Casey's General Stores (CASY) reported $4.51 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 14.2%. EPS of $5.53 for the same period compares to $4.85 a year ago.
The reported revenue represents a surprise of -1.03% over the Zacks Consensus Estimate of $4.55 billion. With the consensus EPS estimate being $4.92, the EPS surprise was +12.4%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Casey's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of Stores (EOP): 2,921 versus 2,920 estimated by two analysts on average.
- Same-store sales - Grocery & General Merchandise - YoY change: 2.7% versus the two-analyst average estimate of 3.1%.
- Number of Fuel gallons sold: 906.65 million compared to the 919.75 million average estimate based on two analysts.
- Same-store sales - Fuel gallons - YoY change: 0.8% versus 0.5% estimated by two analysts on average.
- Same-store sales - Prepared Food & Dispensed Beverage - YoY change: 4.8% compared to the 4% average estimate based on two analysts.
- Net Sales- Fuel: $2.69 billion versus $2.78 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.3% change.
- Net Sales- Other: $160.36 million versus the two-analyst average estimate of $131.04 million. The reported number represents a year-over-year change of +148.2%.
- Net Sales- Prepared Food & Dispensed Beverage: $467.8 million compared to the $465.04 million average estimate based on two analysts. The reported number represents a change of +12% year over year.
- Net Sales- Grocery & General Merchandise: $1.19 billion versus $1.18 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.4% change.
- Gross Profit- Prepared Food & Dispensed Beverage: $274.24 million versus the two-analyst average estimate of $268.88 million.
- Gross Profit- Grocery & General Merchandise: $429.18 million compared to the $417.64 million average estimate based on two analysts.
View all Key Company Metrics for Casey's here>>>
Shares of Casey's have returned +6.4% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Casey's General Stores, Inc. (CASY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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