NYSE$MUR

Murphy Oil Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Murphy Oil reported Q4 2025, net income of $11.9M, diluted EPS of $0.08.

For Q4 2025, Murphy Oil reported net income of $11.9M, diluted EPS was $0.08, adjusted diluted EPS was $0.14. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Net income $11.9M.
  • Diluted EPS $0.08.
  • Adjusted diluted EPS $0.14.

Headline financials

Total Revenue

$613M

Previous: $671M-8.6%
EPS (adj)

$0.14

Previous: $0.35-60.0%
Total production, net (BOEPD)

181.4K

Previous: 174.8K+3.8%
Oil production, net (BOPD)

87.0K

Previous: 85.4K+1.9%
Net natural gas liquids (BPD)

11.1K

Previous: 9.7K+13.7%
Net natural gas (MCFD)

503.1K

Previous: 480.8K+4.6%
Capital expenditures (CAPEX)

$341M

Previous: $186M+83.4%
Lease operating expense ($/BOE)

$9.16

Previous: $13.12-30.2%
Net Income

$11.9M

Previous: $50M-76.2%
Operating Income

$59.3M

Previous: $85.2M-30.3%

Revenue & EPS history

Murphy Oil · Revenue · Quarterly

$613M

Q4 2025-8.6%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The release discusses Murphy Oil's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Murphy Oil cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 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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