NYSE$MUSA

Murphy USA Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Murphy USA reported Q1 2025 revenue of $4.5B with net income of $53.2M and diluted EPS of $2.63.

Revenue was $4.5 billion as retail fuel volumes and merchandise margins drove results. Net income was $53.2 million, or $2.63 per diluted share, with fuel margin volatility and store growth remaining key variables.

  • Q1 revenue $4.5B.
  • Net income $53.2M; diluted EPS $2.63.
  • Retail fuel and merchandise contribution.
  • RIN and crack-spread sensitivity.

Headline financials

Total Revenue

$4.53B

Previous: $4.84B-6.6%
EPS (adj)

$2.63

Previous: $3.12-15.7%
Total Fuel Contribution

287.3M

No prior period
Merchandise Sales Growth

-0.1%

No prior period
Retail Fuel Margin

23.7

No prior period
Capital Expenditures

-$87.8M

Previous: -$76.2M-15.2%
Net Income

$53.2M

Previous: $66M-19.4%
Operating Income

$88M

Previous: $105M-16.3%
Gross Profit

$148M

Previous: $4.59B-96.8%

Revenue & EPS history

Murphy USA · Revenue · Quarterly

$4.53B

Q1 2025-6.6%vs Q1 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Murphy USA · $966M total across 1 segment · Q1 2023

  • Merchandise Sales
    $966M+8.3%

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

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

+0.5%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.5%

Avg return

30 days after

50%

26 / 52 earnings

Positive

+26.0%

Q3 2019

Best reaction

-12.0%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+17.5%-1.8%
Q4 2025-10.7%-18.3%-1.4%
Q3 2025-7.3%-6.5%-1.8%
Q1 2025-12.0%-14.0%-16.0%
Q4 2024-3.2%-6.2%-11.7%
Q3 2024+2.4%+0.6%+14.8%
Q2 2024+2.0%+0.7%+2.9%
Q1 2024-4.2%-2.7%+6.0%
Q4 2023+11.5%+9.8%+15.7%
Q3 2023+2.3%+3.2%+2.2%
Q2 2023-2.6%-0.2%+5.0%
Q1 2023+1.6%+5.7%+1.7%
Q4 2022-4.1%-4.5%-4.7%
Q3 2022+5.1%+8.4%+0.8%
Q2 2022+8.6%+7.9%+10.6%
Q1 2022+6.2%+1.9%+7.1%
Q4 2021-5.1%-9.1%-8.4%
Q3 2021-3.3%-2.2%+6.1%
Q2 2021+0.3%+0.5%+6.4%
Q1 2021-2.7%-0.7%-5.5%
Q4 2020+3.1%+0.4%-2.3%
Q3 2020+1.0%-3.5%+3.5%
Q2 2020+18.7%+15.2%+18.6%
Q1 2020+7.0%+5.6%+8.7%
Q4 2019-6.8%-9.2%-14.2%
Q3 2019+26.0%+23.5%+25.6%
Q2 2019-1.5%-0.6%+3.3%
Q1 2019+5.4%+4.8%-0.3%
Q4 2018-8.9%-8.3%-2.9%
Q3 2018-0.7%+0.6%-0.8%
Q2 2018+5.0%+6.9%+4.7%
Q1 2018+3.8%+5.7%+6.7%
Q4 2017-7.2%-16.1%-12.5%
Q3 2017-1.8%+2.1%+4.6%
Q2 2017-4.4%-6.1%-15.3%
Q1 2017-5.5%-4.9%-2.2%
Q4 2016+4.7%+2.4%+1.8%
Q3 2016-2.4%-5.9%+2.5%
Q2 2016+3.4%+4.6%-0.7%
Q1 2016+13.9%
Q4 2015+0.3%
Q3 2015-4.9%
Q2 2015-3.9%
Q1 2015-8.0%
Q4 2014-1.8%
Q3 2014+2.0%
Q2 2014+3.8%
Q1 2014+1.4%
Q4 2011-1.2%
Q1 2012-1.2%
Q4 2013-0.9%
Q3 2013+2.6%
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012

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