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Side-by-side financial comparison of CASEYS GENERAL STORES INC (CASY) and Vertiv Holdings Co (VRT). 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 $2.6B, roughly 1.7× Vertiv Holdings Co). Vertiv Holdings Co runs the higher net margin — 14.7% vs 4.6%, a 10.1% gap on every dollar of revenue. On growth, Vertiv Holdings Co posted the faster year-over-year revenue change (30.1% vs 14.2%). Vertiv Holdings Co produced more free cash flow last quarter ($652.8M vs $176.0M). Over the past eight quarters, Vertiv Holdings Co's revenue compounded faster (16.5% 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...

Vertiv is an American multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments.

CASY vs VRT — Head-to-Head

Bigger by revenue
CASY
CASY
1.7× larger
CASY
$4.5B
$2.6B
VRT
Growing faster (revenue YoY)
VRT
VRT
+16.0% gap
VRT
30.1%
14.2%
CASY
Higher net margin
VRT
VRT
10.1% more per $
VRT
14.7%
4.6%
CASY
More free cash flow
VRT
VRT
$476.8M more FCF
VRT
$652.8M
$176.0M
CASY
Faster 2-yr revenue CAGR
VRT
VRT
Annualised
VRT
16.5%
16.3%
CASY

Income Statement — Q2 FY2026 vs Q1 FY2026

Metric
CASY
CASY
VRT
VRT
Revenue
$4.5B
$2.6B
Net Profit
$206.3M
$390.1M
Gross Margin
37.7%
Operating Margin
6.1%
Net Margin
4.6%
14.7%
Revenue YoY
14.2%
30.1%
Net Profit YoY
14.0%
137.1%
EPS (diluted)
$5.53
$0.99

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
VRT
VRT
Q1 26
$2.6B
Q4 25
$4.5B
$2.9B
Q3 25
$4.6B
$2.7B
Q2 25
$4.0B
$2.6B
Q1 25
$3.9B
$2.0B
Q4 24
$3.9B
$2.3B
Q3 24
$4.1B
$2.1B
Q2 24
$3.6B
$2.0B
Net Profit
CASY
CASY
VRT
VRT
Q1 26
$390.1M
Q4 25
$206.3M
$445.6M
Q3 25
$215.4M
$398.5M
Q2 25
$98.3M
$324.2M
Q1 25
$87.1M
$164.5M
Q4 24
$180.9M
$147.0M
Q3 24
$180.2M
$176.6M
Q2 24
$87.0M
$178.1M
Gross Margin
CASY
CASY
VRT
VRT
Q1 26
37.7%
Q4 25
38.9%
Q3 25
37.8%
Q2 25
34.0%
Q1 25
33.7%
Q4 24
37.1%
Q3 24
36.5%
Q2 24
38.0%
Operating Margin
CASY
CASY
VRT
VRT
Q1 26
Q4 25
6.1%
20.1%
Q3 25
6.1%
19.3%
Q2 25
16.8%
Q1 25
2.8%
14.3%
Q4 24
6.1%
19.5%
Q3 24
5.8%
17.9%
Q2 24
17.2%
Net Margin
CASY
CASY
VRT
VRT
Q1 26
14.7%
Q4 25
4.6%
15.5%
Q3 25
4.7%
14.9%
Q2 25
2.5%
12.3%
Q1 25
2.2%
8.1%
Q4 24
4.6%
6.3%
Q3 24
4.4%
8.5%
Q2 24
2.4%
9.1%
EPS (diluted)
CASY
CASY
VRT
VRT
Q1 26
$0.99
Q4 25
$5.53
$1.14
Q3 25
$5.77
$1.02
Q2 25
$2.63
$0.83
Q1 25
$2.33
$0.42
Q4 24
$4.85
$0.38
Q3 24
$4.83
$0.46
Q2 24
$2.34
$0.46

