Murphy USA Inc. (MUSA) stock

MUSANYSERetail-Auto Dealers & Gasoline StationsFiscal year ends December 31

Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 18/308% above fair value

$534.95−5.05 (-0.94%)

Close on Oct 30, 2026Market cap $9.83BP/E 15.0Yield 0.40%

Earnings

Murphy USA's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report

Feb 3, 2027

Q4 FY2026 · estimated, after the close

Revenue, Q3 FY2026

$6.89B

EPS, Q3 FY2026

$9.59

Latest guidance

Raised

Aug 5, 2026 · 9 items

Quarterly results

Revenue and earnings per share from each of Murphy USA's earnings releases, newest first

Quarter	Reported	Revenue	YoY	EPS	Source
Q4 FY2026ended Dec 31, 2026	Feb 3, 2027Expected	–	–	–	–
Q3 FY2026ended Sep 30, 2026	Oct 28, 2026after the close	$6.89B	–	$9.59	Release
Q2 FY2026ended Jun 30, 2026	Aug 5, 2026after the close	$6.81B	+36.0%	$11.27	Release
Q1 FY2026ended Mar 31, 2026	Apr 29, 2026after the close	$4.82B	+6.5%	$7.28	Release
Q4 FY2025ended Dec 31, 2025	Feb 4, 2026after the close	$4.74B	+0.7%	$7.53	Release
Q3 FY2025ended Sep 30, 2025	Oct 29, 2025after the close	–	–	–	Release
Q2 FY2025ended Jun 30, 2025	Jul 30, 2025after the close	$5.01B	-8.2%	$7.36	Release
Q1 FY2025ended Mar 31, 2025	May 7, 2025after the close	$4.53B	-6.6%	$2.63	Release
Q4 FY2024ended Dec 31, 2024	Feb 5, 2025after the close	$4.71B	-7.1%	$6.96	Release
Q3 FY2024ended Sep 30, 2024	Oct 30, 2024after the close	$5.24B	-9.6%	$7.20	Release
Q2 FY2024ended Jun 30, 2024	Jul 31, 2024after the close	$5.45B	-2.4%	$6.92	Release
Q1 FY2024ended Mar 31, 2024	May 1, 2024after the close	$4.84B	–	$3.12	Release
Q4 FY2023ended Dec 31, 2023	Feb 7, 2024after the close	$5.07B	-5.5%	$7.00	Release
Q3 FY2023ended Sep 30, 2023	Nov 1, 2023after the close	$5.80B	-6.4%	$7.69	Release
Q2 FY2023ended Jun 30, 2023	Aug 2, 2023after the close	$5.59B	–	$6.02	Release
Q1 FY2023ended Mar 31, 2023	May 2, 2023after the close	–	–	–	Release
Q4 FY2022ended Dec 31, 2022	Feb 1, 2023after the close	$5.37B	+12.6%	$5.21	Release
Q3 FY2022ended Sep 30, 2022	Oct 26, 2022after the close	$6.19B	+34.7%	$9.28	Release
Q1 FY2022ended Mar 31, 2022	May 3, 2022after the close	$5.12B	–	$6.08	Release
Q4 FY2021ended Dec 31, 2021	Feb 2, 2022after the close	$4.77B	–	$4.23	Release
Q3 FY2021ended Sep 30, 2021	Oct 27, 2021after the close	$4.60B	–	$3.98	Release
Q2 FY2021ended Jun 30, 2021	Jul 28, 2021after the close	–	–	–	Filing
Q1 FY2021ended Mar 31, 2021	Apr 28, 2021after the close	–	–	–	Filing
Q4 FY2020ended Dec 31, 2020	Jan 20, 2021before the open	–	–	–	Filing
Q3 FY2020ended Sep 30, 2020	Oct 28, 2020after the close	–	–	–	Filing
Q2 FY2020ended Jun 30, 2020	Jul 21, 2020before the open	–	–	–	Filing

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Murphy USA's latest outlook for periods it has not reported yet, compared with what it said before

Metric	Period	Guidance	Before	Change	Given
Retail fuel volume per store (same-store YoY %)	FY2026	-3% – -1%	-3% – -1%	Reaffirmed	Aug 5, 2026
Capital expenditures	FY2026	$475.00M – $525.00M	$475.00M – $525.00M	Reaffirmed	Aug 5, 2026
Effective Tax Rate	FY2026	23% – 25%	23% – 25%	Reaffirmed	Aug 5, 2026
Merchandise contribution	FY2026	$890.00M – $900.00M	–	Raised	Aug 5, 2026
Merchandise contribution ($ Millions)	FY2026	$890.00M – $900.00M	–	New	Feb 4, 2026
New Stores	FY2026	45 – 55	45 – 55	Reaffirmed	Aug 5, 2026
raze and rebuilds	FY2026	10	30	Lowered	Aug 5, 2026
Retail fuel volume per store (K gallons APSM)	FY2026	233 – 237	233 – 237	Reaffirmed	Aug 5, 2026
SG&A	FY2026	$240.00M – $250.00M	–	Raised	Aug 5, 2026
SG&A ($ Millions)	FY2026	$240.00M – $250.00M	–	Raised	Feb 4, 2026
Store OPEX excluding payment fees and rent ($K, APSM)	FY2026	$37.00K – $38.00K	$37.00K – $38.00K	Lowered	Aug 5, 2026

