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Murphy USA Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $5.37 |
| EPS actual | $7.28 |
| EPS Surprise | 35.57% |
| Revenue estimate | 4.697B |
| Revenue actual | 4.819B |
| Revenue Surprise | 2.60% |
| Release date | Feb 04, 2026 |
| EPS estimate | $6.67 |
| EPS actual | $7.53 |
| EPS Surprise | 12.89% |
| Revenue estimate | 4.836B |
| Revenue actual | 4.744B |
| Revenue Surprise | -1.91% |
| Release date | Oct 29, 2025 |
| EPS estimate | $6.60 |
| EPS actual | $7.25 |
| EPS Surprise | 9.85% |
| Revenue estimate | 4.88B |
| Revenue actual | 5.11B |
| Revenue Surprise | 4.71% |
| Release date | Jul 30, 2025 |
| EPS estimate | $6.82 |
| EPS actual | $7.36 |
| EPS Surprise | 7.92% |
| Revenue estimate | 5.259B |
| Revenue actual | 5.005B |
| Revenue Surprise | -4.83% |
Last 4 Quarters for Murphy USA
Below you can see how MUSA 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 | Jul 30, 2025 |
| Price on release | $408.03 |
| EPS estimate | $6.82 |
| EPS actual | $7.36 |
| EPS surprise | 7.92% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $427.92 |
| Jul 25, 2025 | $422.59 |
| Jul 28, 2025 | $420.53 |
| Jul 29, 2025 | $410.28 |
| Jul 30, 2025 | $408.03 |
| Jul 31, 2025 | $362.48 |
| Aug 01, 2025 | $362.19 |
| Aug 04, 2025 | $366.16 |
| Aug 05, 2025 | $361.83 |
| 4 days before | -4.65% |
| 4 days after | -11.32% |
| On release day | -11.16% |
| Change in period | -15.44% |
| Release date | Oct 29, 2025 |
| Price on release | $392.26 |
| EPS estimate | $6.60 |
| EPS actual | $7.25 |
| EPS surprise | 9.85% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $378.60 |
| Oct 24, 2025 | $379.50 |
| Oct 27, 2025 | $394.02 |
| Oct 28, 2025 | $396.45 |
| Oct 29, 2025 | $392.26 |
| Oct 30, 2025 | $363.46 |
| Oct 31, 2025 | $358.20 |
| Nov 03, 2025 | $368.04 |
| Nov 04, 2025 | $366.75 |
| 4 days before | 3.61% |
| 4 days after | -6.50% |
| On release day | -7.34% |
| Change in period | -3.13% |
| Release date | Feb 04, 2026 |
| Price on release | $444.85 |
| EPS estimate | $6.67 |
| EPS actual | $7.53 |
| EPS surprise | 12.89% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $419.13 |
| Jan 30, 2026 | $422.51 |
| Feb 02, 2026 | $427.58 |
| Feb 03, 2026 | $434.84 |
| Feb 04, 2026 | $444.85 |
| Feb 05, 2026 | $397.42 |
| Feb 06, 2026 | $377.89 |
| Feb 09, 2026 | $368.98 |
| Feb 10, 2026 | $363.36 |
| 4 days before | 6.14% |
| 4 days after | -18.32% |
| On release day | -10.66% |
| Change in period | -13.31% |
| Release date | Apr 29, 2026 |
| Price on release | $514.45 |
| EPS estimate | $5.37 |
| EPS actual | $7.28 |
| EPS surprise | 35.57% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $532.76 |
| Apr 24, 2026 | $531.29 |
| Apr 27, 2026 | $517.64 |
| Apr 28, 2026 | $520.24 |
| Apr 29, 2026 | $514.45 |
| Apr 30, 2026 | $588.00 |
| May 01, 2026 | $596.92 |
| May 04, 2026 | $592.81 |
| May 05, 2026 | $604.52 |
| 4 days before | -3.44% |
| 4 days after | 17.51% |
| On release day | 14.30% |
| Change in period | 13.47% |
Murphy USA Earnings Call Transcript Summary of Q1 2026
Murphy USA reported a strong Q1 driven in part by fuel-supply volatility (including favorable RINs/inventory valuation effects) but also by underlying retail execution. Core retail produced positive margin expansion and nondiscretionary categories remained resilient; non-nicotine (vape/NRP) and inside-store margins improved, and Murphy Drive Rewards saw ~600,000 new sign-ups in a month. Management cautioned that fuel-related results are volatile and difficult to forecast day-to-day, so prior guidance remains conservative for now. Capital allocation priorities remain: growth capex (45–55 new sites planned for the year) is the first priority, paired with disciplined, ratable share repurchases and opportunistic balance-sheet moves. Volume recovery from higher pump prices is expected to be gradual (customer trade-down and loyalty gains take time to season), with regional mix and competitive intensity driving variance. Operational improvements (labor optimization, shrink reduction, maintenance prioritization) are delivering OpEx control, though new-store openings will add run-rate OpEx as they come online. Key risks are continued geopolitical and market volatility affecting wholesale/retail fuel margins and the timing/duration of elevated fuel prices.
