Murphy USA's recent earnings surge, driven by a 560 basis point gross margin expansion to 11.0% in 2026Q2, underscores its operational leverage and cost discipline, yet the sustainability of these fuel margins is questionable. The company's aggressive share re...
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 36.0% in 2026Q2 to $6.8B, with gross margin expanding to 11.0% from 5.4% a year earlier, driving EPS of $11.27, though this appears fueled by non-durable fuel margin windfalls.
Murphy USA's fuel margins are a key driver of profitability, as highlighted by analysts.
The company benefits from high-traffic locations near Walmart stores, enhancing customer footfall and sales.
Murphy USA's potential share repurchases could provide additional upside for investors.
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 5, 2026 | $11.27+13.3% vs $9.95 | $6.8B+12.8% vs $6.0B |
Q2 2026 Apr 29, 2026 | $7.28+35.6% vs $5.37 | $4.8B+2.6% vs $4.7B |
Q1 2026 Feb 4, 2026 | $7.53+12.9% vs $6.67 | $4.7B-1.9% vs $4.8B |
Q4 2025 Oct 29, 2025 | $7.25+9.8% vs $6.60 | $5.1B+4.7% vs $4.9B |
On September 21, 2026, Murphy USA Inc (MUSA) shares fell 3.2% to $508.98, marking a decline of 10.6% over the past month. The stock has traded within a 52-week
EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA) will announce third quarter 2026 financial results along with management commentary after the market closes on Wednesday, October 28, 2026, followed by a question-and-answer session at 10:00 a.m. CT on Thursday, October 29, 2026. The earnings release information and management commentary will be available on the Investor Relations section of the Murphy USA website at http://ir.corporate.murphyusa.com.The live Q&A webcast will beg.
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Hsbc Holdings PLC acquired a new stake in Murphy USA Inc. (NYSE: MUSA) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 6,968 shares of the specialty retailer's stock, valued at approximately $3,771,000. Other institutional investors and hedge funds
Benchmark MUSA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Murphy USA Inc. (MUSA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $506.24 | $9.35B | 21.01 | -4.25% | 2.43% | 64.31% | 0.42% | |
| $597.31 | $22.14B | 31.17 | 10.16% | 4.14% | 19.68% | — | |
| $4.23 | $474.55M | 28.20 | -12.47% | 0.19% | 3.16% | — | |
| $75.06 | $10.27B | 20.51 | 11.05% | 2.81% | 14.72% | — | |
| $106.14 | $19.13B | 34.13 | -5.99% | 6.13% | 19.73% | — | |
| $58.11 | $2.3B | 10.62 | 4.27% | 32.58% | 20.68% | — |
Murphy USA Inc. (MUSA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Murphy USA Inc. (MUSA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 27, 2026·SEC
May 12, 2026·SEC
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Murphy USA Inc. (MUSA) stock FAQ — growth, dividends, profitability & financials explained
Murphy USA Inc. (MUSA) reported $21.48B in revenue for fiscal year 2025. This represents a 14% increase from $18.92B in 2011.
Murphy USA Inc. (MUSA) saw revenue decline by 4.2% over the past year.
Yes, Murphy USA Inc. (MUSA) is profitable, generating $617.2M in net income for fiscal year 2025 (2.4% net margin).
Yes, Murphy USA Inc. (MUSA) pays a dividend with a yield of 0.42%. This makes it attractive for income-focused investors.
Murphy USA Inc. (MUSA) has a return on equity (ROE) of 64.3%. This is excellent, indicating efficient use of shareholder capital.
Murphy USA Inc. (MUSA) generated $541.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
