Murphy USA Inc (MUSA)
NYSE:MUSA
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
9.46Last Year’s EPS
7.36Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented several material operational and financial positives: strong fuel-supply-driven results in the quarter, healthy inside-store sales and margin expansion, meaningful loyalty and transaction growth, and disciplined cost control and capital allocation. Offsetting risks include continued fuel-margin volatility (limiting the ability to give updated guidance), near-term gallon/volume pressure (weather headwinds and slow trade-down timing), regional competitive challenges—particularly at QuickChek in the Northeast and in Florida/Colorado—and promotional lapping risk later in the year. On balance, management emphasized execution, controlled OpEx, and a clear growth plan while acknowledging uncertainty in fuel markets.Company Guidance
Strong Fuel Supply / Inventory Valuation Contribution
Q1 fuel supply results were strong with an inventory revaluation benefit referenced at approximately $0.069 per gallon; the core fuel business generated roughly $0.025 per gallon excluding those higher-price impacts. Management reported retail margins in April in the low $0.30s per gallon and said product supply & wholesale (PS&W) results are trending above normal amid market volatility.
Inside-Store Sales and Margin Strength
Murphy stores saw non-nicotine category sales up 2% year-over-year with margins up over 4% at Murphy locations, reflecting merchandising, promotions and vendor partnerships driving margin expansion across most center-of-store categories.
Rapid Loyalty Program Growth and Engagement
Murphy Drive Rewards saw approximately 600,000 new loyalty sign-ups in a month (the highest monthly total since 2022). Active members were up ~8.5% year-over-year in March and total transactions were up ~12%, indicating stronger customer acquisition and engagement during higher fuel price periods.
Tight Operational Cost Control
Store operating expense was well controlled in Q1 and running below the company’s full-year guide. Improvements include a refined labor model (staffing to demand), focused shrink reduction, and prioritized/ batched maintenance work—contributing to roughly flat OpEx increases and continued margin support.
Committed Growth and Prudent Capital Allocation
Company reaffirmed growth capital priorities with a commitment to open 45–55 new sites in the year, while balancing ratable share repurchases and opportunistic procurements; deleveraging remains an option but is lower priority given a very low leverage ratio.
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 |
|---|---|---|---|
Apr 29, 2026 | $514.45 | $588.00 | +14.30% |
Dec 31, 2025 | $402.87 | $402.87 | 0.00% |
Oct 29, 2025 | $390.95 | $362.24 | -7.34% |
Jul 30, 2025 | $406.10 | $360.76 | -11.16% |
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 Aug 05, 2026, After Close (Confirmed).
What is Murphy USA Inc (MUSA) earnings time?
Murphy USA Inc (MUSA) earnings time is at Aug 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 MUSA EPS forecast?
MUSA EPS forecast for the fiscal quarter 2026 (Q2) is 9.46.