Brief: Murphy USA Q2 EPS USD 7.36

Murphy USA

30/07/2025 21:31

Overview

Murphy USA Q2 net income rises slightly to $145.6 mln

Adjusted EBITDA for Q2 beats analyst expectations, per LSEG data

Co repurchased 470.7 thousand shares for $211.9 mln in Q2

Outlook

Murphy USA plans to open 50 new stores over next 12 months

Company expects EBITDA growth into 2026 and beyond

Company sees momentum in NTI store program

Result Drivers

FUEL MARGINS - Improved supply margins contributed to higher fuel margins, despite lower retail fuel volumes

MERCHANDISE SALES - Increased merchandise sales volumes drove a 1.0% rise in merchandise contribution

STORE PROFITABILITY - Focus on store profitability led to favorable comparisons in operating expenses and administrative costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 EPS
$7.36
Q2 Net Income
$145.60 mln
Q2 Adjusted EBITDA
Beat
$286 mln
$279.20 mln (5 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the oil & gas refining and marketing peer group is "buy"

Wall Street's median 12-month price target for Murphy USA Inc is $500.00, about 17.9% above its July 29 closing price of $410.28

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nBw6pM17va

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)