Balance Sheet & Financial Strength

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

Metric
CASY
CASY
VRT
VRT
Cash + ST InvestmentsLiquidity on hand
$492.0M
$2.5B
Total DebtLower is stronger
$0
Stockholders' EquityBook value
$3.8B
$4.2B
Total Assets
$8.6B
$13.4B
Debt / EquityLower = less leverage
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CASY
CASY
VRT
VRT
Q1 26
$2.5B
Q4 25
$492.0M
$1.7B
Q3 25
$458.1M
$1.4B
Q2 25
$326.7M
$1.6B
Q1 25
$394.8M
$1.5B
Q4 24
$351.7M
$1.2B
Q3 24
$305.0M
$908.7M
Q2 24
$206.5M
$579.7M
Total Debt
CASY
CASY
VRT
VRT
Q1 26
$0
Q4 25
$2.9B
Q3 25
$2.9B
Q2 25
$2.4B
$2.9B
Q1 25
$2.9B
Q4 24
$2.9B
Q3 24
$2.9B
Q2 24
$1.6B
$2.9B
Stockholders' Equity
CASY
CASY
VRT
VRT
Q1 26
$4.2B
Q4 25
$3.8B
$3.9B
Q3 25
$3.6B
$3.5B
Q2 25
$3.5B
$3.1B
Q1 25
$3.4B
$2.7B
Q4 24
$3.3B
$2.4B
Q3 24
$3.2B
$1.8B
Q2 24
$3.0B
$1.5B
Total Assets
CASY
CASY
VRT
VRT
Q1 26
$13.4B
Q4 25
$8.6B
$12.2B
Q3 25
$8.4B
$10.8B
Q2 25
$8.2B
$10.4B
Q1 25
$8.2B
$9.5B
Q4 24
$7.7B
$9.1B
Q3 24
$6.5B
$8.9B
Q2 24
$6.3B
$8.1B
Debt / Equity
CASY
CASY
VRT
VRT
Q1 26
0.00×
Q4 25
0.74×
Q3 25
0.83×
Q2 25
0.69×
0.93×
Q1 25
1.10×
Q4 24
1.20×
Q3 24
1.62×
Q2 24
0.52×
1.91×

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
VRT
VRT
Operating Cash FlowLast quarter
$347.1M
Free Cash FlowOCF − Capex
$176.0M
$652.8M
FCF MarginFCF / Revenue
3.9%
24.6%
Capex IntensityCapex / Revenue
3.8%
4.2%
Cash ConversionOCF / Net Profit
1.68×
TTM Free Cash FlowTrailing 4 quarters
$682.2M
$2.3B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CASY
CASY
VRT
VRT
Q1 26
Q4 25
$347.1M
$978.9M
Q3 25
$372.4M
$508.7M
Q2 25
$333.9M
$322.9M
Q1 25
$204.9M
$303.3M
Q4 24
$270.7M
$425.2M
Q3 24
$281.4M
$378.2M
Q2 24
$288.4M
$378.4M
Free Cash Flow
CASY
CASY
VRT
VRT
Q1 26
$652.8M
Q4 25
$176.0M
$885.6M
Q3 25
$262.4M
$463.5M
Q2 25
$153.1M
$277.9M
Q1 25
$90.7M
$266.8M
Q4 24
$160.0M
$364.5M
Q3 24
$180.8M
$341.8M
Q2 24
$92.1M
$344.3M
FCF Margin
CASY
CASY
VRT
VRT
Q1 26
24.6%
Q4 25
3.9%
30.8%
Q3 25
5.7%
17.3%
Q2 25
3.8%
10.5%
Q1 25
2.3%
13.1%
Q4 24
4.1%
15.5%
Q3 24
4.4%
16.5%
Q2 24
2.6%
17.6%
Capex Intensity
CASY
CASY
VRT
VRT
Q1 26
4.2%
Q4 25
3.8%
3.2%
Q3 25
2.4%
1.7%
Q2 25
4.5%
1.7%
Q1 25
2.9%
1.8%
Q4 24
2.8%
2.6%
Q3 24
2.5%
1.8%
Q2 24
5.5%
1.7%
Cash Conversion
CASY
CASY
VRT
VRT
Q1 26
Q4 25
1.68×
2.20×
Q3 25
1.73×
1.28×
Q2 25
3.40×
1.00×
Q1 25
2.35×
1.84×
Q4 24
1.50×
2.89×
Q3 24
1.56×
2.14×
Q2 24
3.31×
2.12×

Financial Flow Comparison

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

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