earnings
confidence high
sentiment neutral
materiality 0.90
Murphy USA Inc. Reports Fourth Quarter 2025 Results and 2026 Guidance
Murphy USA Inc.
2025-FY EPS
reported $24.10
vs consensus $6.91
▲ beat
(+248.7%)
- Net income was $141.9M ($7.53/diluted share) in Q4 2025 vs $142.5M ($6.96) in Q4 2024.
- Full year 2025 net income of $470.6M ($24.10/diluted share) vs $502.5M ($24.11) in 2024.
- Total fuel contribution for Q4 2025 was 34.3 cpg, up from 32.5 cpg in Q4 2024.
- Company repurchased ~175.4K shares for $67.5M in Q4 2025; dividend increased 18.9% to $0.63/share.
- 2026 guidance: net income ~$439M, new stores 45-55, merchandise contribution $890-900M, SG&A $240-250M.