NYSE$MUSA

Murphy USA Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Murphy USA Inc reported net income of $145.6 million for Q2 2025.

Murphy USA achieved total revenues of $5.005 billion in the second quarter, driven by petroleum product sales of $3.851 billion and merchandise sales of $1.092 billion. Operating income reached $219.2 million with stable fuel margins of 29.2 cpg and total fuel contribution of 32.0 cpg. Net income increased slightly year-over-year amid consistent retail fuel volumes and modest merchandise growth.

  • Net income rose to $145.6 million from $144.8 million in Q2 2024, with diluted EPS at $7.36.
  • Total fuel contribution increased to $393.0 million at 32.0 cpg, supported by 29.2 cpg retail fuel margins.
  • Merchandise sales grew 1.1% to $1.092 billion with contribution improving 1.0% to $218.7 million.
  • Retail fuel volumes held steady at 1,229.3 million gallons while SG&A expenses declined 13.9%.

Headline financials

Total Revenue

$5.01B

Previous: $5.45B-8.2%
EPS (adj)

$7.36

Previous: $6.92+6.4%
Retail fuel volume chain

1.2B

Previous: 1.2B-0.2%
Retail fuel margin cpg

$29.20

Previous: $29.70-1.7%
Total merchandise contribution

$219M

No prior period
Total fuel contribution

$393M

Previous: $31.70+1239747534.1%
Net Income

$146M

Previous: $145M+0.6%
Operating Income

$219M

Previous: $217M+1.0%
Cash & Equivalents

$54.1M

Previous: $79.8M-32.2%

Revenue & EPS history

Murphy USA · Revenue · Quarterly

$5.01B

Q2 2025-8.2%vs Q2 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

Murphy USA · $5.01B total across 3 segments · Q2 2025

  • Petroleum product sales
    $3.85B
  • Merchandise sales
    $1.09B
  • Other operating revenues
    $61.2M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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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