Murphy USA: Down But Not Out
Murphy USA remains a soft "Buy" despite recent underperformance and near-term financial weakness. MUSA's growth strategy centers on expanding larger format stores and leveraging geographic advantages for above-market fuel volume growth. Management targets $1.3 billion EBITDA by 2028, with substantial share buybacks potentially boosting annualized upside to 13%–22%.
Will Murphy USA (MUSA) Beat Estimates Again in Its Next Earnings Report?
Murphy USA (MUSA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why Is Murphy USA (MUSA) Up 5.9% Since Last Earnings Report?
Murphy USA (MUSA) reported earnings 30 days ago. What's next for the stock?
Murphy USA Q3 Earnings Top Estimates as Merchandise Shines
MUSA tops Q3 earnings estimates as strong merchandise performance offsets weaker fuel sales and revenue shortfall.
Murphy USA Inc. (MUSA) Q3 2025 Earnings Call Transcript
Murphy USA Inc. ( MUSA ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Christian Pikul - Vice President of Investor Relations & FP&A Andrew Clyde - President, CEO & Director Mitchell Freer Donald Smith - Interim CFO, VP, Chief Accounting Officer & Treasurer Mindy West - Executive VP & COO Conference Call Participants Edward Kelly - Wells Fargo Securities, LLC, Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Irene Nattel - RBC Capital Markets, Research Division Pooran Sharma - Stephens Inc., Research Division Robert Griffin - Raymond James & Associates, Inc., Research Division Jacob Aiken-Phillips - Melius Research LLC Presentation Operator Thank you for standing by. At this time, I would like to welcome everyone to the Murphy USA Third Quarter 2025 Earnings Conference Call.
Murphy USA: Attractive Despite Management Turnover
Murphy USA shares have underperformed, but I remain bullish, given strong capital returns, a disciplined balance sheet, and ongoing store expansion. Q3 results were mixed, with flat EBITDA, lower fuel margins, but robust nicotine-driven merchandise growth and manageable cost inflation. Management changes include a new CEO and interim CFO, but capital allocation discipline and shareholder rewards remain intact, with a 19% dividend hike and $2B buyback.
Murphy USA (MUSA) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Murphy USA (MUSA) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Murphy USA (MUSA) Q3 Earnings Top Estimates
Murphy USA (MUSA) came out with quarterly earnings of $7.25 per share, beating the Zacks Consensus Estimate of $6.6 per share. This compares to earnings of $7.2 per share a year ago.
Factors You Need to Know Ahead of Murphy USA's Q3 Earnings Release
MUSA gears up for Q3 results as higher costs and weaker volumes weigh, but new store openings offer growth momentum ahead.
Earnings Preview: Murphy USA (MUSA) Q3 Earnings Expected to Decline
Murphy USA (MUSA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Murphy USA: Fuelling Long-Term Returns Through Growth & Profits
Murphy USA's lean operations, cost efficiency, and focus on low fuel prices drive strong margins and exceptional returns on capital. Merchandise sales, not fuel, are the key profit driver, with resilient Q2 results highlighting the strength of this strategy. Valuation is fair, offering a GARP opportunity rather than deep value, supported by robust cash flows and a logical growth strategy.
Murphy USA Q2 Earnings Top as Fuel Margins Improve, Sales Miss
MUSA tops Q2 earnings on stronger fuel margins, but weak petroleum sales drag total revenues below estimates.
