Casey's FY2026 net income +30.7% to $714M on fuel margin expansion; 3-year plan closed 504 stores vs 350 target

Filed June 22, 2026 · Period ending April 30, 2026 · Compared to 10-K Jun 23, 2025 · ~2 min read

Key Changes

• high

  Net income rose 30.7% to $714.4M as fuel margin per gallon expanded 10.1% to 42.6¢ (vs 38.7¢ prior year), with Q4 seeing historically high industry margins; RINs revenue doubled to $35.4M on higher volume and pricing.

  MD&A: Fuel Profitability verify on EDGAR →
• high

  Inside-store categories (prepared food, dispensed beverage, grocery, general merchandise) grew to 36% of total revenue (from 34%) while maintaining 63% contribution to gross profit, reflecting favorable mix shift to higher-margin products.

  Business: Inside-Store Revenue Mix view on EDGAR →
• high

  Three-year strategic plan concluded with 504 stores added (vs 350 target), diluted EPS of $19.16 (30.9% YoY growth, 17.2% annualized), and 10M Rewards members; new three-year plan to be introduced June 2026.

  MD&A: Strategic Plan Completion verify on EDGAR →