Murphy USA reports Q1 EPS $2.63, consensus $3.74

Reports Q1 revenue $4.525B, consensus $4.69B. “Murphy USA’s (MUSA) Q1 results fell slightly short of internal expectations, but all in all, the business performed admirably despite a 2% comparison headwind from temporal factors including the timing of Leap Day and the Easter holiday along with the relative severity of storms,” said President and CEO Andrew Clyde. “While Retail fuel margins grew by 2 cents year-over-year, in-line with expectations given a flatter price environment in the first quarter of 2025, supply margins were lower than expected due to the oversupplied product market. Continued share gains in all nicotine and most center of store categories, including Packaged Beverages, Candy and General Merchandise, should help drive results through the rest of the year. As always, we remain focused on cost discipline, as evidenced by lower Q1 G&A expense, and our long-term capital allocation strategy built around new store growth, business improvements, and consistent share repurchase.”