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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and KLA Corporation (KLAC). 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 $3.4B, roughly 1.3× KLA Corporation). KLA Corporation runs the higher net margin — 35.2% vs 4.6%, a 30.6% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 11.5%). KLA Corporation produced more free cash flow last quarter ($622.3M vs $176.0M). Over the past eight quarters, CASEYS GENERAL STORES INC's revenue compounded faster (16.3% CAGR vs 15.3%).

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...

KLA Corporation is an American company based in Milpitas, California that makes wafer fab equipment. It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.

CASY vs KLAC — Head-to-Head

Bigger by revenue
CASY
CASY
1.3× larger
CASY
$4.5B
$3.4B
KLAC
Growing faster (revenue YoY)
CASY
CASY
+2.7% gap
CASY
14.2%
11.5%
KLAC
Higher net margin
KLAC
KLAC
30.6% more per $
KLAC
35.2%
4.6%
CASY
More free cash flow
KLAC
KLAC
$446.2M more FCF
KLAC
$622.3M
$176.0M
CASY
Faster 2-yr revenue CAGR
CASY
CASY
Annualised
CASY
16.3%
15.3%
KLAC

Income Statement — Q2 FY2026 vs Q3 FY2026

Metric
CASY
CASY
KLAC
KLAC
Revenue
$4.5B
$3.4B
Net Profit
$206.3M
$1.2B
Gross Margin
Operating Margin
6.1%
Net Margin
4.6%
35.2%
Revenue YoY
14.2%
11.5%
Net Profit YoY
14.0%
10.3%
EPS (diluted)
$5.53
$9.12

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.

Revenue
CASY
CASY
KLAC
KLAC
Q1 26
$3.4B
Q4 25
$4.5B
$3.3B
Q3 25
$4.6B
$3.2B
Q2 25
$4.0B
$3.2B
Q1 25
$3.9B
$3.1B
Q4 24
$3.9B
$3.1B
Q3 24
$4.1B
$2.8B
Q2 24
$3.6B
$2.6B
Net Profit
CASY
CASY
KLAC
KLAC
Q1 26
$1.2B
Q4 25
$206.3M
$1.1B
Q3 25
$215.4M
$1.1B
Q2 25
$98.3M
$1.2B
Q1 25
$87.1M
$1.1B
Q4 24
$180.9M
$824.5M
Q3 24
$180.2M
$945.9M
Q2 24
$87.0M
$836.4M
Gross Margin
CASY
CASY
KLAC
KLAC
Q1 26
Q4 25
61.4%
Q3 25
61.3%
Q2 25
62.0%
Q1 25
61.6%
Q4 24
60.3%
Q3 24
59.6%
Q2 24
60.7%
Operating Margin
CASY
CASY
KLAC
KLAC
Q1 26
Q4 25
6.1%
Q3 25
6.1%
Q2 25
41.9%
Q1 25
2.8%
41.3%
Q4 24
6.1%
31.6%
Q3 24
5.8%
38.0%
Q2 24
36.8%
Net Margin
CASY
CASY
KLAC
KLAC
Q1 26
35.2%
Q4 25
4.6%
34.7%
Q3 25
4.7%
34.9%
Q2 25
2.5%
37.9%
Q1 25
2.2%
35.5%
Q4 24
4.6%
26.8%
Q3 24
4.4%
33.3%
Q2 24
2.4%
32.6%
EPS (diluted)
CASY
CASY
KLAC
KLAC
Q1 26
$9.12
Q4 25
$5.53
$8.68
Q3 25
$5.77
$8.47
Q2 25
$2.63
$9.04
Q1 25
$2.33
$8.16
Q4 24
$4.85
$6.16
Q3 24
$4.83
$7.01
Q2 24
$2.34
$6.16

