For the quarter ended September 2025, Murphy USA (MUSA) reported revenue of $5.11 billion, down 2.5% over the same period last year. EPS came in at $7.25, compared to $7.20 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $5.13 billion, representing a surprise of -0.44%. The company delivered an EPS surprise of +9.85%, with the consensus EPS estimate being $6.60.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Murphy USA performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total fuel contribution (including retail, PS&W and RINs) (cpg): 30.7 cents versus the two-analyst average estimate of 29.64 cents.
- PS&W including RINs contribution (cpg): 2.4 cents versus -0.67 cents estimated by two analysts on average.
- Retail fuel margin (cpg): 28.3 cents compared to the 30.31 cents average estimate based on two analysts.
- Retail fuel volume - chain (Million gal): 1,254.30 Mgal versus 1,232.83 Mgal estimated by two analysts on average.
- Operating Revenues- Petroleum product sales: $3.92 billion compared to the $3.97 billion average estimate based on two analysts. The reported number represents a change of -4.8% year over year.
- Operating Revenues- Other operating revenues: $63 million versus $38.4 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +81.6% change.
- Operating Revenues- Merchandise Sales: $1.12 billion versus the two-analyst average estimate of $1.13 billion. The reported number represents a year-over-year change of +3.7%.
View all Key Company Metrics for Murphy USA here>>>
Shares of Murphy USA have returned +2.1% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Murphy USA Inc. (MUSA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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