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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and C.H. Robinson (CHRW). Click either name above to swap in a different company.
CASEYS GENERAL STORES INC is the larger business by last-quarter revenue ($4.5B vs $4.0B, roughly 1.1× C.H. Robinson). CASEYS GENERAL STORES INC runs the higher net margin — 4.6% vs 3.7%, a 0.9% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs -0.8%). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs -5.4%).
Casey's Retail Company is a chain of convenience stores in the Midwestern and Southern United States. The company is headquartered in Ankeny, Iowa, a suburb of Des Moines. As of October 1, 2023, Casey's had 2,500 stores in 16 states. Following 7-Eleven's purchase of Speedway, Casey's is the third-largest convenience store chain in the United States and the largest that is wholly American-owned. It is one of two Iowa-based Fortune 500 companies. Casey's is famous for their pizza, including a b...
C.H. Robinson Worldwide, Inc. is an American transportation company that includes third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
CASY vs CHRW — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.5B | $4.0B |
| Net Profit | $206.3M | $147.2M |
| Gross Margin | — | 16.1% |
| Operating Margin | 6.1% | 3.6% |
| Net Margin | 4.6% | 3.7% |
| Revenue YoY | 14.2% | -0.8% |
| Net Profit YoY | 14.0% | — |
| EPS (diluted) | $5.53 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $4.0B | ||
| Q4 25 | $4.5B | $3.9B | ||
| Q3 25 | $4.6B | $4.1B | ||
| Q2 25 | $4.0B | $4.1B | ||
| Q1 25 | $3.9B | $4.0B | ||
| Q4 24 | $3.9B | $4.2B | ||
| Q3 24 | $4.1B | $4.6B | ||
| Q2 24 | $3.6B | $4.5B |
| Q1 26 | — | $147.2M | ||
| Q4 25 | $206.3M | $136.3M | ||
| Q3 25 | $215.4M | $163.0M | ||
| Q2 25 | $98.3M | $152.5M | ||
| Q1 25 | $87.1M | $135.3M | ||
| Q4 24 | $180.9M | $149.3M | ||
| Q3 24 | $180.2M | $97.2M | ||
| Q2 24 | $87.0M | $126.3M |
| Q1 26 | — | 16.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 6.1% | 4.6% | ||
| Q3 25 | 6.1% | 5.3% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | 2.8% | 4.4% | ||
| Q4 24 | 6.1% | 4.4% | ||
| Q3 24 | 5.8% | 3.9% | ||
| Q2 24 | — | 4.0% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 4.6% | 3.5% | ||
| Q3 25 | 4.7% | 3.9% | ||
| Q2 25 | 2.5% | 3.7% | ||
| Q1 25 | 2.2% | 3.3% | ||
| Q4 24 | 4.6% | 3.6% | ||
| Q3 24 | 4.4% | 2.1% | ||
| Q2 24 | 2.4% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | $5.53 | $1.12 | ||
| Q3 25 | $5.77 | $1.34 | ||
| Q2 25 | $2.63 | $1.26 | ||
| Q1 25 | $2.33 | $1.11 | ||
| Q4 24 | $4.85 | $1.23 | ||
| Q3 24 | $4.83 | $0.80 | ||
| Q2 24 | $2.34 | $1.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $492.0M | $159.7M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $3.8B | — |
| Total Assets | $8.6B | $5.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $159.7M | ||
| Q4 25 | $492.0M | $160.9M | ||
| Q3 25 | $458.1M | $136.8M | ||
| Q2 25 | $326.7M | $156.0M | ||
| Q1 25 | $394.8M | $129.9M | ||
| Q4 24 | $351.7M | $145.8M | ||
| Q3 24 | $305.0M | $131.7M | ||
| Q2 24 | $206.5M | $113.2M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $1.6B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $1.8B | ||
| Q3 25 | $3.6B | $1.9B | ||
| Q2 25 | $3.5B | $1.8B | ||
| Q1 25 | $3.4B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $3.0B | $1.5B |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $8.6B | $5.1B | ||
| Q3 25 | $8.4B | $5.2B | ||
| Q2 25 | $8.2B | $5.3B | ||
| Q1 25 | $8.2B | $5.2B | ||
| Q4 24 | $7.7B | $5.3B | ||
| Q3 24 | $6.5B | $5.6B | ||
| Q2 24 | $6.3B | $5.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | 0.69× | 0.76× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.80× | ||
| Q3 24 | — | 0.95× | ||
| Q2 24 | 0.52× | 1.07× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $347.1M | $68.6M |
| Free Cash FlowOCF − Capex | $176.0M | — |
| FCF MarginFCF / Revenue | 3.9% | — |
| Capex IntensityCapex / Revenue | 3.8% | — |
| Cash ConversionOCF / Net Profit | 1.68× | 0.47× |
| TTM Free Cash FlowTrailing 4 quarters | $682.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.6M | ||
| Q4 25 | $347.1M | $305.4M | ||
| Q3 25 | $372.4M | $275.4M | ||
| Q2 25 | $333.9M | $227.1M | ||
| Q1 25 | $204.9M | $106.5M | ||
| Q4 24 | $270.7M | $267.9M | ||
| Q3 24 | $281.4M | $108.1M | ||
| Q2 24 | $288.4M | $166.4M |
| Q1 26 | — | — | ||
| Q4 25 | $176.0M | $302.4M | ||
| Q3 25 | $262.4M | $269.5M | ||
| Q2 25 | $153.1M | $219.8M | ||
| Q1 25 | $90.7M | $103.2M | ||
| Q4 24 | $160.0M | $265.3M | ||
| Q3 24 | $180.8M | $103.3M | ||
| Q2 24 | $92.1M | $159.8M |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 7.7% | ||
| Q3 25 | 5.7% | 6.5% | ||
| Q2 25 | 3.8% | 5.3% | ||
| Q1 25 | 2.3% | 2.5% | ||
| Q4 24 | 4.1% | 6.3% | ||
| Q3 24 | 4.4% | 2.2% | ||
| Q2 24 | 2.6% | 3.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 0.1% | ||
| Q3 25 | 2.4% | 0.1% | ||
| Q2 25 | 4.5% | 0.2% | ||
| Q1 25 | 2.9% | 0.1% | ||
| Q4 24 | 2.8% | 0.1% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 5.5% | 0.1% |
| Q1 26 | — | 0.47× | ||
| Q4 25 | 1.68× | 2.24× | ||
| Q3 25 | 1.73× | 1.69× | ||
| Q2 25 | 3.40× | 1.49× | ||
| Q1 25 | 2.35× | 0.79× | ||
| Q4 24 | 1.50× | 1.79× | ||
| Q3 24 | 1.56× | 1.11× | ||
| Q2 24 | 3.31× | 1.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CASY
Segment breakdown not available.
CHRW
| Transportation | $3.6B | 91% |
| Sourcing | $369.2M | 9% |
