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Murphy Usa Inc.

MUSA · Consumer Discretionary

Last earnings Oct 28, 2026

Key results

Net incomequarter

$129.9 million

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.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Diluted EPS · Q3 2025
$6.76
EX-99 · Oct 29, 2025
Net income · Q3 2025
$129.9M
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Net income$129.9 million——

EX-99 · Oct 29, 2025

Guidance · company-stated

Direction: Raised

Company outlook — Lowered

“For fuel volume, a lower and less volatile price environment continues to impact volumes, resulting in an updated guidance range below the low end of our original guidance.”

Margin — Raised

“Since that time, promotional activity has accelerated, primarily in nicotine categories, which has increased third-quarter margin contribution and, as a result, full-year guidance.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.53

During Q3 2025, the Company repurchased approximately 569.4 thousand common shares for $221.4 million at an average price of $388.80 per share.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Reports Third Quarter 2025 Results El Dorado, Arkansas, October 29, 2025 (BUSINESS WIRE) Murphy USA Inc

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook — Lowered (“lower”)
“For fuel volume, a lower and less volatile price environment continues to impact volumes, resulting in an updated guidance range below the low end of our original guidance.”

Margin — Raised (“increased”)
“Since that time, promotional activity has accelerated, primarily in nicotine categories, which has increased third-quarter margin contribution and, as a result, full-year guidance.”

Classified from the release's primary full-year outlook statement.

Capital allocation

During Q3 2025, the Company repurchased approximately 569.4 thousand common shares for $221.4 million at an average price of $388.80 per share.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The Company paid a quarterly cash dividend of $0.53 per share, or $2.12 per share on an annualized basis, on September 4, 2025, a 6.0% increase from June of 2025, for a total cash payment of $10.1 million.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Concurrent with today's earnings release, the Company announced in a separate release a quarterly cash dividend of $0.63 per share, or $2.52 per share on an annualized basis, reflecting a 19% increase from the prior quarter.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The dividend is payable on December 1, 2025, to stockholders of record as of November 10, 2025.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The Company also announced a new, up to $2.0 billion share repurchase authorization to begin following completion of the existing 2023 authorization and to end by December 31, 2030.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Long-term debt consisted of approximately $299.2 million in carrying value of 5.625% senior notes due 2027, $497.0 million in carrying value of 4.75% senior notes due 2029, $495.9 million in carrying value of 3.75% senior notes due 2031, and $583.4 million of term debt due 2032, combined with approximately $102.5 million in long-term finance leases.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

We remain steadfast in controlling what we can control, continuing to build highly productive new stores and investing in business and operational improvements, as evidenced by store level expense improvements and right-sizing home office costs.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Earlier today, the Company announced that the Board had recently approved two actions to reflect it's continuing commitments regarding its capital allocation strategy.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

A continued focus on labor and other field-related expense initiatives has improved our OPEX profile, resulting in a revised full-year range of $36.2k to $36.6k on an APSM basis.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We use Adjusted EBITDA in our operational and financial decision-making, believing that the measure is useful to eliminate certain items in order to focus on what we deem to be a more reliable indicator of ongoing operating performance and our ability to generate cash flow from operations.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We believe that the presentation of Adjusted EBITDA provides useful information to investors because it allows understanding of a key measure that we evaluate internally when making operating and strategic decisions, preparing our annual plan, and evaluating our overall performance.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

Such statements are based upon the current beliefs and expectations of the Company s management and are subject to significant risks and uncertainties.

SEC original ↗Murphy Usa Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Documents

Earnings deck slides

0 decks with slide view

Murphy Usa Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary

Filings

35 documents

Earnings releases

28 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Murphy Usa Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Murphy Usa Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.