{"schema_version":"secwatch.filing_event.v1","accession":"0001573516-26-000127","form_type":"8-K","ticker":"MUSA","cik":"0001573516","company_name":"Murphy USA Inc.","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.495480+00:00","generated_at":"2026-05-15T01:49:42.783133+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"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","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001573516-26-000127","json":"https://secwatch.observer/filing/0001573516-26-000127.json","markdown":"https://secwatch.observer/filing/0001573516-26-000127.md","text":"https://secwatch.observer/filing/0001573516-26-000127.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1573516/000157351626000127/0001573516-26-000127-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1573516/000157351626000127/musa-20260429.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:49:42.783133+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"06e26ef669e444a7b41befec4dabe7cb424bdba3","claim":"Murphy USA Inc. reported three months ended March 31, 2026 results: net income $136.3 million, EPS $7.28 per diluted share.","evidence_excerpt":"marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three months ended March 31, 2026. Key Highlights: • Net income was $136.3 million, or $7.28 per diluted share, in Q1 2026 compared to net income of $53.2 million, or $2.63 per diluted share, in Q1 2025. • Total fuel contribution for Q1 2026 was 35.0 cpg,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1573516/000157351626000127/0001573516-26-000127-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2026"},{"label":"Net income","value":"$136.3 million"},{"label":"EPS","value":"$7.28 per diluted share"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}