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Murphy USA Inc (MUSA)
NYSE:MUSA
US Market
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Murphy USA (MUSA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 04, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
6.4
Last Year’s EPS
7.11
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlights a resilient performance with strong merchandise growth and an effective capital allocation strategy, despite challenges in fuel volumes and a low price environment. The company's focus on new store growth and strategic promotions supports a positive outlook.
Company Guidance
During the Murphy USA Third Quarter 2025 Earnings Conference Call, the company provided several key guidance metrics. Murphy USA updated its full-year guidance for merchandise contribution to the upper end of the range, between $870 million and $875 million, due to strong nicotine category performance and center store growth. Operating expenses are expected to finish below the low end of the guidance at $36,200 to $36,600 per store month, down from the original $36,500 to $37,000 range, reflecting efficiency initiatives. SG&A expenses are projected to be between $230 million and $240 million, exclusive of restructuring charges. Fuel volume guidance was adjusted to 235,000 to 237,000 gallons per store per month. The company has also authorized a new $2 billion share repurchase program, complementing their ongoing capital allocation strategy and a 19% increase in the quarterly dividend. Murphy USA emphasized its commitment to resilience and momentum, highlighting ongoing initiatives and the expectation of 45 new store openings in 2025, with over 50 planned for 2026, further supporting sustained growth.
Strong Merchandise Performance
Merchandise contribution dollars were up $24.4 million or 11.2% in Q3, with nicotine categories up over 20% driven by strong promotional activity.
Resilient Fuel Margins
Despite challenging conditions, all-in fuel margins were $0.307, showing resilience and structural uplift compared to historical troughs.
Capital Allocation Strategy
The Board authorized a new $2 billion share repurchase program and announced a 19% increase in the quarterly dividend, emphasizing a 50-50 capital allocation strategy.
New Store Growth and Development
Projected to open over 45 new stores in 2025 with a strong pipeline supporting 50-plus stores in 2026.

Murphy USA (MUSA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

MUSA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 04, 2026
2025 (Q4)
6.40 / -
7.112
Oct 29, 2025
2025 (Q3)
7.00 / 7.25
7.2190.43% (+0.03)
Jul 30, 2025
2025 (Q2)
6.55 / 7.36
6.926.36% (+0.44)
May 07, 2025
2025 (Q1)
3.96 / 2.65
3.101-14.70% (-0.46)
Feb 05, 2025
2024 (Q4)
6.51 / 7.11
7.0091.47% (+0.10)
Oct 30, 2024
2024 (Q3)
6.79 / 7.22
7.713-6.40% (-0.49)
Jul 31, 2024
2024 (Q2)
6.88 / 6.92
6.01515.05% (+0.91)
May 01, 2024
2024 (Q1)
4.48 / 3.10
4.809-35.52% (-1.71)
Feb 07, 2024
2023 (Q4)
6.49 / 7.01
5.21434.43% (+1.79)
Nov 01, 2023
2023 (Q3)
6.38 / 7.71
9.28-16.89% (-1.57)
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
Oct 29, 2025
$391.58$362.83-7.34%
Jul 30, 2025
$406.75$361.34-11.16%
May 07, 2025
$504.09$442.17-12.28%
Feb 05, 2025
$513.20$496.82-3.19%
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 Feb 04, 2026, After Close (Confirmed).
    What is Murphy USA Inc (MUSA) earnings time?
    Murphy USA Inc (MUSA) earnings time is at Feb 04, 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 MUSA EPS forecast?
          MUSA EPS forecast for the fiscal quarter 2025 (Q4) is 6.4.
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