Casey’s shares jump 20.3% after fiscal 2026 Q4 earnings beat and new $1 billion buyback

Casey’s General Stores (CASY) reported fiscal 2026 Q4 results with EPS of $4.37, up 66.2% year over year, while net income reached $162.7 million and EBITDA totaled $350.3 million, both well above expectations. The quarter was supported by 5.5% growth in inside same-store sales and a 29.1% increase in fuel gross profit, alongside a 46.9¢ per gallon fuel margin. The company also lifted its fiscal 2027 EBITDA growth outlook to 8%–10% and announced a 14% dividend increase plus a new $1 billion share repurchase authorization. The update was positioned as a clear, fresh and sizeable positive catalyst for CASY shares.