earnings
confidence high
sentiment positive
materiality 0.85
Murphy USA Q2 net income $209.1M, EPS $11.27; raises full-year guidance
Murphy USA Inc.
- Net income $209.1M ($11.27 EPS) vs $145.6M ($7.36) in Q2 2025, up 43.6%.
- Total fuel contribution 40.6 cpg vs 32.0 cpg; retail gallons +3.9% total, +0.5% same-store.
- Merchandise contribution $227.4M (+4.0%); dividend raised 28% to $0.64/share.
- Issued $500M 5.875% Senior Notes due 2034; retired $300M notes due 2027.
- Full-year guidance: expects net income ~$636M, Adj. EBITDA ~$1.25B assuming 35 cpg H2 fuel margins.