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Murphy USA Inc (DE:1MU)
NYSE:1MU
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.67Last Year’s EPS
2.27Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a cautiously positive strategic outlook: management laid out a credible multi-year growth plan anchored on scaling NTI openings (50+ per year), operational improvements (self-maintenance, shrink reduction), and targeted maintenance capex expected to yield $6M–$8M in savings. At the same time, several near-term headwinds — low/steady fuel margins (~$0.30/gal), 1%–3% same-store volume pressure, short-term EBITDA drag from concentrated new-store classes, weather-related maintenance costs, and lumpy category margins — temper upside in the near term. Management emphasized disciplined execution, cultural and organizational changes, and quantified operational savings, which together suggest that the positives modestly outweigh the negatives if macro fuel volatility normalizes.Company Guidance
Clear Long-Term EBITDA Goal and Growth Path
Company reiterated long-term EBITDA target (~$1.2B) and provided a multi-year growth path; 2026 guidance around ~$1.0B positions 2026 as an inflection point toward the $1.2B target if fuel volatility normalizes.
New-Store Program Scaling (NTIs)
Plan to sustain 50+ new-to-industry (NTI) stores per year; each 50-store class is expected to contribute $35M–$40M of EBITDA at maturity after a 3-year ramp, creating a multi-year stair-step EBITDA tailwind.
Proactive Maintenance CapEx to Reduce Expense Volatility
Announced a step-up in proactive maintenance capital (dispensers, HVAC, etc.) to avoid unpredictable break-fix costs; projected maintenance expense savings of roughly $6M–$8M over time from these investments.
Strong Expense Discipline and OpEx Performance
Fiscal 2025 store-level operating expense growth ran at only 3.3% (below previous 5% assumptions); management expects a normalized per-store expense run rate of ~4% going forward.
Operational Savings and Loss Prevention Wins
Self-maintenance initiatives (e.g., card reader battery swaps) saved nearly $2M; improved inventory and loss-prevention actions reduced shrink by over $4M year-over-year.
Quick and Accretive Small Acquisitions
Completed targeted smaller tuck-in deals (example: Colorado) where Murphy could 'cherry-pick' assets, integrate in <30 days, add density quickly and leverage loyalty/assortment to drive incremental traffic.
Nicotine Category Momentum and Promotional Execution
Management sees continued growth in alternate nicotine categories (pouches, etc.) and strong execution on manufacturer-led promotions; company continues to take share in cigarettes despite lumpy promo timing.
Limited SNAP Exposure and Quantified Impact
SNAP-related changes affect <2% of sales; early read suggests modest headwind with estimated overall impact of less than ~$5M, and management has included this in guidance.
DE:1MU 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
DE:1MU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 31, 2025 | €341.46 | €341.46 | 0.00% |
Oct 29, 2025 | €340.85 | €324.90 | -4.68% |
Jul 30, 2025 | €350.33 | €322.47 | -7.95% |
May 07, 2025 | €437.42 | €429.46 | -1.82% |
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 (DE:1MU) report earnings?
Murphy USA Inc (DE:1MU) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Murphy USA Inc (DE:1MU) earnings time?
Murphy USA Inc (DE:1MU) earnings time is at May 05, 2026, After Close (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 the P/E ratio of Murphy USA Inc stock?
The P/E ratio of Murphy USA is N/A.
What is DE:1MU EPS forecast?
DE:1MU EPS forecast for the fiscal quarter 2026 (Q1) is 2.67.