Core Insights - Murphy USA reported quarterly earnings of $7.25 per share, exceeding the Zacks Consensus Estimate of $6.6 per share, and showing a slight increase from $7.2 per share a year ago, resulting in an earnings surprise of +9.85% [1] - The company generated revenues of $5.11 billion for the quarter ended September 2025, which fell short of the Zacks Consensus Estimate by 0.44% and decreased from $5.24 billion year-over-year [2] - Murphy USA has surpassed consensus EPS estimates three times over the last four quarters but has not beaten revenue estimates during the same period [2] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $6.46 on revenues of $4.94 billion, while for the current fiscal year, it is $23.18 on revenues of $19.61 billion [7] - The estimate revisions trend for Murphy USA was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The Retail - Convenience Stores industry, to which Murphy USA belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a relatively strong position within the market [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Casey's General Stores (CASY) has seen a stock price increase of 4.5% over the past month, reaching a new 52-week high of $549.21, and has gained 35.9% year-to-date compared to 9% for the Zacks Retail-Wholesale sector and 11.4% for the Zacks Retail - Convenience Stores industry [1] Performance Drivers - The company has a strong track record of positive earnings surprises, having met or exceeded earnings consensus estimates in the last four quarters. In the latest earnings report on September 8, 2025, Casey's reported an EPS of $5.77, surpassing the consensus estimate of $5.01, and beat the revenue estimate by 0.93% [2] Earnings Projections - For the current fiscal year, Casey's is projected to achieve earnings of $15.7 per share on revenues of $17.64 billion, reflecting a 7.24% increase in EPS and a 10.68% increase in revenues. For the next fiscal year, expected earnings are $18.01 per share on revenues of $18.68 billion, indicating year-over-year changes of 14.71% and 5.86%, respectively [3] Valuation Metrics - Casey's stock is currently trading at 34.3 times the current fiscal year EPS estimates, which is a premium compared to the peer industry average of 25 times. On a trailing cash flow basis, the stock trades at 21 times, while the peer group's average is 15.6 times, suggesting that the company is not in the top tier from a value perspective [6] Zacks Rank - Casey's holds a Zacks Rank of 2 (Buy) due to rising earnings estimates. The company meets the criteria for investors looking for stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for further stock price appreciation in the near term [7]