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Murphy USA Inc.

Murphy USA Inc.

NYSE•MUSA
CEO: Mr. R. Andrew Clyde
Sector: Consumer Cyclical
Industry: Specialty Retail
Listing Date: 2013-08-19
Murphy USA Inc. engages in marketing of retail motor fuel products and convenience merchandise. The company operates retail stores under the Murphy USA, Murphy Express, and QuickChek brands, as well as operates non-fuel convenience stores. It operates retail gasoline stores principally in the Southeast, Southwest, and Midwest United States. Murphy USA Inc. was founded in 1996 and is headquartered in El Dorado, Arkansas.
Contact Information
200 Peach Street, El Dorado, AR, 71730-5836, United States
870-875-7600
www.murphyusa.com
Market Cap
$7.97B
P/E (TTM)
16.4
31.9
Dividend Yield
0.5%
52W High
$523.09
52W Low
$345.23
52W Range
34%
Rank30Top 13.9%
5.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$5.11B-2.45%
4-Quarter Trend

EPS

$6.83-6.44%
4-Quarter Trend

FCF

$67.70M+3.83%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

YTD Merchandise Contribution Up Total merchandise contribution reached $655.8 M YTD, showing 4.9% growth compared to prior nine-month period.
SG&A Expenses Decreased Nine-month SG&A expenses fell $14.9 M (8.2%) due to lower professional fees and incentive costs versus 2024.
Debt Refinancing Completed Company completed refinancing in April 2025; total long-term debt net of current stood at $2.22 B on September 30.
Q3 Fuel Contribution Decreased Total fuel contribution fell 4.8% to $384.8 M for Q3 2025, driven by lower retail fuel margins (28.3 cpg).

Risk Factors

Consolidated Net Income Down Nine-month net income decreased 8.7% to $328.7 M, offset by merchandise gains but hurt by fuel performance.
Q3 Restructuring Expense Incurred $12.6 M restructuring charge recorded in Q3 2025, primarily for severance and employee-related benefits costs.
Higher Interest Expense Noted Nine-month interest expense increased to $82.2 M, reflecting higher debt levels following the April 2025 refinancing activity.
Retail Fuel Volumes Declined Retail fuel volumes on an SSS basis declined 2.6% in Q3 2025, despite a 1.2% increase in total chain volume.

Outlook

2025 Capital Expenditures Guidance Total 2025 capital expenditures expected to range between $450 M and $500 M, driven by retail growth initiatives.
New Share Repurchase Program Board authorized up to $2.0 B repurchase program commencing after the existing 2023 authorization expires in December 2028.
Estimated 2025 Tax Rate Company estimates effective tax rate for full year 2025 to be between 23.5% and 24.5% following new legislation.
Dividend Growth Strategy Intention Intention remains to deliver targeted double-digit growth in the per share dividend over time as part of capital allocation.

Peer Comparison

Revenue (TTM)

CarMax, Inc.KMX
$26.43B
+1.7%
Murphy USA Inc.MUSA
$19.35B
-6.1%
The Gap, Inc.GAP
$15.28B
+0.3%

Gross Margin (Latest Quarter)

Etsy, Inc.ETSY
71.3%
-0.7pp
MINISO Group Holding LimitedMNSO
44.7%
-0.2pp
The Gap, Inc.GAP
42.4%
-0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
VIPS$9.86B10.017.6%9.9%
GAP$9.74B11.424.9%44.6%
MUSA$7.97B16.468.5%58.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.8%
Moderate Growth
4Q Net Income CAGR
-3.0%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 4, 2026
|
EPS:$6.39
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $5.11B-2.5%
    |
    EPS: $6.83-6.4%
    Meet

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 31, 2025|
    Revenue: $5.01B-8.2%
    |
    EPS: $7.44+6.0%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 8, 2025|
    Revenue: $4.53B-6.6%
    |
    EPS: $2.67-15.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 20, 2025|
    Revenue: $20.24B-6.0%
    |
    EPS: $24.47-5.6%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 31, 2024|
    Revenue: $5.24B-9.6%
    |
    EPS: $7.30-6.8%
    Meet

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $5.45B-2.4%
    |
    EPS: $7.02+14.7%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $4.84B-4.6%
    |
    EPS: $3.17-35.2%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 16, 2024|
    Revenue: $21.53B-8.2%
    |
    EPS: $25.91-9.5%
    Beat