Company Dossier · Consumer Staples
Casey's
- S&P 500
- Russell 1000
What Casey's is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $18.7 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $0.65 billion, down 3.0% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.74 billion, up 42% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to April 30, 2026: $0.20 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 9, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 6 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed June 22, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $25.1 million on the open market.SEC Form 4
- 1,088 institutional managers reported a position at June 30, 2026 (+123 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →What Casey's is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending94th pct
- Debt raised15th pct
- Buybacks vs capex28th pct
- Hiring filings46th pct
- Deals and private raises49th pct
- Patent publications48th pct
Confident ↔ Hedging
Mixed
- Call sentiment58th pct
- Call confidence33rd pct
- Guidance changes32nd pct
- Risk factors added69th pct
- Insider open-market trades41st pct
- − Guidance changes
- − Call confidence
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver15th pct
- Stress filings48th pct
Credit
How these are built →Casey's's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$2.5B
- Due within a year $0.1B
- Longer term $2.4B
- Default point $1.3B (short + ½ long)
Finance leases included · Jul 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Casey's, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralAmerica's hottest pizza chains might be gas station operators (CASY:NASDAQ)
seekingalpha.com · via Marketaux · Oct 10, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 8, 20268-KShareholder vote resultsItem 5.07
- Jun 22, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jun 9, 20268-KDirector or officer changeItem 5.02
- Jun 8, 20268-KDirector or officer changeItem 5.02
- Sep 8, 20258-KShareholder vote resultsItem 5.07
- Jun 23, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jun 9, 20258-KDirector or officer changeItem 5.02
- Dec 9, 20248-KDirector or officer changeItem 5.02
- Nov 5, 20248-KMaterial agreement signedItem 1.01
- Nov 4, 2024Risk event
- Jun 24, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Sprouts Farmers Market SFM | $9.0B | $0.4B | Jun 28, 2026 |
| Maplebear Inc. CART | $4.0B | $1.2B | Jun 30, 2026 |
| Albertsons ACI | — | — | — |
| Kroger KR | — | — | — |
| Pilgrim's Pride PPC | $18.4B | $0.8B | Jun 28, 2026 |
| General Mills GIS | $18.3B | $1.6B | Aug 30, 2026 |
| Bunge Global BG | $17.9B | −$1.2B | Mar 31, 2026 |
| Keurig Dr Pepper KDP | $20.1B | $2.0B | Jun 30, 2026 |