Core Insights - Murphy USA Inc. reported a net income of $129.9 million, or $6.76 per diluted share, for Q3 2025, a decrease from $149.2 million, or $7.20 per diluted share, in Q3 2024 [1] Financial Performance - The company experienced a restructuring charge of $12.6 million in the quarter, which amounted to $9.5 million after-tax or $0.49 per diluted share [1]

Core Insights - Murphy USA Inc. (MUSA) is expected to report third-quarter 2025 results on October 29, 2025, with an estimated profit of $6.6 per share and revenues of $5.1 billion [1][9] Group 1: Recent Performance - In the last reported quarter, MUSA's earnings were $7.36 per share, surpassing the Zacks Consensus Estimate of $6.82, attributed to higher fuel margins, although revenues of $5 billion fell short by $468 million [2] - MUSA has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average negative surprise of 1.9% [3] Group 2: Future Expectations - The Zacks Consensus Estimate for third-quarter 2025 earnings has increased by 2.8% in the past week, but indicates an 8.3% year-over-year decrease, while revenues are projected to decline by 2% compared to the previous year [3][9] - Total revenues for the upcoming quarter are expected to decrease from $5.24 billion in the same quarter last year, with total cost of goods sold anticipated to rise to $4.7155 billion from $4.6168 billion [5] Group 3: Operational Factors - MUSA anticipates challenges in the second half of the year, with volumes potentially falling below the annual guidance range of 240,000 to 245,000 average per store per month, and headwinds from key categories like cigarettes and lottery [5] - On a positive note, MUSA has over 45 new stores under construction, which is expected to enhance growth prospects for the end of 2025 and into 2026, with plans for 15 to 20 additional new store openings [6] Group 4: Earnings Prediction Model - The Zacks model does not predict an earnings beat for MUSA this quarter, as the Earnings ESP is -2.50%, indicating a lower likelihood of surpassing earnings expectations [7]

Group 1 - ClearBridge Investments released its second-quarter 2025 investor letter, highlighting volatility in small-cap stocks, with the Russell 2000 Index rebounding 10% from its November 2024 highs, but underperforming larger-cap peers [1] - The Russell 2000 returned 8.5% for the quarter, while the Russell 1000 Index returned 11.1%, indicating a relative underperformance of small-cap stocks [1] - The investor letter emphasized the importance of stock selection, particularly within the consumer discretionary sector, which faced challenges in the second quarter [3] Group 2 - Murphy USA Inc. (NYSE:MUSA) experienced a one-month return of -0.92% and a 52-week loss of 27.18%, with a market capitalization of $7.528 billion as of September 12, 2025 [2] - The company reported weaker-than-expected earnings due to lower fuel volumes, rising operating expenses, and a decline in same-store sales, despite an increase in total merchandise sales [3] - Murphy USA's focus on rising fuel margins and low-cost operating discipline, along with investments in store remodels and geographic expansion, are expected to drive consistent growth [3] Group 3 - Murphy USA Inc. was held by 35 hedge fund portfolios at the end of the second quarter, an increase from 33 in the previous quarter, indicating some interest from institutional investors [4] - Despite the potential of Murphy USA as an investment, the company is not among the 30 most popular stocks among hedge funds, with certain AI stocks being viewed as having greater upside potential [4]