Guidance history

Every forecast Murphy USA put in an earnings release, newest first

Given	Metric	Period	Guidance	Change
Aug 5, 2026	Capital expenditures	FY2026	$475.00M – $525.00M	Reaffirmed
Aug 5, 2026	Retail fuel volume per store (same-store YoY %)	FY2026	-3% – -1%	Reaffirmed
Aug 5, 2026	raze and rebuilds	FY2026	10	Lowered
Aug 5, 2026	Retail fuel volume per store (K gallons APSM)	FY2026	233 – 237	Reaffirmed
Aug 5, 2026	Merchandise contribution	FY2026	$890.00M – $900.00M	Raised
Aug 5, 2026	Store OPEX excluding payment fees and rent ($K, APSM)	FY2026	$37.00K – $38.00K	Lowered
Aug 5, 2026	SG&A	FY2026	$240.00M – $250.00M	Raised
Aug 5, 2026	Effective Tax Rate	FY2026	23% – 25%	Reaffirmed
Aug 5, 2026	New Stores	FY2026	45 – 55	Reaffirmed
Apr 29, 2026	all-in fuel margins	April	35 – 40	–
Apr 29, 2026	new stores	FY2026	45 – 55	Raised
Feb 4, 2026	Capital expenditures ($ Millions)	FY2026	$475.00M – $525.00M	New
Feb 4, 2026	Retail fuel volume per store (same-store YoY%)	FY2026	-3% – -1%	New
Feb 4, 2026	Merchandise contribution ($ Millions)	FY2026	$890.00M – $900.00M	New
Feb 4, 2026	New Stores	FY2026	45 – 55	New
Feb 4, 2026	Raze-and-Rebuilds	FY2026	30	Lowered
Feb 4, 2026	Retail fuel volume per store (K gallons APSM)	FY2026	233 – 237	New
Feb 4, 2026	Effective Tax Rate	FY2026	23% – 25%	New
Feb 4, 2026	Store OPEX excluding payment fees and rent ($K, APSM)	FY2026	$37.00K – $38.00K	Lowered
Feb 4, 2026	SG&A ($ Millions)	FY2026	$240.00M – $250.00M	Raised
Feb 5, 2025	Merchandise contribution growth	FY2025	+3% – +5%	New
Feb 5, 2025	Retail fuel volume per store (K gallons APSM)	FY2025	240 – 245	New
Oct 30, 2024	capital expenditure	FY2024	$500.00M – $525.00M	Raised
Oct 30, 2024	SG&A expenses	FY2024	$240.00M – $250.00M	Lowered
Jul 31, 2024	merchandise contribution results	FY2024	$830.00M – $840.00M	New
Jul 31, 2024	raze-and-rebuild sites	FY2024	40	Raised
Feb 7, 2024	Capital expenditures ($ Millions)	FY2024	$400.00M – $450.00M	New
Feb 7, 2024	SG&A ($ Millions per year)	FY2024	$255.00M – $265.00M	Raised
Feb 7, 2024	New Stores	FY2024	30 – 35	New
Feb 7, 2024	Raze-and-Rebuilds	FY2024	35 – 40	Raised
Feb 7, 2024	Retail fuel volume per store (K gallons APSM)	FY2024	240 – 245	New
Feb 7, 2024	Effective Tax Rate	FY2024	24% – 26%	New
Feb 7, 2024	Merchandise contribution ($ Millions)	FY2024	$860.00M – $880.00M	New
Feb 7, 2024	Retail store OPEX excluding credit card fees and rent expense ($K, APSM)	FY2024	$35.00K – $35.50K	Lowered
Nov 1, 2023	capital expenditures	FY2023	$325.00M – $375.00M	Lowered
Nov 1, 2023	new stores to open	FY2023	27 – 30	New
Nov 1, 2023	raze-and-rebuild activity	FY2023	33	Raised
Feb 1, 2023	Capital expenditures	FY2023	$375.00M – $425.00M	New
Feb 1, 2023	Merchandise contribution	FY2023	$795.00M – $815.00M	New
Feb 1, 2023	Retail fuel volume per store	FY2023	240 – 245	New
Feb 1, 2023	Effective Tax Rate	FY2023	24% – 26%	New
Feb 1, 2023	SG&A	FY2023	$235.00M – $245.00M	New
Feb 1, 2023	Retail store OPEX excluding credit card fees and rent expense	FY2023	$32.50K – $34.00K	Lowered
Feb 2, 2022	Capital expenditures ($ Millions)	FY2022	$350.00M – $400.00M	New
Feb 2, 2022	New Stores	FY2022	45	New
Feb 2, 2022	Raze-and-Rebuilds	FY2022	35	Lowered
Feb 2, 2022	Retail fuel volume per store (K gallons APSM)	FY2022	235 – 245	New
Feb 2, 2022	Effective Tax Rate	FY2022	24% – 26%	New
Feb 2, 2022	Merchandise contribution ($ Millions)	FY2022	$740.00M – $760.00M	New
Feb 2, 2022	Retail station OPEX excluding credit card fees and rent expense ($K, APSM)	FY2022	$29.50K – $31.00K	Lowered
Feb 2, 2022	SG&A ($ Millions per year)	FY2022	$200.00M – $210.00M	Raised

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.