Google's search engine continues to dominate, YouTube keeps expanding its reach, and Google Cloud is finally scaling with discipline. Recent concerns around AI competition haven't slowed Alphabet down. Casey's is the rare company that grows by repeating the same simple formula—store by store, block by block, year after year.
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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.
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.
Casey's posts robust Q2 results, with rising inside sales and fuel margins, as momentum across key categories leads to a raised FY26 outlook.
The small-cap Russell 2000 looked headed for a new record all-time closing high before petering out in the final trading minutes.
The headline numbers for Casey's (CASY) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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.
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Besides Wall Street's top-and-bottom-line estimates for Casey's (CASY), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended October 2025.
Here is how Casey's General Stores (CASY) and Wal-Mart de Mexico SAB de CV (WMMVY) have performed compared to their sector so far this year.
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