Murphy USA (MUSA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Murphy USA (MUSA) reported $4.74 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.7%. EPS of $7.53 for the same period compares to $6.96 a year ago.
The reported revenue represents a surprise of -1.19% over the Zacks Consensus Estimate of $4.8 billion. With the consensus EPS estimate being $6.67, the EPS surprise was +12.84%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Murphy USA performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Retail fuel volume - chain (Million gal): 1,234.20 Mgal versus 1,204.63 Mgal estimated by two analysts on average.
- Total fuel contribution (including retail, PS&W and RINs) (cpg): 34.3 cents versus the two-analyst average estimate of 33.69 cents.
- PS&W including RINs contribution (cpg): 3.3 cents versus the two-analyst average estimate of 4.01 cents.
- Retail fuel margin (cpg): 31 cents compared to the 29.69 cents average estimate based on two analysts.
- Operating Revenues- Petroleum product sales: $3.6 billion versus $3.68 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.
- Operating Revenues- Merchandise Sales: $1.09 billion compared to the $1.09 billion average estimate based on two analysts. The reported number represents a change of +3.7% year over year.
- Operating Revenues- Other operating revenues: $57 million versus the two-analyst average estimate of $37.43 million. The reported number represents a year-over-year change of +39.4%.
View all Key Company Metrics for Murphy USA here>>>
Shares of Murphy USA have returned +2.1% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Free Report: Profiting from the 2nd Wave of AI Explosion
The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.
Investors who bought shares like Nvidia at the right time have had a shot at huge gains.
But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.
Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.
Access AI Boom 2.0 now, absolutely free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Murphy USA Inc. (MUSA): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Source Zacks-com
