Murphy USA (US:MUSA) ZACKS·2025-10-30 01:01Core Insights - Murphy USA reported revenue of $5.11 billion for the quarter ended September 2025, a decrease of 2.5% year-over-year, while EPS increased to $7.25 from $7.20 in the previous year [1] - The revenue fell short of the Zacks Consensus Estimate of $5.13 billion, resulting in a surprise of -0.44%, whereas the EPS exceeded expectations with a surprise of +9.85% against a consensus estimate of $6.60 [1] Financial Performance Metrics - Total fuel contribution was 30.7 cents per gallon, surpassing the average estimate of 29.64 cents from two analysts [4] - PS&W including RINs contribution was 2.4 cents, significantly better than the estimated -0.67 cents [4] - Retail fuel margin was reported at 28.3 cents, lower than the average estimate of 30.31 cents [4] - Retail fuel volume reached 1,254.30 million gallons, exceeding the estimate of 1,232.83 million gallons [4] - Operating revenues from petroleum product sales were $3.92 billion, below the average estimate of $3.97 billion, reflecting a year-over-year decline of 4.8% [4] - Other operating revenues were reported at $63 million, significantly higher than the estimated $38.4 million, marking an increase of 81.6% year-over-year [4] - Merchandise sales amounted to $1.12 billion, slightly below the average estimate of $1.13 billion, with a year-over-year increase of 3.7% [4] Stock Performance - Murphy USA's shares returned +2.1% over the past month, underperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]