NYSE$MUR

Murphy Oil Corp · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Murphy Oil reported Q1 2025 revenue from sales of $672.7M with net income attributable to Murphy of $73.0M and diluted EPS of $0.50.

Revenue from sales to customers was $672.7 million for the quarter ended March 31, 2025. Net income attributable to Murphy stockholders was $73.0 million ($0.50 diluted EPS). Production volumes, realized prices, and lease operating costs drove results; the company returned cash via dividends.

  • Q1 sales revenue $672.7M; net income to Murphy $73.0M.
  • Diluted EPS $0.50 from continuing operations.
  • Offshore Gulf of Mexico and Canada operations anchor production.
  • Commodity prices and LOE remain primary earnings sensitivities.

Headline financials

Total Revenue

$666M

Previous: $796M-16.4%
EPS (adj)

$0.50

Previous: $0.85-41.2%
Total production, net (BOEPD)

157.2K

No prior period
Oil production, net (BOPD)

84.3K

No prior period
Net natural gas liquids (BPD)

8.4K

No prior period
Net natural gas (MCFD)

424.2K

No prior period
Capital expenditures (CAPEX)

$403M

No prior period
Capital Expenditures

-$1.36M

Previous: -$249M+99.5%
Net Income

$73M

Previous: $90M-18.9%
Operating Income

$144M

Previous: $154M-6.6%
Gross Profit

$196M

Previous: $796M-75.4%

Revenue & EPS history

Murphy Oil · Revenue · Quarterly

$666M

Q1 2025-16.4%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Energy and mining outlook tied to commodity prices, volumes, and power or LOE costs.

Tailwinds

  • Production growth and cost discipline improve cash flow.
  • Hedging can stabilize a portion of exposure.

Headwinds

  • Commodity price declines pressure revenues and margins.
  • Capital intensity and regulatory changes add risk.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.7%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+4.3%

Avg return

30 days after

49%

35 / 72 earnings

Positive

+12.8%

Q3 2019

Best reaction

-11.6%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-0.6%-0.6%
Q4 2025-1.4%-2.1%+5.5%
Q3 2025+5.6%+12.1%+23.3%
Q1 2025+2.2%+11.1%+7.1%
Q4 2024-5.9%-9.3%-9.2%
Q3 2024+2.3%-1.6%-8.7%
Q2 2024+0.7%+0.8%-5.8%
Q1 2024-0.1%+1.3%-3.1%
Q4 2023+0.4%+3.7%+2.6%
Q3 2023+2.5%-2.4%-3.5%
Q2 2023+4.4%+5.1%+11.1%
Q1 2023-2.6%+0.7%+10.5%
Q4 2022+3.7%+1.7%-7.9%
Q3 2022-3.1%+0.5%-5.6%
Q2 2022+1.7%+4.3%+22.2%
Q1 2022-4.3%-14.3%+11.7%
Q4 2021+2.0%+6.9%+7.8%
Q3 2021+3.2%+9.6%-5.0%
Q2 2021+7.4%+11.4%+4.4%
Q1 2021+6.6%+9.0%+31.0%
Q4 2020-11.6%-12.6%+16.6%
Q3 2020-8.5%+13.0%+62.0%
Q2 2020-1.0%+3.6%-16.6%
Q1 2020+1.3%+12.8%+62.1%
Q4 2019-7.1%-4.3%-16.4%
Q3 2019+12.8%+23.6%+17.9%
Q2 2019-5.9%-8.9%-10.4%
Q1 2019+1.5%+3.8%-3.9%
Q4 2018-0.6%+1.6%+9.2%
Q3 2018-1.4%-2.2%-3.8%
Q2 2018-9.6%-8.1%-11.0%
Q1 2018-4.4%-0.9%+6.6%
Q4 2017-3.5%-13.1%-19.1%
Q3 2017+4.0%+9.0%+9.3%
Q2 2017-2.1%-1.6%-11.2%
Q1 2017-2.4%+3.4%-7.1%
Q4 2016-2.7%-11.1%-11.9%
Q3 2016-3.9%-10.0%+7.0%
Q2 2016-7.9%-11.2%-0.0%
Q1 2016-9.5%
Q4 2015+4.2%
Q3 2015+7.9%
Q2 2015+2.5%
Q1 2015-1.6%
Q4 2014-6.6%
Q3 2014-0.8%
Q2 2014-7.6%
Q1 2014-4.9%
Q4 2013-6.1%
Q3 2013-4.0%
Q2 2013+6.7%
Q1 2013-2.4%
Q4 2011-1.1%
Q4 2012-6.7%
Q3 2012+0.3%
Q2 2012+0.6%
Q1 2012-7.3%
Q3 2011-4.1%
Q2 2011-11.2%
Q4 2010+2.9%
Q1 2011+0.8%
Q3 2010+2.5%
Q2 2010-0.9%
Q4 2009+2.4%
Q1 2009+2.4%
Q1 2010+4.5%
Q4 2007+3.3%
Q3 2009+3.3%
Q3 2008+3.3%
Q2 2009+1.6%
Q2 2008+1.6%
Q4 2008+1.6%

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