectory.

$4.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CASY Q4-2026 Earnings Preview

Context

Company Snapshot

Casey's General Stores, Inc. (CASY) operates a chain of convenience stores that offer a variety of food and beverage items, including fresh pizza and snacks. As a player in the consumer staples sector, Casey's is positioned to benefit from steady consumer demand, especially in times of economic uncertainty.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+21.34%

Avg Stock Reaction

-0.11%

Last Quarter Recap

In Q3-2026, Casey's reported an EPS of $3.49, which was significantly higher than the expected $3.01, marking a 16.06% surprise. However, the stock saw a slight decline of 0.01% the following day.

Management Promises & Guidance

Focus on expanding food offerings to attract more customers.
Maintain cost control measures to improve margins.
Continue investing in technology for better customer experience.

Expectations

Wall Street Expectations

Analysts are generally optimistic ahead of the earnings report, expecting strong EPS and revenue figures. The positive earnings history may lead to heightened expectations from investors.

Bull Case

If Casey's can exceed the EPS estimate of $3.32, it could reinforce investor confidence and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sell-off, especially given the recent stock performance.

Key Metrics to Watch

EPS

$3.32

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$4.3B

Total revenue provides insight into the company's sales performance and growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $3.32?

A beat on EPS could signal strong operational performance and boost investor sentiment.

What guidance will management provide for future revenue growth?

Future revenue guidance will be crucial for assessing the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Casey's ability to leverage its food offerings, which could drive stronger-than-expected sales.

Supporting Evidence

Casey's has consistently beaten EPS estimates, indicating potential for continued outperformance.

Options pricing suggests a significant move, which may reflect underlying bullish sentiment not captured in consensus estimates.

Key Risk

If Casey's reports an EPS below $3.00, it could challenge the current optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it could indicate the company's ability to navigate market challenges.

Bull Confirmed If

An EPS of $3.50 or higher would confirm the bull case and suggest strong demand.

Bear Confirmed If

An EPS below $3.00 would raise concerns about profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±8.04%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders are anticipating volatility around the earnings report.

Options are pricing ±8.0% while CASY has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

30.2%

Calls (24K)P/C Ratio: 0.50Puts (35K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Casey's beats expectations, history suggests the stock could rise by an average of 1.75%, confirming a positive outlook.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss on earnings could lead to a decline, with historical patterns indicating an average drop of around 0.11%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-WARick LarsenRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the expansion of food offerings and their impact on sales.
2Any commentary on cost control measures and their effectiveness.
3Insights into customer traffic trends and how they are affecting revenue.
4Management's outlook on competitive pressures in the convenience store sector.
5Details on technology investments aimed at enhancing customer experience.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Casey's General Stores, Inc. (CASY) operates a chain of convenience stores that offer a variety of food and beverage items, including fresh pizza and snacks....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$3.32

Revenue

Total revenue provides insight into the company's sales performance and growth trajectory.

$4.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CASY Q4-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+21.34%

Avg Stock Reaction

-0.11%

Last Quarter Recap

In Q3-2026, Casey's reported an EPS of $3.49, which was significantly higher than the expected $3.01, marking a 16.06% surprise. However, the stock saw a slight decline of 0.01% the following day.

Management Promises & Guidance

Focus on expanding food offerings to attract more customers.
Maintain cost control measures to improve margins.
Continue investing in technology for better customer experience.

Expectations

Wall Street Expectations

Analysts are generally optimistic ahead of the earnings report, expecting strong EPS and revenue figures. The positive earnings history may lead to heightened expectations from investors.

Bull Case

If Casey's can exceed the EPS estimate of $3.32, it could reinforce investor confidence and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sell-off, especially given the recent stock performance.

Key Metrics to Watch

EPS

$3.32

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$4.3B

Total revenue provides insight into the company's sales performance and growth trajectory.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $3.32?

A beat on EPS could signal strong operational performance and boost investor sentiment.

What guidance will management provide for future revenue growth?

Future revenue guidance will be crucial for assessing the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Casey's ability to leverage its food offerings, which could drive stronger-than-expected sales.

Supporting Evidence

Casey's has consistently beaten EPS estimates, indicating potential for continued outperformance.

Options pricing suggests a significant move, which may reflect underlying bullish sentiment not captured in consensus estimates.

Key Risk

If Casey's reports an EPS below $3.00, it could challenge the current optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it could indicate the company's ability to navigate market challenges.

Bull Confirmed If

An EPS of $3.50 or higher would confirm the bull case and suggest strong demand.

Bear Confirmed If

An EPS below $3.00 would raise concerns about profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±8.04%

Historical Avg

±0.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders are anticipating volatility around the earnings report.

Options are pricing ±8.0% while CASY has averaged ±0.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

30.2%

Calls (24K)P/C Ratio: 0.50Puts (35K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Casey's beats expectations, history suggests the stock could rise by an average of 1.75%, confirming a positive outlook.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss on earnings could lead to a decline, with historical patterns indicating an average drop of around 0.11%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-WARick LarsenRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the expansion of food offerings and their impact on sales.
2Any commentary on cost control measures and their effectiveness.
3Insights into customer traffic trends and how they are affecting revenue.
4Management's outlook on competitive pressures in the convenience store sector.
5Details on technology investments aimed at enhancing customer experience.