Sign In
Buy MUR
Murphy Oil Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.290 |
| EPS actual | $0.320 |
| EPS Surprise | 10.34% |
| Revenue estimate | 702.956M |
| Revenue actual | 733.552M |
| Revenue Surprise | 4.35% |
| Release date | Jan 28, 2026 |
| EPS estimate | -$0.0800 |
| EPS actual | $0.140 |
| EPS Surprise | 275.00% |
| Revenue estimate | 633.743M |
| Revenue actual | 624.557M |
| Revenue Surprise | -1.45% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.171 |
| EPS actual | $0.410 |
| EPS Surprise | 140.33% |
| Revenue estimate | 675.202M |
| Revenue actual | 720.966M |
| Revenue Surprise | 6.78% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.210 |
| EPS actual | $0.270 |
| EPS Surprise | 28.57% |
| Revenue estimate | 666.998M |
| Revenue actual | 683.065M |
| Revenue Surprise | 2.41% |
Last 4 Quarters for Murphy Oil
Below you can see how MUR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $23.63 |
| EPS estimate | $0.210 |
| EPS actual | $0.270 |
| EPS surprise | 28.57% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $24.81 |
| Aug 01, 2025 | $23.68 |
| Aug 04, 2025 | $23.56 |
| Aug 05, 2025 | $23.85 |
| Aug 06, 2025 | $23.63 |
| Aug 07, 2025 | $22.86 |
| Aug 08, 2025 | $23.27 |
| Aug 11, 2025 | $22.65 |
| Aug 12, 2025 | $23.21 |
| 4 days before | -4.76% |
| 4 days after | -1.78% |
| On release day | -3.26% |
| Change in period | -6.45% |
| Release date | Nov 05, 2025 |
| Price on release | $26.57 |
| EPS estimate | $0.171 |
| EPS actual | $0.410 |
| EPS surprise | 140.33% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $28.11 |
| Oct 31, 2025 | $28.30 |
| Nov 03, 2025 | $27.67 |
| Nov 04, 2025 | $26.80 |
| Nov 05, 2025 | $26.57 |
| Nov 06, 2025 | $27.98 |
| Nov 07, 2025 | $28.43 |
| Nov 10, 2025 | $28.78 |
| Nov 11, 2025 | $29.78 |
| 4 days before | -5.48% |
| 4 days after | 12.08% |
| On release day | 5.31% |
| Change in period | 5.94% |
| Release date | Jan 28, 2026 |
| Price on release | $31.42 |
| EPS estimate | -$0.0800 |
| EPS actual | $0.140 |
| EPS surprise | 275.00% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $31.21 |
| Jan 23, 2026 | $31.59 |
| Jan 26, 2026 | $30.82 |
| Jan 27, 2026 | $31.81 |
| Jan 28, 2026 | $31.42 |
| Jan 29, 2026 | $31.08 |
| Jan 30, 2026 | $30.09 |
| Feb 02, 2026 | $29.61 |
| Feb 03, 2026 | $30.76 |
| 4 days before | 0.673% |
| 4 days after | -2.10% |
| On release day | -1.08% |
| Change in period | -1.44% |
| Release date | May 06, 2026 |
| Price on release | $38.93 |
| EPS estimate | $0.290 |
| EPS actual | $0.320 |
| EPS surprise | 10.34% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $41.76 |
| May 01, 2026 | $40.73 |
| May 04, 2026 | $42.15 |
| May 05, 2026 | $41.67 |
| May 06, 2026 | $38.93 |
| May 07, 2026 | $38.27 |
| May 08, 2026 | $36.98 |
| May 11, 2026 | $37.62 |
| May 12, 2026 | $38.70 |
| 4 days before | -6.78% |
| 4 days after | -0.591% |
| On release day | -1.70% |
| Change in period | -7.33% |
Murphy Oil Earnings Call Transcript Summary of Q1 2026
Murphy Oil delivered a strong Q1 2026 despite volatile commodity markets driven by geopolitical events. Key financials: cash flow of $429 million and adjusted net income of $47 million (which included $67 million of exploration expense for two unsuccessful Cote d'Ivoire wells). The company remains unhedged to preserve flexibility, and it maintained full-year capital guidance of $1.2–$1.3 billion. Production came in above the high end of guidance, with roughly +3,000 boe/d outperformance each from onshore (Eagle Ford) and offshore (Gulf of America). Eagle Ford continues to show improving well performance and capital efficiency, supporting higher near-term volumes (~38,000 boe/d guidance for 2026). Exploration & appraisal progress: Bubale (Cote d'Ivoire) is still drilling (slower progress in Turonian), HSV appraisal in Vietnam nearing completion (HSV-3X finishing, HSV-4X next) with development options being evaluated (FSO + platforms vs. FPSO). Paon (Cote d'Ivoire) development economics remain constrained by unresolved gas pricing with the Ivorian government; additional nearby discoveries could materially improve project economics. Capital allocation priorities: commitment to dividend, opportunistic buybacks (50% framework applied with timing flexibility), balance-sheet strength retained, and exploration expected to be ~10–15% of longer-term capital. Management emphasized disciplined execution, optionality across assets, and readiness to act (e.g., immediate appraisal follow-up at Bubale if a discovery is made).
