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Murphy USA Inc (MUSA)
:MUSA
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
6.88Last Year’s EPS
6.92Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -20.44%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
While the company saw improvements in fuel margins, loyalty program growth, and new store performance, it faced challenges with a decline in same-store gallons, lower PS&W contributions, and pressures on inside store sales due to temporal factors.Company Guidance
During the Murphy USA First Quarter 2025 Earnings Conference Call, the company provided several key metrics and insights into its performance and strategic positioning. Murphy USA reported a 4.2% decline in same-store gallons, with temporal factors such as the non-repeating leap year and Easter in March impacting same-store gallons by 1.5% and additional storm-related store closures affecting another 50 basis points. Despite these challenges, retail margins increased by $0.02 per gallon compared to the previous year. Merchandise sales faced a 30 basis point headwind due to the absence of a $1 billion jackpot from the first quarter of 2024, yet categories like candy saw a 15% sales increase. The company also highlighted strong performance in the nicotine category, with noncombustible same-store sales up over 7% and same-store margin growth of 15%. Additionally, Murphy USA added eight new stores during the quarter and emphasized robust construction activity with 18 new stores and 20 raise and rebuilds in progress. The company maintained a debt-to-EBITDA ratio of 2.0 and reported cash flow from operations of $129 million, with $88 million in capital expenditures. Overall, Murphy USA continues to focus on its structural advantages and value-driven business model to navigate the current economic environment.Fuel Margins Improvement
Retail margins were $0.02 per gallon higher in the first quarter versus the prior year, partly due to a flatter price environment. Retail margins in April were over $0.28 per gallon, $0.03 higher than the previous year.
New Store Performance
The 2022 and 2023 build classes outperformed the fleet average by nearly 20% in gallons and 40% in merchandising margin, with EBITDA 18% higher than the chain average.
Loyalty Program Growth
Murphy Drive Rewards and QuickChek Rewards loyalty programs saw membership growth of 11% and 30%, respectively, in the first quarter.
Food and Beverage Sales Growth
Food and beverage at QuickChek saw sandwich unit growth of 8% and increased breakfast traffic, resulting in total food and beverage sales being up nearly 1% in the quarter.
MUSA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MUSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $505.68 | $443.56 | -12.28% |
Feb 05, 2025 | $514.81 | $498.38 | -3.19% |
Oct 30, 2024 | $471.12 | $486.89 | +3.35% |
Jul 31, 2024 | $502.86 | $512.88 | +1.99% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Murphy USA Inc (MUSA) report earnings?
Murphy USA Inc (MUSA) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Murphy USA Inc (MUSA) earnings time?
Murphy USA Inc (MUSA) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MUSA EPS forecast?
MUSA EPS forecast for the fiscal quarter 2025 (Q2) is 6.88.