Financial Data and Key Metrics Changes - The company is guiding for EBITDA of approximately $1 billion for the current year, with expectations for stronger growth in 2027 and 2028 to reach a long-term target of $1.2 billion [19][21] - The company expects to see same-store volume pressure of 1%-3% in a lower-price environment, necessitating competitive pricing strategies [33][36] Business Line Data and Key Metrics Changes - The company anticipates that each new class of 50 stores will generate between $35 million and $40 million of EBITDA at maturity after a three-year ramp [58] - The company has seen strong performance in the nicotine category, particularly in pouches and other products, despite some volume declines in cigarettes [67] Market Data and Key Metrics Changes - Competitive pressures vary by market, with some states like Texas showing higher margins and volumes, while others like Colorado and Florida are experiencing lower metrics [7][8] - The company is experiencing a relatively stable and low fuel price environment, which impacts customer price sensitivity [27][28] Company Strategy and Development Direction - The company is focusing on a culture shift towards quicker collaboration and more nimble decision-making, while maintaining its core strategies [80] - The company aims to reduce reliance on fuel and tobacco while exploring innovation opportunities in its portfolio, customer engagement, and advanced technology [81][82] Management's Comments on Operating Environment and Future Outlook - Management believes that competition, while disruptive, ultimately leads to higher margins as markets stabilize [9] - The company is preparing for potential volatility in the fuel environment, which could impact same-store performance [21][27] Other Important Information - The company is proactively investing in maintenance to enhance uptime and customer experience, expecting to save approximately $6 million to $8 million in maintenance costs [12] - The company has a modest exposure to SNAP changes, which are expected to have a limited impact on overall sales [70][72] Q&A Session Summary Question: Competitive pressure compared to 6-8 months ago - Management indicated that competitive pressures vary by market and that new entrants typically price low initially, impacting same-store volumes [5][6] Question: Maintenance capital spending and its impact - Management clarified that increased maintenance capital spending is a proactive measure to avoid future disruptions and enhance customer experience [10][11] Question: Long-term EBITDA growth drivers - Management discussed the importance of sustaining 50+ new store openings annually and the impact of a normalized fuel environment on EBITDA growth [20][21] Question: Fuel margins outlook - Management expects fuel margins to remain stable, with a target of around $0.30 per gallon, despite low volatility [27][28] Question: Nicotine environment outlook - Management believes the company is well-positioned to take share in the nicotine market and will continue to be promotion-driven [37][38] Question: Per-store expense growth drivers - Management highlighted successful expense management strategies and expects per-store expense growth to be around 4% going forward [42][44] Question: Impact of winter storms on operations - Management acknowledged higher maintenance costs due to winter storms but also noted higher margins leading into those storms [46][47] Question: QuickChek brand performance - Management reported stronger sales at QuickChek but acknowledged margin pressures and the need to refocus on core offerings [84][85]

Murphy USA (NYSE:MUSA) Q4 2025 Earnings call February 05, 2026 11:00 AM ET Company ParticipantsBobby Griffin - Managing DirectorBonnie Herzog - Managing DirectorBrad Thomas - Managing DirectorChristian Pikul - VP of of Investor RelationsCorey Tarlowe - Senior VP of Equity ResearchEd Kelly - Managing DirectorIrene Nattel - Managing DirectorJacob Aiken-Phillips - Director of Consumer and Retail ResearchMindy West - President and CEOPooran Sharma - Managing Director of Equity ResearchOperatorThank you for stan ...

Murphy USA (NYSE:MUSA) Q4 2025 Earnings call February 05, 2026 11:00 AM ET Speaker9Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the Murphy USA fourth quarter 2025 earnings Q&A call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the numb ...

Core Insights - Murphy USA reported $4.74 billion in revenue for Q4 2025, a year-over-year increase of 0.7% and an EPS of $7.53, up from $6.96 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $4.8 billion by -1.19%, while the EPS exceeded the consensus estimate of $6.67 by +12.84% [1] Financial Performance Metrics - Retail fuel volume was 1,234.20 million gallons, surpassing the average estimate of 1,204.63 million gallons [4] - Total fuel contribution was 34.3 cents per gallon, exceeding the average estimate of 33.69 cents [4] - PS&W including RINs contribution was 3.3 cents, below the average estimate of 4.01 cents [4] - Retail fuel margin was 31 cents, higher than the average estimate of 29.69 cents [4] - Operating revenues from petroleum product sales were $3.6 billion, slightly below the estimate of $3.68 billion, reflecting a -0.6% change year-over-year [4] - Operating revenues from merchandise sales were $1.09 billion, matching the average estimate and showing a +3.7% year-over-year change [4] - Other operating revenues were reported at $57 million, exceeding the average estimate of $37.43 million, with a year-over-year change of +39.4% [4] Stock Performance - Murphy USA shares returned +2.1% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Murphy USA (MUSA) came out with quarterly earnings of $7.53 per share, beating the Zacks Consensus Estimate of $6.67 per share. This compares to earnings of $6.96 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.84%. A quarter ago, it was expected that this gasoline station operator would post earnings of $6.6 per share when it actually produced earnings of $7.25, delivering a surprise of +9.85%.Over the last four quarters, ...

Exhibit 99.1 Murphy USA Inc. Reports Fourth Quarter 2025 Results and 2026 Guidance El Dorado, Arkansas, February 4, 2026 (BUSINESS WIRE) – Murphy USA Inc. (NYSE: MUSA), a leading marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three months and twelve months ended December 31, 2025. Consolidated Results | | Three Months Ended December 31, | | | | Twelve Months Ended December 31, | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Key Operati ...

EL DORADO, Ark.--(BUSINESS WIRE)--Murphy USA Inc. (NYSE: MUSA), a leading marketer of retail motor fuel products and convenience merchandise, today announced financial results for the three months and twelve months ended December 31, 2025. Key Highlights: Net income was $141.9 million, or $7.53 per diluted share, in Q4 2025 compared to net income of $142.5 million, or $6.96 per diluted share, in Q4 2024. For the full year 2025, net income was $470.6 million, or $24.10 per diluted share, compare. ...

The market expects Murphy USA (MUSA) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

After reaching an important support level, Murphy USA Inc. (MUSA) could be a good stock pick from a technical perspective. MUSA recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-d ...

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