Murphy USA (MUSA) reported $4.74 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.7%. EPS of $7.53 for the same period compares to $6.96 a year ago.
The reported revenue represents a surprise of -1.19% over the Zacks Consensus Estimate of $4.8 billion. With the consensus EPS estimate being $6.67, the EPS surprise was +12.84%.
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:
- Retail fuel volume - chain (Million gal): 1,234.20 Mgal versus 1,204.63 Mgal estimated by two analysts on average.
- Total fuel contribution (including retail, PS&W and RINs) (cpg): 34.3 cents versus the two-analyst average estimate of 33.69 cents.
- PS&W including RINs contribution (cpg): 3.3 cents versus the two-analyst average estimate of 4.01 cents.
- Retail fuel margin (cpg): 31 cents compared to the 29.69 cents average estimate based on two analysts.
- Operating Revenues- Petroleum product sales: $3.6 billion versus $3.68 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.
- Operating Revenues- Merchandise Sales: $1.09 billion compared to the $1.09 billion average estimate based on two analysts. The reported number represents a change of +3.7% year over year.
- Operating Revenues- Other operating revenues: $57 million versus the two-analyst average estimate of $37.43 million. The reported number represents a year-over-year change of +39.4%.
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 +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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