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Murphy USA Inc (MUSA)
NYSE:MUSA
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
3.9Last Year’s EPS
3.1Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 05, 2025
|% Change Since: -0.28%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed performance for Murphy USA in 2024. While there were significant areas of growth, such as strong EBITDA performance, merchandise sales growth, and an increase in retail fuel margins, the company faced challenges including a slow start to the year, pressure on food inflation affecting QuickCheck Markets, and under-delivery on new store targets. The balanced presentation of both achievements and setbacks suggests a neutral outlook.Company Guidance
During the Murphy USA Fourth Quarter 2024 earnings call, the company provided guidance for 2025, outlining expectations for various financial metrics. They plan to open up to 50 new stores in 2025, building on the 32 new stores completed in 2024, and continue with 30 raise and rebuild projects. Fuel volumes are projected to remain within the range of 240 to 245 thousand gallons per store month, with total fuel sales expected to increase by 4.5% to over 5 billion gallons. Merchandise contribution dollars are forecasted to grow by nearly 4%, reaching a range of $855 million to $875 million. Operating expenses per store month are anticipated to rise by 4% to 6%, aligning with larger format store expansions. The SG&A expense is expected to be between $245 million and $255 million, while capital spending will be in the range of $450 million to $500 million. Murphy USA projects EBITDA between $1 billion and $1.12 billion, based on an all-in margin range of 30.5 to 32.5 cents per gallon. The company remains committed to its balanced capital allocation strategy, including share repurchases that have significantly reduced the share count to approximately 20 million shares.Strong EBITDA Performance
Murphy USA delivered over $1 billion of EBITDA in 2024, indicating the sustainability of the earnings potential of the business.
Merchandise Sales Growth
Murphy branded network grew per store merchandise sales and margin dollars by 3.5% and 5.9% respectively for the full year 2024.
Fuel Performance Improvement
Retail margins increased by 50 basis points to $0.281 per gallon, despite conditions historically less favorable to retail margin capture.
New Store Growth
Completed 32 new-to-industry stores in 2024 and opened four additional stores since the year-end, with plans to open up to 50 new stores in 2025.
Merchandise Contribution Growth
Generated $834 million in merchandise contribution dollars in 2024, up 3.8% versus 2023, with notable acceleration in the fourth quarter.
Capital Allocation and Share Repurchase
Repurchased approximately 938 thousand shares for the full year 2024, resulting in a cash and cash equivalents balance of $47 million at year-end.
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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
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MUSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 05, 2025 | $515.38 | $498.93 | -3.19% |
| Oct 30, 2024 | $471.64 | $487.43 | +3.35% |
| Jul 31, 2024 | $503.42 | $513.46 | +1.99% |
| May 01, 2024 | $410.17 | $394.79 | -3.75% |
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.
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FAQ
When does Murphy USA Inc (MUSA) report earnings?
Murphy USA Inc (MUSA) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Murphy USA Inc (MUSA) earnings time?
Murphy USA Inc (MUSA) earnings time is at May 07, 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 (Q1) is 3.9.
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