CASY

• Casey's General Stores, Inc. held its 2026 Investor Day in New York City on June 24, 2026.
• The company reported delivering on its last 3-year strategic plan, including 16% EBITDA CAGR and 504 stores added.
• Casey's highlighted its 'Convenience QSR' model and competitive advantages such as a rural footprint and vertical integration.
• The disclosure was furnished under Item 7.01 Regulation FD and is not deemed filed for SEC purposes.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• FY2026 diluted EPS was $19.16, up 30.9%; net income was $714.4 million, up 30.7%.
• Board expanded share repurchase authorization to $1 billion total, effective June 4, 2026.
• Quarterly dividend increased 14% to $0.65 per share, payable August 14, 2026.
• FY2027 outlook: inside same-store sales +2-5%, EBITDA +8-10%, at least 120 new stores.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• On June 4, 2026, Casey's Board expanded from 11 to 12 directors and appointed Stanley J. Sutula III to fill the vacancy, effective immediately.
• As a non-employee director, Mr. Sutula will receive the same compensation as other non-employee directors, prorated through the Annual Meeting.
• Director Cara Heiden notified the Company on June 4, 2026, that she will not stand for re-election and will retire at the expiration of her term, reducing the Board to 11 members after the Annual Meeting.
• Ms. Heiden stated her retirement is not due to any disagreement with the Company on operations, policies, or practices.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Third quarter net income was $130.1 million, up 49.3% from $87.1 million a year ago; diluted EPS was $3.49, up from $2.33.
• Inside same-store sales increased 4.0% with an inside margin of 42.2%; total inside gross profit rose 8.9% to $624.0 million.
• Same-store fuel gallons were up 0.4% with a fuel margin of 41.0 cents per gallon; total fuel gross profit increased 15.3% to $348.2 million.
• Fiscal 2026 EBITDA is expected to increase 18% to 20%; inside same-store sales are expected to rise 3.5% to 4.5% with an inside margin of approximately 41.5% to 42.5%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Net income for the quarter was $206.3 million, up 14.0% from $180.9 million in the prior year.
• EBITDA for the quarter was $410.1 million, up 17.5% from $348.9 million a year ago.
• Inside same-store sales increased 3.3% and fuel same-store gallons were up 0.8% for the quarter.
• Fiscal 2026 EBITDA outlook raised to 15%-17% growth; inside same-store sales expected up 3%-4%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• EBITDA was $414.3 million, up 19.8% from $345.8 million in the prior-year quarter.
• Inside same-store sales increased 4.3% and fuel same-store gallons were up 1.7%.
• Total revenue was $4.57 billion, up from $4.10 billion in the prior-year quarter.
• Fiscal 2026 outlook unchanged: EBITDA growth 10-12%, inside same-store sales growth 2-5%, and at least 80 new stores.

2.02 Results of Operations and Financial Condition · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Fiscal year 2025 diluted EPS was $14.64, up 9.0%, with net income of $546.5 million and EBITDA of $1.2 billion.
• The Board approved FY2025 annual incentive payouts at 109% of target, with CEO Darren M. Rebelez receiving $1,962,000.
• The Compensation Committee approved FY2026 long-term equity awards, base salaries, and annual incentive plan for NEOs.
• The quarterly dividend was increased 14% to $0.57 per share, payable August 15, 2025.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• EBITDA increased 11.4% to $242.4 million, driven by higher inside and fuel gross profit.
• Inside same-store sales rose 3.7%, and fuel same-store gallons were up 1.8%.
• The company updated fiscal 2025 outlook, expecting EBITDA to increase approximately 11% and capital expenditures of about $500 million.
• Board approved a quarterly dividend of $0.50 per share, payable May 15, 2025.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits