Murphy Oil (MUR) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Murphy Oil reported a revenue of $732.99 million for the quarter ended September 2025, reflecting a decrease of 3.3% year-over-year, while EPS was $0.41 compared to $0.74 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $664.71 million by 10.27%, and the EPS surpassed the consensus estimate of $0.16 by 156.25% [1] Financial Performance - The company experienced a return of -10.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1% [3] - Murphy Oil holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Production Metrics - Total net crude oil and condensate production was 100.07 thousand barrels per day, exceeding the six-analyst average estimate of 94.24 thousand barrels per day [4] - Net natural gas liquids production reached 12.98 thousand barrels per day, surpassing the six-analyst average estimate of 10.87 thousand barrels per day [4] - Total net hydrocarbons production, excluding NCI, was 200.38 KBOE/D, above the six-analyst average estimate of 195.07 KBOE/D [4] Revenue Breakdown - Revenue from exploration and production in Canada was $108 million, below the average estimate of $130.91 million, representing a year-over-year decline of 31.6% [4] - Revenue from exploration and production in the United States was $613.7 million, exceeding the average estimate of $518.38 million, with a year-over-year increase of 2.8% [4] - Total revenue from sales to customers was $720.97 million, surpassing the average estimate of $646.45 million, but reflecting a year-over-year decrease of 4.3% [4]