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CASY
CASY
KLAC
KLAC
Cash + ST InvestmentsLiquidity on hand
$492.0M
$1.8B
Total DebtLower is stronger
$5.9B
Stockholders' EquityBook value
$3.8B
$5.8B
Total Assets
$8.6B
$16.9B
Debt / EquityLower = less leverage
1.01×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CASY
CASY
KLAC
KLAC
Q1 26
$1.8B
Q4 25
$492.0M
$2.5B
Q3 25
$458.1M
$1.9B
Q2 25
$326.7M
$2.1B
Q1 25
$394.8M
$1.9B
Q4 24
$351.7M
$1.8B
Q3 24
$305.0M
$2.0B
Q2 24
$206.5M
$2.0B
Total Debt
CASY
CASY
KLAC
KLAC
Q1 26
$5.9B
Q4 25
$5.9B
Q3 25
$5.9B
Q2 25
$2.4B
$5.9B
Q1 25
$5.9B
Q4 24
$5.9B
Q3 24
$5.9B
Q2 24
$1.6B
$5.9B
Stockholders' Equity
CASY
CASY
KLAC
KLAC
Q1 26
$5.8B
Q4 25
$3.8B
$5.5B
Q3 25
$3.6B
$5.0B
Q2 25
$3.5B
$4.7B
Q1 25
$3.4B
$4.0B
Q4 24
$3.3B
$3.6B
Q3 24
$3.2B
$3.6B
Q2 24
$3.0B
$3.4B
Total Assets
CASY
CASY
KLAC
KLAC
Q1 26
$16.9B
Q4 25
$8.6B
$16.7B
Q3 25
$8.4B
$16.3B
Q2 25
$8.2B
$16.1B
Q1 25
$8.2B
$15.2B
Q4 24
$7.7B
$15.0B
Q3 24
$6.5B
$15.7B
Q2 24
$6.3B
$15.4B
Debt / Equity
CASY
CASY
KLAC
KLAC
Q1 26
1.01×
Q4 25
1.08×
Q3 25
1.18×
Q2 25
0.69×
1.25×
Q1 25
1.47×
Q4 24
1.64×
Q3 24
1.65×
Q2 24
0.52×
1.75×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CASY
CASY
KLAC
KLAC
Operating Cash FlowLast quarter
$347.1M
$707.5M
Free Cash FlowOCF − Capex
$176.0M
$622.3M
FCF MarginFCF / Revenue
3.9%
18.2%
Capex IntensityCapex / Revenue
3.8%
2.5%
Cash ConversionOCF / Net Profit
1.68×
0.59×
TTM Free Cash FlowTrailing 4 quarters
$682.2M
$4.0B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CASY
CASY
KLAC
KLAC
Q1 26
$707.5M
Q4 25
$347.1M
$1.4B
Q3 25
$372.4M
$1.2B
Q2 25
$333.9M
$1.2B
Q1 25
$204.9M
$1.1B
Q4 24
$270.7M
$849.5M
Q3 24
$281.4M
$995.2M
Q2 24
$288.4M
$892.6M
Free Cash Flow
CASY
CASY
KLAC
KLAC
Q1 26
$622.3M
Q4 25
$176.0M
$1.3B
Q3 25
$262.4M
$1.1B
Q2 25
$153.1M
$1.1B
Q1 25
$90.7M
$990.0M
Q4 24
$160.0M
$757.2M
Q3 24
$180.8M
$934.8M
Q2 24
$92.1M
$831.9M
FCF Margin
CASY
CASY
KLAC
KLAC
Q1 26
18.2%
Q4 25
3.9%
38.3%
Q3 25
5.7%
33.2%
Q2 25
3.8%
33.5%
Q1 25
2.3%
32.3%
Q4 24
4.1%
24.6%
Q3 24
4.4%
32.9%
Q2 24
2.6%
32.4%
Capex Intensity
CASY
CASY
KLAC
KLAC
Q1 26
2.5%
Q4 25
3.8%
3.2%
Q3 25
2.4%
3.0%
Q2 25
4.5%
3.2%
Q1 25
2.9%
2.7%
Q4 24
2.8%
3.0%
Q3 24
2.5%
2.1%
Q2 24
5.5%
2.4%
Cash Conversion
CASY
CASY
KLAC
KLAC
Q1 26
0.59×
Q4 25
1.68×
1.19×
Q3 25
1.73×
1.04×
Q2 25
3.40×
0.97×
Q1 25
2.35×
0.99×
Q4 24
1.50×
1.03×
Q3 24
1.56×
1.05×
Q2 24
3.31×
1.07×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CASY
CASY

Segment breakdown not available.

KLAC
KLAC

Semiconductor Process Control$3.1B90%
PCB and Component Inspection$167.6M5%
Specialty Semiconductor Process$164.0M5%

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