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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and Triumph Financial, Inc. (TFIN). 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 $2.4B, roughly 1.9× Triumph Financial, Inc.). CASEYS GENERAL STORES INC runs the higher net margin — 4.6% vs 0.3%, a 4.3% gap on every dollar of revenue. On growth, CASEYS GENERAL STORES INC posted the faster year-over-year revenue change (14.2% vs 2.6%). Over the past eight quarters, Triumph Financial, Inc.'s revenue compounded faster (377.6% CAGR vs 16.3%).

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...

The Triumph Motor Company was a British car and motor manufacturing company in the 19th and 20th centuries. The marque had its origins in 1885 when Siegfried Bettmann of Nuremberg formed S. Bettmann & Co. and started importing bicycles from Europe and selling them under his own trade name in London. The trade name became "Triumph" the following year, and in 1887 Bettmann was joined by a partner, Moritz Schulte, also from Germany. In 1889, the businessmen started producing their own bicycles i...

CASY vs TFIN — Head-to-Head

Bigger by revenue
CASY
CASY
1.9× larger
CASY
$4.5B
$2.4B
TFIN
Growing faster (revenue YoY)
CASY
CASY
+11.6% gap
CASY
14.2%
2.6%
TFIN
Higher net margin
CASY
CASY
4.3% more per $
CASY
4.6%
0.3%
TFIN
Faster 2-yr revenue CAGR
TFIN
TFIN
Annualised
TFIN
377.6%
16.3%
CASY

Income Statement — Q2 FY2026 vs Q1 FY2026

Metric
CASY
CASY
TFIN
TFIN
Revenue
$4.5B
$2.4B
Net Profit
$206.3M
$6.4M
Gross Margin
86.1%
Operating Margin
6.1%
Net Margin
4.6%
0.3%
Revenue YoY
14.2%
2.6%
Net Profit YoY
14.0%
-66.9%
EPS (diluted)
$5.53
$0.23

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
TFIN
TFIN
Q1 26
$2.4B
Q4 25
$4.5B
$120.1M
Q3 25
$4.6B
$109.3M
Q2 25
$4.0B
$108.1M
Q1 25
$3.9B
$101.6M
Q4 24
$3.9B
$103.6M
Q3 24
$4.1B
$106.2M
Q2 24
$3.6B
$105.1M
Net Profit
CASY
CASY
TFIN
TFIN
Q1 26
$6.4M
Q4 25
$206.3M
Q3 25
$215.4M
$1.7M
Q2 25
$98.3M
$4.4M
Q1 25
$87.1M
$17.0K
Q4 24
$180.9M
$3.8M
Q3 24
$180.2M
$5.3M
Q2 24
$87.0M
$2.7M
Gross Margin
CASY
CASY
TFIN
TFIN
Q1 26
86.1%
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Operating Margin
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
6.1%
Q3 25
6.1%
1.2%
Q2 25
7.3%
Q1 25
2.8%
0.1%
Q4 24
6.1%
5.6%
Q3 24
5.8%
5.9%
Q2 24
3.4%
Net Margin
CASY
CASY
TFIN
TFIN
Q1 26
0.3%
Q4 25
4.6%
Q3 25
4.7%
1.6%
Q2 25
2.5%
4.1%
Q1 25
2.2%
0.0%
Q4 24
4.6%
3.7%
Q3 24
4.4%
5.0%
Q2 24
2.4%
2.6%
EPS (diluted)
CASY
CASY
TFIN
TFIN
Q1 26
$0.23
Q4 25
$5.53
Q3 25
$5.77
$0.04
Q2 25
$2.63
$0.15
Q1 25
$2.33
$-0.03
Q4 24
$4.85
$0.13
Q3 24
$4.83
$0.19
Q2 24
$2.34
$0.08

Balance Sheet & Financial Strength

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

Metric
CASY
CASY
TFIN
TFIN
Cash + ST InvestmentsLiquidity on hand
$492.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$3.8B
$950.7M
Total Assets
$8.6B
$6.9B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
$492.0M
$248.5M
Q3 25
$458.1M
$147.2M
Q2 25
$326.7M
$282.3M
Q1 25
$394.8M
$502.9M
Q4 24
$351.7M
$330.1M
Q3 24
$305.0M
$489.3M
Q2 24
$206.5M
$500.7M
Total Debt
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
Q3 25
Q2 25
$2.4B
Q1 25
Q4 24
Q3 24
Q2 24
$1.6B
Stockholders' Equity
CASY
CASY
TFIN
TFIN
Q1 26
$950.7M
Q4 25
$3.8B
$941.8M
Q3 25
$3.6B
$919.3M
Q2 25
$3.5B
$912.4M
Q1 25
$3.4B
$893.9M
Q4 24
$3.3B
$890.9M
Q3 24
$3.2B
$885.8M
Q2 24
$3.0B
$874.2M
Total Assets
CASY
CASY
TFIN
TFIN
Q1 26
$6.9B
Q4 25
$8.6B
$6.4B
Q3 25
$8.4B
$6.4B
Q2 25
$8.2B
$6.5B
Q1 25
$8.2B
$6.3B
Q4 24
$7.7B
$5.9B
Q3 24
$6.5B
$5.9B
Q2 24
$6.3B
$5.8B
Debt / Equity
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
Q3 25
Q2 25
0.69×
Q1 25
Q4 24
Q3 24
Q2 24
0.52×

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
TFIN
TFIN
Operating Cash FlowLast quarter
$347.1M
Free Cash FlowOCF − Capex
$176.0M
FCF MarginFCF / Revenue
3.9%
Capex IntensityCapex / Revenue
3.8%
Cash ConversionOCF / Net Profit
1.68×
TTM Free Cash FlowTrailing 4 quarters
$682.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
$347.1M
$67.1M
Q3 25
$372.4M
$24.4M
Q2 25
$333.9M
$9.8M
Q1 25
$204.9M
$-3.6M
Q4 24
$270.7M
$58.5M
Q3 24
$281.4M
$26.6M
Q2 24
$288.4M
$21.9M
Free Cash Flow
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
$176.0M
Q3 25
$262.4M
$22.4M
Q2 25
$153.1M
$6.8M
Q1 25
$90.7M
$-7.9M
Q4 24
$160.0M
Q3 24
$180.8M
$25.8M
Q2 24
$92.1M
$-31.9M
FCF Margin
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
3.9%
Q3 25
5.7%
20.5%
Q2 25
3.8%
6.2%
Q1 25
2.3%
-7.7%
Q4 24
4.1%
Q3 24
4.4%
24.3%
Q2 24
2.6%
-30.3%
Capex Intensity
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
3.8%
Q3 25
2.4%
1.8%
Q2 25
4.5%
2.8%
Q1 25
2.9%
4.2%
Q4 24
2.8%
Q3 24
2.5%
0.8%
Q2 24
5.5%
51.1%
Cash Conversion
CASY
CASY
TFIN
TFIN
Q1 26
Q4 25
1.68×
Q3 25
1.73×
14.29×
Q2 25
3.40×
2.22×
Q1 25
2.35×
-212.82×
Q4 24
1.50×
15.25×
Q3 24
1.56×
4.97×
Q2 24
3.31×
7.95×

Financial Flow Comparison

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

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