The Motley Fool·1d ago
Why Marathon Petroleum Stock Slipped TodayAt this point, it's mulling over different options and might not opt for a full ban. Marathon is a major producer of diesel in this country.
Marathon Petroleum's 2026Q2 results demonstrate exceptional operating leverage, with gross margin expanding to 17.2% and EPS reaching $17.68, but this appears to be a cyclical peak given the prior nine-quarter average of 8.4%. The company's disciplined SG&A (r...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 53.8% YoY to $52.0B in 2026Q2, with gross margin at 17.2%—more than triple Valero's 4.4%—but this follows a volatile trajectory averaging only 1.4% growth in prior quarters, indicating crack-spread-driven cyclicality.
Marathon Petroleum benefits from tighter global fuel markets due to disruptions like the Strait of Hormuz closure, which has lifted refining margins.
The company is seeing increased refining margins as a result of global supply disruptions, enhancing profitability.
Marathon Petroleum's midstream segment is contributing to earnings growth, adding diversification and stability to its revenue streams.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $17.73+24.2% vs $14.27 | $52.3B+28.1% vs $40.9B |
Q2 2026 May 5, 2026 | $1.65+123.3% vs $0.74 | $34.6B+3.4% vs $33.4B |
Q1 2026 Feb 3, 2026 | $4.07+49.6% vs $2.72 | $33.4B+7.5% vs $31.1B |
Q4 2025 Nov 4, 2025 | $3.01-4.4% vs $3.15 | $34.8B+4.1% vs $33.5B |
At this point, it's mulling over different options and might not opt for a full ban. Marathon is a major producer of diesel in this country.
Record diesel prices have been a boon for Valero and Marathon Petroleum. Now demand destruction and the threat of an export ban are creating new risks for refining stocks.
Zacks.com users have recently been watching Marathon Petroleum (MPC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Benchmark MPC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Marathon Petroleum Corporation (MPC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $388.38 | $113.38B | 29.27 | -4.44% | 3.05% | 16.66% | 0.96% | |
| $375.84 | $111.6B | 49.65 | -5.54% | 5.43% | 26.57% | — | |
| $256.48 | $102.83B | 23.77 | -7.64% | 4.62% | 23.51% | — | |
| $70.47 | $8.34B | -50.70 | -11.42% | 3.94% | 23.52% | — | |
| $72.26 | $4.43B | -190.16 | -9.53% | 1.86% | 45.98% | — | |
| $58.81 | $59.68B | 12.20 | 8.37% | 36.75% | 32.9% | — |
Marathon Petroleum Corporation (MPC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Marathon Petroleum Corporation (MPC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 29, 2026·SEC
May 5, 2026·SEC
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Marathon Petroleum Corporation (MPC) stock FAQ — growth, dividends, profitability & financials explained
Marathon Petroleum Corporation (MPC) reported $153.94B in revenue for fiscal year 2025. This represents a 136% increase from $65.26B in 2008.
Marathon Petroleum Corporation (MPC) saw revenue decline by 4.4% over the past year.
Yes, Marathon Petroleum Corporation (MPC) is profitable, generating $8.55B in net income for fiscal year 2025 (3.0% net margin).
Yes, Marathon Petroleum Corporation (MPC) pays a dividend with a yield of 0.96%. This makes it attractive for income-focused investors.
Marathon Petroleum Corporation (MPC) has a return on equity (ROE) of 16.7%. This is reasonable for most industries.
Marathon Petroleum Corporation (MPC) generated $12.90B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
