Q1 FY27 · Ended Jul 31, 2026 · View SEC filing
The profit gain came from cents per gallon
Same-store gallons slipped, yet the fuel spread widened sharply, to a level the company itself calls historically high.
For investorsHow much of this quarter's profit rests on the fuel spread?
For foundersBuilding a destination inside a commodity business
Kitchen sales at existing stores rose on more visits while their gallons fell, so the counter, not the pump, added traffic.
Capital spending rose far faster than operating cash flow, so free cash flow fell while net income climbed 27.1%.
Annual net income rose from $203.9M to $714.4M while revenue less than doubled, so each sales dollar keeps more.
Unlock the financial breakdown, competitive insights, historical trends and founder playbook, plus research across the company library.
Free CXProWealth membership required
Business Lens describes Casey's from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
