earnings
confidence high
sentiment positive
materiality 0.85
Murphy USA Q1 net income $136.3M ($7.28 EPS) vs $53.2M ($2.63 EPS); fuel margin 35.0 cpg up from 25.4 cpg
Murphy USA Inc.
2026-Q1 EPS
reported $7.28
vs consensus $5.14
▲ beat
(+41.5%)
- Net income $136.3M ($7.28 diluted EPS) vs $53.2M ($2.63) YoY; Adjusted EBITDA $277.9M vs $157.4M.
- Total fuel contribution 35.0 cpg, up from 25.4 cpg, on higher retail margin and fuel supply contribution including RINs.
- Merchandise contribution +7.3% to $210.2M; nicotine +11.5%, non-nicotine +2.7% YoY.
- Repurchased 169k shares for $70.9M at $419.87/share; paid $0.63/share quarterly dividend.
- On pace for 45-55 new stores in 2026; April fuel margins expected 35-40 cpg with volumes flat YoY.