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]