What to Expect From Marathon Petroleum's Q4 2025 Earnings Report

Core Viewpoint - Marathon Petroleum Corporation (MPC) is positioned for significant earnings growth, with analysts projecting a substantial increase in profits for the upcoming fiscal quarters, despite recent mixed performance in earnings reports [1][2][4]. Financial Performance - MPC is expected to report a profit of $3.73 per share for fiscal Q4 2025, representing a 384.4% increase from $0.77 per share in the same quarter last year [2]. - For the current fiscal year ending in December, analysts anticipate MPC will report a profit of $10.64 per share, up 9.6% from $9.71 per share in fiscal 2024 [2]. - Earnings per share (EPS) is projected to grow further by 38.6% year-over-year to $14.75 in fiscal 2026 [2]. Stock Performance - MPC's stock has increased by 22.6% over the past 52 weeks, outperforming the S&P 500 Index's rise of 16.2% and the State Street Energy Select Sector SPDR ETF's increase of 7.2% during the same period [3]. Recent Earnings Report - On November 4, MPC's stock fell by 6.1% following its Q3 results, where total revenue and other income rose by 1.3% year-over-year to $35.8 billion, but sales and other operating revenues saw a slight decline compared to the previous year [4]. - The adjusted EPS of $3.01 for the previous quarter missed consensus estimates by 3.2%, contributing to negative investor sentiment [4]. Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for MPC, with 19 analysts covering the stock: eight recommend "Strong Buy," three suggest "Moderate Buy," and eight advise "Hold" [5]. - The mean price target for MPC is set at $204.22, indicating a potential upside of 16.7% from current levels [5].