Casey's General Stores: Still Lacking Margin Of Safety

Casey's General Stores remains a hold as valuation is stretched and guidance implies slower growth ahead. CASY raised FY2026 EBITDA growth guidance to 15–17%, but this still signals a deceleration versus 1H 2026. Integration of CEFCO is margin-dilutive, with synergies not expected until FY2027, weighing on near-term profitability.

Seeking Alpha • Dec 12, 2025

5 Low-Leverage Stocks to Bet on as Investors Shy Away From Technology

As investors retreat from technology, CASY and other low-leverage stocks should appeal to investors looking for safer options in a rate-cut-driven market shift.

Zacks Investment Research • Dec 12, 2025

3 Reasons Casey's General Stores Will Continue Trending Higher

There are three reasons Casey's General Stores' NASDAQ: CASY stock price will likely continue to trend higher despite valuation concerns. The stock isn't cheap in late 2025, trading at approximately 33 times its current-year earnings.

MarketBeat • Dec 10, 2025

Casey's General Stores, Inc. (CASY) Q2 2026 Earnings Call Transcript

Casey's General Stores, Inc. ( CASY ) Q2 2026 Earnings Call December 10, 2025 8:30 AM EST Company Participants Brian Johnson - Senior Vice President of Investor Relations & Business Development Darren Rebelez - President, CEO & Board Chair Stephen Bramlage - Senior VP & CFO Conference Call Participants Edward Kelly - Wells Fargo Securities, LLC, Research Division Ryan Bulger - Gordon Haskett Research Advisors Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Robert Griffin - Raymond James & Associates, Inc., Research Division Charles Cerankosky - Northcoast Research Partners, LLC Pooran Sharma - Stephens Inc., Research Division Benjamin Wood - BMO Capital Markets Equity Research Bradley Thomas - KeyBanc Capital Markets Inc., Research Division Michael Montani - Evercore ISI Institutional Equities, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to Casey's General Stores Second Quarter Fiscal Year 2026 Earnings Conference Call.

Seeking Alpha • Dec 10, 2025

CASY Q2 Earnings Beat Estimates, Inside Sales Rise Y/Y, FY26 View Up

Casey's posts robust Q2 results, with rising inside sales and fuel margins, as momentum across key categories leads to a raised FY26 outlook.

Zacks Investment Research • Dec 10, 2025

Casey's General Stores: Quality Hold, Hard To Buy Here

Casey's General Stores, Inc. continues to deliver strong growth, but shares remain richly valued at mid-30x forward EPS. CASY's recent Q2 results showed 14.1% revenue growth and robust margins, yet operating expenses outpaced revenue gains. Store expansion will slow to 80 openings this year, signaling moderating revenue growth for CASY despite continued margin strength.

Seeking Alpha • Dec 10, 2025

Casey's Beats Expectations. The Stock Is Falling.

The company reported earnings of $5.53 a share and revenue of $4.5 billion.

Barrons • Dec 9, 2025

Casey's Announces Second Quarter Results

ANKENY, Iowa--(BUSINESS WIRE)--Casey's General Stores, Inc. ("Casey's" or the "Company") (Nasdaq: CASY) one of the leading convenience store chains in the United States, today announced financial results for the three and six months ended October 31, 2025. Second Quarter Key Highlights Diluted EPS of $5.53 up 14.0% from the same period a year ago. Net income was $206.3 million, up 14.0% from the prior year, and EBITDA1 was $410.1 million, up 17.5%, from the same period a year ago. Inside same-s.

Business Wire • Dec 9, 2025

Casey's Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Casey's General Stores, Inc. (NASDAQ: CASY) will release earnings results for the second quarter after the closing bell on Tuesday, Dec. 9.

Benzinga • Dec 9, 2025

Casey's General Stores (CASY) Q2 Earnings Beat Estimates

Casey's General Stores (CASY) came out with quarterly earnings of $5.53 per share, beating the Zacks Consensus Estimate of $4.92 per share. This compares to earnings of $4.85 per share a year ago.

Zacks Investment Research • Dec 9, 2025