Murphy USA (US:MUSA) ZACKSยท2025-10-22 15:25Core Insights - Murphy USA Inc. (MUSA) is expected to report third-quarter 2025 results on October 29, 2025, with an estimated profit of $6.6 per share and revenues of $5.1 billion [1][9] Group 1: Recent Performance - In the last reported quarter, MUSA's earnings were $7.36 per share, surpassing the Zacks Consensus Estimate of $6.82, attributed to higher fuel margins, although revenues of $5 billion fell short by $468 million [2] - MUSA has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average negative surprise of 1.9% [3] Group 2: Future Expectations - The Zacks Consensus Estimate for third-quarter 2025 earnings has increased by 2.8% in the past week, but indicates an 8.3% year-over-year decrease, while revenues are projected to decline by 2% compared to the previous year [3][9] - Total revenues for the upcoming quarter are expected to decrease from $5.24 billion in the same quarter last year, with total cost of goods sold anticipated to rise to $4.7155 billion from $4.6168 billion [5] Group 3: Operational Factors - MUSA anticipates challenges in the second half of the year, with volumes potentially falling below the annual guidance range of 240,000 to 245,000 average per store per month, and headwinds from key categories like cigarettes and lottery [5] - On a positive note, MUSA has over 45 new stores under construction, which is expected to enhance growth prospects for the end of 2025 and into 2026, with plans for 15 to 20 additional new store openings [6] Group 4: Earnings Prediction Model - The Zacks model does not predict an earnings beat for MUSA this quarter, as the Earnings ESP is -2.50%, indicating a lower likelihood of surpassing earnings expectations [7]