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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
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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% |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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% |
| 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% |
| 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.