Murphy USA

MUSA

Market cap $7.21B

Murphy USA (MUSA) reported earnings 30 days ago. What's next for the stock?

MUSA tops Q3 earnings estimates as strong merchandise performance offsets weaker fuel sales and revenue shortfall.

Murphy USA Inc. ( MUSA ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Christian Pikul - Vice President of Investor Relations & FP&A Andrew Clyde - President, CEO & Director Mitchell Freer Donald Smith - Interim CFO, VP, Chief Accounting Officer & Treasurer Mindy West - Executive VP & COO Conference Call Participants Edward Kelly - Wells Fargo Securities, LLC, Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Irene Nattel - RBC Capital Markets, Research Division Pooran Sharma - Stephens Inc., Research Division Robert Griffin - Raymond James & Associates, Inc., Research Division Jacob Aiken-Phillips - Melius Research LLC Presentation Operator Thank you for standing by. At this time, I would like to welcome everyone to the Murphy USA Third Quarter 2025 Earnings Conference Call.

Murphy USA shares have underperformed, but I remain bullish, given strong capital returns, a disciplined balance sheet, and ongoing store expansion. Q3 results were mixed, with flat EBITDA, lower fuel margins, but robust nicotine-driven merchandise growth and manageable cost inflation. Management changes include a new CEO and interim CFO, but capital allocation discipline and shareholder rewards remain intact, with a 19% dividend hike and $2B buyback.

The headline numbers for Murphy USA (MUSA) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Murphy USA (MUSA) came out with quarterly earnings of $7.25 per share, beating the Zacks Consensus Estimate of $6.6 per share. This compares to earnings of $7.2 per share a year ago.

EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA), a leading marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three and nine months ended September 30, 2025. Key Highlights: Net income was $129.9 million, or $6.76 per diluted share, in Q3 2025 compared to net income of $149.2 million, or $7.20 per diluted share, in Q3 2024. Included in the quarter was a restructuring charge of $12.6 million ($9.5 million, after-tax or $0.

EL DORADO, Ark.--(BUSINESS WIRE)--The Murphy USA Inc. (NYSE: MUSA) Board of Directors announced today that Mindy K. West, currently Chief Operating Officer, will immediately be appointed to also serve as President, and will succeed Andrew Clyde as the Company's President and Chief Executive Officer, effective January 1, 2026. Ms. West will also become a member of the Board of Directors on that date. Mr. Clyde will retire from the Board on December 31, 2025. In addition, the Board also reaffirme.

MUSA gears up for Q3 results as higher costs and weaker volumes weigh, but new store openings offer growth momentum ahead.

Murphy USA (MUSA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.